SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $308,618 | +5.8% | 5,757 | +2.3% | 0.26% | -5.7% |
| Q4 2022 | $291,563 | -79.7% | 5,630 | -75.4% | 0.28% | -75.6% |
| Q4 2021 | $1,437,000 | -1.0% | 22,849 | -1.5% | 1.15% | -7.6% |
| Q3 2021 | $1,451,000 | +0.8% | 23,188 | +0.7% | 1.24% | +1.4% |
| Q2 2021 | $1,440,000 | -53.2% | 23,036 | -54.2% | 1.22% | -56.2% |
| Q1 2021 | $3,074,000 | -2.2% | 50,257 | -0.8% | 2.79% | -8.7% |
| Q4 2020 | $3,144,000 | – | 50,639 | – | 3.06% | – |
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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% |