SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,903,000 | -10.5% | 30,413 | -10.6% | 0.21% | -12.9% |
| Q2 2021 | $2,127,000 | +121.8% | 34,032 | +117.1% | 0.24% | +93.5% |
| Q1 2021 | $959,000 | -26.0% | 15,679 | -24.9% | 0.12% | -31.5% |
| Q4 2020 | $1,296,000 | +3.0% | 20,878 | +2.2% | 0.18% | -15.0% |
| Q3 2020 | $1,258,000 | +1.8% | 20,420 | -0.9% | 0.21% | -6.6% |
| Q2 2020 | $1,236,000 | – | 20,600 | – | 0.23% | – |
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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% |