SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 922 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 366,247 | $27,453,686 | 10.85% |
| Family Asset Management, LLC | 210,238 | $15,757,304 | 10.64% |
| Paradigm, Strategies in Wealth Management, LLC | 206,092 | $15,446,575 | 10.45% |
| Harbor Group, Inc. | 245,170 | $18,375,517 | 10.17% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 165,980 | $12,440,196 | 10.08% |
| MARSHALL FINANCIAL GROUP INC /ADV | 341,243 | $25,576,148 | 9.80% |
| Brio Consultants, LLC | 718,752 | $53,870,463 | 9.74% |
| Kelman-Lazarov, Inc. | 530,692 | $39,775,353 | 9.56% |
| McAdam, LLC | 1,544,441 | $115,755,825 | 9.55% |
| Provident Wealth Management, LLC | 248,772 | $18,645,471 | 9.18% |
| Clay Northam Wealth Management, LLC | 128,579 | $9,636,996 | 9.17% |
| Capital Planning LLC | 279,864 | $20,975,791 | 8.18% |
| FSC Wealth Advisors, LLC | 119,882 | $8,985,152 | 8.08% |
| TOTAL INVESTMENT MANAGEMENT INC | 812,919 | $60,928,314 | 7.90% |
| Denver PWM, LLC | 248,398 | $18,604,977 | 7.70% |
| LOWERY THOMAS, LLC | 104,081 | $7,800,877 | 7.67% |
| B&D White Capital Company, LLC | 289,430 | $21,692,778 | 7.49% |
| Northeast Financial Group, Inc. | 155,061 | $11,621,995 | 7.45% |
| Compass Advisory Group LLC | 185,672 | $13,916,151 | 7.34% |
| BALLAST ADVISORS LLC | 257,559 | $19,304,084 | 7.27% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.