SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 173 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $384,000 | +2.7% | 6,231 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $374,000 | +4.5% | 6,231 | 0.0% | 0.04% | -7.1% |
| Q1 2020 | $358,000 | +1.4% | 6,231 | 0.0% | 0.04% | +23.5% |
| Q4 2019 | $353,000 | -0.3% | 6,231 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $354,000 | +0.9% | 6,231 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $351,000 | +2.3% | 6,231 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $343,000 | +3.3% | 6,231 | 0.0% | 0.04% | -5.1% |
| Q4 2018 | $332,000 | -1.2% | 6,231 | 0.0% | 0.04% | +5.4% |
| Q3 2018 | $336,000 | -1.8% | 6,231 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $342,000 | 0.0% | 6,231 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $342,000 | -0.9% | 6,231 | 0.0% | 0.04% | -9.5% |
| Q1 2017 | $345,000 | +0.9% | 6,231 | 0.0% | 0.04% | -4.5% |
| Q4 2016 | $342,000 | -3.9% | 6,231 | 0.0% | 0.04% | -4.3% |
| Q3 2016 | $356,000 | +1.1% | 6,231 | 0.0% | 0.05% | -9.8% |
| Q2 2016 | $352,000 | +6.3% | 6,231 | 0.0% | 0.05% | +24.4% |
| Q1 2016 | $331,000 | 0.0% | 6,231 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $331,000 | – | 6,231 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |