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 2022 | $1,828,281 | +80.0% | 35,295 | +93.9% | 0.08% | +83.3% |
| Q2 2022 | $1,015,672 | -16.4% | 18,202 | -9.0% | 0.04% | +2.4% |
| Q1 2022 | $1,214,382 | -3.9% | 20,003 | -0.4% | 0.04% | -4.7% |
| Q4 2021 | $1,263,083 | +20.8% | 20,084 | +20.2% | 0.04% | +10.3% |
| Q3 2021 | $1,045,900 | +27.6% | 16,713 | +27.5% | 0.04% | +21.9% |
| Q2 2021 | $819,377 | +12.8% | 13,108 | +10.4% | 0.03% | 0.0% |
| Q1 2021 | $726,351 | +80.3% | 11,876 | +83.0% | 0.03% | +52.4% |
| Q4 2020 | $402,852 | -6.0% | 6,489 | -6.6% | 0.02% | -16.0% |
| Q3 2020 | $428,340 | +254.0% | 6,950 | +244.7% | 0.02% | +212.5% |
| Q2 2020 | $120,988 | -6.3% | 2,016 | -10.2% | 0.01% | -27.3% |
| Q1 2020 | $129,086 | +64.4% | 2,245 | +61.9% | 0.01% | +83.3% |
| Q4 2019 | $78,531 | -8.4% | 1,387 | -8.2% | 0.01% | -14.3% |
| Q3 2019 | $85,757 | -22.0% | 1,511 | -22.7% | 0.01% | -22.2% |
| Q2 2019 | $110,011 | +33.7% | 1,954 | +30.6% | 0.01% | +12.5% |
| Q1 2019 | $82,267 | +30.3% | 1,496 | +26.1% | 0.01% | 0.0% |
| Q4 2018 | $63,142 | -22.7% | 1,186 | -21.7% | 0.01% | -11.1% |
| Q3 2018 | $81,701 | +1.8% | 1,514 | +3.6% | 0.01% | -18.2% |
| Q2 2018 | $80,256 | -17.3% | 1,462 | -17.4% | 0.01% | -21.4% |
| Q1 2018 | $97,083 | -3.6% | 1,769 | -2.6% | 0.01% | -12.5% |
| Q4 2017 | $100,716 | – | 1,817 | – | 0.02% | – |
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% |