SCHWAB STRATEGIC TR shareholders Q3 2023

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%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
WBH ADVISORY INC 287,442$14,544,5491.78%
MinichMacGregor Wealth Management, LLC 103,788$5,251,6731.74%
PLANNING ALTERNATIVES LTD /ADV 172,908$8,749,1471.70%
American Money Management, LLC 130,687$6,612,7411.69%
Rosenberg Matthew Hamilton 98,703$4,994,3891.66%
Triangle Securities Wealth Management 91,829$4,646,5501.65%
HARBOUR INVESTMENTS, INC. 645,660$32,670,3971.64%
HANTZ FINANCIAL SERVICES, INC. 94,752$4,7941.60%
Missouri Trust & Investment Co 69,180$3,500,5081.58%
Asset Dedication, LLC 360,599$18,2581.56%
Allen Capital Group, LLC 170,500$8,622,1991.53%
PACES FERRY WEALTH ADVISORS, LLC 38,036$1,924,6301.53%
Beacon Pointe Advisors, LLC 2,395,039$121,189,0911.51%
CCG WEALTH MANAGEMENT, LLC 44,719$2,262,7621.48%
CVA Family Office, LLC 128,053$6,479,4711.48%
CHOREO, LLC 820,325$41,508,4461.47%
Peak Financial Management, Inc. 79,540$4,024,7151.46%
OUTFITTER FINANCIAL LLC 29,995$1,517,7471.43%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 162,940$8,244,7421.41%
Eagle Capital Management, LLC 50,030$2,5321.39%
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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.