SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 628 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,083 | +4.6% | 193 | +1.0% | 0.01% | 0.0% |
| Q3 2023 | $9,638 | -2.7% | 191 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $9,903 | +98930.0% | 189 | +1.1% | 0.01% | -12.5% |
| Q1 2023 | $10 | 0.0% | 187 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $10 | -99.9% | 187 | +1.6% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | -89.8% | 184 | -89.5% | 0.01% | -89.6% |
| Q2 2022 | $98,000 | +790.9% | 1,751 | +900.6% | 0.08% | +1000.0% |
| Q1 2022 | $11,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 175 | +1.2% | 0.01% | -12.5% |
| Q3 2021 | $11,000 | 0.0% | 173 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $11,000 | +1000.0% | 173 | +810.5% | 0.01% | +600.0% |
| Q4 2018 | $1,000 | – | 19 | – | 0.00% | – |
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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% |