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 | $273,737 | 0.0% | 5,221 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $273,737 | -73.4% | 5,221 | -72.9% | 0.07% | -75.7% |
| Q1 2023 | $1,030,962 | -23.1% | 19,231 | -25.7% | 0.30% | -33.8% |
| Q4 2022 | $1,341,218 | -60.7% | 25,897 | -57.6% | 0.46% | -59.9% |
| Q3 2022 | $3,411,000 | -40.5% | 61,100 | -35.3% | 1.14% | -20.0% |
| Q2 2022 | $5,730,000 | -2.4% | 94,401 | -2.4% | 1.42% | +1.6% |
| Q1 2022 | $5,873,000 | – | 96,736 | – | 1.40% | – |
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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% |