SCHWAB STRATEGIC TR shareholders Q3 2023

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 8,613,125$355,722,07331.09%
WADDELL & ASSOCIATES, LLC 981,993$40,556,3155.93%
ARMSTRONG ADVISORY GROUP, INC 1,225,565$50,615,8515.52%
Financial Engines Advisors L.L.C. 24,787,431$1,023,720,8942.69%
Cassady Schiller Wealth Management, LLC 45,328$1,872,0421.04%
Cedar Brook Financial Partners, LLC 95,448$3,942,0011.03%
Parkside Advisors LLC 64,300$2,655,5860.82%
Kaizen Financial Strategies 21,528$889,1060.75%
Avant Capital LLC 13,843$571,7100.65%
MADISON WEALTH MANAGEMENT 61,320$2,532,5160.53%
Red Tortoise LLC 19,047$786,6220.53%
COLLECTIVE FAMILY OFFICE LLC 26,531$1,095,7310.43%
Alamar Capital Management, LLC 7,891$325,9100.31%
Everhart Financial Group, Inc. 15,417$636,7220.27%
Kohmann Bosshard Financial Services, LLC 30,315$1,252,0100.22%
Pinion Investment Advisors, LLC 7,950$328,3440.21%
PRIVATE CAPITAL MANAGEMENT LLC 16,964$700,6140.19%
SMI Advisory Services, LLC 12,115$513,3130.19%
Omega Financial Group, LLC 8,911$368,0290.18%
COLONY GROUP LLC 288,221$11,9040.18%
External links

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