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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $282,000 | -89.6% | 5,299 | -89.5% | 0.12% | -87.6% |
| Q3 2018 | $2,719,000 | +1.9% | 50,386 | +3.7% | 1.00% | -7.1% |
| Q2 2018 | $2,669,000 | +4.6% | 48,601 | +4.5% | 1.07% | +1.4% |
| Q1 2018 | $2,551,000 | +6.2% | 46,489 | +7.2% | 1.06% | +7.5% |
| Q4 2017 | $2,403,000 | +15.6% | 43,361 | +15.2% | 0.98% | +8.9% |
| Q3 2017 | $2,079,000 | +5.4% | 37,628 | +5.1% | 0.90% | +0.1% |
| Q2 2017 | $1,972,000 | – | 35,813 | – | 0.90% | – |
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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% |