SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 2.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $180,000 | +1025.0% | 2,880 | +1020.6% | 0.00% | – |
| Q2 2021 | $16,000 | -23.8% | 257 | -25.1% | 0.00% | – |
| Q3 2020 | $21,000 | -85.8% | 343 | -87.3% | 0.00% | -100.0% |
| Q2 2018 | $148,000 | -57.1% | 2,695 | -57.2% | 0.00% | 0.0% |
| Q1 2018 | $345,000 | +131.5% | 6,292 | +133.5% | 0.00% | 0.0% |
| Q4 2017 | $149,000 | -50.2% | 2,695 | -50.2% | 0.00% | 0.0% |
| Q3 2017 | $299,000 | +0.3% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $298,000 | -0.7% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $300,000 | +1.0% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $297,000 | – | 5,410 | – | 0.00% | – |
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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% |