SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $364,548 | +3.5% | 6,800 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $352,172 | -50.0% | 6,800 | -50.0% | 0.03% | -55.8% |
| Q3 2022 | $704,000 | -7.2% | 13,600 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $759,000 | -8.1% | 13,600 | 0.0% | 0.08% | +2.6% |
| Q1 2022 | $826,000 | -3.4% | 13,600 | 0.0% | 0.08% | -3.7% |
| Q4 2021 | $855,000 | +0.5% | 13,600 | 0.0% | 0.08% | -6.9% |
| Q3 2021 | $851,000 | -39.5% | 13,600 | -39.6% | 0.09% | -58.6% |
| Q2 2021 | $1,406,000 | +1967.6% | 22,500 | +1945.5% | 0.21% | +1212.5% |
| Q3 2020 | $68,000 | – | 1,100 | +109900.0% | 0.02% | – |
| Q2 2020 | $0 | -100.0% | 1 | -95.5% | 0.00% | – |
| Q3 2019 | $1,000 | – | 22 | – | 0.00% | – |
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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% |