SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,020 | -3.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,097 | -2.2% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,144 | +3.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,072 | -97.8% | 40 | -97.8% | 0.00% | -97.2% |
| Q3 2022 | $95,000 | -7.8% | 1,840 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $103,000 | -8.0% | 1,840 | 0.0% | 0.11% | +2.9% |
| Q1 2022 | $112,000 | -86.1% | 1,840 | -85.7% | 0.10% | -83.4% |
| Q4 2021 | $807,000 | +9.6% | 12,825 | +9.1% | 0.63% | +5.3% |
| Q3 2021 | $736,000 | +22.7% | 11,760 | +22.6% | 0.60% | +29.3% |
| Q2 2010 | $600,000 | – | 9,595 | – | 0.46% | – |
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% |