Jacobsen Capital Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Jacobsen Capital Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$200,627
-2.0%
3,827
+0.2%
0.10%
-6.4%
Q1 2023$204,757
-6.1%
3,819
-2.4%
0.11%
-5.2%
Q2 2022$218,000
-16.2%
3,911
-8.7%
0.12%
-2.5%
Q1 2022$260,0004,2820.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 11,732,683$628,989,13689.91%
NinePointTwo Capital LLC 1,879,201$100,74337.99%
LifeGuide Financial Advisors, LLC 474,153$25,419,35120.45%
Sensible Financial Planning & Management, LLC. 1,433,587$76,85518.13%
Walker Financial Services, Inc. 230,069$12,334,00812.71%
Joseph Group Capital Management 268,392$14,388,49512.62%
Carolina Wealth Advisors, LLC 317,408$17,016,2369.96%
Greenline Partners, LLC 893,645$47,913,2939.14%
Almanack Investment Partners, LLC. 859,574$46,081,7609.09%
Live Oak Investment Partners 189,219$10,143,9038.91%
View complete list of SCHWAB STRATEGIC TR shareholders