SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $503,905 | -40.0% | 9,611 | -38.6% | 0.08% | -43.7% |
| Q1 2023 | $839,426 | -12.0% | 15,658 | -15.0% | 0.14% | -14.6% |
| Q4 2022 | $954,386 | -31.7% | 18,428 | -31.7% | 0.16% | -35.2% |
| Q3 2022 | $1,397,000 | -37.7% | 26,978 | -26.9% | 0.24% | -24.0% |
| Q1 2022 | $2,241,000 | +22.1% | 36,917 | +26.4% | 0.32% | +29.4% |
| Q4 2021 | $1,836,000 | +505.9% | 29,199 | +503.2% | 0.25% | +463.6% |
| Q3 2021 | $303,000 | +0.3% | 4,841 | +0.1% | 0.04% | 0.0% |
| Q2 2021 | $302,000 | +7.1% | 4,838 | +5.0% | 0.04% | 0.0% |
| Q1 2021 | $282,000 | +1.8% | 4,608 | +3.4% | 0.04% | -13.7% |
| Q4 2020 | $277,000 | +8.6% | 4,458 | +7.9% | 0.05% | -8.9% |
| Q3 2020 | $255,000 | +91.7% | 4,131 | +85.7% | 0.06% | +80.6% |
| Q2 2020 | $133,000 | +3.9% | 2,224 | 0.0% | 0.03% | -11.4% |
| Q1 2020 | $128,000 | -4.5% | 2,224 | -6.3% | 0.04% | +20.7% |
| Q4 2019 | $134,000 | -4.3% | 2,373 | -4.1% | 0.03% | -12.1% |
| Q3 2019 | $140,000 | +0.7% | 2,474 | 0.0% | 0.03% | +26.9% |
| Q2 2019 | $139,000 | -15.2% | 2,474 | -17.0% | 0.03% | -7.1% |
| Q1 2019 | $164,000 | -3.5% | 2,979 | -6.8% | 0.03% | -15.2% |
| Q4 2018 | $170,000 | -52.6% | 3,198 | -52.0% | 0.03% | -43.1% |
| Q3 2018 | $359,000 | +7.8% | 6,659 | +9.9% | 0.06% | -1.7% |
| Q2 2018 | $333,000 | -5.1% | 6,058 | -5.3% | 0.06% | -14.5% |
| Q1 2018 | $351,000 | -3.6% | 6,397 | -2.5% | 0.07% | +13.1% |
| Q4 2017 | $364,000 | +38.9% | 6,560 | +38.2% | 0.06% | +29.8% |
| Q3 2017 | $262,000 | +40.1% | 4,746 | +39.6% | 0.05% | +38.2% |
| Q2 2017 | $187,000 | +13.3% | 3,400 | +14.2% | 0.03% | +17.2% |
| Q1 2017 | $165,000 | +16400.0% | 2,978 | +17417.6% | 0.03% | – |
| Q3 2014 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | – | 17 | -22.7% | 0.00% | – |
| Q3 2013 | $0 | – | 22 | – | 0.00% | – |
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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% |