SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $256,000 | -11.7% | 4,227 | -8.4% | 0.10% | -9.5% |
Q4 2021 | $290,000 | -36.7% | 4,614 | -37.1% | 0.10% | -41.3% |
Q3 2021 | $458,000 | +0.4% | 7,330 | +0.5% | 0.18% | +5.3% |
Q2 2021 | $456,000 | +4.8% | 7,297 | +2.6% | 0.17% | -0.6% |
Q1 2021 | $435,000 | -34.9% | 7,112 | -34.0% | 0.17% | -36.0% |
Q4 2020 | $668,000 | -56.7% | 10,768 | -57.0% | 0.27% | -56.9% |
Q3 2020 | $1,544,000 | +45.1% | 25,053 | +41.2% | 0.62% | +34.2% |
Q2 2020 | $1,064,000 | +6.3% | 17,742 | +1.9% | 0.46% | -8.5% |
Q1 2020 | $1,001,000 | +55.4% | 17,407 | +53.0% | 0.50% | +77.8% |
Q4 2019 | $644,000 | – | 11,374 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |