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 | $537,608 | -5.4% | 10,648 | -1.8% | 0.49% | -2.2% |
| Q2 2023 | $568,445 | -2.2% | 10,842 | 0.0% | 0.50% | -8.0% |
| Q1 2023 | $581,239 | +3.5% | 10,842 | +2886.8% | 0.54% | -4.8% |
| Q4 2022 | $561,506 | -0.1% | 363 | 0.0% | 0.57% | -10.7% |
| Q3 2022 | $562,000 | -7.1% | 363 | -7.2% | 0.64% | -2.6% |
| Q2 2022 | $605,000 | -8.1% | 391 | -8.0% | 0.65% | +7.6% |
| Q1 2022 | $658,000 | -3.5% | 425 | -3.4% | 0.61% | +3.2% |
| Q4 2021 | $682,000 | – | 440 | – | 0.59% | – |
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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% |