SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 609 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,414,252 | +8.3% | 46,419 | +8.6% | 1.11% | +1.6% |
Q1 2024 | $2,229,110 | +5.3% | 42,736 | +5.3% | 1.10% | -1.5% |
Q4 2023 | $2,117,858 | +9.0% | 40,572 | +5.4% | 1.11% | -2.0% |
Q3 2023 | $1,942,653 | -19.5% | 38,476 | -17.4% | 1.14% | -31.7% |
Q3 2022 | $2,412,000 | +208.0% | 46,555 | +231.8% | 1.66% | +220.4% |
Q2 2022 | $783,000 | – | 14,029 | – | 0.52% | – |
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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% |