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 | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |