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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $72,000 | 0.0% | 71,886 | +0.5% | 0.01% | -16.7% |
| Q1 2021 | $72,000 | -70.2% | 71,542 | +1673.0% | 0.01% | -75.0% |
| Q2 2020 | $242,000 | +272.3% | 4,035 | +250.9% | 0.02% | +300.0% |
| Q4 2019 | $65,000 | -76.4% | 1,150 | -76.5% | 0.01% | -80.0% |
| Q2 2019 | $275,000 | -27.4% | 4,890 | -29.0% | 0.03% | -30.2% |
| Q1 2019 | $379,000 | +0.3% | 6,890 | -1.7% | 0.04% | +2.4% |
| Q3 2018 | $378,000 | -6.4% | 7,010 | -4.8% | 0.04% | -14.3% |
| Q2 2018 | $404,000 | -2.4% | 7,360 | -2.3% | 0.05% | -7.5% |
| Q1 2018 | $414,000 | -1.0% | 7,535 | 0.0% | 0.05% | +1.9% |
| Q4 2017 | $418,000 | -5.0% | 7,535 | -5.4% | 0.05% | -10.3% |
| Q3 2017 | $440,000 | -2.2% | 7,965 | -2.4% | 0.06% | -6.5% |
| Q2 2017 | $450,000 | -0.7% | 8,165 | 0.0% | 0.06% | -3.1% |
| Q1 2017 | $453,000 | +1.1% | 8,165 | 0.0% | 0.06% | -5.9% |
| Q4 2016 | $448,000 | -8.2% | 8,165 | -4.6% | 0.07% | -13.9% |
| Q3 2016 | $488,000 | -12.4% | 8,558 | -13.2% | 0.08% | -13.2% |
| Q2 2016 | $557,000 | -3.8% | 9,858 | -5.4% | 0.09% | -8.1% |
| Q1 2016 | $579,000 | -3.2% | 10,418 | -7.5% | 0.10% | -9.2% |
| Q4 2015 | $598,000 | -3.2% | 11,258 | -2.2% | 0.11% | -9.9% |
| Q3 2015 | $618,000 | -54.7% | 11,508 | -54.3% | 0.12% | -53.3% |
| Q2 2015 | $1,365,000 | -38.6% | 25,184 | -37.8% | 0.26% | -39.1% |
| Q1 2015 | $2,223,000 | +5.6% | 40,468 | +4.2% | 0.42% | +3.7% |
| Q4 2014 | $2,106,000 | -0.6% | 38,823 | -0.7% | 0.41% | -5.5% |
| Q3 2014 | $2,119,000 | -3.9% | 39,103 | -1.2% | 0.43% | -6.7% |
| Q2 2014 | $2,204,000 | +0.6% | 39,578 | -2.5% | 0.46% | -4.3% |
| Q1 2014 | $2,190,000 | -2.3% | 40,593 | -4.4% | 0.49% | -5.6% |
| Q4 2013 | $2,241,000 | -7.1% | 42,473 | -4.8% | 0.52% | -15.4% |
| Q3 2013 | $2,412,000 | -3.1% | 44,618 | -3.5% | 0.61% | -8.3% |
| Q2 2013 | $2,488,000 | – | 46,246 | – | 0.66% | – |
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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% |