SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |
| Fragasso Group Inc. | 1,016,139 | $68,772,291 | 7.23% |
| PRING TURNER CAPITAL GROUP INC | 125,446 | $8,490,185 | 7.11% |
| Opal Wealth Advisors, LLC | 171,032 | $11,575,456 | 6.77% |
| Sightline Wealth Advisors, LLC | 106,054 | $7,177,760 | 6.70% |
| Harbor Group, Inc. | 169,201 | $11,451,519 | 6.45% |
| Summit Asset Management, LLC | 348,574 | $23,591,476 | 6.41% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 121,536 | $8,225,556 | 6.06% |
| MANCHESTER FINANCIAL INC | 292,566 | $19,800,834 | 5.82% |
| MARSHALL FINANCIAL GROUP INC /ADV | 206,394 | $13,968,735 | 5.69% |
| Northern Capital Management, Inc. | 89,324 | $6,045,450 | 5.64% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.