SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |