SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $107,000 | -100.0% | 1,783 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $409,302,000 | +14.9% | 7,117,065 | +13.3% | 14.53% | +26.1% |
| Q4 2019 | $356,131,000 | -1.4% | 6,284,190 | -1.2% | 11.52% | -2.6% |
| Q3 2019 | $361,074,000 | +14082.0% | 6,361,418 | +13967.1% | 11.82% | +13975.0% |
| Q2 2019 | $2,546,000 | +90.1% | 45,222 | +85.7% | 0.08% | +95.3% |
| Q1 2019 | $1,339,000 | +25.0% | 24,349 | +21.1% | 0.04% | +10.3% |
| Q4 2018 | $1,071,000 | +21.0% | 20,104 | +22.5% | 0.04% | +56.0% |
| Q3 2018 | $885,000 | +13.8% | 16,405 | +15.8% | 0.02% | 0.0% |
| Q2 2018 | $778,000 | +17.7% | 14,172 | +17.6% | 0.02% | +8.7% |
| Q1 2018 | $661,000 | +1.1% | 12,046 | +2.1% | 0.02% | -20.7% |
| Q4 2017 | $654,000 | +21700.0% | 11,793 | +21738.9% | 0.03% | – |
| Q3 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | – | 54 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |