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 | $336,970 | -50.8% | 6,674 | -48.9% | 0.11% | -17.2% |
| Q2 2023 | $684,324 | -30.1% | 13,052 | -28.6% | 0.13% | -33.0% |
| Q1 2023 | $979,428 | -1.1% | 18,270 | -4.5% | 0.20% | -5.7% |
| Q4 2022 | $990,303 | -5.9% | 19,122 | -5.8% | 0.21% | -13.8% |
| Q3 2022 | $1,052,000 | -7.6% | 20,301 | -0.5% | 0.25% | +6.0% |
| Q2 2022 | $1,138,000 | -8.6% | 20,397 | -0.6% | 0.23% | +11.5% |
| Q1 2022 | $1,245,000 | +28.6% | 20,511 | +33.3% | 0.21% | +34.2% |
| Q4 2021 | $968,000 | +137.8% | 15,385 | +134.9% | 0.16% | +80.2% |
| Q4 2020 | $407,000 | +102.5% | 6,550 | +100.9% | 0.09% | -3.4% |
| Q3 2020 | $201,000 | – | 3,261 | – | 0.09% | – |
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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% |