SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 628 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $714,097 | -64.5% | 13,620 | -63.7% | 0.50% | -66.3% |
| Q1 2023 | $2,013,699 | -40.9% | 37,562 | -30.6% | 1.47% | -28.4% |
| Q4 2021 | $3,405,000 | +295.9% | 54,143 | +294.2% | 2.06% | +279.0% |
| Q3 2021 | $860,000 | -16.6% | 13,736 | -18.5% | 0.54% | -22.2% |
| Q2 2021 | $1,031,000 | – | 16,854 | – | 0.70% | – |
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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% |