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 2016 | $206,000 | -93.7% | 7,600 | -90.7% | 0.13% | -93.9% |
| Q4 2015 | $3,251,000 | +1077.9% | 81,461 | +709.3% | 2.18% | +942.6% |
| Q3 2015 | $276,000 | -10.1% | 10,066 | 0.0% | 0.21% | -3.7% |
| Q2 2015 | $307,000 | +1.0% | 10,066 | 0.0% | 0.22% | +3.3% |
| Q1 2015 | $304,000 | +38.2% | 10,066 | +32.4% | 0.21% | +33.8% |
| Q4 2014 | $220,000 | -9.1% | 7,600 | -2.6% | 0.16% | -15.6% |
| Q3 2014 | $242,000 | -5.8% | 7,804 | 0.0% | 0.19% | -5.6% |
| Q2 2014 | $257,000 | +21.2% | 7,804 | +2.7% | 0.20% | +3.1% |
| Q1 2014 | $212,000 | -11.7% | 7,600 | 0.0% | 0.19% | -2.1% |
| Q4 2013 | $240,000 | +3.9% | 7,600 | 0.0% | 0.20% | -3.0% |
| Q3 2013 | $231,000 | +11.6% | 7,600 | 0.0% | 0.20% | +31.4% |
| Q2 2013 | $207,000 | – | 7,600 | – | 0.15% | – |
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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% |