SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
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 | 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% |