SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $802 | -99.9% | 15,480 | -33.3% | 0.08% | -38.3% |
| Q3 2022 | $1,202,000 | -27.6% | 23,201 | -22.1% | 0.13% | -24.3% |
| Q2 2022 | $1,660,000 | -24.0% | 29,764 | -17.2% | 0.17% | -6.1% |
| Q1 2022 | $2,183,000 | -77.8% | 35,966 | -77.0% | 0.18% | -76.3% |
| Q4 2021 | $9,843,000 | +456.1% | 156,510 | +453.5% | 0.76% | +134.2% |
| Q3 2021 | $1,770,000 | -76.9% | 28,278 | -76.9% | 0.32% | -67.3% |
| Q2 2021 | $7,661,000 | +1561.8% | 122,562 | +1524.8% | 0.99% | +1318.6% |
| Q1 2021 | $461,000 | +61.8% | 7,543 | +50.0% | 0.07% | +42.9% |
| Q3 2019 | $285,000 | – | 5,029 | – | 0.05% | – |
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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% |