SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $2,991 | -99.9% | 55,801 | -43.1% | 0.00% | -42.9% |
Q3 2022 | $5,082,000 | +265.9% | 98,100 | +294.0% | 0.01% | +250.0% |
Q2 2022 | $1,389,000 | -91.6% | 24,900 | -90.9% | 0.00% | -89.5% |
Q1 2022 | $16,531,000 | +296.6% | 272,300 | +310.9% | 0.02% | +280.0% |
Q4 2021 | $4,168,000 | -56.5% | 66,269 | -56.7% | 0.01% | -58.3% |
Q3 2021 | $9,575,000 | -59.8% | 153,000 | -59.9% | 0.01% | -60.0% |
Q2 2021 | $23,829,000 | +396.3% | 381,200 | +385.6% | 0.03% | +400.0% |
Q1 2021 | $4,801,000 | -54.3% | 78,500 | -53.6% | 0.01% | -45.5% |
Q4 2020 | $10,504,000 | +80.6% | 169,200 | +74.6% | 0.01% | +120.0% |
Q2 2020 | $5,816,000 | +145.9% | 96,900 | +125.3% | 0.01% | +150.0% |
Q1 2019 | $2,365,000 | +256.2% | 43,000 | +249.6% | 0.00% | +100.0% |
Q3 2018 | $664,000 | -83.9% | 12,300 | -83.6% | 0.00% | -50.0% |
Q2 2018 | $4,129,000 | +270.6% | 75,200 | +270.4% | 0.00% | +100.0% |
Q1 2018 | $1,114,000 | – | 20,300 | – | 0.00% | – |
Download |
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% |