SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,233,513,000 | -95.2% | 43,118 | -94.8% | 0.00% | -96.9% |
| Q3 2019 | $47,011,924,000 | +2.6% | 828,258 | +1.8% | 0.03% | -3.0% |
| Q2 2019 | $45,825,078,000 | +30.4% | 813,800 | +27.4% | 0.03% | +26.9% |
| Q1 2019 | $35,129,985,000 | +13.1% | 638,727 | +9.5% | 0.03% | -3.7% |
| Q4 2018 | $31,061,098,000 | -9.3% | 583,307 | -8.1% | 0.03% | +8.0% |
| Q3 2018 | $34,260,553,000 | +26.1% | 634,925 | +28.3% | 0.02% | +19.0% |
| Q2 2018 | $27,167,381,000 | +4.8% | 494,762 | +4.8% | 0.02% | +5.0% |
| Q1 2018 | $25,912,525,000 | +1.2% | 472,167 | +2.2% | 0.02% | -9.1% |
| Q4 2017 | $25,612,817,000 | +2.3% | 462,075 | +2.0% | 0.02% | -4.3% |
| Q3 2017 | $25,037,809,000 | +4.9% | 453,091 | +4.6% | 0.02% | 0.0% |
| Q2 2017 | $23,857,223,000 | -19.9% | 433,295 | -19.2% | 0.02% | -23.3% |
| Q1 2017 | $29,790,679,000 | +91980.1% | 536,479 | -9.1% | 0.03% | -16.7% |
| Q4 2016 | $32,353,000 | – | 589,945 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
| NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
| Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
| Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
| Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
| LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
| Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
| RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
| Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
| SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |