SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605 | -7.6% | 12,000 | -4.0% | 0.18% | -3.8% |
| Q2 2023 | $655 | -12.7% | 12,500 | -10.7% | 0.19% | -14.3% |
| Q1 2023 | $750 | +3.4% | 14,000 | 0.0% | 0.22% | +2.4% |
| Q4 2022 | $725 | -99.9% | 14,000 | -2.1% | 0.21% | -13.8% |
| Q3 2022 | $740,000 | -15.0% | 14,300 | 0.0% | 0.25% | +2.9% |
| Q2 2022 | $871,000 | +0.3% | 14,300 | 0.0% | 0.24% | -0.4% |
| Q1 2022 | $868,000 | -3.4% | 14,300 | 0.0% | 0.24% | -2.4% |
| Q4 2021 | $899,000 | – | 14,300 | – | 0.25% | – |
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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% |