DUFF & PHELPS INVESTMENT MANAGEMENT CO - SCHWAB STRATEGIC TR ownership

Back to all holdings Add to watchlist

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Links
Filings
External links
Quarter-by-quarter ownership
DUFF & PHELPS INVESTMENT MANAGEMENT CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$333,234
-37.7%
6,600
-35.3%
0.00%
-42.9%
Q2 2023$534,786
-10.9%
10,200
-8.9%
0.01%0.0%
Q1 2023$600,432
+3.5%
11,2000.0%0.01%0.0%
Q4 2022$580,048
+0.0%
11,2000.0%0.01%0.0%
Q3 2022$580,000
-7.2%
11,2000.0%0.01%
-12.5%
Q2 2022$625,000
-8.1%
11,2000.0%0.01%0.0%
Q1 2022$680,000
-3.4%
11,2000.0%0.01%0.0%
Q4 2021$704,000
-0.4%
11,200
-0.9%
0.01%
-11.1%
Q3 2021$707,000
-8.8%
11,300
-8.9%
0.01%
-10.0%
Q2 2021$775,000
-10.7%
12,400
-12.7%
0.01%
-16.7%
Q1 2021$868,000
-42.9%
14,200
-42.0%
0.01%
-45.5%
Q4 2020$1,521,000
+0.7%
24,5000.0%0.02%
-4.3%
Q3 2020$1,510,000
-17.5%
24,500
-19.7%
0.02%
-20.7%
Q2 2020$1,831,000
-25.1%
30,500
-28.2%
0.03%
-32.6%
Q1 2020$2,444,000–42,500–0.04%–
 Download
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 32,290,969$2,030,779,00095.48%
NinePointTwo Capital LLC 2,368,378$148,947,00047.97%
Joseph Group Capital Management 252,975$15,910,00015.30%
Carolina Wealth Advisors, LLC 342,484$21,539,00012.17%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 230,798$14,518,00010.58%
RE Dickinson Investment Advisors, LLC 219,717$13,818,00010.48%
AllGen Financial Advisors, Inc. 209,304$13,163,1549.76%
Charles Schwab Investment Advisory, Inc. 97,963,022$6,160,894,0009.66%
SVB Investment Services Inc. 223,080$14,490,0009.63%
LOWERY THOMAS, LLC 215,829$13,573,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders