SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 1,139 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.3%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 325,369 | $21,204,298 | 41.34% |
| Thrive Wealth Management, LLC | 1,387,577 | $90,428,403 | 23.18% |
| Fund Evaluation Group, LLC | 3,052,438 | $198,927 | 21.52% |
| Northern Capital Management, Inc. | 357,229 | $23,280,588 | 19.95% |
| Transparent Wealth Partners LLC | 414,629 | $27,021,353 | 19.75% |
| Marquette Asset Management, LLC | 1,139,407 | $74,255,163 | 19.73% |
| Financial Advisors, LLC | 947,003 | $61,716,196 | 15.63% |
| Legacy Financial Strategies, LLC | 645,728 | $42,082,112 | 15.60% |
| Avantax Planning Partners, Inc. | 5,629,421 | $366,869,397 | 14.90% |
| Aspen Wealth Strategies, LLC | 292,072 | $19,034,302 | 14.76% |