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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,483,581 | $64,175,000 | 19.97% |
| Wealthfront Advisers LLC | 62,593,885 | $1,617,426,000 | 14.69% |
| Matrix Trust Co | 2,043,996 | $52,817,000 | 14.27% |
| SVB Investment Services Inc. | 564,159 | $14,578,000 | 12.64% |
| Evergreen Advisors, LLC | 837,704 | $21,646,000 | 12.14% |
| Personal Capital Advisors Corp | 47,086,281 | $1,224,149,000 | 12.07% |
| Pacific Edge Advisors, LLC | 647,195 | $16,724,000 | 11.94% |
| Your Advocates Ltd., LLP | 518,042 | $13,386,000 | 11.56% |
| Harborview Advisors, LLC | 442,145 | $11,425,000 | 11.38% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 778,989 | $20,129,000 | 10.94% |