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 ↓ |
|---|---|---|---|
| CHILTON CAPITAL MANAGEMENT LLC | 12,882 | $721,006 | 0.04% |
| SALEM INVESTMENT COUNSELORS INC | 18,696 | $1,046,416 | 0.04% |
| Cetera Investment Advisers | 80,558 | $4,508,836 | 0.04% |
| KCM INVESTMENT ADVISORS LLC | 16,139 | $903,324 | 0.04% |
| HOWE & RUSLING INC | 5,824 | $325,970 | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 324,884 | $18,184 | 0.04% |
| Laird Norton Wetherby Wealth Management, LLC | 11,496 | $643,432 | 0.04% |
| TSFG, LLC | 1,828 | $102 | 0.04% |
| Sabal Trust CO | 8,960 | $501,491 | 0.03% |
| Glass Jacobson Investment Advisors llc | 1,340 | $75,017 | 0.03% |
| PARK AVENUE SECURITIES LLC | 38,717 | $2,167 | 0.03% |
| CapWealth Advisors, LLC | 4,597 | $257,281 | 0.03% |
| Perigon Wealth Management, LLC | 14,109 | $789,690 | 0.03% |
| Creative Planning | 419,486 | $23,478,664 | 0.03% |
| CreativeOne Wealth, LLC | 7,465 | $418 | 0.03% |
| Global Retirement Partners, LLC | 10,597 | $584,129 | 0.03% |
| Advisory Services Network, LLC | 19,071 | $1,067,405 | 0.03% |
| Sonora Investment Management Group, LLC | 6,084 | $340,522 | 0.03% |
| Mariner, LLC | 193,527 | $10,831,644 | 0.03% |
| Larson Financial Group LLC | 5,116 | $286,343 | 0.03% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.