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 ↓
Avidian Wealth Solutions, LLC 59,265$3,317,0800.23%
Empirical Asset Management, LLC 4,760$266,4190.23%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 23,660$1,324,2300.23%
MORRIS FINANCIAL CONCEPTS, INC. 6,023$337,1070.22%
AdvisorNet Financial, Inc 43,933$2,458,9560.22%
WADE G W & INC 95,167$5,3270.20%
Kingsview Wealth Management, LLC 97,825$5,475,2650.20%
BUILDER INVESTMENT GROUP INC /ADV 8,807$492,9280.19%
SILVER OAK SECURITIES, Inc 15,201$850,8060.18%
Aufman Associates Inc 3,836$214,7210.18%
Curtis Advisory Group, LLC 9,613$538,0540.18%
EXENCIAL WEALTH ADVISORS, LLC 65,234$3,651,1670.18%
ETFIDEA, LLC 7,415$415,0180.18%
Gratus Capital, LLC 44,917$2,514,0330.17%
Dechtman Wealth Management, LLC 9,953$5570.16%
Kestra Advisory Services, LLC 298,160$16,688,0150.16%
THOROUGHBRED FINANCIAL SERVICES, LLC 29,821$1,6690.16%
CAPTRUST FINANCIAL ADVISORS 744,665$41,678,8820.16%
ANGELES WEALTH MANAGEMENT, LLC 19,218$1,075,6310.15%
PFG Advisors 29,617$1,657,6440.15%
External links

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