SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 325,369 | $21,204,298 | 41.34% |
| Thrive Wealth Management, LLC | 1,387,577 | $90,428,403 | 23.18% |
| Fund Evaluation Group, LLC | 3,052,438 | $198,927 | 21.52% |
| Northern Capital Management, Inc. | 357,229 | $23,280,588 | 19.95% |
| Transparent Wealth Partners LLC | 414,629 | $27,021,353 | 19.75% |
| Marquette Asset Management, LLC | 1,139,407 | $74,255,163 | 19.73% |
| Financial Advisors, LLC | 947,003 | $61,716,196 | 15.63% |
| Legacy Financial Strategies, LLC | 645,728 | $42,082,112 | 15.60% |
| Avantax Planning Partners, Inc. | 5,629,421 | $366,869,397 | 14.90% |
| Aspen Wealth Strategies, LLC | 292,072 | $19,034,302 | 14.76% |
| HHM Wealth Advisors, LLC | 1,099,921 | $71,681,883 | 14.64% |
| Triton Wealth Management, PLLC | 314,326 | $22,782,352 | 13.97% |
| Goepper Burkhardt LLC | 282,085 | $18,383,479 | 12.03% |
| MATHER GROUP, LLC. | 9,532,596 | $621,239,296 | 11.04% |
| Leo H. Evart, Inc. | 115,009 | $7,495,140 | 10.94% |
| Paradigm, Strategies in Wealth Management, LLC | 213,088 | $13,886,965 | 10.93% |
| UNIQUE WEALTH, LLC | 342,310 | $22,308,346 | 10.81% |
| Cornerstone Wealth Advisors, Inc. | 453,128 | $29,530,373 | 10.73% |
| Mokosak Advisory Group, LLC | 373,187 | $24,322,704 | 10.36% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 175,276 | $11,422,768 | 9.82% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.