HRC WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,176 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 1.3%.

Quarter-by-quarter ownership
HRC WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$24,976,398
+5.4%
388,738
+1.8%
17.10%
-1.2%
Q1 2024$23,689,023
+9.1%
381,712
-0.8%
17.31%
-7.3%
Q4 2023$21,711,772384,96118.68%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,378,315$538,306,71846.62%
Diversified, LLC 3,904,509$250,864,68929.47%
Gordian Advisors LLC 425,220$27,320,37126.33%
Northwest Quadrant Wealth Management, LLC 1,522,848$97,842,98924.08%
HBK Sorce Advisory LLC 10,593,466$680,639,68723.77%
Richardson Capital Management LLC 471,936$30,321,90823.34%
FINANCIAL CONSULATE, INC 1,164,454$74,816,86721.93%
BlueSky Wealth Advisors, LLC 1,968,745$126,491,83921.29%
Leverty Financial Group, LLC 550,936$35,397,97320.94%
Kolinsky Wealth Management, LLC 439,272$28,223,22320.22%
View complete list of SCHWAB STRATEGIC TR shareholders