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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $216,533 | -8.2% | 4,181 | -8.3% | 0.01% | -14.3% |
| Q3 2022 | $236,000 | -21.9% | 4,560 | -15.9% | 0.01% | -22.2% |
| Q2 2022 | $302,000 | -41.4% | 5,425 | -36.1% | 0.02% | -33.3% |
| Q1 2022 | $515,000 | -14.3% | 8,486 | -11.2% | 0.03% | -41.3% |
| Q4 2021 | $601,000 | +194.6% | 9,560 | +190.6% | 0.05% | +84.0% |
| Q4 2020 | $204,000 | -1.0% | 3,290 | -1.5% | 0.02% | -10.7% |
| Q3 2020 | $206,000 | +3.0% | 3,340 | 0.0% | 0.03% | -3.4% |
| Q2 2020 | $200,000 | -4.3% | 3,340 | -8.2% | 0.03% | -17.1% |
| Q1 2020 | $209,000 | -9.9% | 3,640 | -11.1% | 0.04% | -2.8% |
| Q4 2019 | $232,000 | -12.1% | 4,095 | -11.8% | 0.04% | -18.2% |
| Q3 2019 | $264,000 | +0.8% | 4,645 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $262,000 | +2.7% | 4,645 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $255,000 | +6.7% | 4,645 | +3.5% | 0.04% | -8.2% |
| Q4 2018 | $239,000 | -1.2% | 4,490 | 0.0% | 0.05% | +11.4% |
| Q3 2018 | $242,000 | -2.0% | 4,490 | 0.0% | 0.04% | -6.4% |
| Q2 2018 | $247,000 | +16.0% | 4,490 | +15.4% | 0.05% | +11.9% |
| Q1 2018 | $213,000 | -1.4% | 3,890 | 0.0% | 0.04% | -2.3% |
| Q4 2017 | $216,000 | – | 3,890 | – | 0.04% | – |
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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% |