SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 14,279,084 | $720,950,951 | 95.54% |
| NinePointTwo Capital LLC | 1,726,601 | $87,176 | 35.55% |
| Sensible Financial Planning & Management, LLC. | 1,441,882 | $72,801 | 18.31% |
| LifeGuide Financial Advisors, LLC | 606,248 | $30,609,487 | 17.89% |
| Joseph Group Capital Management | 421,552 | $21,284,160 | 15.33% |
| Walker Financial Services, Inc. | 236,191 | $11,925,291 | 11.59% |
| Carolina Wealth Advisors, LLC | 350,044 | $17,673,725 | 9.98% |
| Live Oak Investment Partners | 196,101 | $9,889,173 | 8.52% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 246,137 | $12,427,441 | 8.06% |
| MARSHALL FINANCIAL GROUP INC /ADV | 377,322 | $19,050,968 | 7.76% |