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 ↓
Curbstone Financial Management Corp 182,670$12,394,1593.02%
Cape Investment Advisory, Inc. 72,717$4,933,8393.01%
Missouri Trust & Investment Co 67,795$4,599,8912.97%
Arrowroot Family Office, LLC 51,225$3,475,6242.97%
Brand Asset Management Group, Inc. 86,213$5,849,5652.95%
AJ WEALTH STRATEGIES, LLC 834,498$56,620,6772.95%
Leo H. Evart, Inc. 29,761$2,019,2842.95%
Courage Miller Partners, LLC 102,397$6,947,6562.94%
Family Investment Center, Inc. 62,729$4,256,1802.92%
Acorn Wealth Advisors, LLC 58,294$3,955,2172.92%
EWG Elevate Inc. 97,297$6,601,6012.82%
Ulland Investment Advisors, LLC 34,900$2,3682.78%
Von Berge Wealth Management Group, LLC 45,332$3,074,0172.75%
Gradient Capital Advisors, LLC 94,366$6,402,7332.72%
FIRST NATIONAL CORP /MA/ /ADV 167,248$11,347,7892.70%
IMA Advisory Services, Inc. 151,714$10,293,7952.66%
Sculati Wealth Management, LLC 73,497$4,986,7712.65%
Affinity Capital Advisors, LLC 123,828$8,401,7182.61%
Fortis Capital Management LLC 93,915$6,372,1372.58%
MONETA GROUP INVESTMENT ADVISORS LLC 1,565,301$106,205,6802.55%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.