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%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Regal Investment Advisors LLC | 7,400 | $495,652 | 0.03% |
CGC Financial Services, LLC | 1,073 | $71,870 | 0.03% |
PARK AVENUE SECURITIES LLC | 38,086 | $2,551 | 0.03% |
Creative Planning | 432,746 | $28,985,337 | 0.03% |
SpiderRock Advisors, LLC | 23,228 | $1,555,811 | 0.03% |
ENVESTNET ASSET MANAGEMENT INC | 1,296,701 | $86,853,059 | 0.03% |
Wealthspire Advisors, LLC | 34,701 | $2,324,275 | 0.03% |
First Pacific Financial | 1,652 | $110,648 | 0.03% |
Waverly Advisors, LLC | 21,682 | $1,452,228 | 0.03% |
Fortis Advisors, LLC | 618 | $41,394 | 0.03% |
PARTHENON LLC | 3,254 | $217,953 | 0.03% |
Advisor OS, LLC | 3,797 | $254,366 | 0.03% |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 421,374 | $28,223,545 | 0.03% |
Cerity Partners LLC | 161,242 | $10,800,836 | 0.03% |
IFP Advisors, Inc | 10,100 | $676,499 | 0.03% |
SeaCrest Wealth Management, LLC | 3,530 | $236,454 | 0.03% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 168,639 | $11,295,433 | 0.03% |
PATTEN & PATTEN INC/TN | 5,606 | $375,490 | 0.03% |
American Capital Advisory, LLC | 584 | $36,186 | 0.03% |
EVERGREEN CAPITAL MANAGEMENT LLC | 10,741 | $722,831 | 0.03% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2024. To view SCHWAB STRATEGIC TR's shareholder history, click here.