VCI Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
VCI Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$5,958,594
+43.0%
114,566
+43.4%
2.95%
+4.5%
Q1 2024$4,167,464
-11.4%
79,898
-11.3%
2.82%
-1.5%
Q4 2023$4,701,51090,0672.86%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Knowledge Leaders Capital, LLC 130,611$7,511,00024.02%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,618,827$93,099,00016.98%
Richard Bernstein Advisors LLC 7,117,065$409,302,00014.53%
MARSHALL FINANCIAL GROUP INC /ADV 245,277$14,106,00011.41%
Carolina Wealth Advisors, LLC 150,664$8,665,00010.01%
SVB Investment Services Inc. 183,093$10,530,0009.13%
Fund Evaluation Group, LLC 797,919$45,888,0007.73%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 326,207$18,760,0007.56%
CORRADO ADVISORS, LLC 137,262$7,893,0007.38%
Charles Schwab Investment Advisory, Inc. 43,775,117$2,517,507,0007.14%
View complete list of SCHWAB STRATEGIC TR shareholders