SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,565 | -99.2% | 31 | -99.1% | 0.00% | -100.0% |
| Q2 2023 | $188,433 | +1712927.3% | 3,594 | +1587.3% | 0.01% | – |
| Q1 2023 | $11 | -59.3% | 213 | -58.5% | 0.00% | -100.0% |
| Q4 2022 | $27 | -98.6% | 513 | +1408.8% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -99.7% | 34 | -99.7% | 0.00% | -100.0% |
| Q1 2022 | $596,000 | +59500.0% | 9,814 | +122575.0% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 8 | -20.0% | 0.00% | – |
| Q3 2021 | $1,000 | -83.3% | 10 | -90.0% | 0.00% | – |
| Q4 2019 | $6,000 | -86.0% | 100 | -86.8% | 0.00% | -100.0% |
| Q2 2019 | $43,000 | +59.3% | 755 | +51.0% | 0.00% | -25.0% |
| Q4 2015 | $27,000 | +575.0% | 500 | +657.6% | 0.00% | – |
| Q3 2015 | $4,000 | -60.0% | 66 | -65.8% | 0.00% | -100.0% |
| Q4 2013 | $10,000 | – | 193 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |