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 2019 | $422,000 | 0.0% | 7,440 | -0.7% | 0.34% | -1.4% |
| Q2 2019 | $422,000 | +1.7% | 7,495 | -0.8% | 0.35% | +2.3% |
| Q1 2019 | $415,000 | -0.5% | 7,552 | -3.5% | 0.34% | -10.5% |
| Q4 2018 | $417,000 | +1.0% | 7,825 | +2.3% | 0.38% | +11.1% |
| Q3 2018 | $413,000 | +3.2% | 7,650 | +5.0% | 0.34% | +2.7% |
| Q2 2018 | $400,000 | +2.3% | 7,289 | +2.3% | 0.33% | -1.5% |
| Q1 2018 | $391,000 | -1.8% | 7,125 | -1.1% | 0.34% | -3.1% |
| Q4 2017 | $398,000 | +0.5% | 7,206 | +0.4% | 0.35% | -3.3% |
| Q3 2017 | $396,000 | +9.1% | 7,174 | +8.7% | 0.36% | +5.8% |
| Q2 2017 | $363,000 | -6.0% | 6,599 | -5.1% | 0.34% | -9.0% |
| Q1 2017 | $386,000 | +5.5% | 6,955 | +4.2% | 0.38% | +1.3% |
| Q4 2016 | $366,000 | – | 6,673 | – | 0.37% | – |
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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% |