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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $267,000 | -17.6% | 4,787 | -10.4% | 0.02% | 0.0% |
| Q1 2022 | $324,000 | -4.1% | 5,343 | -0.7% | 0.02% | +4.3% |
| Q4 2021 | $338,000 | +0.3% | 5,380 | -0.2% | 0.02% | -4.2% |
| Q3 2021 | $337,000 | 0.0% | 5,390 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $337,000 | +8.7% | 5,396 | +6.4% | 0.02% | 0.0% |
| Q1 2021 | $310,000 | -28.1% | 5,073 | -27.0% | 0.02% | -33.3% |
| Q4 2020 | $431,000 | +0.7% | 6,946 | -0.0% | 0.04% | -12.2% |
| Q3 2020 | $428,000 | +2.6% | 6,947 | +0.0% | 0.04% | -6.8% |
| Q2 2020 | $417,000 | -7.3% | 6,944 | -11.2% | 0.04% | -20.0% |
| Q1 2020 | $450,000 | – | 7,819 | – | 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% |