SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 294 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $13,668,000 | -6.7% | 493,780 | -2.9% | 9.59% | -4.3% |
| Q3 2016 | $14,642,000 | +8.5% | 508,578 | +2.2% | 10.03% | +9.1% |
| Q2 2016 | $13,490,000 | +0.5% | 497,587 | +0.5% | 9.19% | -7.5% |
| Q1 2016 | $13,424,000 | +19.3% | 495,162 | +21.3% | 9.94% | +13.3% |
| Q4 2015 | $11,254,000 | -4.3% | 408,340 | +0.3% | 8.77% | -5.3% |
| Q3 2015 | $11,764,000 | +7.0% | 407,192 | +12.8% | 9.26% | +6.7% |
| Q2 2015 | $10,996,000 | +5.6% | 360,880 | +4.8% | 8.68% | +2.6% |
| Q1 2015 | $10,415,000 | +3.5% | 344,510 | -1.0% | 8.46% | +11.7% |
| Q4 2014 | $10,062,000 | -6.4% | 348,061 | +0.4% | 7.57% | -4.5% |
| Q3 2014 | $10,751,000 | -5.7% | 346,578 | +0.2% | 7.93% | -5.4% |
| Q2 2014 | $11,406,000 | +6.5% | 345,850 | +1.8% | 8.38% | +8.2% |
| Q1 2014 | $10,706,000 | +1.8% | 339,866 | +1.9% | 7.74% | +4.3% |
| Q4 2013 | $10,515,000 | +5.8% | 333,477 | +1.9% | 7.43% | +2.3% |
| Q3 2013 | $9,943,000 | +14.1% | 327,196 | +2.2% | 7.26% | +13.7% |
| Q2 2013 | $8,718,000 | +0.2% | 320,028 | +2.4% | 6.39% | -0.1% |
| Q1 2013 | $8,698,000 | +4.4% | 312,413 | +1.7% | 6.39% | -9.6% |
| Q4 2012 | $8,330,000 | +13.0% | 307,249 | +7.6% | 7.07% | +11.0% |
| Q3 2012 | $7,373,000 | – | 285,560 | – | 6.37% | – |
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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% |