SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,643,177 | -2.8% | 32,544 | +0.9% | 0.04% | -7.9% |
| Q2 2023 | $1,690,487 | +23.3% | 32,242 | +26.1% | 0.04% | +2.7% |
| Q1 2023 | $1,370,647 | +1032.8% | 25,567 | +1040.9% | 0.04% | +640.0% |
| Q3 2018 | $121,000 | -43.7% | 2,241 | -42.8% | 0.01% | -50.0% |
| Q2 2018 | $215,000 | -3.6% | 3,916 | -3.6% | 0.01% | +11.1% |
| Q1 2018 | $223,000 | +95.6% | 4,064 | +98.1% | 0.01% | +80.0% |
| Q4 2017 | $114,000 | -83.2% | 2,052 | -83.4% | 0.01% | -88.1% |
| Q4 2016 | $679,000 | +190.2% | 12,387 | +202.0% | 0.04% | +162.5% |
| Q3 2016 | $234,000 | – | 4,102 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
| NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
| Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
| Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
| Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
| LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
| Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
| RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
| Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
| SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |