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 ↓
Joseph P. Lucia & Associates, LLC 38,195$1,932,6671.35%
STEVENS CAPITAL PARTNERS 32,998$1,669,6831.34%
Ulland Investment Advisors, LLC 24,082$1,2191.34%
NOTTINGHAM ADVISORS, INC. 170,997$8,652,4691.34%
Tortoise Investment Management, LLC 177,277$8,970,2121.34%
Avant Capital LLC 22,563$1,141,6791.30%
Integrated Wealth Concepts LLC 1,453,371$73,540,5521.30%
Walkner Condon Financial Advisors LLC 96,589$4,887,9631.30%
Cross Staff Investments Inc 26,085$1,319,8901.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,755,139$392,410,0171.29%
Transamerica Financial Advisors, Inc. 184,015$9,3121.26%
PETRA FINANCIAL ADVISORS INC 29,442$1,489,7651.24%
FinDec Wealth Services, Inc. 33,975$1,719,1481.24%
Vise Technologies, Inc. 99,647$5,042,1371.24%
VAN STRUM & TOWNE INC. 57,396$2,904,2201.22%
SENTINEL PENSION ADVISORS INC 98,484$4,983,2891.22%
Lee Financial Co 125,659$6,358,3461.18%
Next Capital Management LLC 51,780$2,620,1081.17%
Worth Asset Management, LLC 28,676$1,451,0051.17%
Rainsberger Wealth Advisors, Inc. 37,607$1,902,9241.17%
External links

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