SCHWAB STRATEGIC TR shareholders Q2 2023

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.

SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
PLANNING DIRECTIONS INC 254,550$18,48513.45%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 196,446$14,265,89713.24%
Financial Guidance Group, Inc. 247,954$18,006,44313.24%
Leo H. Evart, Inc. 131,009$9,513,84613.20%
AllGen Financial Advisors, Inc. 268,568$19,503,43812.28%
Asset Advisors Investment Management, LLC 1,311,558$95,245,36412.13%
CVA Family Office, LLC 777,904$56,491,39011.85%
Spinnaker Investment Group, LLC 489,108$35,608,38411.73%
Sunburst Financial Group, LLC 452,616$32,868,95211.47%
OLYMPUS WEALTH MANAGEMENT, LLC 288,873$20,977,92511.30%
Cedar Wealth Management, LLC 400,143$29,058,38811.23%
CCG WEALTH MANAGEMENT, LLC 243,728$17,699,51211.12%
Eagle Capital Management, LLC 269,128$19,54410.92%
WEALTH MANAGEMENT RESOURCES, INC. 257,675$18,712,37310.88%
Kades & Cheifetz LLC 193,639$14,062,03210.78%
LVW Advisors, LLC 758,607$55,090,02310.60%
Evergreen Advisors, LLC 411,182$29,860,06010.55%
JANICZEK WEALTH MANAGEMENT, LLC 527,737$38,324,29410.54%
Family Capital Management, Inc. 232,637$16,894,10410.53%
Paradigm, Strategies in Wealth Management, LLC 214,209$15,555,88210.53%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.