SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |
| ACCESS FINANCIAL SERVICES, INC. | 628,427 | $31,798,383 | 19.04% |
| Scarborough Advisors, LLC | 1,548,705 | $78,364,498 | 19.04% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,833,370 | $92,768,542 | 18.96% |
| MONEYWISE, INC. | 590,692 | $29,889,001 | 18.75% |
| DRAVO BAY LLC | 509,048 | $25,757,829 | 18.74% |
| Athena Investment Management | 476,654 | $24,118,669 | 17.27% |
| Standpoint Asset Management, LLC | 942,900 | $47,710,740 | 15.76% |
| Pillar Wealth Advisors, LLC | 353,018 | $17,862,713 | 15.46% |
| FIDELIS iM, LLC | 479,005 | $24,238 | 14.20% |
| Northeast Financial Group, Inc. | 443,123 | $22,421,999 | 13.78% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.