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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,485 | -3.7% | 5,456 | 0.0% | 0.07% | -6.3% |
| Q2 2023 | $286,070 | -2.2% | 5,456 | 0.0% | 0.08% | -30.7% |
| Q1 2023 | $292,502 | -17.3% | 5,456 | -20.1% | 0.11% | -47.9% |
| Q4 2022 | $353,855 | -4.6% | 6,832 | -4.7% | 0.22% | -13.4% |
| Q3 2022 | $371,000 | -2.6% | 7,170 | +5.1% | 0.25% | +9.5% |
| Q2 2022 | $381,000 | -7.1% | 6,823 | +0.9% | 0.23% | +14.9% |
| Q1 2022 | $410,000 | -3.5% | 6,761 | +0.2% | 0.20% | -4.3% |
| Q4 2021 | $425,000 | +1.7% | 6,750 | +1.0% | 0.21% | -2.8% |
| Q3 2021 | $418,000 | +1.2% | 6,686 | +1.2% | 0.22% | -5.3% |
| Q2 2021 | $413,000 | +20.1% | 6,607 | +17.5% | 0.23% | +11.2% |
| Q1 2021 | $344,000 | -1.4% | 5,625 | 0.0% | 0.20% | -9.7% |
| Q4 2020 | $349,000 | – | 5,625 | – | 0.23% | – |
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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% |