SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $970,418 | -3.7% | 19,220 | 0.0% | 0.26% | 0.0% |
Q2 2023 | $1,007,705 | -2.2% | 19,220 | 0.0% | 0.26% | +4.5% |
Q1 2023 | $1,030,385 | -22.1% | 19,220 | -24.8% | 0.24% | -22.5% |
Q4 2022 | $1,323,493 | -48.5% | 25,555 | -45.1% | 0.32% | -56.9% |
Q3 2022 | $2,571,000 | +11.3% | 46,574 | +12.4% | 0.73% | -0.1% |
Q2 2022 | $2,311,000 | -8.1% | 41,424 | 0.0% | 0.73% | +8.1% |
Q1 2022 | $2,515,000 | +2.6% | 41,424 | +6.3% | 0.68% | +4.1% |
Q4 2021 | $2,452,000 | +3.4% | 38,982 | +2.9% | 0.65% | -7.4% |
Q3 2021 | $2,371,000 | +37.4% | 37,889 | +37.3% | 0.70% | +37.2% |
Q2 2021 | $1,725,000 | – | 27,600 | – | 0.51% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |