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 ↓
Ashford Advisors, LLC 560,010$28,3368.90%
Ascension Capital Advisors, Inc. 304,580$15,411,7508.88%
Financial Management Professionals, Inc. 947,183$47,9278.43%
Compass Advisory Group LLC 314,581$15,917,7788.35%
MONETA GROUP INVESTMENT ADVISORS LLC 7,231,947$365,936,5028.31%
Buffington Mohr McNeal 718,003$36,330,9328.26%
Prosperity Wealth Management, Inc. 251,402$12,720,9188.19%
Morling Financial Advisors, LLC 162,318$8,213,2918.14%
Bangor Savings Bank 1,327,922$67,192,8448.00%
Provident Wealth Management, LLC 320,010$16,192,5297.87%
IMA Wealth, Inc. 596,790$30,197,5747.80%
Charles Schwab Investment Advisory, Inc. 96,278,687$4,871,701,5667.69%
Towercrest Capital Management 779,978$39,466,8627.68%
McGlone Suttner Wealth Management, Inc. 642,878$32,530,2907.54%
Matrix Trust Co 570,299$28,8577.53%
Curi Wealth Management, LLC 957,340$48,441,4297.43%
Newman Dignan & Sheerar, Inc. 441,865$22,358,3657.34%
VALICENTI ADVISORY SERVICES INC 422,185$21,3637.29%
MANCHESTER FINANCIAL INC 472,581$23,912,5887.03%
JMG Financial Group, Ltd. 2,844,087$143,910,7866.94%
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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.