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 | $2,020 | -71.0% | 38 | -71.9% | 0.00% | -100.0% |
| Q4 2022 | $6,975 | +248.8% | 135 | +264.9% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 37 | +2.8% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 36 | +2.9% | 0.00% | – |
| Q1 2022 | $2,000 | -81.8% | 35 | -79.3% | 0.00% | -100.0% |
| Q4 2021 | $11,000 | -45.0% | 169 | -50.3% | 0.00% | -77.8% |
| Q2 2020 | $20,000 | 0.0% | 340 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $20,000 | +5.3% | 340 | 0.0% | 0.01% | +42.9% |
| Q4 2019 | $19,000 | -50.0% | 340 | -49.2% | 0.01% | -58.8% |
| Q3 2019 | $38,000 | +100.0% | 669 | +96.8% | 0.02% | +88.9% |
| Q2 2019 | $19,000 | 0.0% | 340 | 0.0% | 0.01% | +12.5% |
| Q1 2019 | $19,000 | -75.3% | 340 | -76.4% | 0.01% | -78.4% |
| Q4 2018 | $77,000 | +120.0% | 1,439 | +124.8% | 0.04% | +146.7% |
| Q3 2018 | $35,000 | 0.0% | 640 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $35,000 | -2.8% | 640 | -1.5% | 0.02% | -5.9% |
| Q1 2018 | $36,000 | -88.9% | 650 | -88.9% | 0.02% | -88.0% |
| Q4 2017 | $324,000 | – | 5,850 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
| NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
| AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
| Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
| SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
| MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
| Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
| PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
| KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |