SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,581 | -3.6% | 487 | +0.2% | 0.00% | 0.0% |
Q2 2023 | $25,494 | -2.1% | 486 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $26,044 | +9.3% | 486 | +5.7% | 0.00% | 0.0% |
Q4 2022 | $23,828 | -0.7% | 460 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $24,000 | -4.0% | 459 | +0.4% | 0.00% | 0.0% |
Q2 2022 | $25,000 | +733.3% | 457 | +730.9% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 55 | +1.9% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 54 | +1.9% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 53 | +6.0% | 0.00% | – |
Q2 2021 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q1 2021 | $3,000 | +200.0% | 50 | +138.1% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | – | 21 | – | 0.00% | – |
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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% |