SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 509 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,298,667 | $46,245,539 | 16.27% |
| BEACON FINANCIAL PLANNING, INC | 364,988 | $12,997,215 | 9.08% |
| Solitude Financial Services | 547,215 | $19,486,326 | 8.97% |
| MFA WEALTH ADVISORS, LLC | 923,063 | $32,870,265 | 8.64% |
| Barry Investment Advisors, LLC | 710,123 | $25,287,495 | 8.43% |
| VISIONARY HORIZONS, LLC | 303,234 | $10,540,427 | 8.19% |
| Verde Capital Management | 659,258 | $23,476,167 | 8.04% |
| Auto-Owners Insurance Co | 8,353,000 | $297,636,253 | 7.87% |
| Red Tortoise LLC | 388,100 | $13,820,233 | 7.72% |
| Prairiewood Capital, LLC | 437,178 | $15,567,912 | 7.30% |
| Capital Advantage, Inc. | 970,937 | $34,905,192 | 7.09% |
| Waterford Advisors, LLC | 435,436 | $15,505,888 | 6.58% |
| Charles Schwab Investment Advisory, Inc. | 134,094,612 | $4,775,109,120 | 6.56% |
| Bruce G. Allen Investments, LLC | 223,021 | $7,941,795 | 6.53% |
| Arlington Financial Advisors, LLC | 834,990 | $29,734,008 | 6.53% |
| RHS Financial, LLC | 312,353 | $11,122,900 | 6.48% |
| Von Berge Wealth Management Group, LLC | 282,694 | $10,066,727 | 6.48% |
| Capital Advisors Wealth Management, LLC | 843,644 | $30,042,146 | 6.23% |
| WESCAP Management Group, Inc. | 598,136 | $21,299,610 | 6.17% |
| Callan Capital, LLC | 1,931,462 | $68,779,367 | 6.06% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2024. To view SCHWAB STRATEGIC TR's shareholder history, click here.