SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,176 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.14 and the average weighting 1.3%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |
| Koss-Olinger Consulting, LLC | 3,204,125 | $205,865,000 | 19.02% |
| Sprinkle Financial Consultants LLC | 359,545 | $23,100,752 | 18.21% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,743,757 | $112,365,732 | 18.02% |
| Athena Investment Management | 455,233 | $29,248,720 | 17.74% |
| ACCESS FINANCIAL SERVICES, INC. | 600,027 | $38,551,705 | 17.52% |
| DRAVO BAY LLC | 490,971 | $31,544,887 | 17.52% |
| MONEYWISE, INC. | 509,101 | $32,709,726 | 17.32% |
| HRC WEALTH MANAGEMENT, LLC | 388,738 | $24,976,398 | 17.10% |
| Strategic Equity Management | 405,996 | $26,085,235 | 17.00% |
| Standpoint Asset Management, LLC | 1,114,300 | $71,593,775 | 16.37% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2024. To view SCHWAB STRATEGIC TR's shareholder history, click here.