GERBER, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.

Quarter-by-quarter ownership
GERBER, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$295,353
-3.3%
3,798
+0.2%
0.23%
-9.7%
Q1 2024$305,528
+5.9%
3,7890.0%0.26%
-1.2%
Q4 2023$288,4763,7890.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,677,042$121,786,77240.77%
CGC Financial Services, LLC 690,291$50,128,95232.59%
Kellett Wealth Advisors, LLC 445,272$32,335,67329.37%
Dechtman Wealth Management, LLC 1,089,683$79,132,77923.56%
Rezny Wealth Management, Inc. 957,664$69,545,56023.43%
Walker Financial Services, Inc. 284,524$20,662,11320.41%
Wealth Management Solutions, LLC 420,617$30,545,20419.92%
Davidson Capital Management Inc. 540,204$39,229,61519.57%
Whelan Financial 496,037$36,022,18018.83%
HHM Wealth Advisors, LLC 1,381,470$100,322,36718.81%
View complete list of SCHWAB STRATEGIC TR shareholders