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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $421,000 | 0.0% | 7,429 | +0.3% | 0.21% | -6.2% |
| Q3 2019 | $421,000 | -54.9% | 7,409 | -55.3% | 0.22% | -57.4% |
| Q2 2019 | $934,000 | +2.4% | 16,589 | 0.0% | 0.53% | -12.0% |
| Q1 2019 | $912,000 | +0.2% | 16,589 | -2.9% | 0.60% | -16.6% |
| Q4 2018 | $910,000 | -1.3% | 17,089 | 0.0% | 0.72% | +13.8% |
| Q3 2018 | $922,000 | -5.1% | 17,089 | -3.5% | 0.63% | -16.4% |
| Q2 2018 | $972,000 | – | 17,705 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 14,279,084 | $720,950,951 | 95.54% |
| NinePointTwo Capital LLC | 1,726,601 | $87,176 | 35.55% |
| Sensible Financial Planning & Management, LLC. | 1,441,882 | $72,801 | 18.31% |
| LifeGuide Financial Advisors, LLC | 606,248 | $30,609,487 | 17.89% |
| Joseph Group Capital Management | 421,552 | $21,284,160 | 15.33% |
| Walker Financial Services, Inc. | 236,191 | $11,925,291 | 11.59% |
| Carolina Wealth Advisors, LLC | 350,044 | $17,673,725 | 9.98% |
| Live Oak Investment Partners | 196,101 | $9,889,173 | 8.52% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 246,137 | $12,427,441 | 8.06% |
| MARSHALL FINANCIAL GROUP INC /ADV | 377,322 | $19,050,968 | 7.76% |