SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,700 | -3.7% | 4,490 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $235,410 | +2.1% | 4,490 | +4.4% | 0.00% | 0.0% |
| Q1 2023 | $230,523 | +106623.6% | 4,300 | +3.0% | 0.00% | +33.3% |
| Q4 2022 | $216 | -99.9% | 4,173 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $216,000 | -95.1% | 4,173 | -94.7% | 0.00% | -94.2% |
| Q2 2022 | $4,429,000 | -21.0% | 79,381 | -14.0% | 0.07% | -6.8% |
| Q1 2022 | $5,606,000 | -57.5% | 92,340 | -56.0% | 0.07% | -55.7% |
| Q4 2021 | $13,193,000 | – | 209,777 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 14,279,084 | $720,950,951 | 95.54% |
| NinePointTwo Capital LLC | 1,726,601 | $87,176 | 35.55% |
| Sensible Financial Planning & Management, LLC. | 1,441,882 | $72,801 | 18.31% |
| LifeGuide Financial Advisors, LLC | 606,248 | $30,609,487 | 17.89% |
| Joseph Group Capital Management | 421,552 | $21,284,160 | 15.33% |
| Walker Financial Services, Inc. | 236,191 | $11,925,291 | 11.59% |
| Carolina Wealth Advisors, LLC | 350,044 | $17,673,725 | 9.98% |
| Live Oak Investment Partners | 196,101 | $9,889,173 | 8.52% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 246,137 | $12,427,441 | 8.06% |
| MARSHALL FINANCIAL GROUP INC /ADV | 377,322 | $19,050,968 | 7.76% |