SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $113,199 | -5.4% | 2,242 | -1.8% | 0.02% | 0.0% |
Q2 2023 | $119,646 | -6.5% | 2,282 | -4.4% | 0.02% | -4.5% |
Q1 2023 | $127,968 | -14.7% | 2,387 | -17.6% | 0.02% | -15.4% |
Q4 2022 | $150,036 | +0.0% | 2,897 | 0.0% | 0.03% | -7.1% |
Q3 2022 | $150,000 | -15.7% | 2,897 | -9.3% | 0.03% | -15.2% |
Q2 2022 | $178,000 | -52.8% | 3,195 | -48.5% | 0.03% | -50.7% |
Q1 2022 | $377,000 | -7.1% | 6,207 | -4.0% | 0.07% | -11.8% |
Q4 2021 | $406,000 | -3.1% | 6,463 | -3.6% | 0.08% | -12.6% |
Q3 2021 | $419,000 | -11.2% | 6,703 | -11.3% | 0.09% | -13.0% |
Q2 2021 | $472,000 | -21.2% | 7,553 | -22.9% | 0.10% | -29.6% |
Q1 2021 | $599,000 | -38.3% | 9,794 | -37.4% | 0.14% | -43.7% |
Q4 2020 | $971,000 | +1.7% | 15,644 | +0.9% | 0.25% | -5.6% |
Q3 2020 | $955,000 | -64.8% | 15,500 | -65.7% | 0.27% | -64.5% |
Q2 2020 | $2,713,000 | -42.5% | 45,200 | -44.9% | 0.75% | -51.9% |
Q1 2020 | $4,718,000 | -26.9% | 82,032 | -28.0% | 1.56% | +12.3% |
Q4 2019 | $6,452,000 | -2.4% | 113,932 | -2.2% | 1.39% | -6.3% |
Q3 2019 | $6,613,000 | +17.8% | 116,512 | +16.8% | 1.49% | +17.4% |
Q2 2019 | $5,615,000 | +10.1% | 99,713 | +7.6% | 1.27% | +6.2% |
Q1 2019 | $5,099,000 | +7.9% | 92,708 | +4.4% | 1.19% | -5.8% |
Q4 2018 | $4,727,000 | -30.4% | 88,776 | -29.5% | 1.27% | -24.1% |
Q3 2018 | $6,791,000 | -6.2% | 125,845 | -4.6% | 1.67% | -2.2% |
Q2 2018 | $7,242,000 | +7.3% | 131,891 | +7.2% | 1.71% | -0.3% |
Q1 2018 | $6,749,000 | +72.5% | 122,984 | +74.2% | 1.71% | +50.6% |
Q4 2017 | $3,913,000 | +20.9% | 70,592 | +20.5% | 1.14% | +8.9% |
Q3 2017 | $3,237,000 | +31.2% | 58,581 | +30.8% | 1.04% | +15.0% |
Q2 2017 | $2,467,000 | +17.2% | 44,802 | +18.2% | 0.91% | +8.2% |
Q1 2017 | $2,105,000 | +364.7% | 37,914 | +359.2% | 0.84% | +230.3% |
Q4 2016 | $453,000 | – | 8,257 | – | 0.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |