PIERSHALE FINANCIAL GROUP, INC. - SCHWAB STRATEGIC TR ownership

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
PIERSHALE FINANCIAL GROUP, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$8,599
-2.2%
1640.0%0.01%
-28.6%
Q1 2023$8,792
-12.5%
164
-15.5%
0.01%
-12.5%
Q4 2022$10,047
-95.3%
194
-94.6%
0.01%
-93.7%
Q2 2020$216,0003,5920.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Knowledge Leaders Capital, LLC 130,611$7,511,00024.02%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,618,827$93,099,00016.98%
Richard Bernstein Advisors LLC 7,117,065$409,302,00014.53%
MARSHALL FINANCIAL GROUP INC /ADV 245,277$14,106,00011.41%
Carolina Wealth Advisors, LLC 150,664$8,665,00010.01%
SVB Investment Services Inc. 183,093$10,530,0009.13%
Fund Evaluation Group, LLC 797,919$45,888,0007.73%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 326,207$18,760,0007.56%
CORRADO ADVISORS, LLC 137,262$7,893,0007.38%
Charles Schwab Investment Advisory, Inc. 43,775,117$2,517,507,0007.14%
View complete list of SCHWAB STRATEGIC TR shareholders