SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $793,429 | -72.0% | 15,133 | -71.4% | 0.50% | -72.9% |
| Q1 2023 | $2,833,398 | -18.2% | 52,852 | -21.0% | 1.86% | -22.1% |
| Q4 2022 | $3,464,235 | -13.3% | 66,890 | -13.2% | 2.39% | -21.3% |
| Q3 2022 | $3,997,000 | -8.0% | 77,085 | -1.0% | 3.04% | +0.4% |
| Q2 2022 | $4,343,000 | -13.6% | 77,834 | -5.9% | 3.03% | +0.4% |
| Q1 2022 | $5,024,000 | -3.2% | 82,749 | +0.2% | 3.02% | +0.8% |
| Q4 2021 | $5,191,000 | +0.3% | 82,546 | -0.1% | 2.99% | -7.4% |
| Q3 2021 | $5,173,000 | +3.2% | 82,658 | +3.1% | 3.23% | +2.6% |
| Q2 2021 | $5,014,000 | +7.9% | 80,211 | +5.5% | 3.15% | +1.4% |
| Q1 2021 | $4,645,000 | +2.7% | 76,010 | +4.4% | 3.10% | -5.5% |
| Q4 2020 | $4,521,000 | +0.6% | 72,819 | -0.1% | 3.28% | -15.6% |
| Q3 2020 | $4,494,000 | +2.9% | 72,913 | +0.2% | 3.89% | -1.5% |
| Q2 2020 | $4,366,000 | +1.0% | 72,738 | -3.3% | 3.95% | -13.6% |
| Q1 2020 | $4,324,000 | +7.3% | 75,187 | +5.7% | 4.57% | +32.5% |
| Q4 2019 | $4,028,000 | – | 71,121 | – | 3.45% | – |
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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% |