SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 426 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $284,000 | -63.8% | 5,487 | -60.9% | 0.13% | -61.7% |
| Q2 2022 | $784,000 | -87.4% | 14,050 | -86.3% | 0.34% | -88.4% |
| Q1 2022 | $6,244,000 | -54.8% | 102,857 | -53.2% | 2.91% | -56.3% |
| Q4 2021 | $13,810,000 | +231.4% | 219,590 | +229.7% | 6.66% | +206.7% |
| Q3 2021 | $4,167,000 | +3.0% | 66,600 | +2.9% | 2.17% | -1.6% |
| Q2 2021 | $4,047,000 | -13.1% | 64,750 | -15.0% | 2.21% | -20.3% |
| Q1 2021 | $4,657,000 | -38.0% | 76,150 | -37.1% | 2.77% | -44.6% |
| Q4 2020 | $7,514,000 | +630.9% | 121,031 | +625.4% | 5.00% | +520.6% |
| Q3 2020 | $1,028,000 | – | 16,685 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
| NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
| Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
| Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
| Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
| LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
| Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
| RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
| Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
| SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |