SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 396 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $674,604 | +3.3% | 12,600 | 0.0% | 0.26% | -15.1% |
Q3 2022 | $653,000 | +42.0% | 12,600 | +52.7% | 0.31% | +15.2% |
Q2 2022 | $460,000 | -8.2% | 8,250 | 0.0% | 0.27% | +21.6% |
Q1 2022 | $501,000 | -0.8% | 8,250 | 0.0% | 0.22% | -10.1% |
Q1 2021 | $505,000 | -1.4% | 8,250 | 0.0% | 0.25% | -14.2% |
Q4 2020 | $512,000 | +0.8% | 8,250 | 0.0% | 0.29% | -20.7% |
Q3 2020 | $508,000 | +2.6% | 8,250 | 0.0% | 0.36% | -7.9% |
Q2 2020 | $495,000 | +43.5% | 8,250 | +37.5% | 0.39% | -6.0% |
Q1 2020 | $345,000 | – | 6,000 | – | 0.42% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |