SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |
| REBALANCE, LLC | 3,609,987 | $179,957,875 | 17.50% |
| Nalls Sherbakoff Group, LLC | 317,728 | $15,838,716 | 15.41% |
| AGILIS PARTNERS LLC | 847,959 | $42,271 | 15.22% |
| Evensky & Katz LLC | 3,562,639 | $177,598 | 15.17% |
| HHM Wealth Advisors, LLC | 1,525,091 | $76,025,773 | 14.85% |
| Strategic Financial Planning, Inc. | 314,865 | $15,696,001 | 14.46% |
| Cape Investment Advisory, Inc. | 505,930 | $25,220,633 | 14.29% |
| LGL PARTNERS, LLC | 1,537,497 | $76,644,237 | 13.44% |
| Summit Financial Strategies, Inc. | 1,399,133 | $69,746,794 | 13.29% |
| Bouchey Financial Group Ltd | 2,155,369 | $107,445,155 | 13.17% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.