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 | $1,728,778 | -2.1% | 34,240 | +1.7% | 1.62% | -8.3% |
| Q2 2023 | $1,765,790 | -0.7% | 33,679 | -49.2% | 1.76% | -1.6% |
| Q1 2023 | $1,778,485 | +115311.1% | 66,258 | +123.3% | 1.79% | +3.2% |
| Q4 2022 | $1,541 | -99.9% | 29,670 | +20.6% | 1.74% | +11.9% |
| Q3 2022 | $1,286,000 | -1.6% | 24,597 | +5.8% | 1.55% | +0.5% |
| Q2 2022 | $1,307,000 | +15.8% | 23,258 | +22.2% | 1.55% | +22.5% |
| Q1 2022 | $1,129,000 | -32.8% | 19,032 | -30.6% | 1.26% | -12.8% |
| Q4 2021 | $1,680,000 | – | 27,441 | – | 1.45% | – |
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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% |