SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $861,000 | -5.4% | 15,176 | -6.1% | 0.93% | -2.4% |
| Q2 2019 | $910,000 | -3.5% | 16,168 | -5.7% | 0.95% | -2.4% |
| Q1 2019 | $943,000 | +4.2% | 17,148 | +0.8% | 0.97% | -13.9% |
| Q4 2018 | $905,000 | +9.2% | 17,004 | +12.5% | 1.13% | +15.5% |
| Q4 2016 | $829,000 | -3.8% | 15,121 | +0.2% | 0.98% | -0.8% |
| Q3 2016 | $862,000 | -0.7% | 15,095 | -1.8% | 0.99% | -1.0% |
| Q2 2016 | $868,000 | +5.0% | 15,376 | +3.2% | 1.00% | +1.9% |
| Q1 2016 | $827,000 | +9.0% | 14,895 | +4.3% | 0.98% | +12.7% |
| Q4 2015 | $759,000 | -7.4% | 14,278 | -6.5% | 0.87% | -6.0% |
| Q3 2015 | $820,000 | +0.4% | 15,276 | +1.4% | 0.92% | +12.9% |
| Q2 2015 | $817,000 | +2.4% | 15,066 | +3.6% | 0.82% | +2.8% |
| Q1 2015 | $798,000 | +2.0% | 14,537 | +0.9% | 0.80% | +1.3% |
| Q4 2014 | $782,000 | – | 14,412 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Knowledge Leaders Capital, LLC | 130,611 | $7,511,000 | 24.02% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1,618,827 | $93,099,000 | 16.98% |
| Richard Bernstein Advisors LLC | 7,117,065 | $409,302,000 | 14.53% |
| MARSHALL FINANCIAL GROUP INC /ADV | 245,277 | $14,106,000 | 11.41% |
| Carolina Wealth Advisors, LLC | 150,664 | $8,665,000 | 10.01% |
| SVB Investment Services Inc. | 183,093 | $10,530,000 | 9.13% |
| Fund Evaluation Group, LLC | 797,919 | $45,888,000 | 7.73% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 326,207 | $18,760,000 | 7.56% |
| CORRADO ADVISORS, LLC | 137,262 | $7,893,000 | 7.38% |
| Charles Schwab Investment Advisory, Inc. | 43,775,117 | $2,517,507,000 | 7.14% |