SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 628 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $222,000 | -7.1% | 3,660 | -3.8% | 0.20% | -5.3% |
Q4 2021 | $239,000 | -9.1% | 3,806 | -9.5% | 0.21% | -15.1% |
Q3 2021 | $263,000 | -7.4% | 4,207 | -7.6% | 0.24% | -10.6% |
Q2 2021 | $284,000 | -17.2% | 4,551 | -18.8% | 0.27% | -24.5% |
Q1 2021 | $343,000 | -86.0% | 5,605 | -85.8% | 0.36% | -84.9% |
Q4 2020 | $2,451,000 | – | 39,493 | – | 2.40% | – |
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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% |