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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $3,295,000 | +1461.6% | 58,097 | +1584.9% | 0.32% | +1610.5% |
Q4 2021 | $211,000 | -5.4% | 3,448 | -2.6% | 0.02% | -5.0% |
Q3 2021 | $223,000 | -36.1% | 3,541 | -36.5% | 0.02% | -42.9% |
Q2 2021 | $349,000 | +2.3% | 5,579 | 0.0% | 0.04% | -10.3% |
Q1 2021 | $341,000 | -11.9% | 5,579 | -10.5% | 0.04% | -23.5% |
Q4 2020 | $387,000 | +0.8% | 6,231 | -0.4% | 0.05% | -13.6% |
Q3 2020 | $384,000 | -20.5% | 6,253 | -21.9% | 0.06% | -28.0% |
Q2 2020 | $483,000 | -8.0% | 8,011 | -12.2% | 0.08% | -43.4% |
Q1 2020 | $525,000 | -49.4% | 9,129 | -50.2% | 0.14% | -36.1% |
Q4 2019 | $1,038,000 | – | 18,334 | – | 0.23% | – |
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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% |