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 ↓
Clearwater Capital Advisors, LLC 122,447$8,697,4181.04%
National Wealth Management Group, LLC 13,659$984,9341.02%
Murphy, Middleton, Hinkle & Parker, Inc. 22,838$1,622,1751.01%
Anchor Investment Management, LLC 109,290$7,762,8550.99%
CONTINENTAL INVESTORS SERVICES, INC. 11,506$834,2380.99%
Procyon Advisors, LLC 109,506$7,778,2350.98%
Creative Planning 10,267,889$729,328,1620.97%
Revolve Wealth Partners, LLC 57,796$4,105,2180.96%
LOWERY THOMAS, LLC 13,617$967,2160.95%
Armor Investment Advisors, LLC 21,946$1,558,8240.94%
SkyView Investment Advisors, LLC 52,007$3,6940.92%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 48,385$3,436,8210.91%
Jackson Creek Investment Advisors LLC 31,745$2,2550.90%
Sutton Wealth Advisors Inc. 25,869$1,837,5020.89%
COLLECTIVE FAMILY OFFICE LLC 31,742$2,254,6170.88%
Marquette Asset Management, LLC 47,368$3,364,5560.84%
EXENCIAL WEALTH ADVISORS, LLC 255,622$18,156,7710.83%
Burns Matteson Capital Management, LLC 19,037$1,352,1800.83%
ADAMSBROWN WEALTH CONSULTANTS LLC 22,103$1,569,9910.83%
Gleason Group, Inc. 44,889$3,188,4830.83%
External links

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