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 ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 273,765 | $20,518,687 | 28.64% |
| Thrive Wealth Management, LLC | 1,270,877 | $95,252,205 | 24.66% |
| Northern Capital Management, Inc. | 406,857 | $30,493,966 | 23.18% |
| Angeles Investment Advisors, LLC | 3,409,300 | $255,527,035 | 21.54% |
| Marquette Asset Management, LLC | 1,123,058 | $84,173,207 | 20.88% |
| Financial Advisors, LLC | 950,253 | $71,221,486 | 16.97% |
| Legacy Financial Strategies, LLC | 666,337 | $49,941,969 | 16.70% |
| Fund Evaluation Group, LLC | 2,413,658 | $180,904 | 16.65% |
| Aspen Wealth Strategies, LLC | 277,729 | $20,815,761 | 15.81% |
| Avantax Planning Partners, Inc. | 5,272,310 | $395,159,670 | 15.71% |
| HHM Wealth Advisors, LLC | 1,111,601 | $83,314,469 | 15.62% |
| Triton Wealth Management, PLLC | 331,436 | $25,145,860 | 14.13% |
| Carlsbad Wealth Advisory Group, Inc. | 282,450 | $21,169,641 | 13.65% |
| Goepper Burkhardt LLC | 289,482 | $21,696,656 | 13.09% |
| Leo H. Evart, Inc. | 113,831 | $8,531,654 | 11.84% |
| UNIQUE WEALTH, LLC | 357,996 | $26,831,788 | 11.72% |
| Cornerstone Wealth Advisors, Inc. | 450,321 | $33,751,547 | 11.62% |
| MATHER GROUP, LLC. | 9,522,451 | $713,707,712 | 11.38% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 384,389 | $28,809,937 | 11.33% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 497,617 | $37,296,397 | 11.08% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.