SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,940 | -3.7% | 6,000 | 0.0% | 0.28% | +0.4% |
| Q2 2023 | $314,580 | -4.8% | 6,000 | -2.7% | 0.28% | -3.8% |
| Q1 2023 | $330,506 | +47868.9% | 6,165 | -53.7% | 0.29% | -53.2% |
| Q4 2022 | $689 | -99.9% | 13,304 | -2.9% | 0.61% | -2.4% |
| Q3 2022 | $710,000 | -35.4% | 13,704 | -30.4% | 0.63% | -32.0% |
| Q2 2022 | $1,099,000 | -13.6% | 19,696 | -6.0% | 0.92% | -3.9% |
| Q1 2022 | $1,272,000 | -79.9% | 20,952 | -79.1% | 0.96% | -79.6% |
| Q4 2021 | $6,314,000 | +0.7% | 100,396 | +0.2% | 4.68% | -0.8% |
| Q3 2021 | $6,272,000 | +11.5% | 100,216 | +11.3% | 4.72% | +14.9% |
| Q2 2021 | $5,627,000 | – | 90,013 | – | 4.10% | – |
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% |