SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 305 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |