SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,617,000 | -10.0% | 28,979 | -2.1% | 0.06% | +3.2% |
| Q1 2022 | $1,797,000 | +44.5% | 29,606 | +49.7% | 0.06% | +50.0% |
| Q4 2021 | $1,244,000 | +371.2% | 19,783 | +362.4% | 0.04% | +200.0% |
| Q3 2020 | $264,000 | +654.3% | 4,278 | +623.9% | 0.01% | +600.0% |
| Q2 2020 | $35,000 | +34.6% | 591 | +31.6% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -55.2% | 449 | -56.5% | 0.00% | -60.0% |
| Q4 2019 | $58,000 | – | 1,031 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |