SCHWAB STRATEGIC TR shareholders Q2 2024

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.

SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Valeo Financial Advisors, LLC 30,968$2,074,2390.06%
Continuum Advisory, LLC 6,712$449,5720.06%
SignalPoint Asset Management, LLC 3,526$236,1710.06%
E&G Advisors, LP 3,042$203,7530.06%
Cardinal Strategic Wealth Guidance 2,451$164,1680.06%
Colony Group, LLC 260,536$17,4500.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 29,929$2,004,6400.06%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,782$521,2230.06%
Prospera Financial Services Inc 31,254$2,093,7070.06%
SC&H Financial Advisors, Inc. 3,533$236,6360.06%
IHT Wealth Management, LLC 23,207$1,554,4080.06%
Paragon Capital Management Ltd 4,575$306,4340.06%
Spire Wealth Management 23,088$1,546,4010.06%
Sugarloaf Wealth Management, LLC 4,019$269,2070.06%
SYNOVUS FINANCIAL CORP 61,595$4,125,6940.05%
Breakwater Investment Management 1,796$120,2970.05%
Walkner Condon Financial Advisors LLC 3,643$244,0080.05%
HighTower Advisors, LLC 494,611$33,115,0000.05%
Wedmont Private Capital 11,857$814,1230.05%
WealthPLAN Partners, LLC 6,944$465,1090.05%
External links

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