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 | $16,107 | -3.7% | 319 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,726 | -44.7% | 319 | -43.4% | 0.00% | -50.0% |
| Q1 2023 | $30,237 | -50.2% | 564 | -51.9% | 0.01% | -55.6% |
| Q4 2022 | $60,750 | -41.0% | 1,173 | -41.1% | 0.02% | -48.6% |
| Q3 2022 | $103,000 | -85.1% | 1,992 | -82.5% | 0.04% | -83.5% |
| Q1 2022 | $692,000 | +16.5% | 11,391 | +20.6% | 0.21% | +19.1% |
| Q4 2021 | $594,000 | – | 9,446 | – | 0.18% | – |
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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% |