SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,543,000 | +451.3% | 79,982 | +451.2% | 0.03% | +416.7% |
| Q3 2019 | $824,000 | +52.9% | 14,511 | +51.9% | 0.01% | +50.0% |
| Q2 2019 | $539,000 | -15.6% | 9,551 | -17.7% | 0.00% | -20.0% |
| Q1 2019 | $639,000 | +34.2% | 11,606 | +30.0% | 0.01% | 0.0% |
| Q4 2018 | $476,000 | +18.1% | 8,930 | +19.4% | 0.01% | +25.0% |
| Q3 2018 | $403,000 | -12.2% | 7,479 | -10.5% | 0.00% | -33.3% |
| Q2 2018 | $459,000 | -47.4% | 8,359 | -47.3% | 0.01% | -50.0% |
| Q1 2018 | $872,000 | +3.4% | 15,873 | +4.3% | 0.01% | +9.1% |
| Q4 2017 | $843,000 | +12.3% | 15,220 | +12.0% | 0.01% | -8.3% |
| Q3 2017 | $751,000 | -9.7% | 13,586 | -10.0% | 0.01% | -20.0% |
| Q2 2017 | $832,000 | -3.4% | 15,102 | -2.7% | 0.02% | -11.8% |
| Q1 2017 | $861,000 | +20.6% | 15,515 | +19.3% | 0.02% | +6.2% |
| Q4 2016 | $714,000 | +98.9% | 13,008 | +106.6% | 0.02% | +77.8% |
| Q3 2016 | $359,000 | +43.0% | 6,296 | +41.2% | 0.01% | +28.6% |
| Q2 2016 | $251,000 | – | 4,460 | – | 0.01% | – |
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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% |