SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 536,533 | $14,067,886 | 8.40% |
Unison Advisors LLC | 2,586,657 | $67,822,162 | 7.98% |
Arlington Financial Advisors, LLC | 689,785 | $18,086,163 | 6.41% |
Charles Schwab Investment Advisory, Inc. | 119,755,020 | $3,139,976,613 | 4.96% |
RHS Financial, LLC | 251,241 | $6,587,540 | 4.61% |
Sebold Capital Management, Inc. | 197,387 | $5,175,498 | 4.23% |
Pinnacle Wealth Management, LLC | 124,218 | $3,256,996 | 3.95% |
Seven Springs Wealth Group, LLC | 306,810 | $8,044,559 | 3.86% |
Prairiewood Capital, LLC | 206,255 | $5,407,999 | 3.51% |
Kelman-Lazarov, Inc. | 524,250 | $13,745,835 | 3.25% |
FOSTER & MOTLEY INC | 1,402,795 | $36,781 | 3.02% |
AlphaMark Advisors, LLC | 232,812 | $6,104 | 2.62% |
MOLLER WEALTH PARTNERS | 311,259 | $8,161,217 | 2.59% |
Morningstar Investment Management LLC | 618,425 | $16,215 | 2.42% |
HHM Wealth Advisors, LLC | 447,497 | $11,733,383 | 2.29% |
Sculati Wealth Management, LLC | 167,486 | $4,391,483 | 2.24% |
Elgethun Capital Management | 267,718 | $7,006,693 | 2.11% |
CVA Family Office, LLC | 318,212 | $8,343,519 | 1.90% |
ASPIRIANT, LLC | 1,064,491 | $27,910,997 | 1.43% |
CABOT WEALTH MANAGEMENT INC | 352,806 | $9,251 | 1.42% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.