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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $473 | -1.3% | 9 | 0.0% | 0.00% | – |
Q1 2023 | $479 | +3.5% | 9 | 0.0% | 0.00% | – |
Q4 2022 | $463 | -99.9% | 9 | -99.9% | 0.00% | -100.0% |
Q3 2022 | $663,000 | – | 12,809 | +142222.2% | 0.02% | – |
Q2 2022 | $0 | -100.0% | 9 | +12.5% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | -93.8% | 8 | -96.9% | 0.00% | – |
Q1 2021 | $16,000 | -20.0% | 261 | -25.4% | 0.00% | -100.0% |
Q4 2019 | $20,000 | – | 350 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |