SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,148,000 | +50.8% | 123,721 | +48.7% | 0.87% | +30.2% |
| Q2 2018 | $2,750,000 | +529.3% | 83,203 | +542.0% | 0.67% | +501.8% |
| Q1 2018 | $437,000 | -0.5% | 12,959 | +0.5% | 0.11% | +9.9% |
| Q4 2017 | $439,000 | +15.2% | 12,898 | +13.2% | 0.10% | +3.1% |
| Q3 2017 | $381,000 | +70.9% | 11,397 | +62.1% | 0.10% | +53.1% |
| Q2 2017 | $223,000 | +61.6% | 7,032 | +52.5% | 0.06% | +42.2% |
| Q1 2017 | $138,000 | +106.0% | 4,611 | +88.7% | 0.04% | +66.7% |
| Q4 2016 | $67,000 | +17.5% | 2,444 | +23.1% | 0.03% | +8.0% |
| Q3 2016 | $57,000 | +11.8% | 1,986 | +5.6% | 0.02% | +19.0% |
| Q2 2016 | $51,000 | +6.2% | 1,880 | +7.2% | 0.02% | 0.0% |
| Q1 2016 | $48,000 | +6.7% | 1,754 | +7.6% | 0.02% | -8.7% |
| Q4 2015 | $45,000 | +32.4% | 1,630 | +30.4% | 0.02% | +21.1% |
| Q3 2015 | $34,000 | -10.5% | 1,250 | +0.8% | 0.02% | -9.5% |
| Q2 2015 | $38,000 | -43.3% | 1,240 | -44.1% | 0.02% | +10.5% |
| Q1 2015 | $67,000 | +737.5% | 2,220 | +728.4% | 0.02% | +280.0% |
| Q4 2014 | $8,000 | +166.7% | 268 | +204.5% | 0.01% | +150.0% |
| Q3 2014 | $3,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $3,000 | +50.0% | 88 | +57.1% | 0.00% | +100.0% |
| Q1 2014 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,000 | – | 56 | – | 0.00% | – |
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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% |