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 | ||||
|---|---|---|---|---|---|---|
| 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 | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |