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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $225,000 | +1.8% | 4,338 | +9.7% | 0.11% | +8.2% |
| Q2 2022 | $221,000 | -57.6% | 3,955 | -53.9% | 0.10% | -54.6% |
| Q1 2022 | $521,000 | +4.0% | 8,584 | +7.8% | 0.22% | +20.0% |
| Q4 2021 | $501,000 | +9.9% | 7,960 | +9.3% | 0.18% | -6.7% |
| Q3 2021 | $456,000 | +2.0% | 7,283 | +1.8% | 0.19% | -18.9% |
| Q2 2021 | $447,000 | +47.5% | 7,154 | +44.5% | 0.24% | +65.3% |
| Q1 2021 | $303,000 | +20.7% | 4,950 | +22.3% | 0.14% | +10.8% |
| Q4 2020 | $251,000 | – | 4,046 | – | 0.13% | – |
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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% |