Tempus Wealth Planning, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$244,304
-10.7%
4,839
-7.3%
0.12%
-0.8%
Q2 2023$273,651
-1.4%
5,219
+0.8%
0.12%
-9.6%
Q1 2023$277,546
+8.4%
5,177
+4.8%
0.14%
-12.8%
Q4 2022$255,9534,9420.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 47,993,433$3,003,429,00099.85%
NinePointTwo Capital LLC 2,287,641$143,160,00055.49%
Knowledge Leaders Capital, LLC 329,957$20,649,00016.67%
AllGen Financial Advisors, Inc. 242,762$15,192,07212.40%
Charles Schwab Investment Advisory, Inc. 94,379,550$5,906,273,0009.87%
SVB Investment Services Inc. 231,493$14,487,0009.66%
MONUMENTAL FINANCIAL GROUP INC. 189,330$11,848,0009.46%
Carolina Wealth Advisors, LLC 220,866$13,822,0009.15%
PEAK FINANCIAL ADVISORS LLC 157,484$9,855,0008.67%
KEYSTONE WEALTH PARTNERS 237,311$14,851,0008.18%
View complete list of SCHWAB STRATEGIC TR shareholders