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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | -96.0% | 12 | -97.5% | 0.00% | -100.0% |
| Q4 2022 | $25 | -98.8% | 486 | +1575.9% | 0.01% | – |
| Q3 2022 | $2,000 | -71.4% | 29 | -77.5% | 0.00% | -100.0% |
| Q2 2022 | $7,000 | -30.0% | 129 | -25.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -16.7% | 172 | -8.5% | 0.00% | -33.3% |
| Q4 2021 | $12,000 | +9.1% | 188 | +9.3% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 172 | +9.6% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +150.0% | 157 | +157.4% | 0.00% | +200.0% |
| Q4 2020 | $4,000 | 0.0% | 61 | +3.4% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +100.0% | 59 | +59.5% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 37 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 11,732,683 | $628,989,136 | 89.91% |
| NinePointTwo Capital LLC | 1,879,201 | $100,743 | 37.99% |
| LifeGuide Financial Advisors, LLC | 474,153 | $25,419,351 | 20.45% |
| Sensible Financial Planning & Management, LLC. | 1,433,587 | $76,855 | 18.13% |
| Walker Financial Services, Inc. | 230,069 | $12,334,008 | 12.71% |
| Joseph Group Capital Management | 268,392 | $14,388,495 | 12.62% |
| Carolina Wealth Advisors, LLC | 317,408 | $17,016,236 | 9.96% |
| Greenline Partners, LLC | 893,645 | $47,913,293 | 9.14% |
| Almanack Investment Partners, LLC. | 859,574 | $46,081,760 | 9.09% |
| Live Oak Investment Partners | 189,219 | $10,143,903 | 8.91% |