SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $267,000 | +0.4% | 4,245 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $266,000 | -24.4% | 4,245 | -24.5% | 0.14% | -25.0% |
| Q2 2021 | $352,000 | -59.4% | 5,626 | -60.2% | 0.18% | -27.7% |
| Q1 2021 | $866,000 | +174.1% | 14,152 | +153.7% | 0.25% | -10.8% |
| Q4 2019 | $316,000 | -0.3% | 5,578 | 0.0% | 0.28% | -9.7% |
| Q3 2019 | $317,000 | +1.0% | 5,578 | 0.0% | 0.31% | +5.1% |
| Q2 2019 | $314,000 | +2.3% | 5,578 | 0.0% | 0.29% | +13.1% |
| Q1 2019 | $307,000 | +3.4% | 5,578 | 0.0% | 0.26% | -2.3% |
| Q4 2018 | $297,000 | -1.3% | 5,578 | 0.0% | 0.27% | +35.7% |
| Q3 2018 | $301,000 | -6.8% | 5,578 | -5.1% | 0.20% | -15.2% |
| Q2 2018 | $323,000 | 0.0% | 5,877 | 0.0% | 0.23% | -6.9% |
| Q1 2018 | $323,000 | -0.9% | 5,877 | 0.0% | 0.25% | -2.4% |
| Q4 2017 | $326,000 | +5.8% | 5,877 | +5.4% | 0.25% | -6.6% |
| Q3 2017 | $308,000 | +24.2% | 5,578 | +24.0% | 0.27% | +24.2% |
| Q2 2017 | $248,000 | – | 4,500 | – | 0.22% | – |
Download | ||||||
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% |