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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,818 | +509.5% | 1,462 | +532.9% | 0.00% | +100.0% |
| Q2 2023 | $12,112 | -2.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,384 | -35.2% | 231 | -37.4% | 0.00% | 0.0% |
| Q4 2022 | $19,111 | +0.6% | 369 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $19,000 | +280.0% | 369 | +350.0% | 0.00% | – |
| Q2 2022 | $5,000 | -61.5% | 82 | -60.4% | 0.00% | -100.0% |
| Q1 2022 | $13,000 | +18.2% | 207 | +24.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +25.0% | 167 | +32.5% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | -99.2% | 126 | -99.3% | 0.00% | -99.4% |
| Q4 2018 | $997,000 | – | 18,722 | – | 0.16% | – |
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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% |