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 2022 | $356,000 | -5.3% | 6,871 | +2.1% | 0.04% | +2.5% |
| Q2 2022 | $376,000 | -6.0% | 6,732 | +2.2% | 0.04% | +2.6% |
| Q1 2022 | $400,000 | -3.1% | 6,588 | +0.4% | 0.04% | 0.0% |
| Q4 2021 | $413,000 | +2.5% | 6,562 | +1.8% | 0.04% | -9.3% |
| Q3 2021 | $403,000 | +1.8% | 6,445 | +1.7% | 0.04% | +2.4% |
| Q2 2021 | $396,000 | +3.1% | 6,335 | +0.9% | 0.04% | -6.7% |
| Q1 2021 | $384,000 | -1.5% | 6,280 | 0.0% | 0.04% | -11.8% |
| Q4 2020 | $390,000 | +1.8% | 6,280 | +0.9% | 0.05% | -32.9% |
| Q3 2020 | $383,000 | +2.7% | 6,221 | +0.2% | 0.08% | -3.8% |
| Q2 2020 | $373,000 | +1.4% | 6,210 | -2.9% | 0.08% | -3.7% |
| Q1 2020 | $368,000 | – | 6,395 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |