SCHWAB STRATEGIC TR shareholders Q4 2023

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
IFS Advisors, LLC 125,061$5,907,9197.02%
GILL CAPITAL PARTNERS, LLC 120,057$5,671,5132.39%
Curbstone Financial Management Corp 182,682$8,629,8751.96%
JUNCTURE WEALTH STRATEGIES, LLC 86,134$4,068,9701.85%
Compass Financial Group, INC/SD 78,078$3,688,4120.97%
APPLETON PARTNERS INC/MA 209,127$9,8790.80%
Boltwood Capital Management 42,004$1,984,2690.66%
Anchor Investment Management, LLC 63,797$3,013,7550.34%
CATALYST PRIVATE WEALTH, LLC 15,023$709,6870.33%
Selective Wealth Management, Inc. 7,026$320,3160.16%
Horizons Wealth Management 4,396$207,6670.14%
First National Bank of Mount Dora, Trust Investment Services 7,600$359,0240.10%
Modus Advisors, LLC 4,880$230,5310.09%
OPTIMUM INVESTMENT ADVISORS 3,625$171,2380.09%
WealthPLAN Partners, LLC 16,707$789,2390.08%
Paragon Wealth Strategies, LLC 5,458$257,8580.07%
Bartlett & Co. LLC 53,794$2,5770.04%
Global Wealth Strategies & Associates 924$43,6580.02%
Apella Capital, LLC 5,079$231,5510.01%
Pure Financial Advisors, LLC 6,456$304,9630.01%
External links

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