SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
| Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
| Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
| Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
| Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
| Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
| Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
| Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
| Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
| HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |
| WIN ADVISORS, INC | 377,558 | $27,456,257 | 13.45% |
| Goepper Burkhardt LLC | 293,888 | $21,371,523 | 13.04% |
| Leo H. Evart, Inc. | 111,026 | $8,073,790 | 12.39% |
| MATHER GROUP, LLC. | 9,424,150 | $685,324,201 | 12.17% |
| Cornerstone Wealth Advisors, Inc. | 447,385 | $32,533,860 | 11.47% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 385,640 | $28,043,751 | 11.28% |
| RE Dickinson Investment Advisors, LLC | 219,573 | $15,967 | 11.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 523,879 | $38,096,499 | 11.01% |
| Mokosak Advisory Group, LLC | 358,203 | $26,050,786 | 10.59% |
| Family Asset Management, LLC | 196,711 | $14,304,818 | 10.55% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.