SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44,287 | +0.4% | 851 | +0.6% | 0.02% | -5.9% |
| Q1 2024 | $44,111 | -0.1% | 846 | 0.0% | 0.02% | -5.6% |
| Q4 2023 | $44,145 | -50.2% | 846 | -51.8% | 0.02% | -56.1% |
| Q3 2023 | $88,556 | -7.1% | 1,754 | -3.6% | 0.04% | -6.8% |
| Q2 2023 | $95,363 | +1.9% | 1,819 | +0.6% | 0.04% | -4.3% |
| Q4 2022 | $93,617 | – | 1,808 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |