SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $290,000 | -6.5% | 5,591 | +0.6% | 0.36% | +16.3% |
| Q2 2022 | $310,000 | +17.4% | 5,557 | +27.6% | 0.31% | +35.8% |
| Q1 2022 | $264,000 | -97.1% | 4,356 | -97.0% | 0.23% | -96.7% |
| Q4 2021 | $8,997,000 | -8.7% | 143,056 | -9.2% | 6.94% | -20.0% |
| Q3 2021 | $9,855,000 | – | 157,484 | – | 8.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 11,732,683 | $628,989,136 | 89.91% |
| NinePointTwo Capital LLC | 1,879,201 | $100,743 | 37.99% |
| LifeGuide Financial Advisors, LLC | 474,153 | $25,419,351 | 20.45% |
| Sensible Financial Planning & Management, LLC. | 1,433,587 | $76,855 | 18.13% |
| Walker Financial Services, Inc. | 230,069 | $12,334,008 | 12.71% |
| Joseph Group Capital Management | 268,392 | $14,388,495 | 12.62% |
| Carolina Wealth Advisors, LLC | 317,408 | $17,016,236 | 9.96% |
| Greenline Partners, LLC | 893,645 | $47,913,293 | 9.14% |
| Almanack Investment Partners, LLC. | 859,574 | $46,081,760 | 9.09% |
| Live Oak Investment Partners | 189,219 | $10,143,903 | 8.91% |