SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,365 | -80.6% | 217 | -80.6% | 0.00% | -76.9% |
| Q2 2023 | $58,552 | -11.5% | 1,117 | -12.6% | 0.01% | -18.8% |
| Q4 2022 | $66,188 | +0.3% | 1,278 | +0.2% | 0.02% | -5.9% |
| Q3 2022 | $66,000 | -90.5% | 1,276 | -88.9% | 0.02% | -92.5% |
| Q2 2020 | $693,000 | +19.9% | 11,538 | +14.7% | 0.23% | -8.1% |
| Q1 2020 | $578,000 | +9.1% | 10,056 | +6.9% | 0.25% | +71.0% |
| Q4 2019 | $530,000 | +24.4% | 9,411 | +25.3% | 0.14% | +25.0% |
| Q3 2019 | $426,000 | +8.1% | 7,508 | +7.6% | 0.12% | +6.4% |
| Q2 2019 | $394,000 | +32.2% | 6,978 | +29.5% | 0.11% | -19.9% |
| Q1 2019 | $298,000 | – | 5,389 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |