SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $332,000 | +0.9% | 5,855 | +0.9% | 0.08% | -1.3% |
| Q3 2019 | $329,000 | +1.5% | 5,801 | +0.7% | 0.08% | -1.3% |
| Q2 2019 | $324,000 | +2.5% | 5,760 | +0.4% | 0.08% | +6.8% |
| Q1 2019 | $316,000 | -5.7% | 5,738 | -8.8% | 0.07% | -14.0% |
| Q4 2018 | $335,000 | -0.6% | 6,293 | +0.8% | 0.09% | +13.2% |
| Q3 2018 | $337,000 | -2.0% | 6,244 | -0.4% | 0.08% | -7.3% |
| Q2 2018 | $344,000 | +2.1% | 6,271 | +2.3% | 0.08% | +2.5% |
| Q1 2018 | $337,000 | -13.1% | 6,132 | -12.5% | 0.08% | -11.1% |
| Q4 2017 | $388,000 | +0.3% | 7,005 | +0.1% | 0.09% | -2.2% |
| Q3 2017 | $387,000 | -1.0% | 6,998 | -4.5% | 0.09% | -8.0% |
| Q2 2017 | $391,000 | -3.5% | 7,328 | +0.5% | 0.10% | -4.8% |
| Q1 2017 | $405,000 | +1.0% | 7,290 | -0.4% | 0.10% | -1.9% |
| Q4 2016 | $401,000 | -4.3% | 7,320 | -0.4% | 0.11% | -4.5% |
| Q3 2016 | $419,000 | -17.2% | 7,346 | -18.0% | 0.11% | -20.6% |
| Q2 2016 | $506,000 | -16.5% | 8,957 | -18.0% | 0.14% | -18.0% |
| Q1 2016 | $606,000 | +4.7% | 10,921 | +0.3% | 0.17% | -0.6% |
| Q4 2015 | $579,000 | -10.9% | 10,892 | -10.0% | 0.17% | -12.2% |
| Q3 2015 | $650,000 | -7.3% | 12,108 | -6.3% | 0.20% | -6.2% |
| Q2 2015 | $701,000 | -4.4% | 12,923 | -3.1% | 0.21% | -5.0% |
| Q1 2015 | $733,000 | -3.2% | 13,338 | -4.5% | 0.22% | -4.3% |
| Q4 2014 | $757,000 | -23.0% | 13,963 | -23.0% | 0.23% | -22.7% |
| Q3 2014 | $983,000 | -10.7% | 18,137 | -8.3% | 0.30% | -6.3% |
| Q2 2014 | $1,101,000 | -8.1% | 19,775 | -10.9% | 0.32% | -11.1% |
| Q1 2014 | $1,198,000 | -17.3% | 22,200 | -19.2% | 0.36% | -18.6% |
| Q4 2013 | $1,449,000 | -16.5% | 27,465 | -14.4% | 0.44% | -21.7% |
| Q3 2013 | $1,735,000 | -86.4% | 32,094 | -86.5% | 0.56% | -86.9% |
| Q2 2013 | $12,786,000 | – | 237,605 | – | 4.30% | – |
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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% |