Wrenne Financial Planning LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 1,043 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.

Quarter-by-quarter ownership
Wrenne Financial Planning LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$4,608,670
-9.7%
73,305
-12.3%
3.18%
-15.8%
Q1 2024$5,104,30383,6093.77%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
HT Partners LLC 2,238,817$140,754,44449.75%
Evergreen Advisors, LLC 2,182,804$137,232,86841.08%
Socha Financial Group, LLC 1,011,590$63,598,66129.76%
Strid Group, LLC 2,752,877$173,073,37328.62%
MYECFO, LLC 755,325$47,487,27827.39%
Morton Brown Family Wealth, LLC 1,064,494$68,212,79626.93%
TruNorth Capital Management, LLC 1,302,430$81,883,77226.56%
Members Advisory Group LLC 708,018$44,513,63224.30%
Compass Advisory Group LLC 743,771$46,912,08720.84%
Hanson & Doremus Investment Management 1,937,609$121,81720.41%
View complete list of SCHWAB STRATEGIC TR shareholders