JPMORGAN CHASE & CO - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$368,885,650
+4.4%
7,306,113
+8.4%
0.04%
+7.9%
Q2 2023$353,341,028
-67.3%
6,739,291
-66.5%
0.04%
-71.0%
Q1 2023$1,079,137,000
+125802.8%
20,129,414
+21.6%
0.13%
+15.9%
Q4 2022$857,119
-99.9%
16,549,888
+34.2%
0.11%
+22.8%
Q3 2022$638,731,000
-4.5%
12,330,715
+2.9%
0.09%
-1.1%
Q2 2022$668,494,000
+17.3%
11,980,175
+27.6%
0.09%
+34.8%
Q1 2022$570,099,000
-0.6%
9,390,543
+2.9%
0.07%
+4.5%
Q4 2021$573,773,000
+1.4%
9,123,445
+0.9%
0.07%
-5.7%
Q3 2021$565,994,000
+6.3%
9,044,308
+6.2%
0.07%
+9.4%
Q2 2021$532,584,000
+69.5%
8,519,981
+65.8%
0.06%
+52.4%
Q1 2021$314,297,000
-9.5%
5,138,917
-8.2%
0.04%
-17.6%
Q4 2020$347,400,000
-5.5%
5,596,015
-6.0%
0.05%
-17.7%
Q3 2020$367,690,000
+8.7%
5,951,584
+5.6%
0.06%
-4.6%
Q2 2020$338,259,000
+26.1%
5,635,770
+20.8%
0.06%
+3.2%
Q1 2020$268,347,000
-36.4%
4,666,088
-37.3%
0.06%
-20.3%
Q4 2019$421,675,000
-21.3%
7,446,168
-21.1%
0.08%
-26.2%
Q3 2019$535,593,000
+1.1%
9,436,098
+0.2%
0.11%
+2.9%
Q2 2019$529,856,000
-4.3%
9,412,985
-6.5%
0.10%
-8.0%
Q1 2019$553,655,000
-12.8%
10,066,446
-15.6%
0.11%
-23.1%
Q4 2018$635,274,000
+29.1%
11,930,024
+30.8%
0.15%
+56.4%
Q3 2018$492,046,000
-0.6%
9,118,716
+1.1%
0.09%
-7.8%
Q2 2018$495,131,000
+33.8%
9,017,140
+33.7%
0.10%
+29.1%
Q1 2018$370,058,000
+20.4%
6,743,041
+21.6%
0.08%
+21.5%
Q4 2017$307,349,000
+2.4%
5,544,791
+2.4%
0.06%
-1.5%
Q3 2017$300,123,000
+7502975.0%
5,414,444
+7416946.6%
0.07%
Q2 2017$4,000
-99.6%
73
-99.6%
0.00%
Q1 2015$1,048,00019,0900.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 14,279,084$720,950,95195.54%
NinePointTwo Capital LLC 1,726,601$87,17635.55%
Sensible Financial Planning & Management, LLC. 1,441,882$72,80118.31%
LifeGuide Financial Advisors, LLC 606,248$30,609,48717.89%
Joseph Group Capital Management 421,552$21,284,16015.33%
Walker Financial Services, Inc. 236,191$11,925,29111.59%
Carolina Wealth Advisors, LLC 350,044$17,673,7259.98%
Live Oak Investment Partners 196,101$9,889,1738.52%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 246,137$12,427,4418.06%
MARSHALL FINANCIAL GROUP INC /ADV 377,322$19,050,9687.76%
View complete list of SCHWAB STRATEGIC TR shareholders