SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 99 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,021,000 | -2.8% | 72,655 | -3.2% | 3.55% | +14.6% |
| Q2 2017 | $4,135,000 | +147.5% | 75,065 | +149.4% | 3.10% | +117.2% |
| Q1 2017 | $1,671,000 | +125.2% | 30,093 | +122.4% | 1.43% | +121.1% |
| Q4 2016 | $742,000 | +60.3% | 13,530 | +66.6% | 0.65% | +36.3% |
| Q3 2016 | $463,000 | -75.2% | 8,120 | -75.5% | 0.47% | -72.3% |
| Q2 2016 | $1,870,000 | +9.0% | 33,144 | +7.7% | 1.71% | +1.4% |
| Q1 2016 | $1,716,000 | +8.5% | 30,775 | +3.3% | 1.69% | +7.0% |
| Q4 2015 | $1,581,000 | – | 29,780 | – | 1.58% | – |
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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% |