SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 27 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON PARTNERS INC/MA | 661,842 | $37,328 | 3.01% |
| VERITY Wealth Advisors | 45,202 | $2,549,393 | 2.19% |
| Anchor Investment Management, LLC | 300,036 | $16,922,012 | 1.94% |
| Curbstone Financial Management Corp | 84,400 | $4,760,160 | 1.08% |
| B.O.S.S. Retirement Advisors, LLC | 56,672 | $2,867,642 | 0.65% |
| Compass Financial Group, INC/SD | 27,847 | $1,570,572 | 0.42% |
| McAlister, Sweet & Associates, Inc. | 4,041 | $227,912 | 0.21% |
| CGN Advisors LLC | 25,113 | $1,416,374 | 0.20% |
| WealthPLAN Partners, LLC | 32,213 | $1,816,813 | 0.19% |
| GILL CAPITAL PARTNERS, LLC | 7,676 | $432,908 | 0.18% |
| GoalVest Advisory LLC | 7,100 | $400,440 | 0.18% |
| FC Advisory LLC | 6,451 | $363,840 | 0.14% |
| Modus Advisors, LLC | 5,820 | $328,248 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 4,204 | $237,106 | 0.12% |
| Parkside Advisors LLC | 7,581 | $427,578 | 0.12% |
| Lowe Wealth Advisors, LLC | 3,222 | $181,721 | 0.09% |
| Bartlett & Co. LLC | 89,797 | $5,083 | 0.08% |
| Global Wealth Strategies & Associates | 3,484 | $196,489 | 0.08% |
| Fragasso Group Inc. | 10,463 | $590,097 | 0.05% |
| Capital Investment Advisors, LLC | 12,320 | $694,866 | 0.02% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q4 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.