SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $949,709 | +1938081.6% | 18,809 | +1879.9% | 0.00% | – |
| Q4 2022 | $49 | -99.9% | 950 | -3.7% | 0.00% | – |
| Q3 2022 | $51,000 | -65.8% | 986 | -63.1% | 0.00% | -100.0% |
| Q2 2022 | $149,000 | -95.2% | 2,673 | -94.8% | 0.00% | -93.3% |
| Q1 2022 | $3,115,000 | -69.6% | 51,324 | -68.5% | 0.02% | -68.8% |
| Q4 2021 | $10,254,000 | -3.6% | 163,047 | -4.1% | 0.05% | -14.3% |
| Q3 2021 | $10,636,000 | +19.4% | 169,972 | +19.3% | 0.06% | +12.0% |
| Q2 2021 | $8,905,000 | +52282.4% | 142,458 | +49364.6% | 0.05% | – |
| Q1 2021 | $17,000 | -54.1% | 288 | -52.4% | 0.00% | – |
| Q4 2020 | $37,000 | 0.0% | 605 | +0.5% | 0.00% | – |
| Q3 2020 | $37,000 | -84.3% | 602 | -84.7% | 0.00% | -100.0% |
| Q2 2020 | $236,000 | +362.7% | 3,934 | +343.0% | 0.00% | +100.0% |
| Q1 2020 | $51,000 | -62.8% | 888 | -63.3% | 0.00% | -50.0% |
| Q4 2019 | $137,000 | +756.2% | 2,420 | +740.3% | 0.00% | – |
| Q3 2019 | $16,000 | -64.4% | 288 | -64.0% | 0.00% | -100.0% |
| Q2 2019 | $45,000 | – | 799 | – | 0.00% | – |
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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% |