SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,837,776 | +87329.9% | 36,399 | -9.2% | 0.41% | -11.3% |
Q2 2023 | $2,102 | -7.3% | 40,092 | -5.2% | 0.46% | -4.2% |
Q1 2023 | $2,268 | +1.3% | 42,307 | -2.1% | 0.48% | -5.3% |
Q4 2022 | $2,239 | -99.9% | 43,223 | -11.8% | 0.51% | -14.5% |
Q3 2022 | $2,553,000 | -6.2% | 49,030 | +0.6% | 0.59% | -3.4% |
Q2 2022 | $2,722,000 | -5.4% | 48,717 | +2.8% | 0.61% | +11.1% |
Q1 2022 | $2,877,000 | -3.5% | 47,393 | -0.1% | 0.55% | -3.5% |
Q4 2021 | $2,981,000 | -2.7% | 47,446 | -3.1% | 0.57% | -0.5% |
Q3 2021 | $3,064,000 | -42.1% | 48,958 | -42.1% | 0.58% | -49.4% |
Q2 2021 | $5,290,000 | +88.3% | 84,622 | +84.1% | 1.14% | +85.9% |
Q1 2021 | $2,810,000 | +116.8% | 45,955 | +120.2% | 0.61% | +103.7% |
Q4 2020 | $1,296,000 | +16.3% | 20,870 | +15.3% | 0.30% | -7.7% |
Q3 2020 | $1,114,000 | +108.2% | 18,096 | +104.4% | 0.32% | +105.7% |
Q2 2020 | $535,000 | +32.1% | 8,855 | +24.7% | 0.16% | +23.4% |
Q4 2019 | $405,000 | +1.0% | 7,099 | 0.0% | 0.13% | -65.5% |
Q3 2019 | $401,000 | -2.9% | 7,099 | -3.3% | 0.37% | +161.3% |
Q2 2019 | $413,000 | +16.0% | 7,338 | +14.0% | 0.14% | -5.3% |
Q3 2017 | $356,000 | +50.8% | 6,439 | +50.3% | 0.15% | +29.3% |
Q2 2017 | $236,000 | – | 4,283 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 14,279,084 | $720,950,951 | 95.54% |
NinePointTwo Capital LLC | 1,726,601 | $87,176 | 35.55% |
Sensible Financial Planning & Management, LLC. | 1,441,882 | $72,801 | 18.31% |
LifeGuide Financial Advisors, LLC | 606,248 | $30,609,487 | 17.89% |
Joseph Group Capital Management | 421,552 | $21,284,160 | 15.33% |
Walker Financial Services, Inc. | 236,191 | $11,925,291 | 11.59% |
Carolina Wealth Advisors, LLC | 350,044 | $17,673,725 | 9.98% |
Live Oak Investment Partners | 196,101 | $9,889,173 | 8.52% |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 246,137 | $12,427,441 | 8.06% |
MARSHALL FINANCIAL GROUP INC /ADV | 377,322 | $19,050,968 | 7.76% |