SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 176 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $206,000 | -70.5% | 7,143 | -68.3% | 0.00% | -69.2% |
| Q3 2014 | $699,000 | +217.7% | 22,534 | +238.0% | 0.01% | +225.0% |
| Q2 2014 | $220,000 | +3.8% | 6,667 | -0.7% | 0.00% | 0.0% |
| Q1 2014 | $212,000 | +105.8% | 6,717 | +106.4% | 0.00% | +100.0% |
| Q4 2013 | $103,000 | -88.1% | 3,254 | -88.6% | 0.00% | -87.5% |
| Q3 2013 | $867,000 | – | 28,554 | – | 0.02% | – |
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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% |