SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,184 | -2.3% | 578 | +1.4% | 0.01% | 0.0% |
Q2 2023 | $29,886 | -86.1% | 570 | -85.8% | 0.01% | -85.7% |
Q1 2023 | $215,298 | +8.6% | 4,016 | +4.9% | 0.06% | +7.7% |
Q4 2022 | $198,252 | -8.6% | 3,828 | -8.7% | 0.05% | -10.3% |
Q3 2022 | $217,000 | -9.2% | 4,191 | -2.2% | 0.06% | 0.0% |
Q2 2022 | $239,000 | -1.6% | 4,287 | +7.2% | 0.06% | +3.6% |
Q1 2022 | $243,000 | +25.3% | 4,000 | +30.0% | 0.06% | +30.2% |
Q4 2021 | $194,000 | -5.4% | 3,078 | -6.1% | 0.04% | -10.4% |
Q3 2021 | $205,000 | -1.4% | 3,278 | -1.6% | 0.05% | -2.0% |
Q2 2021 | $208,000 | +11.2% | 3,332 | +9.1% | 0.05% | +6.5% |
Q1 2021 | $187,000 | -0.5% | 3,055 | +0.6% | 0.05% | -13.2% |
Q4 2020 | $188,000 | +0.5% | 3,036 | +0.3% | 0.05% | -15.9% |
Q3 2020 | $187,000 | +14.7% | 3,028 | +11.4% | 0.06% | +6.8% |
Q2 2020 | $163,000 | +41.7% | 2,719 | +36.4% | 0.06% | +15.7% |
Q1 2020 | $115,000 | -25.8% | 1,994 | -27.3% | 0.05% | -12.1% |
Q4 2019 | $155,000 | -3.7% | 2,741 | -3.3% | 0.06% | -4.9% |
Q3 2019 | $161,000 | +4.5% | 2,836 | +3.7% | 0.06% | +5.2% |
Q2 2019 | $154,000 | +9.2% | 2,735 | +6.5% | 0.06% | +5.5% |
Q1 2019 | $141,000 | +182.0% | 2,568 | +172.6% | 0.06% | +139.1% |
Q4 2018 | $50,000 | -2.0% | 942 | -1.2% | 0.02% | +15.0% |
Q3 2018 | $51,000 | +10.9% | 953 | +13.0% | 0.02% | +5.3% |
Q2 2018 | $46,000 | – | 843 | – | 0.02% | – |
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% |