SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,408 | -89.8% | 3,819 | -89.7% | 0.13% | -92.0% |
| Q4 2022 | $1,958,008 | -7.2% | 37,217 | -8.3% | 1.65% | -16.8% |
| Q3 2022 | $2,109,000 | -17.8% | 40,588 | -10.3% | 1.99% | +6.0% |
| Q2 2022 | $2,567,000 | -19.0% | 45,268 | -15.1% | 1.87% | -13.3% |
| Q1 2022 | $3,171,000 | -6.0% | 53,338 | -3.6% | 2.16% | +1.4% |
| Q4 2021 | $3,373,000 | -49.6% | 55,319 | -48.4% | 2.13% | -48.2% |
| Q3 2021 | $6,698,000 | +1.6% | 107,252 | +2.5% | 4.12% | +2.0% |
| Q2 2021 | $6,591,000 | -1.7% | 104,672 | -3.7% | 4.04% | +0.2% |
| Q1 2021 | $6,705,000 | +20.8% | 108,639 | +20.6% | 4.03% | -7.6% |
| Q3 2020 | $5,552,000 | – | 90,079 | – | 4.36% | – |
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% |