SCHWAB STRATEGIC TR shareholders Q2 2024

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%.

SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Rappaport Reiches Capital Management, LLC 64,333$4,044,6161.19%
ZRC WEALTH MANAGEMENT, LLC 39,811$2,502,8921.18%
Guardian Wealth Management, Inc. 23,929$1,504,3921.15%
Sachetta, LLC 41,097$2,592,7941.13%
CVA Family Office, LLC 98,464$6,190,4621.11%
Apriem Advisors 140,435$8,829,1791.08%
Bigelow Investment Advisors, LLC 35,795$2,250,4321.07%
Ellevest, Inc. 282,234$17,744,0821.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 59,475$3,739,1661.04%
Transform Wealth, LLC 216,628$13,663,3211.02%
Pineridge Advisors LLC 47,634$2,994,7701.02%
REDW Wealth LLC 61,156$3,844,8861.01%
SHEETS SMITH WEALTH MANAGEMENT 133,872$8,416,5181.01%
Betterment LLC 6,171,023$387,9721.00%
AlphaQ Advisors LLC 5,433$341,5731.00%
LINCOLN CAPITAL CORP 36,722$2,308,7120.99%
Planned Solutions, Inc. 32,410$2,037,6210.99%
Mayfair Advisory Group, LLC 22,437$1,452,8020.98%
Wealth Group Ltd 51,488$3,237,0510.98%
Solutions 4 Wealth, Ltd 6,704$421,4970.96%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2024. To view SCHWAB STRATEGIC TR's shareholder history, click here.