Sterling Wealth Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sterling Wealth Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$687,439
-0.6%
19,3210.0%0.33%
-5.2%
Q1 2024$691,690
+2.6%
19,3210.0%0.34%
-9.2%
Q4 2023$674,10819,3210.38%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 311,833$11,170,0005.70%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,456,446$52,141,0004.32%
Brouwer & Janachowski, LLC 593,298$21,252,0004.12%
MATHER GROUP, LLC. 845,905$30,300,0003.68%
Peak Financial Management, Inc. 530,596$19,006,0003.66%
Courage Miller Partners, LLC 130,959$4,691,0002.93%
Kohmann Bosshard Financial Services, LLC 107,099$3,836,0002.70%
Moisand Fitzgerald Tamayo, LLC 120,392$4,312,0002.63%
McAdam, LLC 102,638$3,676,0002.60%
Charles Schwab Investment Advisory, Inc. 17,210,349$616,475,0002.53%
View complete list of SCHWAB STRATEGIC TR shareholders