SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,122,000 | -1.8% | 41,370 | -0.2% | 0.23% | -5.4% |
| Q4 2015 | $1,143,000 | -16.4% | 41,466 | -17.0% | 0.24% | -18.9% |
| Q3 2015 | $1,368,000 | -20.5% | 49,986 | -11.5% | 0.30% | -12.6% |
| Q2 2015 | $1,720,000 | -3.4% | 56,462 | -4.2% | 0.34% | -4.0% |
| Q1 2015 | $1,781,000 | +3.9% | 58,910 | -0.6% | 0.35% | -0.8% |
| Q4 2014 | $1,714,000 | -11.3% | 59,288 | -4.8% | 0.36% | -21.0% |
| Q3 2014 | $1,932,000 | -5.2% | 62,270 | +0.7% | 0.45% | -5.4% |
| Q2 2014 | $2,038,000 | +0.7% | 61,810 | -3.7% | 0.48% | -4.6% |
| Q1 2014 | $2,023,000 | – | 64,217 | – | 0.50% | – |
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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% |