SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |