SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,999 | -8.2% | 2,139 | -4.7% | 0.01% | 0.0% |
| Q2 2023 | $117,706 | -6.1% | 2,245 | -4.0% | 0.01% | -13.3% |
| Q1 2023 | $125,394 | +7.0% | 2,339 | +3.4% | 0.02% | 0.0% |
| Q4 2022 | $117,201 | +17.2% | 2,263 | +16.6% | 0.02% | +15.4% |
| Q3 2022 | $100,000 | -15.3% | 1,940 | -8.4% | 0.01% | -13.3% |
| Q2 2022 | $118,000 | +6.3% | 2,117 | +15.8% | 0.02% | +15.4% |
| Q1 2022 | $111,000 | -3.5% | 1,828 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $115,000 | -35.4% | 1,828 | -35.7% | 0.01% | -40.9% |
| Q3 2021 | $178,000 | +56.1% | 2,843 | +55.5% | 0.02% | +57.1% |
| Q2 2021 | $114,000 | +119.2% | 1,828 | +115.1% | 0.01% | +100.0% |
| Q1 2021 | $52,000 | -75.4% | 850 | -74.9% | 0.01% | -78.1% |
| Q4 2020 | $211,000 | +124.5% | 3,392 | +106.6% | 0.03% | +60.0% |
| Q1 2020 | $94,000 | +1466.7% | 1,642 | +1575.5% | 0.02% | +1900.0% |
| Q3 2019 | $6,000 | – | 98 | – | 0.00% | – |
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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% |