SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,113 | +19.1% | 6,300 | +46.6% | 0.02% | -81.8% |
| Q4 2020 | $267,000 | +1.1% | 4,298 | +0.3% | 0.10% | -33.6% |
| Q3 2020 | $264,000 | +20.0% | 4,287 | +17.1% | 0.15% | +12.0% |
| Q2 2020 | $220,000 | -14.4% | 3,660 | -18.0% | 0.13% | -12.5% |
| Q1 2020 | $257,000 | +15.8% | 4,464 | +13.9% | 0.15% | +25.6% |
| Q4 2019 | $222,000 | +3.3% | 3,919 | +3.3% | 0.12% | -0.8% |
| Q3 2019 | $215,000 | – | 3,793 | – | 0.12% | – |
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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% |