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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q2 2016 | $336,000 | -4.5% | 12,407 | -4.5% | 0.30% | -9.7% |
| Q1 2016 | $352,000 | -8.8% | 12,995 | -7.2% | 0.33% | +7.8% |
| Q4 2015 | $386,000 | -7.0% | 13,998 | -7.7% | 0.31% | -12.3% |
| Q3 2015 | $415,000 | -57.0% | 15,163 | -52.1% | 0.35% | -47.3% |
| Q2 2015 | $964,000 | +38.3% | 31,624 | +37.2% | 0.66% | +32.4% |
| Q1 2015 | $697,000 | +0.9% | 23,055 | -3.6% | 0.50% | +2.9% |
| Q4 2014 | $691,000 | -8.8% | 23,917 | -2.1% | 0.49% | -19.3% |
| Q3 2014 | $758,000 | -6.9% | 24,438 | -1.0% | 0.60% | -6.2% |
| Q2 2014 | $814,000 | +32.4% | 24,679 | +26.4% | 0.64% | +24.2% |
| Q1 2014 | $615,000 | +23.5% | 19,529 | +23.7% | 0.52% | +15.9% |
| Q4 2013 | $498,000 | – | 15,790 | – | 0.45% | – |
Download | ||||||
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% |