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 ↓
STUDIO INVESTMENT MANAGEMENT LLC 5,369$300,5030.08%
Valeo Financial Advisors, LLC 32,574$1,823,1730.08%
FinTrust Capital Advisors, LLC 6,641$371,6970.08%
TOBIAS FINANCIAL ADVISORS, INC. 5,613$314,1600.08%
SOL Capital Management CO 9,500$5320.08%
AlphaCore Capital LLC 8,935$500,0920.08%
PEAPACK GLADSTONE FINANCIAL CORP 73,058$4,0890.08%
MARINO, STRAM & ASSOCIATES LLC 4,427$247,7580.07%
SAGE FINANCIAL GROUP INC 11,389$637,4430.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 30,811$1,724,5050.07%
Wedmont Private Capital 11,448$640,5160.06%
Prospera Financial Services Inc 29,788$1,667,3470.06%
SignalPoint Asset Management, LLC 3,580$200,3730.06%
Mengis Capital Management, Inc. 5,035$281,8080.06%
Beacon Capital Management, LLC 3,898$224,4080.06%
Sugarloaf Wealth Management, LLC 3,981$222,7980.06%
WOLFF WIESE MAGANA LLC 1,235$69,1230.06%
OSAIC HOLDINGS, INC. 670,894$37,557,2020.06%
Arete Wealth Advisors, LLC 5,608$313,8610.05%
Baker Ellis Asset Management LLC 5,300$296,6410.05%
External links

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