SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $802,000 | +2.7% | 13,020 | 0.0% | 0.04% | -5.0% |
| Q2 2020 | $781,000 | +4.3% | 13,020 | 0.0% | 0.04% | -11.1% |
| Q1 2020 | $749,000 | +1.6% | 13,020 | 0.0% | 0.04% | +25.0% |
| Q4 2019 | $737,000 | -0.3% | 13,020 | 0.0% | 0.04% | -5.3% |
| Q3 2019 | $739,000 | +0.8% | 13,020 | 0.0% | 0.04% | -2.6% |
| Q2 2019 | $733,000 | +2.4% | 13,020 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $716,000 | -2.7% | 13,020 | -5.8% | 0.04% | -15.6% |
| Q4 2018 | $736,000 | +0.5% | 13,818 | +1.9% | 0.04% | +18.4% |
| Q3 2018 | $732,000 | -1.5% | 13,561 | +0.2% | 0.04% | -9.5% |
| Q2 2018 | $743,000 | +0.1% | 13,528 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $742,000 | -1.1% | 13,528 | 0.0% | 0.04% | +2.4% |
| Q4 2017 | $750,000 | +4.5% | 13,528 | +4.1% | 0.04% | -4.7% |
| Q3 2017 | $718,000 | +0.3% | 13,001 | 0.0% | 0.04% | -4.4% |
| Q2 2017 | $716,000 | – | 13,001 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 11,732,683 | $628,989,136 | 89.91% |
| NinePointTwo Capital LLC | 1,879,201 | $100,743 | 37.99% |
| LifeGuide Financial Advisors, LLC | 474,153 | $25,419,351 | 20.45% |
| Sensible Financial Planning & Management, LLC. | 1,433,587 | $76,855 | 18.13% |
| Walker Financial Services, Inc. | 230,069 | $12,334,008 | 12.71% |
| Joseph Group Capital Management | 268,392 | $14,388,495 | 12.62% |
| Carolina Wealth Advisors, LLC | 317,408 | $17,016,236 | 9.96% |
| Greenline Partners, LLC | 893,645 | $47,913,293 | 9.14% |
| Almanack Investment Partners, LLC. | 859,574 | $46,081,760 | 9.09% |
| Live Oak Investment Partners | 189,219 | $10,143,903 | 8.91% |