SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $783,157 | +24.5% | 15,003 | +20.4% | 0.51% | +11.8% |
| Q3 2023 | $629,257 | -4.2% | 12,463 | -0.5% | 0.46% | -1.5% |
| Q2 2023 | $656,812 | -0.3% | 12,529 | +1.9% | 0.47% | -3.5% |
| Q1 2023 | $658,867 | +104482.1% | 12,290 | +1.1% | 0.48% | -4.2% |
| Q4 2022 | $630 | -99.3% | 12,156 | +618.9% | 0.50% | +522.2% |
| Q3 2022 | $88,000 | -8.3% | 1,691 | 0.0% | 0.08% | +3.8% |
| Q2 2022 | $96,000 | – | 1,691 | – | 0.08% | – |
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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% |