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 ↓
FOSTER & MOTLEY INC 88,005$4,9260.40%
Clark Capital Management Group, Inc. 665,409$37,242,9360.37%
Nicholas Hoffman & Company, LLC. 88,138$4,933,0670.36%
WESPAC Advisors, LLC 8,665$485,0340.36%
Cedar Wealth Management, LLC 16,148$903,8040.36%
Private Advisor Group, LLC 665,905$37,270,7170.33%
ALPS ADVISORS INC 708,985$39,681,8900.33%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11,269$630,7490.32%
LEAVELL INVESTMENT MANAGEMENT, INC. 79,410$4,4450.31%
Austin Private Wealth, LLC 36,756$2,057,2240.30%
VALLEY NATIONAL ADVISERS INC 29,364$1,6440.29%
Meridian Wealth Management, LLC 79,550$4,452,3920.27%
Baystate Wealth Management LLC 58,525$3,275,6840.27%
Bartlett & Co. LLC 267,115$14,9500.27%
TIEDEMANN ADVISORS, LLC 110,497$6,184,5700.26%
GREAT VALLEY ADVISOR GROUP, INC. 104,491$5,848,3510.24%
Consolidated Portfolio Review Corp 17,644$987,5540.24%
CIDEL ASSET MANAGEMENT INC 84,871$4,750,2300.24%
Continuum Advisory, LLC 26,396$1,477,3710.24%
PRIVATE CAPITAL MANAGEMENT LLC 15,556$870,6640.24%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.