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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $14,000 | 0.0% | 253 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $14,000 | +366.7% | 253 | +351.8% | 0.03% | +800.0% |
| Q3 2017 | $3,000 | -50.0% | 56 | -52.1% | 0.00% | -50.0% |
| Q2 2017 | $6,000 | -92.2% | 117 | -91.6% | 0.01% | -92.0% |
| Q1 2017 | $77,000 | -61.9% | 1,389 | -62.4% | 0.08% | -45.3% |
| Q4 2016 | $202,000 | -55.1% | 3,692 | -53.2% | 0.14% | -50.0% |
| Q3 2016 | $450,000 | +265.9% | 7,883 | +262.3% | 0.27% | +251.3% |
| Q2 2016 | $123,000 | +324.1% | 2,176 | +309.8% | 0.08% | +188.9% |
| Q2 2013 | $29,000 | – | 531 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
| NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
| AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
| Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
| SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
| MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
| Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
| PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
| KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |