SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $111 | -10.5% | 2,076 | -13.0% | 0.01% | -25.0% |
| Q4 2022 | $124 | -100.0% | 2,386 | -87.3% | 0.01% | -87.2% |
| Q3 2022 | $969,000 | -18.1% | 18,716 | -11.8% | 0.09% | -19.7% |
| Q2 2022 | $1,183,000 | -47.0% | 21,208 | -42.4% | 0.12% | -33.5% |
| Q1 2022 | $2,234,000 | +115.8% | 36,796 | +123.5% | 0.18% | +125.6% |
| Q4 2021 | $1,035,000 | -55.8% | 16,464 | -56.0% | 0.08% | -60.2% |
| Q3 2021 | $2,340,000 | +162.3% | 37,387 | +162.0% | 0.20% | +161.3% |
| Q2 2021 | $892,000 | – | 14,269 | – | 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% |