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 ↓
VALLEY NATIONAL ADVISERS INC 775,673$39,2496.86%
Burt Wealth Advisors 439,611$22,244,3176.83%
Advanced Asset Management Advisors Inc 563,400$28,508,0406.83%
Milestone Investment Advisors LLC 457,339$23,141,3616.58%
Barden Capital Management, Inc. 131,199$6,638,6786.46%
GUARDIAN WEALTH ADVISORS, LLC / NC 749,277$37,913,3996.45%
Fortis Capital Management LLC 408,846$20,687,6256.44%
R. W. Roge & Company, Inc. 175,803$8,5216.38%
Kohmann Bosshard Financial Services, LLC 714,010$36,128,8866.22%
COOPER/HAIMS ADVISORS, LLC 157,247$7,956,7186.19%
HANSEATIC MANAGEMENT SERVICES INC 65,539$3,316,2736.17%
D.B. Root & Company, LLC 312,401$15,807,5146.16%
Montis Financial, LLC 178,422$9,028,1536.05%
Seneca House Advisors 226,038$11,559,5606.01%
CASTLE WEALTH MANAGEMENT LLC 156,874$7,937,8185.66%
SHELTON WEALTH MANAGEMENT, LLC 139,609$7,064,2185.65%
BCS Wealth Management 266,509$13,4855.61%
Gleason Group, Inc. 399,766$20,228,1435.32%
Charles Schwab Trust Co 916,130$46,356,1785.22%
Leisure Capital Management 178,529$9,033,5565.19%
External links

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