SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,368 | +4890.4% | 2,384 | +5082.6% | 0.03% | +3300.0% |
| Q2 2023 | $2,412 | -73.2% | 46 | -71.4% | 0.00% | -66.7% |
| Q2 2022 | $9,000 | -79.1% | 161 | -77.5% | 0.00% | -76.9% |
| Q1 2022 | $43,000 | -98.7% | 715 | -98.7% | 0.01% | -98.7% |
| Q4 2021 | $3,402,000 | +11.0% | 54,099 | +10.4% | 1.02% | +5.5% |
| Q3 2021 | $3,066,000 | +15.0% | 48,997 | +14.9% | 0.97% | +9.4% |
| Q2 2021 | $2,666,000 | +9.4% | 42,655 | +7.0% | 0.89% | +0.9% |
| Q1 2021 | $2,437,000 | -17.9% | 39,848 | -16.7% | 0.88% | -23.6% |
| Q4 2020 | $2,968,000 | -8.9% | 47,815 | -9.5% | 1.15% | -18.4% |
| Q3 2020 | $3,257,000 | +6.4% | 52,848 | +3.6% | 1.41% | +7.8% |
| Q2 2020 | $3,061,000 | +509.8% | 51,006 | +484.9% | 1.31% | +416.6% |
| Q1 2020 | $502,000 | -37.7% | 8,720 | -38.8% | 0.25% | -25.8% |
| Q4 2019 | $806,000 | +45.0% | 14,239 | +45.4% | 0.34% | +34.3% |
| Q3 2019 | $556,000 | – | 9,791 | – | 0.25% | – |
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% |