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 ↓ |
|---|---|---|---|
| Scott Capital Advisors, LLC | 497,678 | $35,409,806 | 14.11% |
| Milestone Advisory Partners | 239,323 | $16,934,495 | 14.08% |
| AllGen Financial Advisors, Inc. | 266,471 | $18,855,517 | 13.41% |
| LVW Advisors, LLC | 902,109 | $63,833,260 | 13.17% |
| Davidson Capital Management Inc. | 372,495 | $26,357,747 | 13.10% |
| Financial Guidance Group, Inc. | 242,476 | $17,157,583 | 12.91% |
| Leo H. Evart, Inc. | 118,383 | $8,376,814 | 12.85% |
| CVA Family Office, LLC | 776,811 | $54,967,176 | 12.54% |
| Asset Advisors Investment Management, LLC | 1,292,699 | $91,471,403 | 12.30% |
| Spinnaker Investment Group, LLC | 515,933 | $36,507,418 | 12.27% |
| OLYMPUS WEALTH MANAGEMENT, LLC | 291,072 | $20,596,252 | 11.79% |
| Cedar Wealth Management, LLC | 413,137 | $29,233,596 | 11.56% |
| Sunburst Financial Group, LLC | 458,376 | $32,434,672 | 11.44% |
| Legacy Financial Strategies, LLC | 495,558 | $34,475,959 | 11.08% |
| Alpha Omega Group, Inc. | 80,733 | $5,712,639 | 10.82% |
| ESL Trust Services, LLC | 479,897 | $33,957,512 | 10.82% |
| Avantax Planning Partners, Inc. | 3,638,980 | $257,494,202 | 10.77% |
| Kades & Cheifetz LLC | 192,188 | $13,599,249 | 10.77% |
| Summit Asset Management, LLC | 552,991 | $39,129,620 | 10.62% |
| Evergreen Advisors, LLC | 415,148 | $29,375,847 | 10.60% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.