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 | $46,804 | -3.7% | 927 | 0.0% | 0.03% | +8.0% |
| Q2 2023 | $48,603 | +140.5% | 927 | +145.9% | 0.02% | +127.3% |
| Q1 2023 | $20,211 | +100955.0% | 377 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20 | -99.9% | 377 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $20,000 | -4.8% | 377 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -8.7% | 377 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -4.2% | 377 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +50.0% | 377 | +49.6% | 0.01% | +33.3% |
| Q3 2021 | $16,000 | -42.9% | 252 | -44.0% | 0.01% | -40.0% |
| Q2 2021 | $28,000 | 0.0% | 450 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $28,000 | +75.0% | 450 | +78.6% | 0.02% | +66.7% |
| Q4 2020 | $16,000 | 0.0% | 252 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $16,000 | +6.7% | 252 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | +7.1% | 252 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $14,000 | 0.0% | 252 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $14,000 | +40.0% | 252 | +42.4% | 0.01% | +25.0% |
| Q3 2019 | $10,000 | – | 177 | – | 0.01% | – |
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% |