SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 75 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $925,000 | +3.6% | 16,816 | +0.3% | 0.42% | -21.1% |
| Q4 2018 | $893,000 | -1.7% | 16,766 | -0.3% | 0.54% | +3.9% |
| Q3 2018 | $908,000 | +2.3% | 16,820 | +4.0% | 0.52% | +14.7% |
| Q2 2018 | $888,000 | +8.3% | 16,172 | +8.2% | 0.45% | +3.7% |
| Q1 2018 | $820,000 | +17.5% | 14,943 | +18.7% | 0.43% | +21.6% |
| Q4 2017 | $698,000 | +16.5% | 12,584 | +16.1% | 0.36% | +9.5% |
| Q3 2017 | $599,000 | +12.4% | 10,843 | +12.0% | 0.33% | +4.2% |
| Q2 2017 | $533,000 | +15.1% | 9,685 | +16.1% | 0.31% | +6.1% |
| Q1 2017 | $463,000 | +4.5% | 8,345 | +3.3% | 0.30% | -8.4% |
| Q4 2016 | $443,000 | +49.2% | 8,079 | +55.5% | 0.32% | +22.0% |
| Q3 2016 | $297,000 | +4.2% | 5,197 | +2.8% | 0.26% | +21.1% |
| Q2 2016 | $285,000 | -7.2% | 5,053 | -8.7% | 0.22% | +3.3% |
| Q1 2016 | $307,000 | +20.9% | 5,532 | +15.9% | 0.21% | +16.6% |
| Q4 2015 | $254,000 | -1.6% | 4,775 | -0.5% | 0.18% | -19.2% |
| Q3 2015 | $258,000 | -15.1% | 4,799 | -14.4% | 0.22% | 0.0% |
| Q2 2015 | $304,000 | -22.3% | 5,606 | -21.2% | 0.22% | -32.1% |
| Q1 2015 | $391,000 | -64.6% | 7,113 | -65.1% | 0.33% | -54.6% |
| Q4 2014 | $1,104,000 | – | 20,361 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
| NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
| AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
| Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
| SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
| MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
| Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
| PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
| KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |