TCWP LLC - SCHWAB STRATEGIC TR ownership

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
TCWP LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$483,880
-88.4%
9,341
-88.4%
0.10%
-88.9%
Q3 2022$4,155,000
-36.2%
80,221
-31.3%
0.88%
-36.5%
Q2 2022$6,515,000
+82.8%
116,761
+98.9%
1.39%
+114.0%
Q1 2022$3,564,000
-14.8%
58,709
-11.7%
0.65%
-21.9%
Q4 2021$4,181,00066,4890.83%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders