SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $34,686 | +3.5% | 647 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $33,508 | -50.0% | 647 | -50.0% | 0.01% | -52.0% |
| Q3 2022 | $67,000 | -6.9% | 1,294 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $72,000 | +7100.0% | 1,294 | +9853.8% | 0.03% | – |
| Q1 2021 | $1,000 | -66.7% | 13 | -76.4% | 0.00% | -100.0% |
| Q4 2020 | $3,000 | -25.0% | 55 | -8.3% | 0.00% | -50.0% |
| Q3 2020 | $4,000 | 0.0% | 60 | -18.9% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | -20.0% | 74 | -12.9% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | -16.7% | 85 | -17.5% | 0.00% | -33.3% |
| Q2 2019 | $6,000 | – | 103 | – | 0.00% | – |
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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% |