SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,000 | -71.4% | 54 | -78.4% | 0.00% | -100.0% |
| Q4 2015 | $7,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $8,000 | -52.9% | 250 | -56.5% | 0.00% | -66.7% |
| Q1 2015 | $17,000 | -80.2% | 575 | -80.6% | 0.00% | -81.2% |
| Q4 2014 | $86,000 | -93.3% | 2,970 | -92.9% | 0.02% | -93.4% |
| Q3 2014 | $1,292,000 | +90.6% | 41,635 | +102.7% | 0.24% | +113.3% |
| Q2 2014 | $678,000 | +28.7% | 20,545 | +22.9% | 0.11% | +25.6% |
| Q1 2014 | $527,000 | – | 16,720 | – | 0.09% | – |
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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% |