SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |
| Harbor Group, Inc. | 173,862 | $11,796,552 | 7.03% |
| Northeast Financial Group, Inc. | 135,153 | $9,725,160 | 7.02% |
| Denver PWM, LLC | 235,104 | $15,672,031 | 6.89% |
| Opal Wealth Advisors, LLC | 173,939 | $11,801,736 | 6.89% |
| Summit Asset Management, LLC | 345,207 | $23,422,300 | 6.45% |
| FINANCIAL CONSULATE, INC | 267,156 | $18,126,536 | 6.32% |
| Northern Capital Management, Inc. | 100,244 | $6,801,544 | 5.83% |
| MARSHALL FINANCIAL GROUP INC /ADV | 208,612 | $14,154,349 | 5.75% |
| Advisory Alpha, LLC | 1,301,026 | $88,274,576 | 5.60% |
| MANCHESTER FINANCIAL INC | 284,964 | $19,334,795 | 5.60% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.