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 2023 | $2,420,472 | -14.3% | 47,940 | -11.0% | 0.09% | -10.4% |
| Q2 2023 | $2,825,165 | +0.4% | 53,885 | +2.7% | 0.10% | -3.0% |
| Q1 2023 | $2,813,122 | +35.1% | 52,474 | +30.5% | 0.10% | -3.9% |
| Q4 2022 | $2,082,571 | -3.8% | 40,212 | -3.8% | 0.10% | -17.6% |
| Q3 2022 | $2,165,000 | +961.3% | 41,790 | +1140.8% | 0.12% | +1150.0% |
| Q1 2022 | $204,000 | -10.1% | 3,368 | -6.8% | 0.01% | -9.1% |
| Q4 2021 | $227,000 | -15.0% | 3,615 | -15.1% | 0.01% | -21.4% |
| Q3 2021 | $267,000 | -32.4% | 4,260 | -32.5% | 0.01% | -33.3% |
| Q2 2021 | $395,000 | -2.0% | 6,315 | -4.1% | 0.02% | -19.2% |
| Q1 2021 | $403,000 | -12.0% | 6,585 | -10.7% | 0.03% | -18.8% |
| Q4 2020 | $458,000 | +38.4% | 7,376 | +37.3% | 0.03% | +14.3% |
| Q3 2020 | $331,000 | – | 5,374 | – | 0.03% | – |
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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% |