SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $951,000 | +10.8% | 34,351 | +15.3% | 0.03% | +6.9% |
| Q3 2016 | $858,000 | +11.9% | 29,790 | +5.3% | 0.03% | +3.6% |
| Q2 2016 | $767,000 | +0.3% | 28,301 | +0.2% | 0.03% | -12.5% |
| Q1 2016 | $765,000 | +31.4% | 28,237 | +33.7% | 0.03% | +23.1% |
| Q4 2015 | $582,000 | +185.3% | 21,123 | +183.3% | 0.03% | +62.5% |
| Q3 2015 | $204,000 | +1.0% | 7,457 | +12.5% | 0.02% | +14.3% |
| Q2 2015 | $202,000 | +21.0% | 6,628 | +20.0% | 0.01% | +16.7% |
| Q1 2015 | $167,000 | -64.8% | 5,525 | -66.4% | 0.01% | -76.9% |
| Q4 2014 | $475,000 | -3.8% | 16,433 | +3.3% | 0.05% | -13.3% |
| Q3 2014 | $494,000 | +5.8% | 15,913 | +12.4% | 0.06% | -3.2% |
| Q2 2014 | $467,000 | -36.0% | 14,154 | -39.0% | 0.06% | +17.0% |
| Q1 2014 | $730,000 | +126.7% | 23,198 | +126.9% | 0.05% | +8.2% |
| Q4 2013 | $322,000 | +69.5% | 10,225 | +63.9% | 0.05% | +48.5% |
| Q3 2013 | $190,000 | +211.5% | 6,240 | +178.4% | 0.03% | +175.0% |
| Q2 2013 | $61,000 | – | 2,241 | – | 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% |