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 | $338,175 | -37.7% | 6,698 | -33.9% | 0.02% | -37.0% |
| Q1 2023 | $542,710 | -20.6% | 10,127 | -23.3% | 0.03% | -15.6% |
| Q4 2022 | $683,923 | -19.9% | 13,206 | -19.9% | 0.03% | -37.3% |
| Q3 2022 | $854,000 | -10.1% | 16,482 | -3.2% | 0.05% | -7.3% |
| Q2 2022 | $950,000 | +50.3% | 17,023 | +63.6% | 0.06% | +139.1% |
| Q1 2022 | $632,000 | +23.9% | 10,403 | +28.2% | 0.02% | +21.1% |
| Q4 2021 | $510,000 | – | 8,117 | – | 0.02% | – |
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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% |