SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 608,027 | $34,031,308 | 26.66% |
| Northwest Bancshares, Inc. | 1,989,850 | $111,371,905 | 21.32% |
| RESTON WEALTH MANAGEMENT LLC | 641,903 | $35,927,312 | 18.14% |
| Glassman Wealth Services | 1,444,951 | $80,873,924 | 13.06% |
| Prairiewood Capital, LLC | 344,532 | $19,283,480 | 12.51% |
| Your Advocates Ltd., LLP | 364,894 | $20,423,122 | 12.19% |
| Charles Schwab Investment Advisory, Inc. | 124,385,451 | $6,961,853,697 | 10.99% |
| McAdam, LLC | 2,333,308 | $130,595,273 | 10.71% |
| ZRC WEALTH MANAGEMENT, LLC | 219,768 | $12,300,399 | 10.62% |
| Kelman-Lazarov, Inc. | 794,187 | $44,450,657 | 10.51% |
| Ashford Advisors, LLC | 576,535 | $32,269 | 10.14% |
| Lee Financial Co | 806,370 | $45,132,510 | 8.41% |
| Bell Investment Advisors, Inc | 666,196 | $37,287,015 | 8.35% |
| Leonard Rickey Investment Advisors P.L.L.C. | 423,417 | $23,698,649 | 7.76% |
| Arlington Financial Advisors, LLC | 350,612 | $19,623,773 | 6.95% |
| Callan Capital, LLC | 1,094,747 | $61,272,995 | 6.56% |
| Legend Financial Advisors, Inc. | 131,676 | $7,369,926 | 6.29% |
| RHS Financial, LLC | 159,720 | $8,939,519 | 6.25% |
| Financial Strategies Group, Inc. | 305,059 | $17,290,727 | 5.45% |
| Gemmer Asset Management LLC | 717,222 | $40,142,906 | 5.42% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.