SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,416 | -43.5% | 6,564 | -41.3% | 0.04% | -43.1% |
| Q2 2023 | $586,325 | -56.1% | 11,183 | -55.1% | 0.06% | -61.3% |
| Q1 2023 | $1,336,305 | -94.2% | 24,926 | -94.4% | 0.17% | -95.4% |
| Q4 2022 | $23,064,292 | +39.7% | 445,343 | +39.7% | 3.67% | -3.9% |
| Q3 2022 | $16,511,000 | +67.1% | 318,741 | +80.0% | 3.82% | +65.5% |
| Q2 2022 | $9,879,000 | +987800.0% | 177,050 | +737608.3% | 2.31% | – |
| Q2 2018 | $1,000 | – | 24 | – | 0.00% | – |
Download | ||||||
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% |