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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,296 | -27.4% | 4,482 | -24.6% | 0.00% | -20.0% |
| Q2 2023 | $311,642 | -2.2% | 5,944 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $318,656 | +3.5% | 5,944 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $307,837 | +27.7% | 5,944 | +27.6% | 0.01% | +20.0% |
| Q3 2022 | $241,000 | -7.3% | 4,658 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $260,000 | -30.1% | 4,658 | -23.9% | 0.01% | -16.7% |
| Q1 2022 | $372,000 | -3.4% | 6,123 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $385,000 | +0.5% | 6,123 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $383,000 | 0.0% | 6,123 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $383,000 | +2.4% | 6,123 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $374,000 | -1.6% | 6,123 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $380,000 | +92.9% | 6,123 | +91.6% | 0.01% | +60.0% |
| Q3 2020 | $197,000 | +2.6% | 3,196 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $192,000 | +4.3% | 3,196 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $184,000 | +6033.3% | 3,196 | +6558.3% | 0.01% | – |
| Q1 2019 | $3,000 | – | 48 | – | 0.00% | – |
Download | ||||||
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% |