SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $231,000 | -4.9% | 4,287 | -3.0% | 0.05% | -18.6% |
| Q2 2018 | $243,000 | -76.5% | 4,418 | -76.6% | 0.06% | -77.5% |
| Q1 2018 | $1,033,000 | -96.4% | 18,861 | -96.4% | 0.26% | -96.1% |
| Q4 2017 | $28,969,000 | +8.3% | 522,631 | +8.0% | 6.66% | -3.1% |
| Q3 2017 | $26,737,000 | +8.8% | 484,012 | +8.5% | 6.88% | -3.0% |
| Q2 2017 | $24,567,000 | +21.4% | 446,187 | +22.4% | 7.09% | +6.6% |
| Q1 2017 | $20,237,000 | +2023600.0% | 364,436 | +3036866.7% | 6.65% | +664900.0% |
| Q4 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $1,000 | – | 12 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |