SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,920 | -0.4% | 93,835 | +1.9% | 0.21% | +7.0% |
| Q1 2023 | $4,938 | -100.0% | 92,102 | -90.6% | 0.20% | -88.0% |
| Q4 2021 | $61,948,000 | +145.0% | 985,028 | +143.5% | 1.66% | +31.5% |
| Q2 2021 | $25,284,000 | +451.7% | 404,486 | +407.5% | 1.26% | +403.2% |
| Q1 2020 | $4,583,000 | +405.3% | 79,698 | +383.5% | 0.25% | +382.7% |
| Q1 2019 | $907,000 | -75.5% | 16,482 | -76.2% | 0.05% | -76.8% |
| Q4 2018 | $3,695,000 | +689.5% | 69,382 | +700.5% | 0.22% | +307.3% |
| Q3 2018 | $468,000 | -35.4% | 8,667 | -33.9% | 0.06% | -29.5% |
| Q3 2017 | $725,000 | -50.5% | 13,118 | -50.9% | 0.08% | -13.3% |
| Q4 2016 | $1,466,000 | -20.5% | 26,734 | -17.2% | 0.09% | -47.4% |
| Q3 2016 | $1,843,000 | – | 32,282 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
| NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
| Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
| Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
| Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
| LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
| Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
| RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
| Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
| SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |