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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $70,000 | -6.7% | 1,366 | +1.5% | 0.02% | -4.0% |
| Q2 2022 | $75,000 | -2.6% | 1,346 | +5.2% | 0.02% | +19.0% |
| Q1 2022 | $77,000 | -3.8% | 1,280 | +0.3% | 0.02% | -8.7% |
| Q4 2021 | $80,000 | +2.6% | 1,276 | +1.3% | 0.02% | 0.0% |
| Q3 2021 | $78,000 | +1.3% | 1,260 | +1.3% | 0.02% | 0.0% |
| Q2 2021 | $77,000 | +2.7% | 1,244 | +0.6% | 0.02% | 0.0% |
| Q1 2021 | $75,000 | -29.2% | 1,236 | -28.0% | 0.02% | -34.3% |
| Q4 2020 | $106,000 | +1.0% | 1,717 | +0.8% | 0.04% | -10.3% |
| Q3 2020 | $105,000 | -29.1% | 1,704 | -31.3% | 0.04% | -27.8% |
| Q2 2020 | $148,000 | +184.6% | 2,481 | +173.8% | 0.05% | +170.0% |
| Q1 2020 | $52,000 | -88.5% | 906 | -88.7% | 0.02% | -86.8% |
| Q4 2019 | $454,000 | +5.6% | 7,995 | +5.5% | 0.15% | -0.7% |
| Q3 2019 | $430,000 | +241.3% | 7,579 | +237.6% | 0.15% | +230.4% |
| Q2 2019 | $126,000 | -94.6% | 2,245 | -94.7% | 0.05% | -94.5% |
| Q1 2019 | $2,318,000 | -0.6% | 42,161 | -3.8% | 0.84% | -13.6% |
| Q4 2018 | $2,333,000 | -27.2% | 43,843 | -26.2% | 0.97% | -22.0% |
| Q3 2018 | $3,205,000 | -19.5% | 59,402 | -18.1% | 1.24% | -21.6% |
| Q2 2018 | $3,981,000 | +1396.6% | 72,512 | +1407.8% | 1.58% | +1266.4% |
| Q4 2017 | $266,000 | +383.6% | 4,809 | +376.1% | 0.12% | +346.2% |
| Q3 2017 | $55,000 | – | 1,010 | – | 0.03% | – |
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% |