SCHWAB STRATEGIC TR shareholders Q3 2023

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sound Stewardship, LLC 190,275$10,482,9587.04%
Guardian Financial Partners, LLC 83,811$4,617,4584.34%
Systelligence, LLC 185,782$10,235,3992.88%
Callan Capital, LLC 467,797$25,772,6082.76%
Opes Wealth Management LLC 164,745$9,076,4432.51%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 53,265$2,934,5361.48%
Yoder Wealth Management, Inc. 28,539$1,572,3161.30%
Leonard Rickey Investment Advisors P.L.L.C. 61,461$3,386,1071.11%
Kaizen Financial Strategies 20,003$1,102,0370.93%
ZRC WEALTH MANAGEMENT, LLC 19,142$1,054,6010.91%
CVA Family Office, LLC 67,744$3,732,2600.85%
Red Tortoise LLC 15,128$833,4370.56%
Milestone Investment Advisors LLC 33,484$1,844,7470.52%
CHANNEL WEALTH LLC 16,906$931,4120.52%
HHM Wealth Advisors, LLC 43,737$2,409,6290.47%
BELLEVUE ASSET MANAGEMENT, LLC 11,590$638,5340.43%
Red Door Wealth Management, LLC 28,889$1,591,5990.40%
Avant Capital LLC 6,168$339,7970.39%
Wade Financial Advisory, Inc 16,136$888,9900.38%
GSG Advisors LLC 13,763$758,2270.37%
External links

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