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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,211,000 | +2.5% | 36,830 | -1.8% | 1.04% | +5.7% |
| Q1 2020 | $2,158,000 | +8.3% | 37,515 | +6.6% | 0.98% | +77.5% |
| Q4 2019 | $1,993,000 | +8.4% | 35,193 | +8.6% | 0.55% | +62.4% |
| Q3 2019 | $1,839,000 | +4.5% | 32,392 | +3.7% | 0.34% | +9.0% |
| Q2 2019 | $1,759,000 | +4.2% | 31,246 | +1.8% | 0.31% | +6.5% |
| Q1 2019 | $1,688,000 | +2.9% | 30,691 | -0.4% | 0.29% | -12.5% |
| Q4 2018 | $1,641,000 | -15.0% | 30,816 | -13.9% | 0.34% | -20.0% |
| Q3 2018 | $1,930,000 | -1.2% | 35,773 | +0.5% | 0.42% | -5.4% |
| Q2 2018 | $1,954,000 | – | 35,582 | – | 0.44% | – |
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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% |