SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | -71.4% | 35 | -73.1% | 0.00% | -60.0% |
| Q3 2018 | $7,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $7,000 | -61.1% | 130 | -59.4% | 0.01% | -61.5% |
| Q4 2017 | $18,000 | -84.5% | 320 | -84.8% | 0.01% | -84.7% |
| Q3 2017 | $116,000 | -8.7% | 2,106 | -8.4% | 0.08% | -11.5% |
| Q2 2017 | $127,000 | +5.8% | 2,300 | +6.7% | 0.10% | +1.1% |
| Q1 2017 | $120,000 | +172.7% | 2,155 | +169.4% | 0.10% | +163.9% |
| Q4 2016 | $44,000 | – | 800 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |