SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,025,035 | $32,462,850 | 15.63% |
| Paragon Wealth Strategies, LLC | 1,280,283 | $40,546,556 | 12.10% |
| BEACON FINANCIAL PLANNING, INC | 353,970 | $11,210,245 | 9.69% |
| MFA WEALTH ADVISORS, LLC | 900,790 | $28,528,035 | 8.86% |
| Auto-Owners Insurance Co | 8,353,000 | $264,836,986 | 8.84% |
| Arlington Financial Advisors, LLC | 777,805 | $24,633,071 | 8.73% |
| Verde Capital Management | 657,526 | $20,823,863 | 8.10% |
| Red Tortoise LLC | 377,044 | $11,940,992 | 8.00% |
| Von Berge Wealth Management Group, LLC | 278,843 | $8,830,968 | 7.54% |
| Barry Investment Advisors, LLC | 654,778 | $20,736,827 | 7.46% |
| Prairiewood Capital, LLC | 348,818 | $11,047,073 | 7.17% |
| RHS Financial, LLC | 298,245 | $9,445,410 | 6.60% |
| Callan Capital, LLC | 1,912,970 | $60,583,761 | 6.49% |
| Charles Schwab Investment Advisory, Inc. | 129,540,803 | $4,102,557,235 | 6.48% |
| WESCAP Management Group, Inc. | 564,157 | $17,866,866 | 6.36% |
| Capital Advisors Wealth Management, LLC | 744,812 | $23,588,203 | 6.16% |
| Opes Wealth Management LLC | 649,343 | $20,564,693 | 5.70% |
| CVA Family Office, LLC | 779,962 | $24,701,398 | 5.64% |
| FOSTER & MOTLEY INC | 2,158,146 | $68,348 | 5.60% |
| Trust Co | 1,071,929 | $33,947,904 | 5.47% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.