SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,652 | +36.6% | 5,272 | +32.0% | 0.02% | +20.0% |
| Q4 2022 | $206,869 | -6.8% | 3,994 | +0.5% | 0.02% | -23.1% |
| Q2 2022 | $222,000 | -7.1% | 3,975 | +0.8% | 0.03% | +8.3% |
| Q1 2022 | $239,000 | +1.7% | 3,942 | +5.5% | 0.02% | 0.0% |
| Q4 2021 | $235,000 | -1.3% | 3,736 | -1.9% | 0.02% | 0.0% |
| Q3 2021 | $238,000 | +2.6% | 3,810 | +2.8% | 0.02% | +4.3% |
| Q2 2021 | $232,000 | -33.7% | 3,706 | -35.2% | 0.02% | -37.8% |
| Q1 2021 | $350,000 | -31.2% | 5,715 | -30.3% | 0.04% | -39.3% |
| Q4 2020 | $509,000 | +842.6% | 8,203 | +718.7% | 0.06% | +408.3% |
| Q3 2018 | $54,000 | -1.8% | 1,002 | +0.6% | 0.01% | -7.7% |
| Q1 2018 | $55,000 | -1.8% | 996 | -1.7% | 0.01% | -7.1% |
| Q4 2017 | $56,000 | +60.0% | 1,013 | +61.3% | 0.01% | +55.6% |
| Q3 2017 | $35,000 | +2.9% | 628 | +0.3% | 0.01% | 0.0% |
| Q2 2017 | $34,000 | +25.9% | 626 | +28.0% | 0.01% | +12.5% |
| Q1 2017 | $27,000 | 0.0% | 489 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $27,000 | -20.6% | 489 | -18.8% | 0.01% | -27.3% |
| Q3 2016 | $34,000 | -15.0% | 602 | -14.2% | 0.01% | -21.4% |
| Q2 2016 | $40,000 | -11.1% | 702 | -14.3% | 0.01% | -26.3% |
| Q1 2016 | $45,000 | -52.1% | 819 | -53.1% | 0.02% | -57.8% |
| Q3 2015 | $94,000 | – | 1,745 | – | 0.04% | – |
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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% |