SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $248,598 | -5.2% | 4,742 | -3.0% | 0.25% | -4.9% |
Q1 2023 | $262,149 | -73.7% | 4,889 | -74.6% | 0.27% | -65.5% |
Q4 2022 | $997,015 | -62.7% | 19,251 | -62.7% | 0.77% | -63.7% |
Q3 2022 | $2,673,000 | -30.8% | 51,593 | -25.5% | 2.12% | -26.8% |
Q2 2022 | $3,865,000 | +21.5% | 69,257 | +32.2% | 2.90% | +38.6% |
Q1 2022 | $3,181,000 | -32.4% | 52,389 | -29.9% | 2.09% | -27.1% |
Q4 2021 | $4,703,000 | +136.3% | 74,783 | +135.2% | 2.87% | +127.4% |
Q3 2021 | $1,990,000 | +825.6% | 31,799 | +826.5% | 1.26% | +848.1% |
Q2 2021 | $215,000 | +41.4% | 3,432 | +38.5% | 0.13% | +34.3% |
Q1 2021 | $152,000 | – | 2,478 | – | 0.10% | – |
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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% |