SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $107,000 | -100.0% | 1,783 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $409,302,000 | +14.9% | 7,117,065 | +13.3% | 14.53% | +26.1% |
| Q4 2019 | $356,131,000 | -1.4% | 6,284,190 | -1.2% | 11.52% | -2.6% |
| Q3 2019 | $361,074,000 | +14082.0% | 6,361,418 | +13967.1% | 11.82% | +13975.0% |
| Q2 2019 | $2,546,000 | +90.1% | 45,222 | +85.7% | 0.08% | +95.3% |
| Q1 2019 | $1,339,000 | +25.0% | 24,349 | +21.1% | 0.04% | +10.3% |
| Q4 2018 | $1,071,000 | +21.0% | 20,104 | +22.5% | 0.04% | +56.0% |
| Q3 2018 | $885,000 | +13.8% | 16,405 | +15.8% | 0.02% | 0.0% |
| Q2 2018 | $778,000 | +17.7% | 14,172 | +17.6% | 0.02% | +8.7% |
| Q1 2018 | $661,000 | +1.1% | 12,046 | +2.1% | 0.02% | -20.7% |
| Q4 2017 | $654,000 | +21700.0% | 11,793 | +21738.9% | 0.03% | – |
| Q3 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | – | 54 | – | 0.00% | – |
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% |