SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $162,276 | -3.7% | 3,214 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $168,511 | +2138.8% | 3,214 | +2195.7% | 0.01% | – |
| Q1 2023 | $7,527 | -76.6% | 140 | -77.5% | 0.00% | -100.0% |
| Q4 2022 | $32,182 | +257.6% | 621 | +271.9% | 0.00% | +100.0% |
| Q3 2022 | $9,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -30.8% | 167 | -24.1% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | +550.0% | 220 | +511.1% | 0.00% | – |
| Q4 2021 | $2,000 | -88.9% | 36 | -87.4% | 0.00% | -100.0% |
| Q3 2021 | $18,000 | -64.0% | 285 | -67.0% | 0.00% | -80.0% |
| Q1 2020 | $50,000 | -3.8% | 863 | -5.4% | 0.01% | +25.0% |
| Q4 2019 | $52,000 | +940.0% | 912 | +960.5% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | – | 86 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 11,732,683 | $628,989,136 | 89.91% |
| NinePointTwo Capital LLC | 1,879,201 | $100,743 | 37.99% |
| LifeGuide Financial Advisors, LLC | 474,153 | $25,419,351 | 20.45% |
| Sensible Financial Planning & Management, LLC. | 1,433,587 | $76,855 | 18.13% |
| Walker Financial Services, Inc. | 230,069 | $12,334,008 | 12.71% |
| Joseph Group Capital Management | 268,392 | $14,388,495 | 12.62% |
| Carolina Wealth Advisors, LLC | 317,408 | $17,016,236 | 9.96% |
| Greenline Partners, LLC | 893,645 | $47,913,293 | 9.14% |
| Almanack Investment Partners, LLC. | 859,574 | $46,081,760 | 9.09% |
| Live Oak Investment Partners | 189,219 | $10,143,903 | 8.91% |