SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 10,128,996 | $526,809,082 | 96.40% |
| Financial Architects, LLC | 572,338 | $29,767,299 | 20.24% |
| LifeGuide Financial Advisors, LLC | 685,788 | $35,667,832 | 17.33% |
| Sensible Financial Planning & Management, LLC. | 1,470,342 | $76,472 | 16.52% |
| Joseph Group Capital Management | 497,684 | $25,884,545 | 13.44% |
| Carolina Wealth Advisors, LLC | 395,605 | $20,575,435 | 10.09% |
| Cerity Partners OCIO LLC | 2,508,540 | $130,469,166 | 9.99% |
| Walker Financial Services, Inc. | 242,499 | $12,612,363 | 9.86% |
| OIKOS HOLDINGS LLC | 734,367 | $38,194,428 | 9.05% |
| ZynergyRetirementPlanningLLC | 196,032 | $10,195,624 | 7.80% |
| Navalign, LLC | 452,865 | $23,553,516 | 7.43% |
| LINCOLN NATIONAL CORP | 4,087,949 | $212,614,227 | 7.19% |
| Elm Partners Management LLC | 1,756,878 | $91,375,229 | 7.02% |
| Greenline Partners, LLC | 878,313 | $45,303,397 | 6.90% |
| MARSHALL FINANCIAL GROUP INC /ADV | 399,730 | $20,789,932 | 6.75% |
| Two West Capital Advisors LLC | 131,077 | $6,817,328 | 6.51% |
| Matrix Trust Co | 552,036 | $28,711 | 6.48% |
| Jasper Ridge Partners, L.P. | 3,712,494 | $193,086,813 | 6.25% |
| Bakala Capital Management LLC | 14,563 | $757,431 | 5.46% |
| BlueSky Wealth Advisors, LLC | 612,747 | $31,868,957 | 5.36% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2024. To view SCHWAB STRATEGIC TR's shareholder history, click here.