SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |