LYELL WEALTH MANAGEMENT, LP - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$697,20026,2500.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Hamilton Capital, LLC 2,444,149$66,896,00028.86%
Radnor Financial Advisors, LLC 770,120$21,078,00014.42%
Your Advocates Ltd., LLP 581,766$15,923,00012.58%
COOPER/HAIMS ADVISORS, LLC 771,822$21,125,00011.62%
B & T Capital Management DBA Alpha Capital Management 1,084,097$29,672,00010.94%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,783$12,201,00010.77%
Holistic Financial Partners 636,762$17,428,00010.42%
TOTAL INVESTMENT MANAGEMENT INC 1,898,759$51,969,0009.93%
Golden State Wealth Management, LLC 1,898,759$51,969,0009.93%
Focused Wealth Management, Inc 1,481,484$40,548,0009.58%
View complete list of SCHWAB STRATEGIC TR shareholders