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 | $346,916 | -8.4% | 6,871 | -4.9% | 0.01% | -9.1% |
Q2 2023 | $378,701 | -1.1% | 7,223 | +1.1% | 0.01% | -8.3% |
Q1 2023 | $383,043 | +98622.4% | 7,145 | -4.7% | 0.01% | 0.0% |
Q4 2022 | $388 | -99.9% | 7,495 | -48.6% | 0.01% | -7.7% |
Q3 2022 | $378,378 | +49.6% | 14,590 | +227.3% | 0.01% | 0.0% |
Q3 2019 | $253,000 | -46.2% | 4,458 | -46.6% | 0.01% | -45.8% |
Q2 2019 | $470,000 | -48.1% | 8,343 | -49.3% | 0.02% | -48.9% |
Q1 2019 | $905,000 | -74.7% | 16,442 | -75.5% | 0.05% | -76.3% |
Q4 2018 | $3,577,000 | -38.4% | 67,176 | -37.6% | 0.20% | -30.8% |
Q3 2018 | $5,809,000 | -8.7% | 107,663 | -7.1% | 0.29% | -12.8% |
Q2 2018 | $6,365,000 | +1.0% | 115,904 | +0.9% | 0.33% | -1.2% |
Q1 2018 | $6,304,000 | – | 114,861 | – | 0.33% | – |
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% |