SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 305 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $825,000 | -51.8% | 14,344 | -52.5% | 0.27% | -48.0% |
Q4 2019 | $1,711,000 | -7.2% | 30,222 | -6.9% | 0.52% | -14.5% |
Q3 2019 | $1,843,000 | -9.6% | 32,465 | -10.3% | 0.61% | -12.5% |
Q2 2019 | $2,039,000 | -69.2% | 36,211 | -69.9% | 0.70% | -69.1% |
Q1 2019 | $6,625,000 | +16.4% | 120,454 | +12.6% | 2.27% | -15.2% |
Q4 2018 | $5,694,000 | -24.2% | 106,936 | -23.2% | 2.68% | +14.5% |
Q3 2018 | $7,509,000 | – | 139,153 | – | 2.34% | – |
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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% |