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 ↓
COLUMBIA ADVISORY PARTNERS LLC 17,693$732,8260.80%
Centerpoint Advisors, LLC 45,000$1,8640.79%
Broadleaf Partners, LLC 56,746$2,350,4190.78%
Cape Investment Advisory, Inc. 33,283$1,378,5810.78%
Lutz Financial Services LLC 169,481$7,019,8910.76%
HoyleCohen, LLC 198,770$8,233,0670.76%
JUNCTURE WEALTH STRATEGIES, LLC 37,620$1,558,2200.76%
Exchange Capital Management, Inc. 95,515$3,956,2500.75%
Savant Capital, LLC 1,197,447$49,598,2680.74%
WISCONSIN CAPITAL MANAGEMENT LLC 27,000$1,118,3400.74%
Triangle Securities Wealth Management 47,743$1,977,4960.70%
APPLETON PARTNERS INC/MA 190,163$7,8770.70%
Sunbelt Securities, Inc. 121,368$5,027,0520.70%
Vivaldi Capital Management LP 50,128$2,076,2980.68%
Family Firm, Inc. 57,429$2,378,7270.67%
Bensler, LLC 83,263$3,448,7360.66%
Oakwell Private Wealth Management, LLC 37,765$1,564,2060.66%
COLLECTIVE FAMILY OFFICE LLC 41,158$1,704,7660.66%
Murphy, Middleton, Hinkle & Parker, Inc. 24,888$1,030,8570.66%
Fort Point Capital Partners LLC 103,558$4,289,3610.65%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.