SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 305 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $446,948 | +5.2% | 8,630 | +5.2% | 0.00% | 0.0% |
| Q3 2022 | $425,000 | -1.2% | 8,200 | +6.5% | 0.00% | 0.0% |
| Q2 2022 | $430,000 | -14.7% | 7,700 | -7.2% | 0.00% | 0.0% |
| Q1 2022 | $504,000 | +4.1% | 8,296 | +7.8% | 0.00% | 0.0% |
| Q4 2021 | $484,000 | -84.7% | 7,696 | -85.4% | 0.00% | -90.7% |
| Q2 2020 | $3,172,000 | +26.3% | 52,855 | +21.0% | 0.04% | +7.5% |
| Q1 2020 | $2,511,000 | +21.0% | 43,665 | +19.1% | 0.04% | +66.7% |
| Q4 2019 | $2,076,000 | +12.4% | 36,665 | +12.7% | 0.02% | +4.3% |
| Q3 2019 | $1,847,000 | -0.7% | 32,540 | -1.5% | 0.02% | -4.2% |
| Q2 2019 | $1,860,000 | +7.9% | 33,040 | +5.4% | 0.02% | +4.3% |
| Q1 2019 | $1,724,000 | +4.5% | 31,340 | +1.1% | 0.02% | -11.5% |
| Q4 2018 | $1,650,000 | +5.2% | 30,990 | +6.6% | 0.03% | +18.2% |
| Q3 2018 | $1,569,000 | -0.9% | 29,070 | +0.9% | 0.02% | -4.3% |
| Q2 2018 | $1,583,000 | +103.7% | 28,820 | +103.5% | 0.02% | +91.7% |
| Q1 2018 | $777,000 | – | 14,160 | – | 0.01% | – |
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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% |