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 ↓
MARSHALL FINANCIAL GROUP INC /ADV 245,534$13,075,00012.39%
WEALTHCARE CAPITAL MANAGEMENT LLC 1,275,098$67,899,00010.49%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 257,455$13,709,0007.67%
Resource Planning Group 172,886$9,206,0006.87%
FINANCIAL LIFE ADVISORS 158,186$8,423,0006.52%
Burt Wealth Advisors 223,704$11,912,0005.63%
Morningstar Investment Management LLC 121,239$6,456,0005.13%
Gilbert & Cook, Inc. 250,120$13,319,0004.70%
LINCOLN CAPITAL CORP 90,188$4,802,0004.43%
Heritage Wealth Advisors 409,854$21,824,0004.26%
View complete list of SCHWAB STRATEGIC TR shareholders