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 | $167,000 | -42.0% | 3,035 | -43.8% | 0.20% | +52.7% |
| Q4 2018 | $288,000 | -58.7% | 5,403 | -58.2% | 0.13% | -72.3% |
| Q3 2018 | $698,000 | -10.4% | 12,932 | -8.8% | 0.47% | +18.3% |
| Q2 2018 | $779,000 | -30.8% | 14,186 | -30.9% | 0.39% | -35.1% |
| Q1 2018 | $1,126,000 | +1.8% | 20,515 | +2.8% | 0.61% | -15.1% |
| Q4 2017 | $1,106,000 | +0.3% | 19,949 | -0.1% | 0.72% | +1.0% |
| Q3 2017 | $1,103,000 | +3.2% | 19,963 | +2.7% | 0.71% | -2.1% |
| Q2 2017 | $1,069,000 | +1.6% | 19,433 | +2.6% | 0.72% | -7.8% |
| Q1 2017 | $1,052,000 | +171.1% | 18,949 | +168.2% | 0.78% | +79.8% |
| Q4 2016 | $388,000 | -62.1% | 7,066 | -60.6% | 0.44% | -52.3% |
| Q3 2016 | $1,024,000 | -0.7% | 17,953 | -1.7% | 0.91% | -3.5% |
| Q2 2016 | $1,031,000 | -8.1% | 18,255 | -9.7% | 0.95% | -16.7% |
| Q1 2016 | $1,122,000 | -49.8% | 20,208 | -51.1% | 1.14% | -46.3% |
| Q3 2015 | $2,233,000 | +4.4% | 41,351 | +4.8% | 2.12% | +21.3% |
| Q2 2015 | $2,139,000 | +23.6% | 39,455 | +25.2% | 1.75% | -15.6% |
| Q1 2015 | $1,730,000 | +2.2% | 31,503 | +1.0% | 2.07% | +33.5% |
| Q4 2014 | $1,692,000 | – | 31,198 | – | 1.55% | – |
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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% |