SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $4,636,000 | -43.6% | 171,018 | -43.6% | 0.76% | -11.6% |
| Q1 2016 | $8,216,000 | +5.7% | 303,071 | +7.5% | 0.86% | +4.2% |
| Q4 2015 | $7,772,000 | +20.2% | 281,986 | +19.4% | 0.83% | +13.3% |
| Q3 2015 | $6,464,000 | +4.4% | 236,162 | +16.2% | 0.73% | +11.6% |
| Q2 2015 | $6,192,000 | +113.5% | 203,224 | +111.8% | 0.66% | +110.9% |
| Q1 2015 | $2,900,000 | +118.5% | 95,932 | +109.0% | 0.31% | +107.3% |
| Q4 2014 | $1,327,000 | +19.2% | 45,902 | +28.0% | 0.15% | +11.9% |
| Q3 2014 | $1,113,000 | -10.0% | 35,870 | -4.3% | 0.13% | -13.5% |
| Q2 2014 | $1,236,000 | +37.3% | 37,468 | +31.1% | 0.16% | +22.0% |
| Q1 2014 | $900,000 | -41.2% | 28,572 | -41.1% | 0.13% | +8.5% |
| Q4 2013 | $1,530,000 | +139.4% | 48,494 | +130.8% | 0.12% | +5.4% |
| Q3 2013 | $639,000 | +84.1% | 21,011 | +64.8% | 0.11% | +63.2% |
| Q2 2013 | $347,000 | – | 12,746 | – | 0.07% | – |
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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% |