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 2022 | $991,000 | +381.1% | 19,000 | +475.8% | 0.00% | – |
| Q3 2021 | $206,000 | -57.3% | 3,300 | -58.2% | 0.00% | -100.0% |
| Q1 2021 | $483,000 | -52.1% | 7,900 | -51.6% | 0.00% | -66.7% |
| Q3 2020 | $1,008,000 | +51.1% | 16,318 | +47.0% | 0.00% | +50.0% |
| Q2 2020 | $667,000 | +66.8% | 11,100 | +60.0% | 0.00% | +100.0% |
| Q1 2020 | $400,000 | +60.6% | 6,939 | +57.7% | 0.00% | 0.0% |
| Q3 2019 | $249,000 | -80.2% | 4,400 | -80.7% | 0.00% | -75.0% |
| Q1 2019 | $1,256,000 | -29.0% | 22,832 | -30.4% | 0.00% | 0.0% |
| Q3 2018 | $1,770,000 | +171.5% | 32,797 | +176.3% | 0.00% | +100.0% |
| Q2 2018 | $652,000 | 0.0% | 11,872 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $652,000 | -69.3% | 11,872 | -69.2% | 0.00% | -77.8% |
| Q2 2017 | $2,127,000 | +178.8% | 38,537 | +180.0% | 0.01% | +125.0% |
| Q1 2017 | $763,000 | -9.7% | 13,765 | -10.7% | 0.00% | 0.0% |
| Q4 2016 | $845,000 | +306.2% | 15,418 | +322.9% | 0.00% | +300.0% |
| Q3 2016 | $208,000 | -90.9% | 3,646 | -91.0% | 0.00% | -92.3% |
| Q2 2016 | $2,282,000 | – | 40,511 | – | 0.01% | – |
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% |