Embree Financial Group - SCHWAB STRATEGIC TR ownership

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
Embree Financial Group ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$839,584
-15.9%
18,420
-15.2%
0.16%
-17.9%
Q1 2024$998,617
-14.2%
21,709
-13.1%
0.20%
-20.0%
Q4 2023$1,164,38724,9760.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Rockbridge Investment Management, LCC 1,967,402$90,815,26715.97%
THEORY FINANCIAL LLC 562,134$25,948,10514.94%
Tenret Co LLC 332,727$15,358,67812.86%
FFG RETIREMENT ADVISORS LLC 297,664$13,740,17011.00%
FINANCIAL LIFE ADVISORS 495,831$22,887,5599.55%
Pioneer Wealth Management Group 254,394$11,742,8429.33%
KilterHowling LLC 233,994$10,801,1609.24%
RATIONAL ADVISORS LLC 2,404,877$111,009,1229.19%
Members Advisory Group LLC 293,295$13,538,5928.44%
BlueSky Wealth Advisors, LLC 902,144$41,642,9568.37%
View complete list of SCHWAB STRATEGIC TR shareholders