SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,876,208 | +24.7% | 37,160 | +29.5% | 0.02% | +20.0% |
| Q2 2023 | $1,504,636 | +36.4% | 28,698 | +39.5% | 0.02% | +25.0% |
| Q1 2023 | $1,102,891 | +13.7% | 20,572 | +9.9% | 0.01% | +33.3% |
| Q4 2022 | $969,612 | -99.9% | 18,722 | -71.0% | 0.01% | -50.0% |
| Q3 2022 | $1,675,674,000 | +97322.9% | 64,626 | +109.6% | 0.02% | 0.0% |
| Q2 2022 | $1,720,000 | -69.7% | 30,831 | -67.0% | 0.02% | -69.5% |
| Q1 2022 | $5,677,000 | +22.9% | 93,506 | +27.3% | 0.06% | +25.5% |
| Q4 2021 | $4,619,000 | -7.8% | 73,439 | -8.2% | 0.05% | -6.0% |
| Q3 2021 | $5,009,000 | +27.3% | 80,041 | +27.2% | 0.05% | +11.1% |
| Q2 2021 | $3,935,000 | +27.8% | 62,946 | +25.0% | 0.04% | +15.4% |
| Q1 2021 | $3,079,000 | +72.9% | 50,338 | +75.0% | 0.04% | +85.7% |
| Q4 2020 | $1,781,000 | -99.8% | 28,770 | +76.1% | 0.02% | +10.5% |
| Q3 2020 | $1,007,000,000 | – | 16,338 | – | 0.02% | – |
Download | ||||||
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% |