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 ↓
AJ WEALTH STRATEGIES, LLC 862,311$61,249,9322.96%
Brand Asset Management Group, Inc. 85,585$6,079,0922.90%
Leo H. Evart, Inc. 29,187$2,073,1712.88%
Acorn Wealth Advisors, LLC 59,268$4,209,7852.87%
Cape Investment Advisory, Inc. 72,238$5,131,0602.87%
FIRST NATIONAL CORP /MA/ /ADV 167,815$11,919,8822.83%
Family Investment Center, Inc. 61,665$4,380,0412.80%
IMA Wealth, Inc. 150,826$10,713,1802.75%
Gradient Capital Advisors, LLC 96,507$6,854,8922.75%
MONETA GROUP INVESTMENT ADVISORS LLC 1,744,189$123,889,7752.74%
Von Berge Wealth Management Group, LLC 45,519$3,233,2032.68%
Sculati Wealth Management, LLC 73,217$5,200,6042.62%
Trinity Legacy Partners, LLC 100,949$7,170,4302.51%
Ulland Investment Advisors, LLC 34,270$2,4342.50%
Fortis Capital Management LLC 99,021$7,033,4762.48%
Prime Capital Investment Advisors, LLC 1,751,855$124,434,2522.45%
Missouri Trust & Investment Co 60,958$4,329,8472.44%
EWG Elevate Inc. 81,126$5,762,4012.38%
RE Dickinson Investment Advisors, LLC 90,970$6,4622.37%
Paradigm, Strategies in Wealth Management, LLC 49,250$3,498,2042.37%
External links

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