SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,235,000 | +0.6% | 67,336 | +0.1% | 0.90% | +3.1% |
| Q3 2021 | $4,210,000 | +2.9% | 67,274 | +2.8% | 0.88% | +0.6% |
| Q2 2021 | $4,093,000 | +5.8% | 65,471 | +3.5% | 0.87% | -11.0% |
| Q1 2021 | $3,870,000 | -0.7% | 63,277 | +0.8% | 0.98% | +15.4% |
| Q4 2020 | $3,896,000 | +6.3% | 62,764 | +5.6% | 0.85% | -1.7% |
| Q3 2020 | $3,664,000 | +158.2% | 59,447 | +125.5% | 0.86% | +1.8% |
| Q2 2013 | $1,419,000 | – | 26,364 | – | 0.85% | – |
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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% |