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 2023 | $1,750,080 | +43.4% | 34,662 | +48.9% | 0.08% | +36.2% |
| Q2 2023 | $1,220,245 | +3.7% | 23,274 | +6.0% | 0.06% | +7.4% |
| Q1 2023 | $1,176,632 | -11.2% | 21,948 | -14.3% | 0.05% | -11.5% |
| Q4 2022 | $1,325,662 | -17.9% | 25,597 | -17.8% | 0.06% | -25.6% |
| Q3 2022 | $1,614,000 | -67.4% | 31,151 | -64.9% | 0.08% | -62.2% |
| Q2 2022 | $4,948,000 | -17.4% | 88,681 | -10.1% | 0.22% | -0.9% |
| Q1 2022 | $5,989,000 | +45.9% | 98,655 | +51.2% | 0.22% | +34.4% |
| Q4 2021 | $4,104,000 | +23.1% | 65,258 | +22.5% | 0.16% | +12.4% |
| Q3 2021 | $3,333,000 | – | 53,254 | – | 0.14% | – |
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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% |