Towneley Capital Management, Inc / DE - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.

Quarter-by-quarter ownership
Towneley Capital Management, Inc / DE ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$17,887,756
+7.8%
230,038
+11.8%
4.20%
+2.8%
Q1 2024$16,596,634
+7.0%
205,837
+1.1%
4.08%
+2.7%
Q4 2023$15,505,811203,6753.97%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,677,042$121,786,77240.77%
CGC Financial Services, LLC 690,291$50,128,95232.59%
Kellett Wealth Advisors, LLC 445,272$32,335,67329.37%
Dechtman Wealth Management, LLC 1,089,683$79,132,77923.56%
Rezny Wealth Management, Inc. 957,664$69,545,56023.43%
Walker Financial Services, Inc. 284,524$20,662,11320.41%
Wealth Management Solutions, LLC 420,617$30,545,20419.92%
Davidson Capital Management Inc. 540,204$39,229,61519.57%
Whelan Financial 496,037$36,022,18018.83%
HHM Wealth Advisors, LLC 1,381,470$100,322,36718.81%
View complete list of SCHWAB STRATEGIC TR shareholders