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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carolina Wealth Advisors, LLC | 54,043 | $3,838,674 | 2.31% |
| Relaxing Retirement Coach | 100,713 | $7,153,577 | 2.15% |
| Madden Advisory Services, Inc. | 46,790 | $3,323,479 | 2.15% |
| HBK Sorce Advisory LLC | 714,314 | $50,737,702 | 2.14% |
| Northwest Capital Management Inc | 71,846 | $5,103,211 | 2.14% |
| Powers Advisory Group, LLC | 44,179 | $3,138,019 | 2.08% |
| Blue Barn Wealth, LLC | 44,904 | $3,189,543 | 2.07% |
| Sage Investment Advisers LLC | 21,383 | $1,518,824 | 2.03% |
| GILL CAPITAL PARTNERS, LLC | 67,073 | $4,764,223 | 2.00% |
| ProVise Management Group, LLC | 311,156 | $22,101,402 | 2.00% |
| Kohmann Bosshard Financial Services, LLC | 161,717 | $11,486,788 | 1.98% |
| Element Wealth, LLC | 39,347 | $2,794,832 | 1.95% |
| First Capital Advisors Group, LLC. | 52,007 | $3,694,040 | 1.93% |
| ACAS, LLC | 20,079 | $1,426,189 | 1.92% |
| Towercrest Capital Management | 144,725 | $10,279,828 | 1.92% |
| Newman Dignan & Sheerar, Inc. | 87,058 | $6,183,750 | 1.91% |
| Essex LLC | 189,838 | $13,484,200 | 1.88% |
| RESTON WEALTH MANAGEMENT LLC | 55,055 | $3,910,589 | 1.86% |
| Black Diamond Financial, LLC | 88,078 | $6,256,169 | 1.85% |
| Gradient Investments LLC | 982,511 | $69,787,745 | 1.80% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.