SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. 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 | 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% |