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 | $2,777 | -31.2% | 55 | -28.6% | 0.00% | -100.0% |
| Q2 2023 | $4,037 | -2.2% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,128 | -99.9% | 77 | -99.9% | 0.00% | -99.9% |
| Q4 2019 | $7,561,000 | -49.9% | 133,515 | -49.7% | 1.21% | -33.6% |
| Q3 2019 | $15,077,000 | +130.7% | 265,630 | +123.6% | 1.82% | +159.9% |
| Q2 2019 | $6,535,000 | 0.0% | 118,811 | 0.0% | 0.70% | 0.0% |
| Q1 2019 | $6,535,000 | +3119.2% | 118,811 | +3021.7% | 0.70% | +1011.1% |
| Q4 2018 | $203,000 | -1.0% | 3,806 | 0.0% | 0.06% | +1.6% |
| Q3 2018 | $205,000 | -1.4% | 3,806 | 0.0% | 0.06% | -7.5% |
| Q2 2018 | $208,000 | -1.0% | 3,806 | 0.0% | 0.07% | -11.8% |
| Q4 2017 | $210,000 | – | 3,806 | – | 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% |