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 ↓
VISTA CAPITAL PARTNERS, INC. 192,134$9,577,8871.43%
Blueprint Investment Partners LLC 88,784$4,425,8821.42%
Red Tortoise LLC 41,157$2,051,6991.38%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 363,229$18,106,9491.34%
Aspire Capital Advisors LLC 57,869$2,884,7521.31%
Tanglewood Wealth Management, Inc. 155,021$7,727,7771.31%
MBA Advisors LLC 42,578$2,122,4991.30%
Ballentine Partners, LLC 1,104,469$55,057,7801.29%
Barden Capital Management, Inc. 26,635$1,327,7551.29%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 916,702$45,697,6151.28%
Roundview Capital LLC 255,177$12,720,5561.28%
Sharkey, Howes & Javer 133,362$6,648,0961.27%
Circle Wealth Management, LLC 1,025,197$51,106,0801.27%
Exchange Bank 26,163$1,304,2261.25%
Vivaldi Capital Management LP 76,164$3,796,7901.24%
CVA Family Office, LLC 108,829$5,425,1231.24%
Lokken Investment Group LLC 37,723$1,880,4681.23%
Ironwood Wealth Management, LLC. 60,195$3,000,7211.22%
Strategic Financial Concepts, LLC 71,890$3,583,7041.21%
DHJJ Financial Advisors, Ltd. 47,204$2,353,1201.20%
External links

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