SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 426 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $758,000 | +2.2% | 12,107 | +2.1% | 0.05% | +2.0% |
| Q2 2021 | $742,000 | -16.4% | 11,863 | -18.3% | 0.05% | -23.1% |
| Q1 2021 | $888,000 | +24.9% | 14,515 | +26.8% | 0.06% | +18.2% |
| Q4 2020 | $711,000 | -1.8% | 11,448 | -4.0% | 0.06% | -12.7% |
| Q3 2020 | $724,000 | +37.9% | 11,925 | +36.3% | 0.06% | +23.5% |
| Q2 2020 | $525,000 | -66.5% | 8,750 | -67.9% | 0.05% | -71.7% |
| Q1 2020 | $1,568,000 | +85.6% | 27,270 | +82.7% | 0.18% | +127.8% |
| Q4 2019 | $845,000 | – | 14,924 | – | 0.08% | – |
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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% |