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 2023 | $73,818 | +509.5% | 1,462 | +532.9% | 0.00% | +100.0% |
| Q2 2023 | $12,112 | -2.2% | 231 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,384 | -35.2% | 231 | -37.4% | 0.00% | 0.0% |
| Q4 2022 | $19,111 | +0.6% | 369 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $19,000 | +280.0% | 369 | +350.0% | 0.00% | – |
| Q2 2022 | $5,000 | -61.5% | 82 | -60.4% | 0.00% | -100.0% |
| Q1 2022 | $13,000 | +18.2% | 207 | +24.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +25.0% | 167 | +32.5% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | -99.2% | 126 | -99.3% | 0.00% | -99.4% |
| Q4 2018 | $997,000 | – | 18,722 | – | 0.16% | – |
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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% |