SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,733 | +192.7% | 91 | +193.5% | 0.00% | – |
Q1 2024 | $1,617 | -0.1% | 31 | 0.0% | 0.00% | – |
Q4 2023 | $1,618 | +3.4% | 31 | 0.0% | 0.00% | – |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |