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 ↓ |
---|---|---|---|
RHS Financial, LLC | 123,090 | $6,136,027 | 4.29% |
SNS Financial Group, LLC | 646,278 | $32,216,950 | 4.25% |
Ashford Advisors, LLC | 270,644 | $13,492 | 4.24% |
Bond & Devick Financial Network, Inc. | 132,024 | $6,581,420 | 4.23% |
Trellis Advisors, LLC | 182,584 | $9,101,802 | 4.16% |
Seed Wealth Management, Inc. | 73,461 | $3,662,031 | 4.12% |
Wilson & Boucher Capital Management, LLC | 85,484 | $4,261,359 | 4.05% |
Buckingham Capital Management, Inc. | 528,490 | $26,345,219 | 4.01% |
American Investment Services, Inc. | 370,780 | $18,483,382 | 3.95% |
Compass Advisory Group LLC | 150,753 | $7,515,016 | 3.94% |
Beacon Wealthcare LLC | 147,934 | $7,374,505 | 3.90% |
Avant Capital LLC | 65,540 | $3,267,147 | 3.74% |
Spinnaker Investment Group, LLC | 222,569 | $11,095,084 | 3.73% |
Elgethun Capital Management | 241,890 | $12,051,100 | 3.64% |
Strategic Advisors LLC | 369,454 | $18,417,323 | 3.63% |
IMA Wealth, Inc. | 279,757 | $13,945,868 | 3.60% |
Meridian Wealth Partners, LLC | 345,430 | $17,219,665 | 3.59% |
Carmichael Hill & Associates, Inc. | 156,063 | $7,779,764 | 3.58% |
EWG Elevate Inc. | 157,816 | $7,867,104 | 3.56% |
Everhart Financial Group, Inc. | 167,052 | $8,327,537 | 3.53% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.