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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $11,000 | -8.3% | 414 | +2.5% | 0.01% | -16.7% |
| Q3 2016 | $12,000 | +9.1% | 404 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | 0.0% | 404 | +2.3% | 0.01% | -25.0% |
| Q3 2015 | $11,000 | -8.3% | 395 | 0.0% | 0.01% | -11.1% |
| Q2 2015 | $12,000 | 0.0% | 395 | 0.0% | 0.01% | -10.0% |
| Q1 2015 | $12,000 | +9.1% | 395 | 0.0% | 0.01% | +11.1% |
| Q4 2014 | $11,000 | – | 395 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,508,194 | $97,067,000 | 23.39% |
| Matrix Trust Co | 1,939,808 | $75,071,000 | 19.21% |
| SVB Investment Services Inc. | 612,866 | $23,718,000 | 15.81% |
| ACT WEALTH MANAGEMENT, LLC | 633,207 | $24,980,000 | 15.44% |
| JBJ Investment Partners, LLC | 1,699,263 | $65,761,000 | 13.66% |
| Evergreen Advisors, LLC | 933,609 | $36,131,000 | 12.86% |
| Riverpoint Wealth Management Holdings, LLC | 823,501 | $31,870,000 | 11.19% |
| Personal Capital Advisors Corp | 57,020,236 | $2,206,683,000 | 11.08% |
| Callan Capital, LLC | 1,615,729 | $62,529,000 | 10.40% |
| REGENTATLANTIC CAPITAL LLC | 8,811,809 | $341,017,000 | 10.32% |