SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215,147 | -0.7% | 4,000 | -3.3% | 0.03% | -7.1% |
| Q4 2022 | $216,744 | -97.4% | 4,135 | -97.4% | 0.03% | -97.7% |
| Q3 2022 | $8,222,000 | -6.2% | 158,479 | +0.6% | 1.20% | -8.1% |
| Q2 2022 | $8,762,000 | -8.5% | 157,479 | -2.2% | 1.30% | -0.5% |
| Q1 2022 | $9,572,000 | +11.4% | 161,029 | +15.3% | 1.31% | +12.1% |
| Q4 2021 | $8,596,000 | – | 139,609 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 14,279,084 | $720,950,951 | 95.54% |
| NinePointTwo Capital LLC | 1,726,601 | $87,176 | 35.55% |
| Sensible Financial Planning & Management, LLC. | 1,441,882 | $72,801 | 18.31% |
| LifeGuide Financial Advisors, LLC | 606,248 | $30,609,487 | 17.89% |
| Joseph Group Capital Management | 421,552 | $21,284,160 | 15.33% |
| Walker Financial Services, Inc. | 236,191 | $11,925,291 | 11.59% |
| Carolina Wealth Advisors, LLC | 350,044 | $17,673,725 | 9.98% |
| Live Oak Investment Partners | 196,101 | $9,889,173 | 8.52% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 246,137 | $12,427,441 | 8.06% |
| MARSHALL FINANCIAL GROUP INC /ADV | 377,322 | $19,050,968 | 7.76% |