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 ↓
Providence Wealth Advisors, LLC 49,761$3,368,8022.49%
Northwest Capital Management Inc 71,880$4,877,0572.37%
Paradigm, Strategies in Wealth Management, LLC 44,046$2,988,5302.35%
STABLEFORD CAPITAL II LLC 48,794$3,2012.29%
Relaxing Retirement Coach 101,150$6,863,1392.29%
Madden Advisory Services, Inc. 45,989$3,120,3512.19%
Trinity Legacy Partners, LLC 84,896$5,760,2122.16%
ProVise Management Group, LLC 331,217$22,473,1162.15%
Campbell Wealth Management 252,079$17,1042.14%
Sage Investment Advisers LLC 23,596$1,600,9592.14%
Carolina Wealth Advisors, LLC 53,401$3,623,2582.12%
RE Dickinson Investment Advisors, LLC 90,203$6,1202.07%
Revolve Wealth Partners, LLC 119,539$8,110,7302.06%
APPLETON GROUP, LLC 15,497$1,051,4722.05%
HBK Sorce Advisory LLC 662,429$44,945,8332.04%
Powers Advisory Group, LLC 42,938$2,913,3652.04%
Towercrest Capital Management 144,247$9,787,1772.04%
Element Wealth, LLC 39,473$2,678,2502.00%
GILL CAPITAL PARTNERS, LLC 65,825$4,466,2302.00%
ACAS, LLC 20,404$1,384,4181.98%
External links

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