SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $498,000 | -2.0% | 8,663 | -3.5% | 0.19% | +6.2% |
| Q4 2019 | $508,000 | -1.6% | 8,974 | -1.4% | 0.18% | -12.4% |
| Q3 2019 | $516,000 | -12.8% | 9,098 | -13.4% | 0.20% | -21.8% |
| Q2 2019 | $592,000 | -1.0% | 10,506 | -3.4% | 0.26% | -12.0% |
| Q1 2019 | $598,000 | +1.2% | 10,875 | -2.0% | 0.29% | -9.6% |
| Q4 2018 | $591,000 | +17.7% | 11,093 | +19.3% | 0.32% | -16.1% |
| Q3 2018 | $502,000 | +5.2% | 9,302 | +7.0% | 0.38% | -11.5% |
| Q2 2018 | $477,000 | +15.8% | 8,693 | +15.8% | 0.44% | +7.1% |
| Q1 2018 | $412,000 | +54.9% | 7,505 | +56.2% | 0.41% | +38.6% |
| Q4 2017 | $266,000 | – | 4,806 | – | 0.29% | – |
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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% |