SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 18.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $229 | – | 5 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,204,871 | $65,376,000 | 21.30% |
| Advisory Services & Investments, LLC | 474,272 | $25,734,000 | 16.89% |
| Total Wealth Planning, LLC | 668,671 | $36,282,000 | 13.17% |
| Tenret Co LLC | 251,289 | $13,635,000 | 12.83% |
| Northeast Financial Group, Inc. | 336,321 | $18,248,773 | 11.76% |
| JBJ Investment Partners, LLC | 1,040,229 | $56,443,000 | 11.72% |
| Rockbridge Investment Management, LCC | 1,269,131 | $68,863,000 | 11.38% |
| Alliance Wealth Management Group | 613,326 | $33,279,000 | 10.81% |
| RATIONAL ADVISORS LLC | 2,277,948 | $123,601,000 | 9.66% |
| BlueSky Wealth Advisors, LLC | 897,598 | $48,704,000 | 9.54% |