SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 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 | 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% |