SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,934 | -3.7% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,662 | -79.3% | 375 | -78.9% | 0.00% | -80.0% |
| Q1 2023 | $95,139 | +3.5% | 1,775 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $91,909 | +2.1% | 1,775 | +2.1% | 0.01% | 0.0% |
| Q3 2022 | $90,000 | -5.3% | 1,739 | +2.1% | 0.01% | 0.0% |
| Q2 2022 | $95,000 | -5.9% | 1,703 | +2.2% | 0.01% | 0.0% |
| Q1 2022 | $101,000 | -32.2% | 1,667 | -29.8% | 0.01% | -28.6% |
| Q4 2021 | $149,000 | +2.1% | 2,373 | +1.8% | 0.01% | 0.0% |
| Q3 2021 | $146,000 | +46.0% | 2,331 | +45.4% | 0.01% | +55.6% |
| Q2 2021 | $100,000 | – | 1,603 | – | 0.01% | – |
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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% |