Waverly Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 114 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$2,424,229
+5.4%
102,852
+8.4%
0.05%
-11.1%
Q1 2024$2,300,826
-0.5%
94,840
+0.8%
0.05%
-37.9%
Q4 2023$2,313,24194,0720.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Summit Asset Management, LLC 827,711$19,509,1494.04%
Red Mountain Financial, LLC 109,875$2,589,7533.12%
IRON Financial LLC 122,096$2,877,7921.61%
MAGNOLIA CAPITAL ADVISORS LLC 280,405$3,886,3231.22%
Kohmann Bosshard Financial Services, LLC 323,358$7,621,5521.03%
LongView Wealth Management 110,710$2,609,4370.96%
CAP Partners, LLC 38,293$902,5560.73%
Asset Advisors Investment Management, LLC 249,323$5,876,5430.64%
West Oak Capital, LLC 63,948$1,507,2540.61%
Noble Family Wealth, LLC 74,847$1,764,1440.51%
View complete list of SCHWAB STRATEGIC TR shareholders