SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,437 | -97.5% | 47 | -97.0% | 0.00% | -97.2% |
| Q2 2021 | $96,640 | -86.5% | 1,546 | -88.5% | 0.04% | -93.5% |
| Q4 2018 | $717,810 | -62.4% | 13,480 | -60.8% | 0.55% | -60.8% |
| Q4 2017 | $1,907,744 | +2701.8% | 34,417 | +2693.6% | 1.41% | +2668.6% |
| Q3 2017 | $68,090 | +0.4% | 1,232 | 0.0% | 0.05% | -5.6% |
| Q2 2017 | $67,843 | -0.8% | 1,232 | 0.0% | 0.05% | -1.8% |
| Q1 2017 | $68,422 | +1.3% | 1,232 | 0.0% | 0.06% | -12.7% |
| Q4 2016 | $67,572 | – | 1,232 | – | 0.06% | – |
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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% |