SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $250,000 | +0.8% | 4,400 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $248,000 | +2.5% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $242,000 | +3.4% | 4,400 | 0.0% | 0.03% | -12.1% |
| Q4 2018 | $234,000 | -1.3% | 4,400 | 0.0% | 0.03% | +17.9% |
| Q3 2018 | $237,000 | -2.1% | 4,400 | 0.0% | 0.03% | -9.7% |
| Q2 2018 | $242,000 | +0.4% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $241,000 | -1.2% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $244,000 | +0.4% | 4,400 | 0.0% | 0.03% | -3.1% |
| Q3 2017 | $243,000 | +0.4% | 4,400 | 0.0% | 0.03% | -3.0% |
| Q2 2017 | $242,000 | -0.8% | 4,400 | 0.0% | 0.03% | -2.9% |
| Q1 2017 | $244,000 | +1.2% | 4,400 | 0.0% | 0.03% | -5.6% |
| Q4 2016 | $241,000 | -3.2% | 4,400 | 0.0% | 0.04% | -5.3% |
| Q3 2016 | $249,000 | 0.0% | 4,400 | 0.0% | 0.04% | -5.0% |
| Q2 2016 | $249,000 | +2.5% | 4,400 | 0.0% | 0.04% | +2.6% |
| Q1 2016 | $243,000 | +3.8% | 4,400 | 0.0% | 0.04% | +5.4% |
| Q4 2015 | $234,000 | -1.3% | 4,400 | 0.0% | 0.04% | -2.6% |
| Q3 2015 | $237,000 | -47.9% | 4,400 | -47.6% | 0.04% | -47.2% |
| Q2 2015 | $455,000 | -2.8% | 8,400 | 0.0% | 0.07% | -2.7% |
| Q1 2015 | $468,000 | +2.6% | 8,400 | 0.0% | 0.07% | +1.4% |
| Q4 2014 | $456,000 | +0.2% | 8,400 | 0.0% | 0.07% | -5.2% |
| Q3 2014 | $455,000 | -2.8% | 8,400 | 0.0% | 0.08% | -3.8% |
| Q2 2014 | $468,000 | – | 8,400 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
| NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
| AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
| Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
| SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
| MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
| Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
| PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
| KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |