SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 587 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $314,744 | -6.6% | 5,871 | -9.8% | 0.20% | -10.0% |
Q4 2022 | $337,000 | -18.6% | 6,506 | -18.7% | 0.22% | -26.7% |
Q3 2022 | $414,000 | -19.5% | 8,000 | -13.2% | 0.30% | -13.3% |
Q2 2022 | $514,000 | -9.0% | 9,213 | -1.1% | 0.35% | +7.5% |
Q1 2022 | $565,000 | -5.4% | 9,311 | -1.9% | 0.32% | -0.6% |
Q4 2021 | $597,000 | -4.6% | 9,488 | -5.2% | 0.32% | -13.4% |
Q3 2021 | $626,000 | -1.3% | 10,008 | -1.3% | 0.37% | -2.6% |
Q2 2021 | $634,000 | +2.6% | 10,140 | +0.4% | 0.38% | -5.7% |
Q1 2021 | $618,000 | +0.7% | 10,101 | +2.1% | 0.41% | -7.5% |
Q4 2020 | $614,000 | -2.7% | 9,892 | -3.3% | 0.44% | -12.7% |
Q3 2020 | $631,000 | +2.6% | 10,232 | -0.2% | 0.50% | -6.8% |
Q2 2020 | $615,000 | +1.7% | 10,251 | -2.6% | 0.54% | -11.6% |
Q1 2020 | $605,000 | -30.2% | 10,521 | -31.3% | 0.61% | -20.7% |
Q4 2019 | $867,000 | -16.7% | 15,308 | -16.6% | 0.77% | -21.1% |
Q3 2019 | $1,041,000 | +6.8% | 18,344 | +6.0% | 0.98% | -6.5% |
Q2 2019 | $975,000 | +4.3% | 17,313 | +1.8% | 1.05% | +2.3% |
Q1 2019 | $935,000 | +5.6% | 16,999 | +2.3% | 1.02% | -9.6% |
Q4 2018 | $885,000 | +2.2% | 16,612 | +3.5% | 1.13% | +19.9% |
Q3 2018 | $866,000 | -4.9% | 16,053 | -3.3% | 0.94% | -11.4% |
Q2 2018 | $911,000 | +7.8% | 16,595 | +7.8% | 1.06% | +3.7% |
Q1 2018 | $845,000 | +29.2% | 15,390 | +30.5% | 1.03% | +26.2% |
Q4 2017 | $654,000 | – | 11,790 | – | 0.81% | – |
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% |