SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $204,819 | -27.9% | 3,821 | -30.4% | 0.02% | -48.6% |
Q3 2022 | $284,000 | -9.6% | 5,489 | -2.5% | 0.04% | -21.3% |
Q2 2022 | $314,000 | -9.2% | 5,627 | -1.3% | 0.05% | +20.5% |
Q1 2022 | $346,000 | +30.6% | 5,703 | +35.1% | 0.04% | +39.3% |
Q4 2021 | $265,000 | +2.3% | 4,221 | +1.9% | 0.03% | -6.7% |
Q3 2021 | $259,000 | +24.5% | 4,143 | +24.7% | 0.03% | +20.0% |
Q2 2021 | $208,000 | – | 3,323 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |