SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |
| IVC Wealth Advisors LLC | 189,965 | $12,245,145 | 8.19% |
| MARSHALL FINANCIAL GROUP INC /ADV | 298,241 | $19,224,625 | 7.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 227,831 | $14,686,012 | 7.71% |
| Cape Investment Advisory, Inc. | 199,858 | $12,882,876 | 7.30% |
| Goepper Burkhardt LLC | 182,420 | $11,758,793 | 7.17% |
| Krilogy Financial LLC | 1,108,278 | $71,439,589 | 6.54% |
| Vista Private Wealth Partners. LLC | 217,103 | $13,817,093 | 5.78% |
| Noble Family Wealth, LLC | 240,854 | $15,525,449 | 5.24% |
| LOWERY THOMAS, LLC | 82,241 | $5,301,244 | 5.07% |
| SHEPHERD KAPLAN KROCHUK, LLC | 87,129 | $5,616,309 | 4.88% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.