SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $117 | -99.9% | 2,235 | 0.0% | 0.02% | -12.5% |
| Q3 2022 | $116,000 | +36.5% | 2,235 | +42.4% | 0.02% | -17.2% |
| Q3 2018 | $85,000 | -1.2% | 1,569 | 0.0% | 0.03% | -12.1% |
| Q2 2018 | $86,000 | 0.0% | 1,569 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $86,000 | -5.5% | 1,569 | -4.1% | 0.03% | 0.0% |
| Q4 2017 | $91,000 | +19.7% | 1,636 | +19.4% | 0.03% | +23.1% |
| Q3 2017 | $76,000 | +1.3% | 1,370 | 0.0% | 0.03% | -3.7% |
| Q2 2017 | $75,000 | -1.3% | 1,370 | 0.0% | 0.03% | -6.9% |
| Q1 2017 | $76,000 | +1.3% | 1,370 | 0.0% | 0.03% | -14.7% |
| Q4 2016 | $75,000 | -6.2% | 1,370 | -2.2% | 0.03% | -17.1% |
| Q3 2016 | $80,000 | +1.3% | 1,401 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $79,000 | +1.3% | 1,401 | 0.0% | 0.04% | -2.4% |
| Q1 2016 | $78,000 | +5.4% | 1,401 | +0.4% | 0.04% | -4.5% |
| Q4 2015 | $74,000 | -1.3% | 1,396 | 0.0% | 0.04% | -2.2% |
| Q3 2015 | $75,000 | -1.3% | 1,396 | 0.0% | 0.04% | +4.7% |
| Q2 2015 | $76,000 | -1.3% | 1,396 | 0.0% | 0.04% | -4.4% |
| Q1 2015 | $77,000 | +492.3% | 1,396 | +481.7% | 0.04% | +350.0% |
| Q4 2014 | $13,000 | – | 240 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 11,732,683 | $628,989,136 | 89.91% |
| NinePointTwo Capital LLC | 1,879,201 | $100,743 | 37.99% |
| LifeGuide Financial Advisors, LLC | 474,153 | $25,419,351 | 20.45% |
| Sensible Financial Planning & Management, LLC. | 1,433,587 | $76,855 | 18.13% |
| Walker Financial Services, Inc. | 230,069 | $12,334,008 | 12.71% |
| Joseph Group Capital Management | 268,392 | $14,388,495 | 12.62% |
| Carolina Wealth Advisors, LLC | 317,408 | $17,016,236 | 9.96% |
| Greenline Partners, LLC | 893,645 | $47,913,293 | 9.14% |
| Almanack Investment Partners, LLC. | 859,574 | $46,081,760 | 9.09% |
| Live Oak Investment Partners | 189,219 | $10,143,903 | 8.91% |