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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $207,000 | -96.8% | 6,503 | -97.0% | 0.01% | -96.6% |
| Q1 2017 | $6,416,000 | +496.8% | 214,813 | +453.2% | 0.18% | +584.6% |
| Q4 2016 | $1,075,000 | -29.1% | 38,829 | -26.3% | 0.03% | -27.8% |
| Q3 2016 | $1,516,000 | +68.6% | 52,669 | +58.8% | 0.04% | +44.0% |
| Q1 2016 | $899,000 | +10.4% | 33,166 | +24.1% | 0.02% | +66.7% |
| Q2 2015 | $814,000 | -50.5% | 26,729 | -49.5% | 0.02% | -53.1% |
| Q3 2014 | $1,643,000 | +128.8% | 52,977 | +124.2% | 0.03% | +255.6% |
| Q3 2013 | $718,000 | – | 23,632 | – | 0.01% | – |
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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% |