SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
| NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
| AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
| Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
| SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
| MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
| Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
| PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
| KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |