SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4 | -99.9% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,000 | -20.0% | 82 | 0.0% | 0.00% | -50.0% |
Q2 2022 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | +50.0% |
Q4 2019 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $5,000 | +25.0% | 82 | 0.0% | 0.00% | +50.0% |
Q4 2018 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $4,000 | -20.0% | 82 | 0.0% | 0.00% | -33.3% |
Q2 2018 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $5,000 | -16.7% | 82 | -26.8% | 0.00% | -25.0% |
Q2 2017 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $6,000 | -64.7% | 112 | -62.8% | 0.00% | -63.6% |
Q4 2016 | $17,000 | +183.3% | 301 | +186.7% | 0.01% | +175.0% |
Q3 2016 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | +200.0% | 105 | +250.0% | 0.00% | +300.0% |
Q2 2015 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,000 | – | 30 | – | 0.00% | – |
Download |
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% |