SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 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% |