SCHWAB STRATEGIC TR shareholders Q3 2023

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
HORIZON FINANCIAL SERVICES, LLC 137,251$5,684,9424.57%
Upper Left Wealth Management, LLC 104,929$4,346,1604.52%
MORRIS FINANCIAL CONCEPTS, INC. 162,246$6,720,2294.47%
DRAVO BAY LLC 142,000$5,881,6404.28%
Advisory Alpha, LLC 2,001,801$82,917,6974.27%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 243,182$10,072,5964.05%
JANICZEK WEALTH MANAGEMENT, LLC 348,871$14,450,2353.81%
Burt Wealth Advisors 292,282$12,106,3193.72%
Summit Financial Strategies, Inc. 469,130$19,431,3593.70%
Consilium Wealth Advisory, LLC 125,769$5,209,3353.65%
BlueSky Wealth Advisors, LLC 415,677$17,217,3503.52%
Friedenthal Financial 122,132$5,058,7073.43%
RIVERSEDGE ADVISORS, LLC 276,434$11,449,9143.38%
BROWN WEALTH MANAGEMENT, LLC 161,770$6,700,5243.19%
PACES FERRY WEALTH ADVISORS, LLC 95,328$3,948,4813.13%
Strategic Family Wealth Counselors, L.L.C. 155,388$6,436,1733.09%
FIRST NATIONAL CORP /MA/ /ADV 275,373$11,405,9573.06%
Sage Investment Advisers LLC 53,245$2,205,4043.02%
HANSEATIC MANAGEMENT SERVICES INC 39,235$1,625,1143.02%
RKL Wealth Management LLC 596,007$24,686,6183.02%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.