SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 596,850 | $16,921,000 | 16.79% |
| COOPER/HAIMS ADVISORS, LLC | 781,379 | $22,152,000 | 15.30% |
| Riverpoint Wealth Management Holdings, LLC | 949,520 | $26,918,000 | 14.94% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 617,043 | $17,493,000 | 13.93% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 875,130 | $24,810,000 | 13.88% |
| MCIA Inc | 342,796 | $9,718,000 | 13.51% |
| TD Ameritrade Trust Co | 1,108,104 | $31,415,000 | 13.14% |
| Peachtree Investment Advisors, Inc. | 574,020 | $16,273,000 | 12.55% |
| Harborview Advisors, LLC | 377,004 | $10,688,000 | 12.52% |
| Personal Capital Advisors Corp | 30,575,896 | $866,827,000 | 11.60% |