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 ↓ |
---|---|---|---|
FORT PITT CAPITAL GROUP, LLC | 1,995,602 | $149,570,372 | 5.50% |
FORTE CAPITAL LLC /ADV | 492,378 | $36,903,766 | 5.32% |
Tradition Wealth Management, LLC | 632,436 | $45,451 | 5.31% |
Nadler Financial Group, Inc. | 471,766 | $35,358,896 | 5.17% |
Gemmer Asset Management LLC | 502,929 | $37,694,594 | 5.13% |
GPM Growth Investors, Inc. | 125,946 | $9,439,653 | 4.95% |
Mainsail Financial Group, LLC | 70,383 | $5,275,183 | 4.94% |
Systelligence, LLC | 206,522 | $15,478,824 | 4.89% |
GILL CAPITAL PARTNERS, LLC | 155,166 | $11,629,683 | 4.89% |
Ignite Planners, LLC | 162,106 | $12,026,653 | 4.62% |
PACES FERRY WEALTH ADVISORS, LLC | 80,741 | $6,051,533 | 4.54% |
LCNB CORP | 137,663 | $10,317,842 | 4.40% |
ARBOR TRUST WEALTH ADVISORS, LLC | 90,514 | $6,784,071 | 4.31% |
CRA Financial Services, LLC | 212,847 | $15,952,900 | 4.31% |
Safeguard Financial, LLC | 116,756 | $8,750 | 4.22% |
Peachtree Investment Partners, LLC | 120,854 | $9,057,997 | 4.14% |
PIERSHALE FINANCIAL GROUP, INC. | 85,301 | $6,393,310 | 4.07% |
ROVIN CAPITAL /UT/ /ADV | 117,988 | $8,843 | 3.95% |
Invst, LLC | 359,074 | $26,912,623 | 3.89% |
Strategic Family Wealth Counselors, L.L.C. | 112,113 | $8,402,840 | 3.86% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.