SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,678,262 | +91.5% | 53,043 | +98.9% | 0.03% | +43.5% |
Q2 2023 | $1,398,569 | -65.8% | 26,671 | -65.0% | 0.02% | -67.1% |
Q1 2023 | $4,090,227 | +7.6% | 76,293 | +3.9% | 0.07% | -5.4% |
Q4 2022 | $3,801,320 | -26.2% | 73,394 | -26.1% | 0.07% | -35.7% |
Q3 2022 | $5,149,000 | -32.4% | 99,288 | -27.2% | 0.12% | -28.6% |
Q2 2022 | $7,617,000 | -73.5% | 136,428 | -71.2% | 0.16% | -59.1% |
Q1 2022 | $28,714,000 | -60.5% | 472,964 | -59.1% | 0.39% | -79.2% |
Q4 2021 | $72,655,000 | +10.0% | 1,155,264 | +9.4% | 1.89% | +16.2% |
Q3 2021 | $66,067,000 | +9.3% | 1,055,716 | +9.2% | 1.63% | -23.9% |
Q2 2021 | $60,454,000 | +29.4% | 967,109 | +26.7% | 2.14% | -25.4% |
Q1 2021 | $46,707,000 | +14.9% | 763,548 | +16.5% | 2.87% | +3.2% |
Q4 2020 | $40,635,000 | +55.0% | 655,549 | +54.1% | 2.78% | +9.7% |
Q3 2020 | $26,211,000 | – | 425,285 | – | 2.53% | – |
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% |