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 ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 2,405 | $134,608 | 0.05% |
| Front Row Advisors LLC | 1,921 | $107,518 | 0.05% |
| Relative Value Partners Group, LLC | 13,038 | $729,728 | 0.05% |
| Integrated Advisors Network LLC | 13,971 | $781,957 | 0.05% |
| APPLETON PARTNERS INC/MA | 9,682 | $542 | 0.05% |
| HighTower Advisors, LLC | 448,683 | $25,124,000 | 0.05% |
| Spire Wealth Management | 21,692 | $1,214,106 | 0.05% |
| Koshinski Asset Management, Inc. | 7,133 | $399,214 | 0.05% |
| Evanson Asset Management, LLC | 8,852 | $495,446 | 0.05% |
| TCG Advisory Services, LLC | 5,498 | $307,723 | 0.05% |
| Team Financial Group, LLC | 969 | $54,247 | 0.04% |
| Retirement Group, LLC | 1,900 | $106,343 | 0.04% |
| WealthPLAN Partners, LLC | 6,695 | $374,719 | 0.04% |
| Wealthspire Advisors, LLC | 46,574 | $2,606,747 | 0.04% |
| First Pacific Financial | 1,682 | $94,130 | 0.04% |
| BOSTON FINANCIAL MANGEMENT LLC | 20,121 | $1,126,173 | 0.04% |
| Corient Private Wealth LLC | 325,859 | $18,238,342 | 0.04% |
| McClarren Financial Advisors, Inc. | 869 | $48 | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6,227 | $348,520 | 0.04% |
| Sigma Planning Corp | 19,758 | $1,105,867 | 0.04% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.