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 ↓
Intelligence Driven Advisers, LLC 220,431$10,887,0761.93%
Wade Financial Advisory, Inc 89,578$4,465,4451.91%
Joseph P. Lucia & Associates, LLC 54,625$2,723,0641.90%
HB Wealth Management, LLC 2,344,912$116,893,8431.89%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 91,173$4,544,9861.77%
WHITENER CAPITAL MANAGEMENT, INC. 86,018$4,287,9971.72%
Liberty Capital Management, Inc. 115,653$5,765,3021.70%
McCarthy Asset Management, Inc. 46,410$2,313,5551.70%
PrairieView Partners, LLC 246,540$12,2901.67%
Towercrest Capital Management 170,270$8,487,9631.65%
Avalon Advisory Group 55,916$2,787,4131.64%
Values Added Financial LLC 35,758$1,782,5191.63%
Curbstone Financial Management Corp 130,584$6,509,6121.61%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 78,584$3,917,4151.58%
Family Firm, Inc. 108,748$5,421,1001.52%
BCWM, LLC 82,391$4,107,1711.50%
Benchmark Wealth Management, LLC 46,539$2,319,9551.48%
Chesapeake Wealth Management 70,521$3,515,4711.47%
John W. Brooker & Co., CPAs 46,395$2,312,7921.46%
Tradition Wealth Management, LLC 245,541$12,2401.46%
External links

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