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 ↓ |
|---|---|---|---|
| Powers Advisory Group, LLC | 400,073 | $20,243,696 | 13.76% |
| Courage Miller Partners, LLC | 660,754 | $33,434,170 | 13.71% |
| Apriem Advisors | 1,775,773 | $89,854,114 | 13.17% |
| MORRIS FINANCIAL CONCEPTS, INC. | 384,570 | $19,459,242 | 12.93% |
| Veery Capital, LLC | 523,790 | $26,503,781 | 12.90% |
| Koesten, Hirschmann & Crabtree, INC. | 312,980 | $15,836,755 | 12.41% |
| Sutton Wealth Advisors Inc. | 470,392 | $23,801,852 | 11.71% |
| WEALTHSOURCE PARTNERS, LLC | 3,345,078 | $169,260,940 | 11.56% |
| McAdam, LLC | 2,777,362 | $140,534,527 | 11.52% |
| Meridian Wealth Partners, LLC | 1,059,541 | $53,612,794 | 11.16% |
| St. Johns Investment Management Company, LLC | 381,431 | $19,300,409 | 11.01% |
| RIVERSEDGE ADVISORS, LLC | 681,635 | $34,490,719 | 10.17% |
| Marcum Wealth, LLC | 1,659,616 | $83,976,550 | 10.10% |
| Pinkerton Retirement Specialists, LLC | 906,440 | $45,865,875 | 9.97% |
| BROWN WEALTH MANAGEMENT, LLC | 411,437 | $20,818,698 | 9.91% |
| RKL Wealth Management LLC | 1,592,134 | $80,561,961 | 9.86% |
| BALLAST ADVISORS LLC | 475,912 | $24,081,165 | 9.60% |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 406,271 | $20,557,325 | 9.37% |
| MARSHALL FINANCIAL GROUP INC /ADV | 451,881 | $22,865,156 | 9.32% |
| Sage Financial Management Group, Inc. | 296,141 | $14,985 | 9.01% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.