SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 201 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,473,000 | -91.0% | 23,423 | -91.9% | 0.01% | -92.9% |
Q2 2019 | $16,351,000 | +2598.2% | 290,370 | +2548.4% | 0.11% | +2160.0% |
Q3 2017 | $606,000 | -33.2% | 10,964 | -33.4% | 0.01% | -37.5% |
Q2 2017 | $907,000 | -0.8% | 16,464 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $914,000 | +1.2% | 16,464 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $903,000 | -3.9% | 16,464 | 0.0% | 0.01% | -20.0% |
Q3 2016 | $940,000 | +1.1% | 16,464 | 0.0% | 0.01% | +42.9% |
Q2 2016 | $930,000 | +1.8% | 16,464 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $914,000 | – | 16,464 | – | 0.01% | – |
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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% |