SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |
| Fragasso Financial Advisors Inc | 946,273 | $62,084,962 | 7.03% |
| Denver PWM, LLC | 222,776 | $14,616,323 | 6.93% |
| Summit Financial Strategies, Inc. | 479,997 | $31,492,574 | 6.78% |
| Summit Asset Management, LLC | 343,951 | $22,566,644 | 6.53% |
| Advisory Alpha, LLC | 1,373,802 | $90,140,005 | 6.38% |
| HORIZON FINANCIAL SERVICES, LLC | 111,738 | $7,331,155 | 6.33% |
| Northern Capital Management, Inc. | 99,605 | $6,535,092 | 6.28% |
| MARSHALL FINANCIAL GROUP INC /ADV | 217,809 | $14,290,460 | 6.14% |
| Opal Wealth Advisors, LLC | 168,928 | $11,083,363 | 6.11% |
| Elwood & Goetz Wealth Advisory Group, LLC | 283,993 | $18,632,807 | 5.68% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q4 2022. To view SCHWAB STRATEGIC TR's shareholder history, click here.