SCHWAB STRATEGIC TR shareholders Q3 2023

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 6,428$311,6820.29%
EXENCIAL WEALTH ADVISORS, LLC 113,739$5,515,1900.27%
ProVise Management Group, LLC 59,073$2,864,4500.27%
Horan Securities, Inc. 10,170$493,1430.26%
Jackson Creek Investment Advisors LLC 12,231$5930.25%
CUTLER INVESTMENT COUNSEL LLC 27,174$1,317,6500.21%
Alpha Omega Wealth Management LLC 23,084$1,119,3430.19%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,439$457,6970.19%
Wade Financial Advisory, Inc 9,049$438,7860.19%
HOWARD FINANCIAL SERVICES, LTD. 16,465$798,3670.18%
MORRIS FINANCIAL CONCEPTS, INC. 5,562$269,7010.18%
CVA Family Office, LLC 16,129$782,0740.18%
OneAscent Wealth Management LLC 8,040$3900.17%
Werba Rubin Papier Wealth Management 9,082$440,3860.16%
Austin Private Wealth, LLC 21,914$1,062,6260.15%
Tempus Wealth Planning, LLC 6,193$300,2990.15%
Texas Yale Capital Corp. 66,800$3,239,1320.15%
Farther Finance Advisors, LLC 17,766$861,4730.14%
Paragon Capital Management LLC 4,544$220,3400.13%
Red Tortoise LLC 3,893$188,7920.13%
External links

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