SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,070,438 | – | 21,985 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Eagle Capital Management, LLC | 246,483 | $12,521,000 | 14.73% |
Quantum Capital Management, LLC / NJ | 669,507 | $34,011,000 | 10.79% |
JUNCTURE WEALTH STRATEGIES, LLC | 219,585 | $11,155,000 | 9.04% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 971,200 | $49,337,000 | 7.80% |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 134,458 | $6,830,000 | 6.64% |
SFMG, LLC | 440,982 | $22,402,000 | 5.42% |
Callahan Advisors, LLC | 241,062 | $12,246,000 | 3.76% |
EVERMAY WEALTH MANAGEMENT LLC | 115,004 | $5,842,000 | 3.50% |
Courage Miller Partners, LLC | 87,148 | $4,427,000 | 3.30% |
Rench Wealth Management, Inc. | 52,560 | $2,670,000 | 2.45% |