SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $831,115 | -5.0% | 16,461 | -1.3% | 0.01% | 0.0% |
Q2 2023 | $874,531 | +0.0% | 16,680 | +2.3% | 0.01% | -11.1% |
Q1 2023 | $874,275 | +71.7% | 16,308 | +65.9% | 0.01% | +80.0% |
Q4 2022 | $509,199 | -14.8% | 9,832 | -14.8% | 0.01% | -28.6% |
Q3 2022 | $598,000 | -18.9% | 11,545 | -12.5% | 0.01% | -12.5% |
Q2 2022 | $737,000 | -46.1% | 13,195 | -41.4% | 0.01% | -38.5% |
Q1 2022 | $1,367,000 | -6.0% | 22,505 | -2.7% | 0.01% | 0.0% |
Q4 2021 | $1,455,000 | +23.6% | 23,131 | +23.0% | 0.01% | +8.3% |
Q3 2021 | $1,177,000 | +30.5% | 18,811 | +30.4% | 0.01% | +33.3% |
Q2 2021 | $902,000 | +4410.0% | 14,427 | +4325.5% | 0.01% | – |
Q2 2020 | $20,000 | +566.7% | 326 | +526.9% | 0.00% | – |
Q4 2018 | $3,000 | -50.0% | 52 | -52.3% | 0.00% | – |
Q4 2017 | $6,000 | – | 109 | – | 0.00% | – |
Download |
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% |