SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 260,961 | $18,536,040 | 11.49% |
| Newton One Investments LLC | 214,186 | $15,213,600 | 8.73% |
| FINANCIAL CONSULATE, INC | 281,516 | $19,996,076 | 8.48% |
| Mokosak Advisory Group, LLC | 301,551 | $21,421,300 | 8.47% |
| Legacy Wealth Management, Inc | 1,362,290 | $96,763,441 | 8.19% |
| Pillar Wealth Advisors, LLC | 137,233 | $9,747,630 | 8.14% |
| Noble Family Wealth, LLC | 339,796 | $24,135,710 | 7.85% |
| Fragasso Group Inc. | 1,003,401 | $71,271,564 | 7.62% |
| Summit Financial Strategies, Inc. | 568,768 | $40,399,591 | 7.54% |
| HHM Wealth Advisors, LLC | 550,597 | $39,108,876 | 7.33% |
| Sightline Wealth Advisors, LLC | 107,272 | $7,278,418 | 7.23% |
| Vista Private Wealth Partners. LLC | 238,233 | $16,840,711 | 6.97% |
| Northeast Financial Group, Inc. | 147,146 | $10,451,876 | 6.70% |
| Harbor Group, Inc. | 170,497 | $12,110,410 | 6.70% |
| Summit Asset Management, LLC | 344,589 | $24,476,154 | 6.45% |
| Opal Wealth Advisors, LLC | 178,297 | $12,664,466 | 6.32% |
| MANCHESTER FINANCIAL INC | 288,660 | $20,503,499 | 5.82% |
| MARSHALL FINANCIAL GROUP INC /ADV | 209,253 | $14,863,235 | 5.70% |
| Reitz Capital Advisors LLC | 81,601 | $6,115,995 | 5.58% |
| Omega Financial Group, LLC | 166,787 | $11,846,861 | 5.43% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.