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 | $3,375,762 | +1467622.6% | 66,860 | +1423.4% | 0.02% | +800.0% |
| Q4 2022 | $230 | -100.0% | 4,389 | -53.6% | 0.00% | -50.0% |
| Q3 2022 | $491,000 | -7.5% | 9,450 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $531,000 | -65.2% | 9,499 | -63.1% | 0.00% | -63.6% |
| Q1 2022 | $1,528,000 | -7.6% | 25,742 | -4.4% | 0.01% | -8.3% |
| Q4 2021 | $1,653,000 | +1.9% | 26,929 | +4.6% | 0.01% | +20.0% |
| Q3 2021 | $1,622,000 | -4.6% | 25,748 | -4.3% | 0.01% | 0.0% |
| Q2 2021 | $1,700,000 | +364.5% | 26,904 | +353.0% | 0.01% | +400.0% |
| Q1 2021 | $366,000 | +15.8% | 5,939 | +16.8% | 0.00% | 0.0% |
| Q4 2020 | $316,000 | -67.4% | 5,085 | -67.8% | 0.00% | -71.4% |
| Q3 2020 | $968,000 | -1.4% | 15,798 | -2.0% | 0.01% | -12.5% |
| Q2 2020 | $982,000 | +2.6% | 16,117 | -0.0% | 0.01% | -11.1% |
| Q1 2020 | $957,000 | -4.0% | 16,120 | -6.9% | 0.01% | +12.5% |
| Q4 2019 | $997,000 | -16.5% | 17,324 | -17.8% | 0.01% | -11.1% |
| Q3 2019 | $1,194,000 | -1.9% | 21,063 | -2.7% | 0.01% | -10.0% |
| Q2 2019 | $1,217,000 | -8.8% | 21,646 | -10.8% | 0.01% | -9.1% |
| Q1 2019 | $1,334,000 | -24.9% | 24,262 | -27.0% | 0.01% | -26.7% |
| Q4 2018 | $1,776,000 | -22.2% | 33,255 | -22.6% | 0.02% | -16.7% |
| Q3 2018 | $2,284,000 | -33.4% | 42,969 | -31.4% | 0.02% | -25.0% |
| Q2 2018 | $3,429,000 | -2.4% | 62,605 | -2.4% | 0.02% | -4.0% |
| Q1 2018 | $3,515,000 | +1462.2% | 64,153 | +1473.1% | 0.02% | +2400.0% |
| Q4 2017 | $225,000 | -8.2% | 4,078 | -7.9% | 0.00% | -50.0% |
| Q3 2017 | $245,000 | -0.4% | 4,428 | -0.3% | 0.00% | 0.0% |
| Q2 2017 | $246,000 | -35.3% | 4,442 | -34.9% | 0.00% | -33.3% |
| Q1 2017 | $380,000 | – | 6,823 | – | 0.00% | – |
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% |