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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 14,279,084 | $720,950,951 | 95.54% |
| NinePointTwo Capital LLC | 1,726,601 | $87,176 | 35.55% |
| Sensible Financial Planning & Management, LLC. | 1,441,882 | $72,801 | 18.31% |
| LifeGuide Financial Advisors, LLC | 606,248 | $30,609,487 | 17.89% |
| Joseph Group Capital Management | 421,552 | $21,284,160 | 15.33% |
| Walker Financial Services, Inc. | 236,191 | $11,925,291 | 11.59% |
| Carolina Wealth Advisors, LLC | 350,044 | $17,673,725 | 9.98% |
| Live Oak Investment Partners | 196,101 | $9,889,173 | 8.52% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 246,137 | $12,427,441 | 8.06% |
| MARSHALL FINANCIAL GROUP INC /ADV | 377,322 | $19,050,968 | 7.76% |