Resonant Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Resonant Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$7,048,406
+6.1%
139,600
+10.1%
0.75%
+4.2%
Q2 2023$6,645,808
+2.2%
126,756
+4.5%
0.72%
-2.2%
Q1 2023$6,501,509
+14.8%
121,274
+10.9%
0.74%
+4.4%
Q4 2022$5,665,215
+12.9%
109,388
+12.9%
0.71%
-7.3%
Q3 2022$5,019,000
+6.7%
96,885
+14.9%
0.76%
+3.8%
Q2 2022$4,703,000
-18.8%
84,290
-12.0%
0.74%
-14.3%
Q1 2022$5,790,000
+5.0%
95,834
+9.3%
0.86%
+3.4%
Q4 2021$5,514,000
+4.5%
87,674
+4.0%
0.83%
-9.6%
Q3 2021$5,276,000
+5.8%
84,302
+5.6%
0.92%
-4.9%
Q2 2021$4,989,000
+10.5%
79,810
+8.1%
0.96%
+4.0%
Q1 2021$4,514,000
+9.2%
73,811
+10.8%
0.93%
-5.2%
Q4 2020$4,135,000
+5.8%
66,613
+5.0%
0.98%
-12.1%
Q3 2020$3,909,000
+19.9%
63,427
+16.8%
1.11%
+17.6%
Q2 2020$3,260,00054,3100.95%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Knowledge Leaders Capital, LLC 130,611$7,511,00024.02%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,618,827$93,099,00016.98%
Richard Bernstein Advisors LLC 7,117,065$409,302,00014.53%
MARSHALL FINANCIAL GROUP INC /ADV 245,277$14,106,00011.41%
Carolina Wealth Advisors, LLC 150,664$8,665,00010.01%
SVB Investment Services Inc. 183,093$10,530,0009.13%
Fund Evaluation Group, LLC 797,919$45,888,0007.73%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 326,207$18,760,0007.56%
CORRADO ADVISORS, LLC 137,262$7,893,0007.38%
Charles Schwab Investment Advisory, Inc. 43,775,117$2,517,507,0007.14%
View complete list of SCHWAB STRATEGIC TR shareholders