Solutions 4 Wealth, Ltd - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,043 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.

Quarter-by-quarter ownership
Solutions 4 Wealth, Ltd ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$421,497
-0.1%
6,704
-3.0%
0.96%
-19.3%
Q1 2024$422,115
+9.8%
6,914
+0.1%
1.18%
-5.7%
Q4 2023$384,5566,9081.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
HT Partners LLC 1,270,779$115,628,00039.03%
Evergreen Advisors, LLC 923,826$84,059,00034.57%
AGILIS PARTNERS LLC 688,435$62,641,00029.38%
Evensky & Katz LLC 2,357,231$214,484,00026.53%
Strid Group, LLC 1,071,450$97,491,00026.26%
SYM FINANCIAL Corp 388,518$35,351,00025.91%
JBJ Investment Partners, LLC 919,372$83,654,00019.02%
Madden Advisory Services, Inc. 242,929$22,104,00018.56%
Hanson & Doremus Investment Management 773,425$70,374,00017.48%
JUNCTURE WEALTH STRATEGIES, LLC 285,716$25,997,00016.46%
View complete list of SCHWAB STRATEGIC TR shareholders