SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 257,542 | $11,280,340 | 15.75% |
| Strategic Financial Planning, Inc. | 311,220 | $13,631,442 | 12.07% |
| MONEYWISE, INC. | 388,105 | $16,999,010 | 10.54% |
| Financial Advisors, LLC | 966,951 | $42,352,466 | 10.09% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 750,069 | $32,853,040 | 9.76% |
| FIDELIS iM, LLC | 377,781 | $16,546,803 | 9.40% |
| Mokosak Advisory Group, LLC | 487,853 | $21,369,042 | 8.45% |
| MERIDIAN MANAGEMENT CO | 508,542 | $22,274,121 | 6.98% |
| Ascension Capital Advisors, Inc. | 237,082 | $10,384,200 | 6.65% |
| ForthRight Wealth Management, LLC | 355,976 | $15,591,730 | 6.52% |
| Marcum Wealth, LLC | 1,231,737 | $53,950,093 | 6.33% |
| Waterford Advisors, LLC | 300,014 | $13,141 | 6.33% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,396 | $16,442,365 | 6.30% |
| Noble Family Wealth, LLC | 411,333 | $18,016,386 | 5.86% |
| Gemmer Asset Management LLC | 969,114 | $42,447,221 | 5.77% |
| Sightline Wealth Advisors, LLC | 123,785 | $5,190,317 | 5.16% |
| Joule Financial, LLC | 227,942 | $9,983,877 | 5.14% |
| St. Johns Investment Management Company, LLC | 213,978 | $9,372,236 | 5.09% |
| Tiller Private Wealth, Inc. | 206,491 | $9,044,306 | 4.92% |
| Charles Schwab Investment Advisory, Inc. | 72,288,628 | $3,166,241,885 | 4.91% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.