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 | $486,016 | -6.4% | 9,626 | -2.8% | 0.04% | -2.6% |
Q2 2023 | $519,004 | +14.2% | 9,899 | +16.7% | 0.04% | +11.4% |
Q1 2023 | $454,559 | +4.5% | 8,479 | +1.0% | 0.04% | 0.0% |
Q4 2022 | $434,984 | +35.5% | 8,399 | +35.6% | 0.04% | +16.7% |
Q3 2022 | $321,000 | +84.5% | 6,194 | +98.3% | 0.03% | +100.0% |
Q2 2022 | $174,000 | +61.1% | 3,123 | +76.3% | 0.02% | +87.5% |
Q1 2022 | $108,000 | -44.9% | 1,771 | -43.2% | 0.01% | -27.3% |
Q4 2021 | $196,000 | +553.3% | 3,117 | +545.3% | 0.01% | +450.0% |
Q3 2021 | $30,000 | +57.9% | 483 | +56.8% | 0.00% | +100.0% |
Q2 2021 | $19,000 | -45.7% | 308 | -46.4% | 0.00% | -50.0% |
Q1 2021 | $35,000 | -95.8% | 575 | -95.7% | 0.00% | -96.8% |
Q4 2020 | $838,000 | +104.9% | 13,500 | +103.3% | 0.06% | +75.0% |
Q3 2020 | $409,000 | +297.1% | 6,642 | +288.2% | 0.04% | +260.0% |
Q2 2020 | $103,000 | +28.8% | 1,711 | +22.3% | 0.01% | +11.1% |
Q1 2020 | $80,000 | +19.4% | 1,399 | +17.9% | 0.01% | +28.6% |
Q4 2019 | $67,000 | -1.5% | 1,187 | -1.5% | 0.01% | -58.8% |
Q3 2019 | $68,000 | +1.5% | 1,205 | +0.7% | 0.02% | +142.9% |
Q2 2019 | $67,000 | +11.7% | 1,197 | +8.0% | 0.01% | +16.7% |
Q1 2019 | $60,000 | +87.5% | 1,108 | +79.3% | 0.01% | +50.0% |
Q4 2018 | $32,000 | +700.0% | 618 | +663.0% | 0.00% | +300.0% |
Q3 2018 | $4,000 | – | 81 | – | 0.00% | – |
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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% |