SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $768,000 | -17.3% | 28,082 | -7.9% | 0.05% | -2.0% |
| Q2 2015 | $929,000 | +1.5% | 30,507 | +0.8% | 0.05% | +2.0% |
| Q1 2015 | $915,000 | +23.5% | 30,257 | +18.0% | 0.05% | +19.0% |
| Q4 2014 | $741,000 | -19.1% | 25,632 | -13.2% | 0.04% | -20.8% |
| Q3 2014 | $916,000 | -18.1% | 29,532 | -13.0% | 0.05% | -18.5% |
| Q2 2014 | $1,119,000 | +6.3% | 33,932 | +1.5% | 0.06% | +3.2% |
| Q1 2014 | $1,053,000 | +7.3% | 33,432 | +7.5% | 0.06% | +3.3% |
| Q4 2013 | $981,000 | -15.5% | 31,107 | -18.6% | 0.06% | -25.6% |
| Q3 2013 | $1,161,000 | +12.5% | 38,207 | +0.9% | 0.08% | +9.3% |
| Q2 2013 | $1,032,000 | – | 37,882 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,467,429 | $77,897,000 | 22.79% |
| Matrix Trust Co | 1,941,519 | $60,964,000 | 17.90% |
| SVB Investment Services Inc. | 597,378 | $18,758,000 | 15.90% |
| APPLETON GROUP, LLC | 275,980 | $8,666,000 | 13.57% |
| JBJ Investment Partners, LLC | 1,550,230 | $48,677,000 | 12.73% |
| Evergreen Advisors, LLC | 855,063 | $26,849,000 | 12.27% |
| Personal Capital Advisors Corp | 49,196,217 | $1,544,761,000 | 11.64% |
| Northwest Capital Management Inc | 421,648 | $13,240,000 | 10.96% |
| Adams Chetwood Wealth Management LLC | 331,495 | $10,409,000 | 10.02% |
| Callan Capital, LLC | 1,371,168 | $43,055,000 | 9.66% |