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 2023 | $52,430 | -63.6% | 1,000 | -64.0% | 0.01% | -70.7% |
| Q4 2022 | $143,976 | -16.3% | 2,780 | -16.4% | 0.04% | -25.5% |
| Q3 2022 | $172,000 | -24.2% | 3,324 | -18.5% | 0.06% | -20.3% |
| Q2 2022 | $227,000 | +5.6% | 4,079 | +15.4% | 0.07% | +21.1% |
| Q1 2022 | $215,000 | -20.4% | 3,535 | -17.6% | 0.06% | -14.9% |
| Q4 2021 | $270,000 | +0.7% | 4,290 | 0.0% | 0.07% | -15.2% |
| Q3 2021 | $268,000 | 0.0% | 4,290 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $268,000 | +10.3% | 4,290 | +8.1% | 0.08% | +6.8% |
| Q1 2021 | $243,000 | +40.5% | 3,968 | +42.7% | 0.07% | +35.2% |
| Q4 2020 | $173,000 | +1.2% | 2,780 | 0.0% | 0.05% | -10.0% |
| Q3 2020 | $171,000 | +2.4% | 2,780 | 0.0% | 0.06% | +9.1% |
| Q2 2020 | $167,000 | +4.4% | 2,780 | 0.0% | 0.06% | -9.8% |
| Q1 2020 | $160,000 | +1.9% | 2,780 | 0.0% | 0.06% | +32.6% |
| Q4 2019 | $157,000 | -0.6% | 2,780 | 0.0% | 0.05% | -9.8% |
| Q3 2019 | $158,000 | +0.6% | 2,780 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $157,000 | +2.6% | 2,780 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $153,000 | +3.4% | 2,780 | 0.0% | 0.05% | -1.9% |
| Q4 2018 | $148,000 | -1.3% | 2,780 | 0.0% | 0.05% | +1.9% |
| Q3 2018 | $150,000 | -2.0% | 2,780 | 0.0% | 0.05% | -8.8% |
| Q2 2018 | $153,000 | 0.0% | 2,780 | 0.0% | 0.06% | -1.7% |
| Q1 2018 | $153,000 | -0.6% | 2,780 | 0.0% | 0.06% | +3.6% |
| Q4 2017 | $154,000 | 0.0% | 2,780 | 0.0% | 0.06% | -6.7% |
| Q3 2017 | $154,000 | – | 2,780 | – | 0.06% | – |
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% |