SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
| Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
| CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
| Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
| Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
| Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
| Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
| Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
| Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
| HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |
| Whelan Financial | 511,229 | $36,174,590 | 19.08% |
| WFA Asset Management Corp | 442,080 | $31,281,567 | 18.69% |
| Reliant Wealth Planning | 496,749 | $35,149,959 | 18.65% |
| Clifford Group, LLC | 229,982 | $16,273,523 | 17.65% |
| McCarthy Asset Management, Inc. | 303,544 | $21,478,738 | 15.76% |
| COLUMBIA ADVISORY PARTNERS LLC | 197,432 | $13,970,306 | 15.22% |
| PLANNING DIRECTIONS INC | 279,893 | $19,805 | 15.16% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 204,627 | $14,479,408 | 14.48% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 413,143 | $29,233,973 | 14.40% |
| Members Advisory Group LLC | 309,501 | $21,900,163 | 14.15% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.