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 | $1,141,000 | -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 | 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% |