SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |