SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $238,000 | -70.7% | 4,601 | -68.4% | 0.26% | -68.7% |
Q2 2022 | $811,000 | -20.2% | 14,540 | -13.1% | 0.82% | -9.0% |
Q1 2022 | $1,016,000 | -1.6% | 16,739 | +1.9% | 0.90% | +1.1% |
Q4 2021 | $1,033,000 | +22.7% | 16,419 | +22.0% | 0.89% | +10.1% |
Q3 2021 | $842,000 | -12.8% | 13,462 | -12.9% | 0.81% | -14.4% |
Q2 2021 | $966,000 | +2.1% | 15,450 | -0.2% | 0.95% | -6.3% |
Q1 2021 | $946,000 | – | 15,474 | – | 1.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |