SCHWAB STRATEGIC TR shareholders Q1 2023

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 776 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 ↓
John W. Brooker & Co., CPAs 88,133$5,958,6553.95%
Orcam Financial Group 39,181$2,6583.69%
HILLTOP WEALTH ADVISORS, LLC 67,520$4,581,2163.69%
Colorado Capital Management, Inc. 69,986$4,7483.68%
BLB&B Advisors, LLC 701,165$47,574,0713.54%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 99,145$6,726,9813.48%
MBA Advisors LLC 81,794$5,549,7113.46%
JMG Financial Group, Ltd. 1,001,573$67,9573.45%
Curi Wealth Management, LLC 353,160$23,961,9173.44%
DHJJ Financial Advisors, Ltd. 90,292$6,126,2913.32%
Alliance Wealth Management Group 144,247$9,787,1773.32%
Vantage Financial Partners, LLC 121,890$8,270,2663.29%
Financial Engines Advisors L.L.C. 17,837,252$1,210,257,5413.21%
Altus Wealth Group LLC 68,572$4,652,6293.13%
McCarthy Asset Management, Inc. 67,706$4,593,8403.12%
Peak Financial Management, Inc. 122,603$8,318,5803.09%
Spinnaker Investment Group, LLC 129,064$8,757,0233.08%
Strategic Family Wealth Counselors, L.L.C. 95,754$6,496,9223.08%
Beacon Bridge Wealth Partners, LLC 75,357$5,112,9933.07%
Asset Management Group, Inc. 199,458$13,533,2223.02%
External links

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