SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $198 | +4.8% | 3,794 | +1.3% | 0.00% | 0.0% |
| Q3 2023 | $189 | +1.1% | 3,744 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $187 | +57.1% | 3,574 | +61.4% | 0.00% | +50.0% |
| Q1 2023 | $119 | -22.7% | 2,214 | -25.7% | 0.00% | -33.3% |
| Q4 2022 | $154 | -99.9% | 2,981 | +6.0% | 0.00% | 0.0% |
| Q3 2022 | $146,000 | +27.0% | 2,813 | +37.1% | 0.00% | +50.0% |
| Q2 2022 | $115,000 | +3733.3% | 2,052 | +3846.2% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | -72.7% | 52 | -74.0% | 0.00% | – |
| Q4 2018 | $11,000 | -45.0% | 200 | -44.3% | 0.00% | -100.0% |
| Q2 2018 | $20,000 | – | 359 | – | 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% |