SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,141,000 | -4.4% | 20,122 | 0.0% | 0.51% | +12.4% |
Q1 2022 | $1,194,000 | -2.6% | 20,122 | +2.3% | 0.45% | +9.7% |
Q4 2021 | $1,226,000 | +7.4% | 19,673 | +8.2% | 0.41% | -3.7% |
Q3 2021 | $1,141,000 | +76.4% | 18,175 | +77.3% | 0.43% | +53.2% |
Q2 2021 | $647,000 | +3.2% | 10,250 | 0.0% | 0.28% | -10.8% |
Q1 2021 | $627,000 | -1.4% | 10,250 | 0.0% | 0.31% | -24.7% |
Q4 2020 | $636,000 | – | 10,250 | – | 0.42% | – |
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% |