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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $223,000 | +8.3% | 3,660 | +11.6% | 0.00% | 0.0% |
| Q4 2021 | $206,000 | 0.0% | 3,279 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $206,000 | -0.5% | 3,278 | -1.0% | 0.00% | 0.0% |
| Q2 2021 | $207,000 | +2.0% | 3,312 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $203,000 | -1.5% | 3,312 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $206,000 | -13.1% | 3,312 | -13.4% | 0.00% | -33.3% |
| Q3 2020 | $237,000 | +5.8% | 3,825 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $224,000 | +8.2% | 3,722 | +3.0% | 0.00% | 0.0% |
| Q1 2020 | $207,000 | -4.6% | 3,612 | -6.1% | 0.00% | 0.0% |
| Q4 2019 | $217,000 | +10.2% | 3,845 | +11.0% | 0.00% | 0.0% |
| Q3 2019 | $197,000 | +1.0% | 3,465 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $195,000 | +2.6% | 3,465 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $190,000 | – | 3,465 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
| NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
| Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
| Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
| RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
| AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
| Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
| SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
| LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |