SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $557,000 | +9.9% | 8,899 | +9.7% | 0.08% | +9.7% |
| Q2 2021 | $507,000 | +1.4% | 8,112 | -0.8% | 0.07% | -5.3% |
| Q1 2021 | $500,000 | +1.6% | 8,176 | +3.3% | 0.08% | -5.0% |
| Q4 2020 | $492,000 | +3.6% | 7,918 | +2.7% | 0.08% | -8.0% |
| Q3 2020 | $475,000 | +11.2% | 7,709 | +8.4% | 0.09% | +2.4% |
| Q2 2020 | $427,000 | +10.1% | 7,114 | +5.4% | 0.08% | -9.6% |
| Q1 2020 | $388,000 | +14.5% | 6,749 | +12.7% | 0.09% | +51.6% |
| Q4 2019 | $339,000 | +16.9% | 5,991 | +17.4% | 0.06% | +8.8% |
| Q3 2019 | $290,000 | +15.5% | 5,104 | +14.6% | 0.06% | +14.0% |
| Q2 2019 | $251,000 | +5.9% | 4,454 | +3.5% | 0.05% | +2.0% |
| Q1 2019 | $237,000 | +7.2% | 4,302 | +3.8% | 0.05% | -3.9% |
| Q4 2018 | $221,000 | -32.2% | 4,143 | -31.5% | 0.05% | -23.9% |
| Q3 2018 | $326,000 | -28.5% | 6,046 | -27.2% | 0.07% | -28.0% |
| Q2 2018 | $456,000 | +18.4% | 8,308 | +18.4% | 0.09% | +13.4% |
| Q1 2018 | $385,000 | +24.6% | 7,018 | +26.0% | 0.08% | +26.2% |
| Q4 2017 | $309,000 | +47.8% | 5,570 | +47.2% | 0.06% | +41.3% |
| Q3 2017 | $209,000 | – | 3,783 | – | 0.05% | – |
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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% |