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 ↓
AHL INVESTMENT MANAGEMENT, INC. 78,137$3,895,1223.47%
Accredited Investors Inc. 924,555$46,089,0543.46%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 148,042$7,379,9163.36%
WBH ADVISORY INC 542,228$27,030,0893.32%
D.B. Root & Company, LLC 167,207$8,335,2743.25%
VALICENTI ADVISORY SERVICES INC 187,631$9,3533.19%
Successful Portfolios LLC 70,659$3,522,3743.12%
Milestone Investment Advisors LLC 216,699$10,802,4263.07%
Winthrop Advisory Group LLC 372,937$18,590,9203.05%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 222,141$11,073,7272.98%
ROCKY MOUNTAIN ADVISERS, LLC 122,403$6,101,7842.98%
Caprock Group, LLC 786,532$39,208,6252.97%
Horan Capital Advisors, LLC. 147,715$7,363,6052.96%
Great Lakes Retirement, Inc. 315,203$15,712,8582.83%
Roble, Belko & Company, Inc 276,880$13,8022.82%
Regis Management CO LLC 161,387$8,0452.75%
TrinityPoint Wealth, LLC 272,631$13,590,6352.71%
Garrison Asset Management, LLC 87,353$4,3552.66%
NORTH STAR ASSET MANAGEMENT INC 908,611$45,294,2832.60%
Cordant, Inc. 75,104$3,743,9232.47%
External links

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