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 ↓
PANORAMIC INVESTMENT ADVISORS, LLC 25,930$1,292,6211.19%
Rappaport Reiches Capital Management, LLC 55,649$2,774,0791.17%
Avior Wealth Management, LLC 341,524$17,025,0171.15%
FINANCIAL CONSULATE, INC 52,007$2,592,5551.14%
Morling Financial Advisors, LLC 23,161$1,154,5761.14%
Rosenberg Matthew Hamilton 68,913$3,435,2941.14%
Guardian Wealth Management, Inc. 24,043$1,198,5681.12%
OPUS INVESTMENT MANAGEMENT INC 36,520$1,820,5221.12%
Firestone Capital Management 63,787$3,179,7581.09%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 59,914$2,986,7261.08%
Seaside Wealth Management, Inc. 42,064$2,096,8891.07%
Betterment LLC 6,735,205$335,7501.06%
AMI INVESTMENT MANAGEMENT INC 46,785$2,332,2331.05%
Ellevest, Inc. 271,488$13,533,6881.04%
OneAscent Financial Services LLC 80,009$3,9881.04%
Apriem Advisors 140,338$6,995,8581.02%
Red Door Wealth Management, LLC 80,537$4,014,7461.00%
Bigelow Investment Advisors, LLC 34,968$1,743,1551.00%
Spectrum Asset Management, Inc. (NB/CA) 38,130$1,900,7991.00%
Acorn Wealth Advisors, LLC 29,604$1,475,7730.98%
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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.