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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,328,000 | -5.3% | 23,804 | +3.0% | 0.30% | +79.6% |
| Q1 2022 | $1,403,000 | -2.7% | 23,113 | +0.8% | 0.17% | -4.0% |
| Q4 2021 | $1,442,000 | +2.1% | 22,934 | +1.7% | 0.17% | -7.4% |
| Q3 2021 | $1,412,000 | +4.8% | 22,560 | +4.7% | 0.19% | -36.5% |
| Q2 2021 | $1,347,000 | +7.8% | 21,546 | +5.4% | 0.30% | -3.0% |
| Q1 2021 | $1,250,000 | -5.7% | 20,445 | -4.3% | 0.30% | -11.3% |
| Q4 2020 | $1,326,000 | +4.2% | 21,366 | +3.4% | 0.34% | -13.4% |
| Q3 2020 | $1,273,000 | – | 20,663 | – | 0.40% | – |
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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% |