SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $291,000 | -34.3% | 4,909 | -36.7% | 0.20% | -22.5% |
| Q4 2019 | $443,000 | +73.7% | 7,758 | +72.4% | 0.26% | +62.3% |
| Q3 2019 | $255,000 | +0.8% | 4,500 | 0.0% | 0.16% | +2.6% |
| Q2 2019 | $253,000 | -53.3% | 4,500 | -54.4% | 0.16% | -54.4% |
| Q1 2018 | $542,000 | -81.6% | 9,868 | -81.4% | 0.34% | -63.5% |
| Q4 2017 | $2,944,000 | +59.1% | 53,120 | +58.7% | 0.93% | -25.5% |
| Q3 2017 | $1,850,000 | +43.7% | 33,472 | +43.2% | 1.25% | +35.3% |
| Q2 2017 | $1,287,000 | +11.1% | 23,375 | +12.1% | 0.92% | +7.3% |
| Q1 2017 | $1,158,000 | +47.9% | 20,859 | +46.1% | 0.86% | +37.5% |
| Q4 2016 | $783,000 | +6.2% | 14,281 | +10.5% | 0.63% | -0.2% |
| Q3 2016 | $737,000 | -32.6% | 12,920 | -33.3% | 0.63% | -38.7% |
| Q2 2016 | $1,094,000 | -9.7% | 19,375 | -11.2% | 1.02% | -16.7% |
| Q1 2016 | $1,211,000 | +74.7% | 21,821 | +67.1% | 1.23% | +68.2% |
| Q4 2015 | $693,000 | – | 13,061 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |