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 2023 | $64,072 | -3.7% | 1,269 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $66,534 | -2.2% | 1,269 | 0.0% | 0.02% | -5.6% |
Q1 2023 | $68,031 | +4.8% | 1,269 | +1.2% | 0.02% | 0.0% |
Q4 2022 | $64,945 | -0.1% | 1,254 | 0.0% | 0.02% | -10.0% |
Q3 2022 | $65,000 | -7.1% | 1,254 | 0.0% | 0.02% | -4.8% |
Q2 2022 | $70,000 | -17.6% | 1,254 | -10.0% | 0.02% | -12.5% |
Q1 2022 | $85,000 | -3.4% | 1,394 | 0.0% | 0.02% | -11.1% |
Q4 2021 | $88,000 | +1.1% | 1,394 | 0.0% | 0.03% | -6.9% |
Q3 2021 | $87,000 | +155.9% | 1,394 | +159.1% | 0.03% | +141.7% |
Q2 2021 | $34,000 | +3.0% | 538 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $33,000 | 0.0% | 538 | 0.0% | 0.01% | -7.7% |
Q4 2020 | $33,000 | +57.1% | 538 | +55.0% | 0.01% | +30.0% |
Q3 2020 | $21,000 | – | 347 | – | 0.01% | – |
Download |
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% |