Stone Point Wealth LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.71 and the average weighting 0.5%.

Quarter-by-quarter ownership
Stone Point Wealth LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$380,693
-4.0%
8,023
-0.4%
0.14%
-0.7%
Q1 2024$396,532
+26.6%
8,053
+21.5%
0.14%
+15.0%
Q4 2023$313,1096,6280.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 253,241$18,102,00011.36%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 168,862$12,070,00011.24%
MARSHALL FINANCIAL GROUP INC /ADV 192,196$13,738,00010.48%
B & T Capital Management DBA Alpha Capital Management 385,111$27,528,00010.39%
Apollon Wealth Management, LLC 125,932$9,002,00010.34%
MONEYWISE, INC. 188,435$13,469,00010.28%
CWH Capital Management, Inc. 280,547$20,053,0008.14%
Gemmer Asset Management LLC 402,990$28,806,0007.72%
Mokosak Advisory Group, LLC 158,941$11,367,0007.68%
Black Diamond Financial, LLC 117,502$8,399,0007.16%
View complete list of SCHWAB STRATEGIC TR shareholders