SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,804 | -3.7% | 927 | 0.0% | 0.03% | +8.0% |
| Q2 2023 | $48,603 | +140.5% | 927 | +145.9% | 0.02% | +127.3% |
| Q1 2023 | $20,211 | +100955.0% | 377 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20 | -99.9% | 377 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $20,000 | -4.8% | 377 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -8.7% | 377 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -4.2% | 377 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +50.0% | 377 | +49.6% | 0.01% | +33.3% |
| Q3 2021 | $16,000 | -42.9% | 252 | -44.0% | 0.01% | -40.0% |
| Q2 2021 | $28,000 | 0.0% | 450 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $28,000 | +75.0% | 450 | +78.6% | 0.02% | +66.7% |
| Q4 2020 | $16,000 | 0.0% | 252 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $16,000 | +6.7% | 252 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | +7.1% | 252 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $14,000 | 0.0% | 252 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $14,000 | +40.0% | 252 | +42.4% | 0.01% | +25.0% |
| Q3 2019 | $10,000 | – | 177 | – | 0.01% | – |
Download | ||||||
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% |