SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 99 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $379,231 | -3.7% | 7,511 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $393,802 | -2.5% | 7,511 | -0.3% | 0.06% | -4.8% |
Q1 2023 | $403,738 | -5.1% | 7,531 | -8.3% | 0.06% | -3.1% |
Q4 2022 | $425,248 | -96.2% | 8,211 | -96.0% | 0.06% | -97.0% |
Q1 2019 | $11,260,000 | +4.1% | 204,725 | +0.8% | 2.20% | -5.4% |
Q4 2018 | $10,816,000 | -3.2% | 203,119 | -1.9% | 2.33% | +11.3% |
Q3 2018 | $11,171,000 | -0.6% | 207,031 | +1.2% | 2.09% | -5.6% |
Q2 2018 | $11,233,000 | -1.0% | 204,578 | -1.1% | 2.21% | -0.1% |
Q1 2018 | $11,351,000 | +1877.5% | 206,837 | +1898.4% | 2.22% | +1895.5% |
Q4 2017 | $574,000 | +111.0% | 10,350 | +117.2% | 0.11% | +52.1% |
Q3 2016 | $272,000 | -51.3% | 4,766 | -51.9% | 0.07% | -53.2% |
Q2 2016 | $559,000 | -74.5% | 9,903 | -74.9% | 0.16% | -76.7% |
Q1 2016 | $2,191,000 | – | 39,453 | – | 0.67% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |