SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $423,000 | -59.6% | 8,164 | -56.5% | 0.21% | -56.2% |
| Q2 2022 | $1,048,000 | +24.6% | 18,783 | +35.6% | 0.48% | +41.2% |
| Q1 2022 | $841,000 | +120.7% | 13,853 | +128.8% | 0.34% | +120.8% |
| Q4 2021 | $381,000 | +21.7% | 6,055 | +21.2% | 0.15% | +10.8% |
| Q3 2021 | $313,000 | +2.6% | 4,994 | +2.2% | 0.14% | +1.5% |
| Q2 2021 | $305,000 | +158.5% | 4,887 | +152.8% | 0.14% | +132.2% |
| Q1 2021 | $118,000 | +66.2% | 1,933 | +68.1% | 0.06% | +55.3% |
| Q4 2020 | $71,000 | +34.0% | 1,150 | +33.4% | 0.04% | +15.2% |
| Q3 2020 | $53,000 | +1.9% | 862 | +0.2% | 0.03% | -5.7% |
| Q2 2020 | $52,000 | -11.9% | 860 | -16.6% | 0.04% | -12.5% |
| Q1 2020 | $59,000 | -53.9% | 1,031 | -54.4% | 0.04% | -47.4% |
| Q4 2019 | $128,000 | -35.4% | 2,262 | -35.3% | 0.08% | -42.9% |
| Q3 2019 | $198,000 | +135.7% | 3,496 | +135.1% | 0.13% | +146.3% |
| Q2 2019 | $84,000 | +25.4% | 1,487 | +21.3% | 0.05% | +28.6% |
| Q1 2019 | $67,000 | +6600.0% | 1,226 | +7562.5% | 0.04% | +4100.0% |
| Q4 2018 | $1,000 | – | 16 | – | 0.00% | – |
Download | ||||||
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% |