SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 337 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $6,000 | -94.0% | 100 | -94.5% | 0.00% | -100.0% |
| Q1 2019 | $100,000 | -2.0% | 1,810 | -5.2% | 0.01% | -12.5% |
| Q4 2018 | $102,000 | -1.0% | 1,910 | 0.0% | 0.01% | +14.3% |
| Q3 2018 | $103,000 | -1.9% | 1,910 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $105,000 | 0.0% | 1,910 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $105,000 | -0.9% | 1,910 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $106,000 | 0.0% | 1,910 | 0.0% | 0.01% | -12.5% |
| Q3 2017 | $106,000 | +27.7% | 1,910 | +26.5% | 0.01% | +33.3% |
| Q2 2017 | $83,000 | +13.7% | 1,510 | +15.3% | 0.01% | 0.0% |
| Q1 2017 | $73,000 | +73.8% | 1,310 | +72.4% | 0.01% | +100.0% |
| Q4 2016 | $42,000 | – | 760 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |