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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,172,095 | – | 19,558 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HT Partners LLC | 2,238,817 | $140,754,444 | 49.75% |
Evergreen Advisors, LLC | 2,182,804 | $137,232,868 | 41.08% |
Socha Financial Group, LLC | 1,011,590 | $63,598,661 | 29.76% |
Strid Group, LLC | 2,752,877 | $173,073,373 | 28.62% |
MYECFO, LLC | 755,325 | $47,487,278 | 27.39% |
Morton Brown Family Wealth, LLC | 1,064,494 | $68,212,796 | 26.93% |
TruNorth Capital Management, LLC | 1,302,430 | $81,883,772 | 26.56% |
Members Advisory Group LLC | 708,018 | $44,513,632 | 24.30% |
Compass Advisory Group LLC | 743,771 | $46,912,087 | 20.84% |
Hanson & Doremus Investment Management | 1,937,609 | $121,817 | 20.41% |