SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $535,000 | -31.1% | 9,375 | -33.0% | 0.01% | -40.9% |
| Q1 2016 | $777,000 | +42.6% | 13,985 | +36.3% | 0.02% | +144.4% |
| Q4 2015 | $545,000 | +168.5% | 10,263 | +171.1% | 0.01% | +200.0% |
| Q3 2015 | $203,000 | -90.3% | 3,786 | -90.2% | 0.00% | -91.2% |
| Q4 2014 | $2,093,000 | +655.6% | 38,595 | +656.2% | 0.03% | +580.0% |
| Q3 2014 | $277,000 | -82.4% | 5,104 | -81.9% | 0.01% | -79.2% |
| Q2 2014 | $1,573,000 | -14.7% | 28,241 | -17.4% | 0.02% | +4.3% |
| Q1 2014 | $1,845,000 | -2.6% | 34,199 | -4.8% | 0.02% | +9.5% |
| Q4 2013 | $1,895,000 | -32.7% | 35,909 | -31.1% | 0.02% | -41.7% |
| Q3 2013 | $2,816,000 | – | 52,090 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |