SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $226,000 | -20.7% | 4,370 | -14.4% | 0.08% | -10.8% |
| Q2 2022 | $285,000 | -84.0% | 5,107 | -82.6% | 0.09% | -80.1% |
| Q1 2022 | $1,780,000 | -59.6% | 29,314 | -58.1% | 0.47% | -57.3% |
| Q4 2021 | $4,402,000 | -6.4% | 69,990 | -6.9% | 1.10% | -14.1% |
| Q3 2021 | $4,703,000 | +0.7% | 75,157 | +0.6% | 1.28% | -1.3% |
| Q2 2021 | $4,672,000 | +4.5% | 74,733 | +2.3% | 1.29% | -2.5% |
| Q1 2021 | $4,469,000 | +8.4% | 73,065 | +10.0% | 1.32% | -0.7% |
| Q4 2020 | $4,122,000 | +158.1% | 66,393 | +156.2% | 1.34% | +124.4% |
| Q3 2020 | $1,597,000 | +20.2% | 25,911 | +17.0% | 0.60% | +10.0% |
| Q2 2020 | $1,329,000 | +13.6% | 22,145 | +8.9% | 0.54% | -7.5% |
| Q1 2020 | $1,170,000 | +16.7% | 20,342 | +9.4% | 0.58% | +34.5% |
| Q3 2018 | $1,003,000 | +6.7% | 18,591 | +8.6% | 0.44% | +0.7% |
| Q2 2018 | $940,000 | -5.5% | 17,113 | -5.7% | 0.43% | -8.1% |
| Q1 2018 | $995,000 | -4.8% | 18,139 | -3.8% | 0.47% | -9.6% |
| Q4 2017 | $1,045,000 | +14.7% | 18,855 | +14.4% | 0.52% | +13.5% |
| Q3 2017 | $911,000 | +24.5% | 16,480 | +24.0% | 0.46% | +17.1% |
| Q2 2017 | $732,000 | – | 13,294 | – | 0.39% | – |
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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% |