SCHWAB STRATEGIC TR shareholders Q3 2023

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%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Nalls Sherbakoff Group, LLC 23,453$1,312,6551.28%
SCHMIDT P J INVESTMENT MANAGEMENT INC 100,247$5,563,7181.19%
Yoder Wealth Management, Inc. 24,724$1,383,8021.14%
ASSET PLANNING CORPORATION 26,074$1,459,3761.12%
MADISON WEALTH MANAGEMENT 93,513$5,233,9471.10%
Tempus Wealth Planning, LLC 33,899$1,897,3270.95%
FCA CORP /TX 45,104$2,524,4670.94%
Roof Eidam Maycock Peralta, LLC 48,105$2,692,4630.89%
Certified Advisory Corp 83,081$4,650,0380.86%
Truadvice, LLC 38,421$2,173,4760.85%
Journey Advisory Group, LLC 101,805$5,698,0260.85%
Ironwood Investment Counsel, LLC 71,619$4,008,5550.84%
CVA Family Office, LLC 65,832$3,684,6070.84%
Pillar Wealth Advisors, LLC 17,265$966,3210.84%
Paradigm Financial Partners, LLC 52,403$2,883,7390.79%
WHITENER CAPITAL MANAGEMENT, INC. 33,482$1,873,9780.75%
Harbor Group, Inc. 22,961$1,285,1530.72%
JANICZEK WEALTH MANAGEMENT, LLC 48,652$2,723,0530.72%
Solitude Financial Services 21,942$1,228,0940.69%
True North Advisors, LLC 39,668$2,220,2180.68%
External links

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