SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 713 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 148,307 | $8,977,000 | 25.63% |
| MONEYWISE, INC. | 299,062 | $18,102,000 | 14.77% |
| Newton One Investments LLC | 211,266 | $12,788,000 | 9.10% |
| Legacy Wealth Management, Inc | 1,433,383 | $86,763,000 | 9.01% |
| Pillar Wealth Advisors, LLC | 144,491 | $8,746,000 | 8.72% |
| Fragasso Financial Advisors Inc | 981,898 | $59,434,000 | 8.42% |
| Mokosak Advisory Group, LLC | 280,788 | $16,995,000 | 8.37% |
| Denver PWM, LLC | 226,673 | $14,092,000 | 7.86% |
| Harbor Group, Inc. | 177,552 | $10,747,000 | 7.81% |
| Sightline Wealth Advisors, LLC | 102,962 | $6,401,000 | 7.52% |
| BLB&B Advisors, LLC | 1,485,921 | $89,943,000 | 7.48% |
| Opal Wealth Advisors, LLC | 168,571 | $10,204,000 | 7.45% |
| HHM Wealth Advisors, LLC | 458,462 | $27,751,000 | 7.30% |
| RE Dickinson Investment Advisors, LLC | 145,927 | $8,833,000 | 7.28% |
| Summit Asset Management, LLC | 346,255 | $20,959,000 | 6.78% |
| Summit Financial Strategies, Inc. | 457,526 | $27,694,000 | 6.58% |
| Northern Capital Management, Inc. | 102,711 | $6,217,000 | 6.36% |
| Advisory Alpha, LLC | 1,370,570 | $82,965,000 | 6.32% |
| FINANCIAL CONSULATE, INC | 242,847 | $14,700,000 | 6.20% |
| HORIZON FINANCIAL SERVICES, LLC | 114,022 | $6,902,000 | 6.14% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2022. To view SCHWAB STRATEGIC TR's shareholder history, click here.