| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| TrinityPoint Wealth, LLC | 4 | 4 | 0.19% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
| MYECFO, LLC | 4 | 4 | 0.91% | 2.21% | 2.92% | Q4 2022 | Q3 2023 | 4 |
| Columbus Macro, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
| Sequoia Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| JANE STREET GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| O'ROURKE & COMPANY, Inc | 4 | 4 | 0.94% | 1.08% | 1.22% | Q4 2022 | Q3 2023 | 4 |
| UBS Group AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Wedmont Private Capital | 4 | 4 | 0.50% | 0.60% | 0.71% | Q4 2022 | Q3 2023 | 4 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Element Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
| RWA WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| EPG Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Column Capital Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| IFP Advisors, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
| AdvisorNet Financial, Inc | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| VitalStone Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| CVA Family Office, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
| Koshinski Asset Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
| GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| OLD MISSION CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| RFP Financial Group LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
| Charles Schwab Trust Co | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Gleason Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
| Pallas Capital Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
| OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Balboa Wealth Partners | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.