SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 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% | – |
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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% |