SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $246,928 | +3.5% | 4,606 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $238,545 | -0.2% | 4,606 | 0.0% | 0.08% | -12.0% |
| Q3 2022 | $239,000 | -33.6% | 4,606 | -28.0% | 0.09% | -32.4% |
| Q2 2022 | $360,000 | -7.2% | 6,395 | 0.0% | 0.14% | 0.0% |
| Q1 2022 | $388,000 | -3.5% | 6,395 | 0.0% | 0.14% | -4.9% |
| Q4 2021 | $402,000 | +0.5% | 6,395 | 0.0% | 0.14% | -9.5% |
| Q3 2021 | $400,000 | +0.3% | 6,395 | 0.0% | 0.16% | -24.0% |
| Q2 2021 | $399,000 | +2.0% | 6,395 | 0.0% | 0.21% | -6.7% |
| Q1 2021 | $391,000 | -1.5% | 6,395 | 0.0% | 0.22% | -10.1% |
| Q4 2020 | $397,000 | +0.8% | 6,395 | 0.0% | 0.25% | -14.2% |
| Q3 2020 | $394,000 | +2.6% | 6,395 | 0.0% | 0.29% | -5.6% |
| Q2 2020 | $384,000 | -29.4% | 6,395 | -32.3% | 0.31% | -43.4% |
| Q1 2020 | $544,000 | – | 9,451 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |