SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $65,812 | -26.9% | 1,283 | -25.8% | 0.00% | – |
Q2 2023 | $90,085 | -97.8% | 1,728 | -97.7% | 0.00% | -100.0% |
Q1 2023 | $4,024,577 | +1.4% | 75,084 | -2.1% | 0.01% | 0.0% |
Q4 2022 | $3,968,922 | -3.0% | 76,688 | -2.9% | 0.01% | -54.5% |
Q3 2022 | $4,091,000 | -3.9% | 78,940 | +3.6% | 0.02% | +15.8% |
Q2 2022 | $4,257,000 | -6.5% | 76,205 | +1.7% | 0.02% | +46.2% |
Q1 2022 | $4,553,000 | -0.4% | 74,924 | +2.5% | 0.01% | -18.8% |
Q4 2021 | $4,571,000 | – | 73,098 | – | 0.02% | – |
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% |