SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $216,171 | -76.8% | 4,174 | -76.8% | 0.06% | -77.7% |
| Q3 2022 | $931,000 | -34.1% | 17,982 | -28.9% | 0.25% | -23.9% |
| Q2 2022 | $1,412,000 | -23.3% | 25,302 | -16.5% | 0.33% | -12.0% |
| Q1 2022 | $1,840,000 | -18.5% | 30,308 | -15.6% | 0.38% | -18.5% |
| Q4 2021 | $2,258,000 | -12.5% | 35,911 | -12.9% | 0.46% | -18.0% |
| Q3 2021 | $2,580,000 | -14.3% | 41,224 | -14.5% | 0.56% | -17.5% |
| Q2 2021 | $3,012,000 | +0.5% | 48,192 | -1.6% | 0.68% | -6.6% |
| Q1 2021 | $2,996,000 | +5.3% | 48,981 | +6.8% | 0.73% | +1.7% |
| Q4 2020 | $2,846,000 | -0.5% | 45,844 | -1.2% | 0.72% | -10.9% |
| Q3 2020 | $2,859,000 | +5.3% | 46,391 | +2.5% | 0.80% | -6.1% |
| Q2 2020 | $2,715,000 | – | 45,240 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
| NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
| Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
| Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
| Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
| LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
| Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
| RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
| Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
| SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |