SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 317 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $248,000 | -8.1% | 3,995 | -8.7% | 0.04% | -17.0% |
| Q3 2020 | $270,000 | +1.5% | 4,374 | -1.4% | 0.05% | +1.9% |
| Q2 2020 | $266,000 | -33.5% | 4,438 | -36.2% | 0.05% | -48.5% |
| Q1 2020 | $400,000 | -93.9% | 6,959 | -95.4% | 0.10% | -91.0% |
| Q4 2019 | $6,603,000 | +479.2% | 149,711 | +645.1% | 1.13% | +360.0% |
| Q3 2019 | $1,140,000 | +38.2% | 20,092 | +37.2% | 0.24% | +35.4% |
| Q2 2019 | $825,000 | +663.9% | 14,643 | +644.1% | 0.18% | +417.1% |
| Q1 2019 | $108,000 | – | 1,968 | – | 0.04% | – |
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% |