SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $758,000 | +2.2% | 12,107 | +2.1% | 0.05% | +2.0% |
| Q2 2021 | $742,000 | -16.4% | 11,863 | -18.3% | 0.05% | -23.1% |
| Q1 2021 | $888,000 | +24.9% | 14,515 | +26.8% | 0.06% | +18.2% |
| Q4 2020 | $711,000 | -1.8% | 11,448 | -4.0% | 0.06% | -12.7% |
| Q3 2020 | $724,000 | +37.9% | 11,925 | +36.3% | 0.06% | +23.5% |
| Q2 2020 | $525,000 | -66.5% | 8,750 | -67.9% | 0.05% | -71.7% |
| Q1 2020 | $1,568,000 | +85.6% | 27,270 | +82.7% | 0.18% | +127.8% |
| Q4 2019 | $845,000 | – | 14,924 | – | 0.08% | – |
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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% |