SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $425,000 | -3.2% | 12,846 | -1.4% | 0.02% | -5.0% |
| Q1 2018 | $439,000 | -9.9% | 13,026 | -8.9% | 0.02% | -13.0% |
| Q4 2017 | $487,000 | -0.4% | 14,294 | -2.2% | 0.02% | 0.0% |
| Q3 2017 | $489,000 | -11.3% | 14,622 | -15.7% | 0.02% | -14.8% |
| Q2 2017 | $551,000 | -10.8% | 17,335 | -16.2% | 0.03% | -12.9% |
| Q1 2017 | $618,000 | +13.2% | 20,682 | +4.9% | 0.03% | +6.9% |
| Q4 2016 | $546,000 | -11.8% | 19,721 | -8.3% | 0.03% | -14.7% |
| Q3 2016 | $619,000 | -69.5% | 21,503 | -71.3% | 0.03% | -70.2% |
| Q2 2016 | $2,028,000 | +14.8% | 74,795 | +14.8% | 0.11% | +14.0% |
| Q1 2016 | $1,766,000 | +6.8% | 65,137 | +8.6% | 0.10% | +5.3% |
| Q4 2015 | $1,653,000 | +22.3% | 59,970 | +21.4% | 0.10% | +15.9% |
| Q3 2015 | $1,352,000 | +3.7% | 49,402 | +15.4% | 0.08% | +9.3% |
| Q2 2015 | $1,304,000 | +5.5% | 42,812 | +4.7% | 0.08% | +4.2% |
| Q1 2015 | $1,236,000 | +41.1% | 40,896 | +35.0% | 0.07% | +33.3% |
| Q4 2014 | $876,000 | +18.9% | 30,302 | +27.5% | 0.05% | +12.5% |
| Q3 2014 | $737,000 | +32.3% | 23,761 | +40.6% | 0.05% | +33.3% |
| Q2 2014 | $557,000 | +42.5% | 16,903 | +36.1% | 0.04% | +38.5% |
| Q1 2014 | $391,000 | – | 12,418 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |