SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 3.22 and the average weighting 0.6%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 547,922 | $28,673,000 | 20.19% |
| BerganKDV Wealth Management, LLC | 553,561 | $28,968,000 | 6.48% |
| PRING TURNER CAPITAL GROUP INC | 103,161 | $5,398,000 | 5.71% |
| SWS Partners | 136,010 | $7,117,000 | 5.00% |
| Beacon Wealthcare, Inc | 84,953 | $4,445,000 | 4.30% |
| Relaxing Retirement Coach | 226,222 | $11,839,000 | 3.65% |
| Moisand Fitzgerald Tamayo, LLC | 119,181 | $6,237,000 | 3.63% |
| Alliance Wealth Management Group | 117,693 | $6,159,000 | 3.57% |
| Charles Schwab Investment Advisory, Inc. | 36,444,417 | $1,907,136,000 | 3.49% |
| JUNCTURE WEALTH STRATEGIES, LLC | 116,733 | $6,109,000 | 3.27% |