SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,395,000 | +9.1% | 71,542 | +3.5% | 0.01% | 0.0% |
| Q2 2017 | $2,196,000 | +10.5% | 69,101 | +3.9% | 0.01% | +7.7% |
| Q1 2017 | $1,987,000 | +63.0% | 66,505 | +51.0% | 0.01% | +44.4% |
| Q4 2016 | $1,219,000 | +61.5% | 44,032 | +68.0% | 0.01% | +50.0% |
| Q3 2016 | $755,000 | -39.6% | 26,215 | -43.1% | 0.01% | -45.5% |
| Q2 2016 | $1,250,000 | -51.5% | 46,111 | -51.5% | 0.01% | -52.2% |
| Q1 2016 | $2,578,000 | -9.5% | 95,095 | -8.0% | 0.02% | -14.8% |
| Q4 2015 | $2,849,000 | +9.9% | 103,379 | +9.1% | 0.03% | 0.0% |
| Q3 2015 | $2,592,000 | -9.3% | 94,715 | +1.0% | 0.03% | -3.6% |
| Q2 2015 | $2,857,000 | +141.3% | 93,774 | +139.3% | 0.03% | +133.3% |
| Q1 2015 | $1,184,000 | +0.9% | 39,179 | -3.5% | 0.01% | -7.7% |
| Q4 2014 | $1,174,000 | -9.9% | 40,619 | -3.3% | 0.01% | -18.8% |
| Q3 2014 | $1,303,000 | +0.2% | 42,011 | +6.6% | 0.02% | 0.0% |
| Q2 2014 | $1,300,000 | – | 39,410 | – | 0.02% | – |
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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% |