SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,125 | -0.3% | 502 | 0.0% | 0.01% | +25.0% |
| Q1 2024 | $26,200 | -0.1% | 502 | 0.0% | 0.01% | -11.1% |
| Q4 2023 | $26,221 | +3.4% | 502 | 0.0% | 0.01% | -10.0% |
| Q3 2023 | $25,361 | -30.2% | 502 | -27.6% | 0.01% | -33.3% |
| Q2 2023 | $36,350 | -94.7% | 693 | -94.6% | 0.02% | -98.4% |
| Q4 2018 | $684,000 | -36.7% | 12,849 | -35.8% | 0.96% | -16.4% |
| Q3 2018 | $1,081,000 | -1.6% | 20,020 | +0.0% | 1.15% | -15.9% |
| Q2 2018 | $1,099,000 | -23.5% | 20,015 | -23.5% | 1.37% | -11.1% |
| Q1 2018 | $1,436,000 | -41.6% | 26,151 | -41.0% | 1.54% | -42.9% |
| Q4 2017 | $2,458,000 | – | 44,344 | – | 2.70% | – |
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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% |