SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,342 | -3.7% | 86 | 0.0% | 0.00% | -33.3% |
Q2 2023 | $4,509 | -2.2% | 86 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $4,610 | +115150.0% | 86 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4 | -99.9% | 86 | 0.0% | 0.00% | -20.0% |
Q3 2022 | $4,000 | -88.6% | 86 | -84.5% | 0.01% | -81.5% |
Q4 2021 | $35,000 | 0.0% | 556 | 0.0% | 0.03% | -3.6% |
Q3 2021 | $35,000 | +52.2% | 556 | +49.5% | 0.03% | +16.7% |
Q2 2021 | $23,000 | 0.0% | 372 | -1.8% | 0.02% | -17.2% |
Q1 2021 | $23,000 | +27.8% | 379 | +33.0% | 0.03% | +262.5% |
Q4 2020 | $18,000 | -65.4% | 285 | -66.3% | 0.01% | -60.0% |
Q3 2020 | $52,000 | +15.6% | 846 | +12.6% | 0.02% | -23.1% |
Q2 2020 | $45,000 | – | 751 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |