SCHWAB STRATEGIC TR shareholders Q2 2023

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 775 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 ↓
Gradient Investments LLC 982,511$69,787,7451.80%
BerganKDV Wealth Management, LLC 252,105$17,906,9951.79%
Affinity Capital Advisors, LLC 92,935$6,601,1421.79%
Nadler Financial Group, Inc. 172,151$12,227,8861.79%
Bangor Savings Bank 219,802$15,612,5591.77%
Beacon Bridge Wealth Partners, LLC 48,372$3,435,8291.76%
Asset Advisors Investment Management, LLC 191,926$13,632,5041.74%
VALLEY NATIONAL ADVISERS INC 144,648$10,2761.73%
Safeguard Financial, LLC 49,553$3,5191.70%
SAGE FINANCIAL GROUP INC 223,879$15,902,1571.68%
Campbell Wealth Management 261,955$18,6071.68%
PCA Investment Advisory Services Inc. 39,366$2,796,1761.67%
CLEAR INVESTMENT RESEARCH, LLC 13,691$972,4721.63%
LifeSteps Financial, Inc. 23,139$1,643,5341.62%
LexAurum Advisors, LLC 75,324$5,350,2531.61%
Everhart Financial Group, Inc. 54,803$3,892,8431.61%
FAS Wealth Partners, Inc. 177,065$12,576,9351.59%
Crescent Sterling, Ltd. 23,575$1,674,5321.59%
Pacific Sage Partners, LLC 75,186$5,340,4781.58%
Strategic Financial Planning, Inc. 24,728$1,756,4601.56%
External links

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