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 ↓
Haverford Trust Co 217,669$12,182,9340.15%
Cambridge Investment Research Advisors, Inc. 556,471$31,1460.14%
Vivaldi Capital Management LP 7,864$440,1480.14%
Cedar Brook Financial Partners, LLC 9,558$534,9560.14%
QUADRANT CAPITAL GROUP LLC 24,579$1,375,6630.14%
Darwin Wealth Management, LLC 9,162$512,8180.14%
LBMC INVESTMENT ADVISORS, LLC 22,870$1,258,5300.13%
THEORY FINANCIAL LLC 4,068$227,6860.13%
U.S. Capital Wealth Advisors, LLC 51,902$2,904,9280.13%
Wellspring Financial Advisors, LLC 7,992$447,3040.13%
Foster Victor Wealth Advisors, LLC 19,844$1,101,7390.13%
DHJJ Financial Advisors, Ltd. 4,097$229,3250.12%
FIFTH THIRD SECURITIES, INC. 17,847$998,8960.11%
Newman Dignan & Sheerar, Inc. 6,094$341,0770.11%
SHEETS SMITH WEALTH MANAGEMENT 12,542$701,9750.11%
CAROLINAS WEALTH CONSULTING LLC 7,115$388,0520.10%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,792$883,8870.09%
Ackerman Capital Advisors, LLC 5,720$320,1480.09%
Alpha Omega Wealth Management LLC 9,128$510,8940.09%
Lafayette Investments 5,722$320,2610.09%
External links

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