SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,755,285 | -5.8% | 34,765 | -2.2% | 0.38% | 0.0% |
| Q2 2023 | $1,864,149 | -10.1% | 35,555 | -8.1% | 0.38% | -15.2% |
| Q1 2023 | $2,073,635 | +0.4% | 38,680 | -3.0% | 0.45% | -3.7% |
| Q4 2022 | $2,064,349 | -22.7% | 39,860 | -22.7% | 0.46% | -29.9% |
| Q3 2022 | $2,672,000 | -14.9% | 51,580 | -8.4% | 0.66% | -5.8% |
| Q2 2022 | $3,141,000 | -8.1% | 56,285 | +0.0% | 0.70% | +5.7% |
| Q1 2022 | $3,416,000 | +14.6% | 56,265 | +18.7% | 0.67% | -1.6% |
| Q4 2021 | $2,980,000 | +7.8% | 47,385 | +7.3% | 0.68% | -1.7% |
| Q3 2021 | $2,764,000 | +6.1% | 44,165 | +6.0% | 0.69% | +7.0% |
| Q2 2021 | $2,604,000 | +352.1% | 41,650 | +342.4% | 0.64% | +320.9% |
| Q1 2021 | $576,000 | – | 9,415 | – | 0.15% | – |
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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% |