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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,110,695 | 0.0% | 98,453 | 0.0% | 0.87% | -0.2% |
| Q2 2023 | $5,110,695 | +39.0% | 98,453 | +43.7% | 0.87% | +44.9% |
| Q1 2023 | $3,677,872 | +3.1% | 68,502 | -0.6% | 0.60% | +10.5% |
| Q4 2022 | $3,567,347 | +174.8% | 68,881 | +175.0% | 0.54% | +167.2% |
| Q3 2022 | $1,298,000 | +56.2% | 25,049 | +68.2% | 0.20% | +55.7% |
| Q2 2022 | $831,000 | -72.1% | 14,896 | -69.6% | 0.13% | -72.1% |
| Q1 2022 | $2,979,000 | -5.6% | 49,069 | -2.3% | 0.47% | +0.6% |
| Q4 2021 | $3,157,000 | +54.4% | 50,205 | +53.7% | 0.47% | +28.7% |
| Q3 2021 | $2,045,000 | +75.1% | 32,672 | +74.9% | 0.36% | +55.4% |
| Q2 2021 | $1,168,000 | +29100.0% | 18,683 | +23253.8% | 0.23% | +11550.0% |
| Q1 2018 | $4,000 | -20.0% | 80 | -17.5% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | – | 97 | – | 0.00% | – |
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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% |