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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $129,634 | -49.8% | 2,568 | -47.9% | 0.01% | -50.0% |
Q2 2023 | $258,271 | -5.7% | 4,926 | -3.6% | 0.03% | -13.3% |
Q1 2023 | $273,973 | +8.0% | 5,110 | +4.3% | 0.03% | 0.0% |
Q4 2022 | $253,714 | +8.9% | 4,899 | +8.9% | 0.03% | -9.1% |
Q3 2022 | $233,000 | -3.3% | 4,500 | +4.4% | 0.03% | -21.4% |
Q2 2022 | $241,000 | -2.4% | 4,310 | +6.1% | 0.04% | +7.7% |
Q1 2022 | $247,000 | +1.6% | 4,064 | +5.3% | 0.04% | 0.0% |
Q4 2021 | $243,000 | +11.5% | 3,858 | +10.6% | 0.04% | -9.3% |
Q3 2021 | $218,000 | +3.8% | 3,488 | +3.8% | 0.04% | -12.2% |
Q2 2021 | $210,000 | +6.1% | 3,361 | +3.8% | 0.05% | -15.5% |
Q1 2021 | $198,000 | -7.9% | 3,237 | -6.5% | 0.06% | -20.5% |
Q4 2020 | $215,000 | -11.5% | 3,461 | -12.4% | 0.07% | -27.0% |
Q3 2020 | $243,000 | 0.0% | 3,949 | -2.5% | 0.10% | -13.8% |
Q2 2020 | $243,000 | -9.3% | 4,050 | -13.1% | 0.12% | -31.0% |
Q1 2020 | $268,000 | +1.1% | 4,663 | -0.3% | 0.17% | +9.8% |
Q4 2019 | $265,000 | -0.7% | 4,679 | -0.4% | 0.15% | -12.1% |
Q3 2019 | $267,000 | -0.7% | 4,696 | -1.7% | 0.17% | -13.0% |
Q2 2019 | $269,000 | +4.7% | 4,779 | +2.3% | 0.20% | -2.0% |
Q1 2019 | $257,000 | +1.2% | 4,672 | -1.9% | 0.20% | -13.2% |
Q4 2018 | $254,000 | +20.4% | 4,761 | +21.8% | 0.24% | -2.5% |
Q3 2018 | $211,000 | -2.8% | 3,908 | -0.9% | 0.24% | -3.6% |
Q2 2018 | $217,000 | +2.8% | 3,945 | +2.8% | 0.25% | +0.8% |
Q1 2018 | $211,000 | -46.9% | 3,839 | -46.4% | 0.25% | -25.5% |
Q4 2017 | $397,000 | – | 7,163 | – | 0.33% | – |
Download |
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% |