SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $818,000 | +6.1% | 30,182 | +6.1% | 0.40% | -8.4% |
| Q1 2016 | $771,000 | +2.9% | 28,434 | +4.6% | 0.44% | +18.2% |
| Q4 2015 | $749,000 | +5.8% | 27,196 | +5.1% | 0.37% | -1.3% |
| Q3 2015 | $708,000 | -3.8% | 25,866 | +7.1% | 0.38% | +15.6% |
| Q2 2015 | $736,000 | +7.0% | 24,161 | +6.1% | 0.33% | +10.8% |
| Q1 2015 | $688,000 | +13.3% | 22,766 | +8.4% | 0.30% | +13.0% |
| Q4 2014 | $607,000 | -11.4% | 21,006 | -4.9% | 0.26% | -15.0% |
| Q3 2014 | $685,000 | -5.6% | 22,096 | +0.3% | 0.31% | -0.6% |
| Q2 2014 | $726,000 | +16.5% | 22,026 | +11.4% | 0.31% | +11.2% |
| Q1 2014 | $623,000 | -16.9% | 19,775 | -16.9% | 0.28% | -17.0% |
| Q4 2013 | $750,000 | -13.4% | 23,783 | -16.6% | 0.34% | -17.7% |
| Q3 2013 | $866,000 | +44.6% | 28,502 | +29.6% | 0.41% | +29.6% |
| Q2 2013 | $599,000 | – | 21,998 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,483,581 | $64,175,000 | 19.97% |
| Wealthfront Advisers LLC | 62,593,885 | $1,617,426,000 | 14.69% |
| Matrix Trust Co | 2,043,996 | $52,817,000 | 14.27% |
| SVB Investment Services Inc. | 564,159 | $14,578,000 | 12.64% |
| Evergreen Advisors, LLC | 837,704 | $21,646,000 | 12.14% |
| Personal Capital Advisors Corp | 47,086,281 | $1,224,149,000 | 12.07% |
| Pacific Edge Advisors, LLC | 647,195 | $16,724,000 | 11.94% |
| Your Advocates Ltd., LLP | 518,042 | $13,386,000 | 11.56% |
| Harborview Advisors, LLC | 442,145 | $11,425,000 | 11.38% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 778,989 | $20,129,000 | 10.94% |