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 2023 | $2,456,012 | -8.4% | 48,644 | -4.9% | 0.18% | -5.2% |
| Q2 2023 | $2,681,608 | -2.8% | 51,146 | -0.6% | 0.19% | -2.6% |
| Q1 2023 | $2,759,614 | -13.6% | 51,476 | -16.5% | 0.20% | -20.3% |
| Q4 2022 | $3,194,158 | +0.2% | 61,675 | +0.2% | 0.25% | -7.5% |
| Q3 2022 | $3,187,000 | -7.4% | 61,523 | -0.3% | 0.27% | -3.3% |
| Q2 2022 | $3,443,000 | +1.3% | 61,706 | +10.2% | 0.28% | +20.6% |
| Q1 2022 | $3,400,000 | +129.3% | 56,009 | +137.5% | 0.23% | +135.1% |
| Q4 2021 | $1,483,000 | +54.2% | 23,579 | +53.3% | 0.10% | +27.6% |
| Q2 2021 | $962,000 | +25.9% | 15,385 | +23.2% | 0.08% | +2.7% |
| Q1 2021 | $764,000 | +3.8% | 12,491 | +5.3% | 0.07% | -2.6% |
| Q4 2020 | $736,000 | +69.6% | 11,857 | +54.8% | 0.08% | +38.2% |
| Q4 2019 | $434,000 | – | 7,660 | – | 0.06% | – |
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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% |