DIVERSIFY WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

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
DIVERSIFY WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$1,070,43821,9850.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Eagle Capital Management, LLC 246,483$12,521,00014.73%
Quantum Capital Management, LLC / NJ 669,507$34,011,00010.79%
JUNCTURE WEALTH STRATEGIES, LLC 219,585$11,155,0009.04%
LEAVELL INVESTMENT MANAGEMENT, INC. 971,200$49,337,0007.80%
Carlton Hofferkamp & Jenks Wealth Management, LLC 134,458$6,830,0006.64%
SFMG, LLC 440,982$22,402,0005.42%
Callahan Advisors, LLC 241,062$12,246,0003.76%
EVERMAY WEALTH MANAGEMENT LLC 115,004$5,842,0003.50%
Courage Miller Partners, LLC 87,148$4,427,0003.30%
Rench Wealth Management, Inc. 52,560$2,670,0002.45%
View complete list of SCHWAB STRATEGIC TR shareholders