SCHWAB STRATEGIC TR shareholders Q2 2023

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.

SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Empower Advisory Group, LLC 5,495$390,3100.00%
Peachtree Investment Partners, LLC 71$5,0430.00%
SIGNATUREFD, LLC 1,364$96,8850.00%
Glassman Wealth Services 201$14,2770.00%
City State Bank 42$30.00%
MORGAN STANLEY 334,630$23,768,8310.00%
GOLDMAN SACHS GROUP INC 160,240$11,381,8470.00%
CARDIFF PARK ADVISORS, LLC 250$17,7580.00%
HM PAYSON & CO 1,000$71,0550.00%
LAZARD ASSET MANAGEMENT LLC 17,868$1,2690.00%
REGIONS FINANCIAL CORP 3,948$280,4270.00%
LGT Financial Advisors LLC 18$1,2490.00%
Betterment LLC 3,966$2820.00%
WASHINGTON TRUST Co 271$19,2490.00%
ROYAL BANK OF CANADA 50,968$3,620,0000.00%
Archer Investment Corp 20$1,4210.00%
VALLEY WEALTH MANAGERS, INC. 219$15,5560.00%
Blue Trust, Inc. 938$640.00%
BOK Financial Private Wealth, Inc. 168$11,9340.00%
Coppell Advisory Solutions LLC 72$5,0760.00%
External links

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