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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $823,000 | -45.1% | 27,560 | -49.1% | 0.19% | -48.0% |
| Q4 2016 | $1,498,000 | +4.4% | 54,115 | +8.6% | 0.37% | -1.9% |
| Q3 2016 | $1,435,000 | +12.5% | 49,845 | +6.0% | 0.38% | +1.6% |
| Q2 2016 | $1,275,000 | +3.0% | 47,015 | +2.9% | 0.37% | +0.5% |
| Q1 2016 | $1,238,000 | +146.1% | 45,675 | +150.1% | 0.37% | +147.0% |
| Q4 2015 | $503,000 | +5.2% | 18,265 | +4.5% | 0.15% | -1.3% |
| Q3 2015 | $478,000 | +29.9% | 17,475 | +44.7% | 0.15% | +37.3% |
| Q2 2015 | $368,000 | +23.1% | 12,075 | +22.3% | 0.11% | +18.3% |
| Q1 2015 | $299,000 | +4.9% | 9,875 | 0.0% | 0.09% | -3.1% |
| Q4 2014 | $285,000 | +31.9% | 9,875 | +41.6% | 0.10% | +28.0% |
| Q3 2014 | $216,000 | – | 6,975 | – | 0.08% | – |
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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% |