SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $98,000 | -10.1% | 1,565 | -9.7% | 0.01% | -22.2% |
| Q3 2021 | $109,000 | +147.7% | 1,734 | +148.1% | 0.01% | +125.0% |
| Q2 2021 | $44,000 | +15.8% | 699 | +12.4% | 0.00% | +33.3% |
| Q1 2021 | $38,000 | -2.6% | 622 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $39,000 | +2.6% | 622 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $38,000 | +2.7% | 622 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $37,000 | +2.8% | 622 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $36,000 | +2.9% | 622 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $35,000 | 0.0% | 622 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | +1066.7% | 622 | +1223.4% | 0.00% | – |
| Q3 2018 | $3,000 | -80.0% | 47 | -82.6% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | -34.8% | 270 | -34.3% | 0.00% | -33.3% |
| Q3 2017 | $23,000 | +4.5% | 411 | +2.2% | 0.00% | 0.0% |
| Q2 2017 | $22,000 | 0.0% | 402 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $22,000 | -47.6% | 402 | -47.3% | 0.00% | -42.9% |
| Q4 2016 | $42,000 | +100.0% | 763 | +111.4% | 0.01% | +75.0% |
| Q3 2016 | $21,000 | +5.0% | 361 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $20,000 | – | 361 | – | 0.00% | – |
Download | ||||||
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% |