SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 16 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 16 | -73.8% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | +100.0% | 61 | +125.9% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 27 | +68.8% | 0.00% | -100.0% |
| Q4 2019 | $1,000 | -100.0% | 16 | -100.0% | 0.01% | -97.4% |
| Q2 2019 | $2,503,000 | +20.4% | 44,442 | +13.8% | 0.54% | +1.1% |
| Q4 2018 | $2,079,000 | +6.1% | 39,037 | +7.5% | 0.53% | +28.4% |
| Q3 2018 | $1,960,000 | -2.4% | 36,308 | -0.7% | 0.42% | -6.3% |
| Q2 2018 | $2,009,000 | +1.1% | 36,575 | +1.0% | 0.44% | +51.0% |
| Q1 2018 | $1,988,000 | +25.1% | 36,218 | +26.4% | 0.29% | +40.0% |
| Q4 2017 | $1,589,000 | -3.9% | 28,651 | -4.2% | 0.21% | +2.9% |
| Q3 2017 | $1,653,000 | -1.9% | 29,903 | -2.3% | 0.20% | -10.9% |
| Q2 2017 | $1,685,000 | -0.9% | 30,602 | -0.0% | 0.23% | +12.3% |
| Q1 2017 | $1,700,000 | -5.1% | 30,610 | -6.3% | 0.20% | -4.7% |
| Q4 2016 | $1,792,000 | -6.1% | 32,663 | -2.3% | 0.21% | +3.4% |
| Q3 2016 | $1,908,000 | +17.3% | 33,425 | +16.2% | 0.21% | +26.2% |
| Q2 2016 | $1,626,000 | +10.4% | 28,772 | +8.5% | 0.16% | +31.2% |
| Q1 2016 | $1,473,000 | +92.3% | 26,515 | +84.1% | 0.12% | +123.2% |
| Q4 2015 | $766,000 | +10.7% | 14,403 | +11.8% | 0.06% | 0.0% |
| Q3 2015 | $692,000 | +54.8% | 12,880 | +56.3% | 0.06% | +75.0% |
| Q2 2015 | $447,000 | – | 8,241 | – | 0.03% | – |
Download | ||||||
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% |