SCHWAB STRATEGIC TR shareholders Q3 2023

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%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
RHS Financial, LLC 123,090$6,136,0274.29%
SNS Financial Group, LLC 646,278$32,216,9504.25%
Ashford Advisors, LLC 270,644$13,4924.24%
Bond & Devick Financial Network, Inc. 132,024$6,581,4204.23%
Trellis Advisors, LLC 182,584$9,101,8024.16%
Seed Wealth Management, Inc. 73,461$3,662,0314.12%
Wilson & Boucher Capital Management, LLC 85,484$4,261,3594.05%
Buckingham Capital Management, Inc. 528,490$26,345,2194.01%
American Investment Services, Inc. 370,780$18,483,3823.95%
Compass Advisory Group LLC 150,753$7,515,0163.94%
Beacon Wealthcare LLC 147,934$7,374,5053.90%
Avant Capital LLC 65,540$3,267,1473.74%
Spinnaker Investment Group, LLC 222,569$11,095,0843.73%
Elgethun Capital Management 241,890$12,051,1003.64%
Strategic Advisors LLC 369,454$18,417,3233.63%
IMA Wealth, Inc. 279,757$13,945,8683.60%
Meridian Wealth Partners, LLC 345,430$17,219,6653.59%
Carmichael Hill & Associates, Inc. 156,063$7,779,7643.58%
EWG Elevate Inc. 157,816$7,867,1043.56%
Everhart Financial Group, Inc. 167,052$8,327,5373.53%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.