SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 201 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $201,662 | -30.1% | 3,762 | -32.5% | 0.06% | -32.3% |
| Q4 2022 | $288,684 | +0.9% | 5,574 | +0.9% | 0.10% | +113.3% |
| Q3 2022 | $286,000 | -6.2% | 5,522 | +0.9% | 0.04% | -56.7% |
| Q2 2022 | $305,000 | -7.3% | 5,471 | +1.0% | 0.10% | +65.1% |
| Q1 2022 | $329,000 | -1.5% | 5,418 | +2.1% | 0.06% | -37.6% |
| Q4 2021 | $334,000 | +1.2% | 5,309 | +0.8% | 0.10% | +6.3% |
| Q3 2021 | $330,000 | +0.9% | 5,268 | +0.7% | 0.10% | -13.6% |
| Q2 2021 | $327,000 | +4.1% | 5,229 | +1.8% | 0.11% | -3.5% |
| Q1 2021 | $314,000 | -1.6% | 5,136 | 0.0% | 0.11% | +123.5% |
| Q4 2020 | $319,000 | +2.9% | 5,136 | +2.1% | 0.05% | -60.8% |
| Q3 2020 | $310,000 | +22.5% | 5,031 | +21.9% | 0.13% | +19.3% |
| Q2 2020 | $253,000 | +3.3% | 4,128 | 0.0% | 0.11% | -14.8% |
| Q1 2020 | $245,000 | +7.0% | 4,128 | +2.3% | 0.13% | +433.3% |
| Q4 2019 | $229,000 | -0.4% | 4,036 | -0.4% | 0.02% | -77.8% |
| Q3 2019 | $230,000 | 0.0% | 4,053 | -1.0% | 0.11% | +1700.0% |
| Q2 2019 | $230,000 | -1.7% | 4,092 | -3.6% | 0.01% | -93.6% |
| Q1 2019 | $234,000 | +1.3% | 4,247 | -2.3% | 0.09% | +370.0% |
| Q4 2018 | $231,000 | -0.4% | 4,347 | -0.1% | 0.02% | -80.4% |
| Q3 2018 | $232,000 | -2.5% | 4,350 | +0.3% | 0.10% | +537.5% |
| Q2 2018 | $238,000 | +3.0% | 4,335 | +3.1% | 0.02% | -86.3% |
| Q1 2018 | $231,000 | +2.7% | 4,206 | +3.5% | 0.12% | +3.5% |
| Q4 2017 | $225,000 | -0.9% | 4,063 | -1.0% | 0.11% | -6.6% |
| Q3 2017 | $227,000 | +0.4% | 4,104 | +0.2% | 0.12% | -3.2% |
| Q2 2017 | $226,000 | -95.5% | 4,096 | -54.7% | 0.12% | -94.4% |
| Q1 2017 | $5,020,000 | +2141.1% | 9,046 | +121.9% | 2.22% | +1523.4% |
| Q4 2016 | $224,000 | +1.4% | 4,076 | +5.4% | 0.14% | -1.4% |
| Q3 2016 | $221,000 | +6.8% | 3,868 | +5.5% | 0.14% | +7.8% |
| Q2 2016 | $207,000 | – | 3,667 | – | 0.13% | – |
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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% |