SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 201 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $4,492,000 | +0.2% | 81,577 | +1.1% | 1.19% | -2.2% |
Q1 2017 | $4,482,000 | +12.7% | 80,705 | +11.3% | 1.22% | +3.1% |
Q4 2016 | $3,976,000 | -52.3% | 72,500 | -50.3% | 1.18% | -52.5% |
Q3 2016 | $8,330,000 | +24.6% | 145,932 | +23.3% | 2.48% | +14.2% |
Q2 2016 | $6,686,000 | +60681.8% | 118,383 | +58797.0% | 2.17% | +54250.0% |
Q1 2015 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $11,000 | -8.3% | 201 | -9.0% | 0.00% | -20.0% |
Q4 2013 | $12,000 | -47.8% | 221 | -48.6% | 0.01% | -50.0% |
Q3 2013 | $23,000 | +4.5% | 430 | +4.9% | 0.01% | -9.1% |
Q2 2013 | $22,000 | – | 410 | – | 0.01% | – |
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% |