SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 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% |