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 | 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% |