SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $209,249 | -98.9% | 3,903 | -98.9% | 0.08% | -99.0% |
| Q4 2022 | $19,140,794 | +3.9% | 369,585 | +4.0% | 7.52% | -18.9% |
| Q3 2022 | $18,414,000 | -2.3% | 355,497 | +5.2% | 9.28% | +18.6% |
| Q2 2022 | $18,849,000 | +5427.6% | 337,806 | +5920.4% | 7.82% | +5526.6% |
| Q1 2022 | $341,000 | -81.1% | 5,611 | -80.4% | 0.14% | -81.8% |
| Q4 2021 | $1,804,000 | +19.2% | 28,681 | +18.6% | 0.76% | -5.3% |
| Q3 2021 | $1,513,000 | +65.7% | 24,184 | +65.5% | 0.80% | +58.2% |
| Q2 2021 | $913,000 | +36.1% | 14,610 | +33.3% | 0.51% | -1.5% |
| Q1 2021 | $671,000 | +493.8% | 10,964 | +496.2% | 0.52% | +438.5% |
| Q4 2020 | $113,000 | – | 1,839 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |