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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,389 | -31.0% | 16,981 | -28.3% | 0.13% | -20.5% |
| Q2 2023 | $1,242,527 | -13.3% | 23,699 | -11.4% | 0.16% | -14.4% |
| Q1 2023 | $1,433,573 | -9.4% | 26,741 | -12.5% | 0.19% | -14.5% |
| Q4 2022 | $1,582,640 | -34.5% | 30,559 | -34.4% | 0.22% | -43.4% |
| Q3 2022 | $2,415,000 | -12.9% | 46,619 | -6.2% | 0.39% | -8.5% |
| Q2 2022 | $2,773,000 | +26.8% | 49,688 | +37.9% | 0.42% | +44.6% |
| Q1 2022 | $2,187,000 | – | 36,028 | – | 0.29% | – |
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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% |