SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 628 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $713,000 | -4.6% | 13,766 | +2.8% | 0.51% | -3.6% |
| Q2 2022 | $747,000 | -42.4% | 13,385 | -37.3% | 0.53% | -35.1% |
| Q1 2022 | $1,296,000 | +1.6% | 21,349 | +5.3% | 0.82% | +8.3% |
| Q4 2021 | $1,275,000 | +21.0% | 20,274 | +20.4% | 0.76% | +10.5% |
| Q3 2021 | $1,054,000 | +15.6% | 16,844 | +15.5% | 0.68% | +10.3% |
| Q2 2021 | $912,000 | – | 14,585 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |