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 | $4,051 | +57.7% | 80 | +63.3% | 0.00% | 0.0% |
| Q2 2023 | $2,568 | +46.1% | 49 | +48.5% | 0.00% | 0.0% |
| Q1 2023 | $1,758 | +17.9% | 33 | +13.8% | 0.00% | 0.0% |
| Q4 2022 | $1,491 | -50.3% | 29 | -44.2% | 0.00% | -50.0% |
| Q3 2022 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -50.0% | 52 | -49.0% | 0.00% | -50.0% |
| Q1 2022 | $6,000 | +200.0% | 102 | +240.0% | 0.00% | +100.0% |
| Q4 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | +100.0% |
| Q2 2021 | $2,000 | -93.8% | 30 | -94.3% | 0.00% | -96.0% |
| Q1 2021 | $32,000 | -3.0% | 530 | 0.0% | 0.02% | -19.4% |
| Q4 2020 | $33,000 | +230.0% | 530 | +188.0% | 0.03% | +342.9% |
| Q4 2017 | $10,000 | – | 184 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |