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% | – |
Download | ||||||
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% |