SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 748 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $356,000 | -5.3% | 6,871 | +2.1% | 0.04% | +2.5% |
| Q2 2022 | $376,000 | -6.0% | 6,732 | +2.2% | 0.04% | +2.6% |
| Q1 2022 | $400,000 | -3.1% | 6,588 | +0.4% | 0.04% | 0.0% |
| Q4 2021 | $413,000 | +2.5% | 6,562 | +1.8% | 0.04% | -9.3% |
| Q3 2021 | $403,000 | +1.8% | 6,445 | +1.7% | 0.04% | +2.4% |
| Q2 2021 | $396,000 | +3.1% | 6,335 | +0.9% | 0.04% | -6.7% |
| Q1 2021 | $384,000 | -1.5% | 6,280 | 0.0% | 0.04% | -11.8% |
| Q4 2020 | $390,000 | +1.8% | 6,280 | +0.9% | 0.05% | -32.9% |
| Q3 2020 | $383,000 | +2.7% | 6,221 | +0.2% | 0.08% | -3.8% |
| Q2 2020 | $373,000 | +1.4% | 6,210 | -2.9% | 0.08% | -3.7% |
| Q1 2020 | $368,000 | – | 6,395 | – | 0.08% | – |
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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% |