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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,940 | -3.7% | 6,000 | 0.0% | 0.28% | +0.4% |
| Q2 2023 | $314,580 | -4.8% | 6,000 | -2.7% | 0.28% | -3.8% |
| Q1 2023 | $330,506 | +47868.9% | 6,165 | -53.7% | 0.29% | -53.2% |
| Q4 2022 | $689 | -99.9% | 13,304 | -2.9% | 0.61% | -2.4% |
| Q3 2022 | $710,000 | -35.4% | 13,704 | -30.4% | 0.63% | -32.0% |
| Q2 2022 | $1,099,000 | -13.6% | 19,696 | -6.0% | 0.92% | -3.9% |
| Q1 2022 | $1,272,000 | -79.9% | 20,952 | -79.1% | 0.96% | -79.6% |
| Q4 2021 | $6,314,000 | +0.7% | 100,396 | +0.2% | 4.68% | -0.8% |
| Q3 2021 | $6,272,000 | +11.5% | 100,216 | +11.3% | 4.72% | +14.9% |
| Q2 2021 | $5,627,000 | – | 90,013 | – | 4.10% | – |
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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% |