SCHWAB STRATEGIC TR shareholders Q3 2023

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%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
MADISON WEALTH MANAGEMENT 107,458$2,817,5440.59%
CHILTON CAPITAL MANAGEMENT LLC 342,934$8,991,7300.50%
Vivaldi Capital Management LP 55,647$1,459,0570.48%
HARBOR ADVISORY CORP /MA/ 48,443$1,270,1750.46%
Alpha Omega Wealth Management LLC 101,602$2,664,0060.46%
Forza Wealth Management, LLC 33,049$866,5450.45%
EXENCIAL WEALTH ADVISORS, LLC 346,868$9,094,8800.44%
Systelligence, LLC 58,789$1,541,4480.43%
Almanack Investment Partners, LLC. 81,750$2,143,4850.42%
Jackson Creek Investment Advisors LLC 36,016$9440.40%
Ackerman Capital Advisors, LLC 51,445$1,348,8880.38%
Allen Capital Group, LLC 76,302$1,990,7190.35%
Solitude Financial Services 23,129$606,4420.34%
Cape Investment Advisory, Inc. 20,795$545,2440.31%
IFG Advisory, LLC 139,171$3,649,0880.31%
FIRST NATIONAL CORP /MA/ /ADV 39,202$1,027,8760.28%
Gibson Capital, LLC 38,608$1,012,3020.27%
Occidental Asset Management, LLC 42,942$1,125,9410.26%
Coastwise Capital Group, LLC 8,415$220,6530.25%
Guardian Financial Partners, LLC 9,949$260,8740.24%
External links

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