SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,814 | -68.3% | 188 | -69.4% | 0.00% | -80.0% |
| Q3 2023 | $31,001 | -7.0% | 614 | -3.5% | 0.01% | 0.0% |
| Q2 2023 | $33,346 | -4.5% | 636 | -2.3% | 0.01% | -16.7% |
| Q1 2023 | $34,900 | +94224.3% | 651 | -7.8% | 0.01% | 0.0% |
| Q4 2022 | $37 | -100.0% | 706 | -51.5% | 0.01% | -53.8% |
| Q3 2022 | $76,000 | +347.1% | 1,456 | +385.3% | 0.01% | +333.3% |
| Q2 2022 | $17,000 | -5.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | +1700.0% | 300 | +1053.8% | 0.00% | – |
| Q1 2020 | $1,000 | – | 26 | – | 0.00% | – |
Download | ||||||
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% |