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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $462,808 | +3.5% | 8,633 | 0.0% | 0.33% | -1.2% |
| Q4 2022 | $447,096 | +1.8% | 8,633 | +1.9% | 0.33% | -0.3% |
| Q3 2022 | $439,000 | -5.4% | 8,475 | +1.9% | 0.33% | +3.1% |
| Q2 2022 | $464,000 | -8.3% | 8,319 | -0.3% | 0.32% | +22.7% |
| Q1 2022 | $506,000 | -6.6% | 8,342 | -3.3% | 0.26% | +1.9% |
| Q4 2021 | $542,000 | -14.5% | 8,624 | -14.9% | 0.26% | -17.3% |
| Q3 2021 | $634,000 | – | 10,136 | – | 0.31% | – |
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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% |