SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 45 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $446,000 | +9.3% | 7,905 | +7.5% | 0.22% | -5.6% |
Q1 2016 | $408,000 | +10.9% | 7,354 | +6.3% | 0.23% | +27.3% |
Q4 2015 | $368,000 | -5.4% | 6,918 | -4.6% | 0.18% | -12.0% |
Q3 2015 | $389,000 | +4.9% | 7,254 | +5.9% | 0.21% | +26.1% |
Q2 2015 | $371,000 | -0.5% | 6,853 | +1.0% | 0.16% | +3.1% |
Q1 2015 | $373,000 | +19.9% | 6,783 | +18.4% | 0.16% | +19.4% |
Q4 2014 | $311,000 | +1.0% | 5,731 | +0.9% | 0.13% | -2.9% |
Q3 2014 | $308,000 | 0.0% | 5,681 | +2.9% | 0.14% | +5.3% |
Q2 2014 | $308,000 | +5.1% | 5,521 | +1.5% | 0.13% | 0.0% |
Q1 2014 | $293,000 | -20.8% | 5,439 | -22.5% | 0.13% | -20.6% |
Q4 2013 | $370,000 | -16.7% | 7,016 | -14.5% | 0.16% | -21.1% |
Q3 2013 | $444,000 | +8.8% | 8,209 | +8.4% | 0.21% | -2.3% |
Q2 2013 | $408,000 | – | 7,574 | – | 0.21% | – |
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% |