SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |