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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |