SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,050,968 | -1.1% | 377,322 | +2.7% | 7.76% | +5.1% |
Q2 2023 | $19,260,454 | -0.6% | 367,356 | +1.6% | 7.38% | -6.3% |
Q1 2023 | $19,383,707 | +12.8% | 361,569 | +9.0% | 7.88% | +6.7% |
Q4 2022 | $17,180,268 | +1.3% | 331,729 | +1.3% | 7.38% | -7.9% |
Q3 2022 | $16,957,000 | -3.4% | 327,362 | +4.1% | 8.02% | +0.5% |
Q2 2022 | $17,551,000 | -0.9% | 314,534 | +7.8% | 7.97% | +12.9% |
Q1 2022 | $17,714,000 | -2.1% | 291,776 | +1.4% | 7.06% | +0.7% |
Q4 2021 | $18,097,000 | +6.6% | 287,761 | +6.1% | 7.01% | -1.9% |
Q3 2021 | $16,978,000 | +5.9% | 271,293 | +5.8% | 7.15% | +4.8% |
Q2 2021 | $16,025,000 | +3.0% | 256,354 | +0.8% | 6.82% | -3.5% |
Q1 2021 | $15,557,000 | +3.3% | 254,360 | +4.9% | 7.06% | -4.2% |
Q4 2020 | $15,058,000 | +0.5% | 242,555 | -0.2% | 7.38% | -16.7% |
Q3 2020 | $14,982,000 | +2.4% | 243,098 | -0.3% | 8.85% | -8.9% |
Q2 2020 | $14,637,000 | +3.8% | 243,861 | -0.6% | 9.72% | -14.8% |
Q1 2020 | $14,106,000 | -0.2% | 245,277 | -1.8% | 11.41% | +19.4% |
Q4 2019 | $14,138,000 | -1.0% | 249,663 | -0.8% | 9.55% | -12.2% |
Q3 2019 | $14,282,000 | -0.7% | 251,617 | -1.5% | 10.88% | -0.9% |
Q2 2019 | $14,387,000 | +3.0% | 255,498 | +0.6% | 10.98% | -3.9% |
Q1 2019 | $13,964,000 | +6.8% | 253,892 | +3.4% | 11.42% | -7.8% |
Q4 2018 | $13,075,000 | – | 245,534 | – | 12.39% | – |
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% |