SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,523 | -6.9% | 129 | -3.7% | 0.04% | +60.7% |
| Q2 2023 | $7,010 | -24.4% | 134 | -22.5% | 0.03% | +250.0% |
| Q1 2023 | $9,271 | +12.6% | 173 | +8.8% | 0.01% | +14.3% |
| Q4 2022 | $8,232 | -51.6% | 159 | -50.3% | 0.01% | -56.2% |
| Q3 2022 | $17,000 | +750.0% | 320 | +700.0% | 0.02% | +700.0% |
| Q2 2022 | $2,000 | -95.0% | 40 | -93.9% | 0.00% | -93.3% |
| Q1 2022 | $40,000 | -48.7% | 660 | -46.4% | 0.03% | +900.0% |
| Q4 2021 | $78,000 | +136.4% | 1,232 | +135.6% | 0.00% | -91.2% |
| Q3 2021 | $33,000 | -77.1% | 523 | -77.3% | 0.03% | -71.7% |
| Q2 2021 | $144,000 | +20.0% | 2,304 | +17.7% | 0.12% | -0.8% |
| Q1 2021 | $120,000 | -16.7% | 1,957 | -15.4% | 0.12% | +4.3% |
| Q4 2020 | $144,000 | +136.1% | 2,312 | +135.0% | 0.12% | +61.1% |
| Q3 2020 | $61,000 | +6000.0% | 984 | +5688.2% | 0.07% | +7100.0% |
| Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -90.9% | 17 | -91.5% | 0.00% | -93.3% |
| Q4 2019 | $11,000 | – | 199 | – | 0.02% | – |
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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% |