SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,527 | -62.6% | 90 | -61.0% | 0.00% | -66.7% |
| Q2 2023 | $12,093 | +5.6% | 231 | +7.9% | 0.01% | 0.0% |
| Q1 2023 | $11,453 | -92.6% | 214 | -92.9% | 0.01% | -93.4% |
| Q4 2022 | $155,714 | -2.1% | 3,007 | -1.9% | 0.14% | -9.3% |
| Q3 2022 | $159,000 | +33.6% | 3,064 | +43.6% | 0.15% | +36.4% |
| Q2 2022 | $119,000 | -4.0% | 2,134 | +4.6% | 0.11% | +12.2% |
| Q1 2022 | $124,000 | +1.6% | 2,040 | +5.5% | 0.10% | -1.0% |
| Q4 2021 | $122,000 | – | 1,934 | – | 0.10% | – |
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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% |