SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15,365 | -68.6% | 297 | -68.7% | 0.01% | -65.7% |
| Q3 2022 | $49,000 | -5.8% | 948 | +2.0% | 0.04% | +2.9% |
| Q2 2022 | $52,000 | +79.3% | 929 | +93.1% | 0.03% | +112.5% |
| Q1 2022 | $29,000 | -47.3% | 481 | -45.1% | 0.02% | -50.0% |
| Q4 2021 | $55,000 | +175.0% | 876 | +176.3% | 0.03% | +166.7% |
| Q3 2021 | $20,000 | -47.4% | 317 | -52.4% | 0.01% | -33.3% |
| Q3 2019 | $38,000 | -11.6% | 666 | -13.4% | 0.02% | -14.3% |
| Q2 2019 | $43,000 | – | 769 | – | 0.02% | – |
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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% |