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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
| NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
| Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
| Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
| Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
| LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
| Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
| RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
| Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
| SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |