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 | $226,000 | +20.9% | 6,741 | +19.4% | 0.00% | – |
| Q2 2018 | $187,000 | +38.5% | 5,647 | +40.9% | 0.00% | – |
| Q1 2018 | $135,000 | +31.1% | 4,008 | +33.0% | 0.00% | – |
| Q4 2017 | $103,000 | +32.1% | 3,014 | +29.9% | 0.00% | – |
| Q3 2017 | $78,000 | +1014.3% | 2,321 | +974.5% | 0.00% | – |
| Q2 2017 | $7,000 | -50.0% | 216 | -58.5% | 0.00% | – |
| Q4 2016 | $14,000 | +250.0% | 520 | +303.1% | 0.00% | – |
| Q3 2016 | $4,000 | -76.5% | 129 | -79.9% | 0.00% | – |
| Q2 2016 | $17,000 | -48.5% | 642 | -47.3% | 0.00% | – |
| Q1 2016 | $33,000 | -38.9% | 1,219 | -37.5% | 0.00% | – |
| Q4 2015 | $54,000 | -43.2% | 1,951 | -43.6% | 0.00% | – |
| Q3 2015 | $95,000 | -9.5% | 3,460 | 0.0% | 0.00% | – |
| Q2 2015 | $105,000 | +2.9% | 3,460 | +2.4% | 0.00% | – |
| Q1 2015 | $102,000 | – | 3,380 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |