SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q3 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 | 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% |