SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,903,786 | -4.7% | 77,318 | -1.0% | 2.74% | -0.6% |
Q2 2023 | $4,095,727 | -2.1% | 78,118 | -3.2% | 2.76% | -12.6% |
Q4 2022 | $4,181,525 | -0.8% | 80,740 | -0.8% | 3.15% | -4.3% |
Q3 2022 | $4,217,000 | -4.7% | 81,400 | +2.7% | 3.30% | +0.2% |
Q2 2022 | $4,423,000 | -12.3% | 79,265 | -4.5% | 3.29% | +4.4% |
Q1 2022 | $5,041,000 | +1.5% | 83,040 | +5.1% | 3.15% | +4.9% |
Q4 2021 | $4,968,000 | +8.5% | 78,990 | +7.9% | 3.00% | +2.6% |
Q3 2021 | $4,580,000 | +9.2% | 73,190 | +9.1% | 2.93% | +8.5% |
Q2 2021 | $4,193,000 | +18.2% | 67,070 | +15.6% | 2.70% | +8.3% |
Q1 2021 | $3,548,000 | +14.0% | 58,015 | +15.8% | 2.49% | +8.7% |
Q4 2020 | $3,111,000 | +10.9% | 50,120 | +10.1% | 2.29% | +2.8% |
Q3 2020 | $2,805,000 | +52.5% | 45,520 | +48.5% | 2.23% | +27.2% |
Q2 2020 | $1,839,000 | +34.9% | 30,646 | +29.3% | 1.75% | +10.8% |
Q1 2020 | $1,363,000 | +12.1% | 23,696 | +10.4% | 1.58% | +35.5% |
Q4 2019 | $1,216,000 | – | 21,470 | – | 1.17% | – |
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% |