SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $209,249 | -98.9% | 3,903 | -98.9% | 0.08% | -99.0% |
| Q4 2022 | $19,140,794 | +3.9% | 369,585 | +4.0% | 7.52% | -18.9% |
| Q3 2022 | $18,414,000 | -2.3% | 355,497 | +5.2% | 9.28% | +18.6% |
| Q2 2022 | $18,849,000 | +5427.6% | 337,806 | +5920.4% | 7.82% | +5526.6% |
| Q1 2022 | $341,000 | -81.1% | 5,611 | -80.4% | 0.14% | -81.8% |
| Q4 2021 | $1,804,000 | +19.2% | 28,681 | +18.6% | 0.76% | -5.3% |
| Q3 2021 | $1,513,000 | +65.7% | 24,184 | +65.5% | 0.80% | +58.2% |
| Q2 2021 | $913,000 | +36.1% | 14,610 | +33.3% | 0.51% | -1.5% |
| Q1 2021 | $671,000 | +493.8% | 10,964 | +496.2% | 0.52% | +438.5% |
| Q4 2020 | $113,000 | – | 1,839 | – | 0.10% | – |
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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% |