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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,473,000 | -91.0% | 23,423 | -91.9% | 0.01% | -92.9% |
| Q2 2019 | $16,351,000 | +2598.2% | 290,370 | +2548.4% | 0.11% | +2160.0% |
| Q3 2017 | $606,000 | -33.2% | 10,964 | -33.4% | 0.01% | -37.5% |
| Q2 2017 | $907,000 | -0.8% | 16,464 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $914,000 | +1.2% | 16,464 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $903,000 | -3.9% | 16,464 | 0.0% | 0.01% | -20.0% |
| Q3 2016 | $940,000 | +1.1% | 16,464 | 0.0% | 0.01% | +42.9% |
| Q2 2016 | $930,000 | +1.8% | 16,464 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $914,000 | – | 16,464 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |