SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $223,000 | +8.3% | 3,660 | +11.6% | 0.00% | 0.0% |
| Q4 2021 | $206,000 | 0.0% | 3,279 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $206,000 | -0.5% | 3,278 | -1.0% | 0.00% | 0.0% |
| Q2 2021 | $207,000 | +2.0% | 3,312 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $203,000 | -1.5% | 3,312 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $206,000 | -13.1% | 3,312 | -13.4% | 0.00% | -33.3% |
| Q3 2020 | $237,000 | +5.8% | 3,825 | +2.8% | 0.00% | 0.0% |
| Q2 2020 | $224,000 | +8.2% | 3,722 | +3.0% | 0.00% | 0.0% |
| Q1 2020 | $207,000 | -4.6% | 3,612 | -6.1% | 0.00% | 0.0% |
| Q4 2019 | $217,000 | +10.2% | 3,845 | +11.0% | 0.00% | 0.0% |
| Q3 2019 | $197,000 | +1.0% | 3,465 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $195,000 | +2.6% | 3,465 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $190,000 | – | 3,465 | – | 0.00% | – |
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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% |