SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 305 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,115 | -5.0% | 16,461 | -1.3% | 0.01% | 0.0% |
| Q2 2023 | $874,531 | +0.0% | 16,680 | +2.3% | 0.01% | -11.1% |
| Q1 2023 | $874,275 | +71.7% | 16,308 | +65.9% | 0.01% | +80.0% |
| Q4 2022 | $509,199 | -14.8% | 9,832 | -14.8% | 0.01% | -28.6% |
| Q3 2022 | $598,000 | -18.9% | 11,545 | -12.5% | 0.01% | -12.5% |
| Q2 2022 | $737,000 | -46.1% | 13,195 | -41.4% | 0.01% | -38.5% |
| Q1 2022 | $1,367,000 | -6.0% | 22,505 | -2.7% | 0.01% | 0.0% |
| Q4 2021 | $1,455,000 | +23.6% | 23,131 | +23.0% | 0.01% | +8.3% |
| Q3 2021 | $1,177,000 | +30.5% | 18,811 | +30.4% | 0.01% | +33.3% |
| Q2 2021 | $902,000 | +4410.0% | 14,427 | +4325.5% | 0.01% | – |
| Q2 2020 | $20,000 | +566.7% | 326 | +526.9% | 0.00% | – |
| Q4 2018 | $3,000 | -50.0% | 52 | -52.3% | 0.00% | – |
| Q4 2017 | $6,000 | – | 109 | – | 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% |