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 ↓
FORVIS Wealth Advisors, LLC 1,628,976$81,204,4322.45%
Opes Wealth Management LLC 176,933$8,820,1392.44%
Silver Oak Advisory Group, Inc. 75,099$3,7432.42%
HBK Sorce Advisory LLC 1,072,768$53,477,5022.35%
VALLEY NATIONAL ADVISERS INC 266,887$13,3052.32%
Gemmer Asset Management LLC 343,115$17,104,2962.31%
Peak Financial Management, Inc. 126,027$6,282,4532.29%
Brooklyn FI, LLC 84,538$4,214,2192.27%
Cassady Schiller Wealth Management, LLC 81,389$4,057,2272.25%
Column Capital Advisors, LLC 302,882$15,098,6532.22%
James J. Burns & Company, LLC 165,719$8,2612.22%
Jaffetilchin Investment Partners, LLC 400,674$19,973,5942.20%
Strategic Family Wealth Counselors, L.L.C. 91,133$4,542,9872.18%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 247,756$12,350,6442.11%
C M BIDWELL & ASSOCIATES LTD 54,481$2,715,8682.07%
Legacy Private Trust Co. 481,156$23,985,6262.06%
BALLAST ADVISORS LLC 102,849$5,127,0442.04%
WFA of San Diego, LLC 39,562$1,972,1662.04%
Cypress Point Wealth Management, LLC 46,110$2,298,5712.02%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 424,146$21,143,7031.94%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.