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 ↓
Regal Investment Advisors LLC 7,400$495,6520.03%
CGC Financial Services, LLC 1,073$71,8700.03%
PARK AVENUE SECURITIES LLC 38,086$2,5510.03%
Creative Planning 432,746$28,985,3370.03%
SpiderRock Advisors, LLC 23,228$1,555,8110.03%
ENVESTNET ASSET MANAGEMENT INC 1,296,701$86,853,0590.03%
Wealthspire Advisors, LLC 34,701$2,324,2750.03%
First Pacific Financial 1,652$110,6480.03%
Waverly Advisors, LLC 21,682$1,452,2280.03%
Fortis Advisors, LLC 618$41,3940.03%
PARTHENON LLC 3,254$217,9530.03%
Advisor OS, LLC 3,797$254,3660.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 421,374$28,223,5450.03%
Cerity Partners LLC 161,242$10,800,8360.03%
IFP Advisors, Inc 10,100$676,4990.03%
SeaCrest Wealth Management, LLC 3,530$236,4540.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 168,639$11,295,4330.03%
PATTEN & PATTEN INC/TN 5,606$375,4900.03%
American Capital Advisory, LLC 584$36,1860.03%
EVERGREEN CAPITAL MANAGEMENT LLC 10,741$722,8310.03%
External links

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