SCHWAB STRATEGIC TR shareholders Q2 2023

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.

SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 775,945$52,058,08220.58%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 820,165$55,024,89616.35%
Northern Capital Management, Inc. 316,496$21,233,69216.14%
Financial Advisors, LLC 878,656$58,949,05014.05%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 429,290$28,801,05711.33%
Avantax Planning Partners, Inc. 4,247,312$284,952,13011.33%
Gemmer Asset Management LLC 1,238,841$83,113,89911.30%
Carlsbad Wealth Advisory Group, Inc. 260,219$17,458,08211.26%
MATHER GROUP, LLC. 9,209,534$617,867,6409.85%
BALLAST ADVISORS LLC 384,273$25,780,9059.71%
GenWealth Group, Inc. 430,897$28,908,8588.32%
IVC Wealth Advisors LLC 188,476$12,644,8758.01%
MARSHALL FINANCIAL GROUP INC /ADV 306,902$20,590,0517.89%
Spectrum Asset Management, Inc. (NB/CA) 235,552$15,803,2137.86%
Cape Investment Advisory, Inc. 199,566$13,388,8847.48%
Goepper Burkhardt LLC 183,271$12,295,6517.42%
Krilogy Financial LLC 1,121,841$75,264,3336.77%
Northwest Quadrant Wealth Management, LLC 329,059$22,076,5816.10%
Forbes Financial Planning, Inc. 94,020$6,307,8046.09%
Vista Private Wealth Partners. LLC 214,500$14,369,3505.95%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.