SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |