SCHWAB STRATEGIC TR shareholders Q1 2023

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.

SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Omega Financial Group, LLC 166,697$11,310,3995.22%
ARBOR TRUST WEALTH ADVISORS, LLC 116,320$7,892,3225.19%
HORIZON FINANCIAL SERVICES, LLC 88,846$6,028,2265.16%
St. Johns Investment Management Company, LLC 129,252$8,769,7485.09%
Elwood & Goetz Wealth Advisory Group, LLC 308,147$20,907,7754.99%
RKL Wealth Management LLC 581,890$39,481,2194.99%
Prime Capital Investment Advisors, LLC 1,630,424$110,624,2384.55%
Tiller Private Wealth, Inc. 119,410$8,101,9694.54%
LINCOLN CAPITAL CORP 115,145$7,812,5974.53%
High Note Wealth, LLC 156,617$10,626,4504.38%
Moisand Fitzgerald Tamayo, LLC 300,010$20,355,7104.35%
PRING TURNER CAPITAL GROUP INC 64,217$4,357,1234.32%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 72,939$4,948,9104.25%
Rainsberger Wealth Advisors, Inc. 105,580$7,163,5964.25%
Gemmer Asset Management LLC 427,492$29,005,3634.24%
Nadler Financial Group, Inc. 382,134$25,927,7674.13%
Sage Financial Management Group, Inc. 74,944$5,0854.10%
Milestone Investment Advisors LLC 191,558$12,997,1884.01%
Triangle Securities Wealth Management 164,582$11,166,8933.99%
Buckingham Capital Management, Inc. 364,066$24,701,8983.95%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.