SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
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 | 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% |