SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,700,000 | +1.0% | 30,768 | +0.7% | 0.01% | -9.1% |
| Q2 2017 | $1,683,000 | +3.7% | 30,567 | +4.6% | 0.01% | 0.0% |
| Q1 2017 | $1,623,000 | -17.3% | 29,229 | -18.3% | 0.01% | -21.4% |
| Q4 2016 | $1,963,000 | +12.1% | 35,790 | +16.6% | 0.01% | 0.0% |
| Q3 2016 | $1,751,000 | +113.3% | 30,682 | +102.7% | 0.01% | +75.0% |
| Q2 2015 | $821,000 | -3.6% | 15,136 | -2.4% | 0.01% | -11.1% |
| Q1 2015 | $852,000 | -9.7% | 15,506 | -10.9% | 0.01% | -18.2% |
| Q4 2014 | $944,000 | +21.8% | 17,398 | +21.6% | 0.01% | +22.2% |
| Q3 2014 | $775,000 | – | 14,303 | – | 0.01% | – |
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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% |