SCHWAB STRATEGIC TR shareholders Q4 2023

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Fragasso Group Inc. 956,470$72,041,3136.56%
Curbstone Financial Management Corp 182,977$13,781,8023.13%
GILL CAPITAL PARTNERS, LLC 67,911$5,115,0272.15%
JUNCTURE WEALTH STRATEGIES, LLC 56,395$4,247,6711.93%
Anchor Investment Management, LLC 108,440$8,167,6900.94%
Boltwood Capital Management 22,139$1,667,5090.55%
Compass Financial Group, INC/SD 18,531$1,395,7890.37%
Selective Wealth Management, Inc. 8,222$601,8500.30%
Modus Advisors, LLC 8,520$641,7260.26%
Pure Financial Advisors, LLC 75,781$5,707,8470.20%
OPTIMUM INVESTMENT ADVISORS 3,356$252,7610.13%
Harbour Capital Advisors, LLC 4,431$324,7480.09%
First National Bank of Mount Dora, Trust Investment Services 3,000$225,9600.06%
Hoese & Co LLP 800$55,7440.06%
Bartlett & Co. LLC 33,997$2,5820.04%
APPLETON PARTNERS INC/MA 4,488$3380.03%
Lowe Wealth Advisors, LLC 708$53,3270.03%
Global Wealth Strategies & Associates 574$43,2340.02%
M&R CAPITAL MANAGEMENT INC 176$13,2560.00%
Valued Wealth Advisors LLC 10$6850.00%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q4 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.