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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $4,486,000 | +180.6% | 71,761 | +174.5% | 0.00% | +100.0% |
| Q1 2021 | $1,599,000 | -26.4% | 26,145 | -25.3% | 0.00% | 0.0% |
| Q4 2020 | $2,172,000 | -18.2% | 34,992 | -18.8% | 0.00% | -50.0% |
| Q3 2020 | $2,654,000 | +22.3% | 43,068 | +19.1% | 0.00% | 0.0% |
| Q2 2020 | $2,170,000 | +3238.5% | 36,156 | +3085.6% | 0.00% | – |
| Q1 2020 | $65,000 | -95.6% | 1,135 | -95.7% | 0.00% | -100.0% |
| Q4 2019 | $1,489,000 | +510.2% | 26,300 | +510.2% | 0.00% | – |
| Q3 2019 | $244,000 | +165.2% | 4,310 | +163.1% | 0.00% | – |
| Q2 2019 | $92,000 | +114.0% | 1,638 | +108.7% | 0.00% | – |
| Q1 2019 | $43,000 | -57.8% | 785 | -59.2% | 0.00% | – |
| Q4 2018 | $102,000 | +580.0% | 1,926 | +624.1% | 0.00% | – |
| Q2 2018 | $15,000 | – | 266 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
| NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
| Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
| AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
| Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
| Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
| MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
| SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
| KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
| LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |