SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $256,000 | -11.7% | 4,227 | -8.4% | 0.10% | -9.5% |
Q4 2021 | $290,000 | -36.7% | 4,614 | -37.1% | 0.10% | -41.3% |
Q3 2021 | $458,000 | +0.4% | 7,330 | +0.5% | 0.18% | +5.3% |
Q2 2021 | $456,000 | +4.8% | 7,297 | +2.6% | 0.17% | -0.6% |
Q1 2021 | $435,000 | -34.9% | 7,112 | -34.0% | 0.17% | -36.0% |
Q4 2020 | $668,000 | -56.7% | 10,768 | -57.0% | 0.27% | -56.9% |
Q3 2020 | $1,544,000 | +45.1% | 25,053 | +41.2% | 0.62% | +34.2% |
Q2 2020 | $1,064,000 | +6.3% | 17,742 | +1.9% | 0.46% | -8.5% |
Q1 2020 | $1,001,000 | +55.4% | 17,407 | +53.0% | 0.50% | +77.8% |
Q4 2019 | $644,000 | – | 11,374 | – | 0.28% | – |
Download |
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% |