SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.
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 | 47,993,433 | $3,003,429,000 | 99.85% |
| NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
| AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
| Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
| SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
| MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
| Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
| PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
| KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |