SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 426 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563,620 | -3.7% | 11,163 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $585,276 | -2.2% | 11,163 | 0.0% | 0.02% | -5.0% |
Q1 2023 | $598,448 | +92110.8% | 11,163 | -10.9% | 0.02% | -13.0% |
Q4 2022 | $649 | -99.9% | 12,528 | +12.2% | 0.02% | +4.5% |
Q3 2022 | $578,000 | -7.2% | 11,163 | 0.0% | 0.02% | -4.3% |
Q2 2022 | $623,000 | -8.1% | 11,163 | 0.0% | 0.02% | +9.5% |
Q1 2022 | $678,000 | -59.9% | 11,163 | -58.5% | 0.02% | -58.0% |
Q4 2021 | $1,690,000 | +0.5% | 26,873 | 0.0% | 0.05% | -27.5% |
Q3 2021 | $1,682,000 | +0.1% | 26,873 | 0.0% | 0.07% | -1.4% |
Q2 2021 | $1,680,000 | +5.4% | 26,873 | +3.1% | 0.07% | +1.4% |
Q1 2021 | $1,594,000 | -1.4% | 26,055 | 0.0% | 0.07% | -6.8% |
Q4 2020 | $1,617,000 | -10.6% | 26,055 | -11.2% | 0.07% | -20.4% |
Q3 2020 | $1,808,000 | +2.7% | 29,331 | 0.0% | 0.09% | 0.0% |
Q2 2020 | $1,760,000 | -14.4% | 29,331 | -18.0% | 0.09% | -25.6% |
Q1 2020 | $2,057,000 | +1.5% | 35,768 | 0.0% | 0.12% | +28.9% |
Q4 2019 | $2,026,000 | -1.4% | 35,768 | -1.2% | 0.10% | -8.5% |
Q3 2019 | $2,055,000 | +0.0% | 36,210 | -0.7% | 0.11% | -3.6% |
Q2 2019 | $2,054,000 | +85.4% | 36,472 | +81.1% | 0.11% | +86.4% |
Q1 2019 | $1,108,000 | +3.3% | 20,144 | 0.0% | 0.06% | -7.8% |
Q4 2018 | $1,073,000 | -1.3% | 20,144 | 0.0% | 0.06% | +12.3% |
Q3 2018 | $1,087,000 | – | 20,144 | – | 0.06% | – |
Download |
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% |