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 ↓ |
|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP | 434,947 | $22,008,304 | 5.10% |
| Northwest Capital Management Inc | 253,815 | $12,843,025 | 4.96% |
| Red Door Wealth Management, LLC | 389,937 | $19,730,804 | 4.93% |
| Fund Evaluation Group, LLC | 1,060,174 | $53,645 | 4.77% |
| Black Diamond Financial, LLC | 293,602 | $14,856,258 | 4.57% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 325,906 | $16,490,864 | 4.44% |
| Jaffetilchin Investment Partners, LLC | 782,289 | $39,583,806 | 4.36% |
| Denver PWM, LLC | 197,887 | $9,968,562 | 4.17% |
| Carr Financial Group Corp | 202,423 | $10,398,477 | 4.11% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 369,333 | $18,688,229 | 4.06% |
| Vantage Financial Partners, LLC | 202,776 | $10,260,466 | 4.03% |
| American Trust | 1,028,270 | $52,030,460 | 4.03% |
| Consilium Wealth Advisory, LLC | 112,858 | $5,710,608 | 4.00% |
| Element Wealth, LLC | 108,536 | $5,491,900 | 3.96% |
| Red Tortoise LLC | 116,209 | $5,880,186 | 3.94% |
| Legacy Wealth Management, Inc | 887,026 | $44,883,516 | 3.92% |
| ETF Store, Inc. | 107,316 | $5,457,030 | 3.90% |
| CLEAR INVESTMENT RESEARCH, LLC | 43,266 | $2,189,260 | 3.80% |
| SWS Partners | 197,218 | $9,979,212 | 3.69% |
| MBA Advisors LLC | 118,530 | $5,997,600 | 3.68% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.