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%.
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MARSHALL FINANCIAL GROUP INC /ADV | 245,534 | $13,075,000 | 12.39% |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1,275,098 | $67,899,000 | 10.49% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 257,455 | $13,709,000 | 7.67% |
Resource Planning Group | 172,886 | $9,206,000 | 6.87% |
FINANCIAL LIFE ADVISORS | 158,186 | $8,423,000 | 6.52% |
Burt Wealth Advisors | 223,704 | $11,912,000 | 5.63% |
Morningstar Investment Management LLC | 121,239 | $6,456,000 | 5.13% |
Gilbert & Cook, Inc. | 250,120 | $13,319,000 | 4.70% |
LINCOLN CAPITAL CORP | 90,188 | $4,802,000 | 4.43% |
Heritage Wealth Advisors | 409,854 | $21,824,000 | 4.26% |