SCHWAB STRATEGIC TR shareholders Q3 2023

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%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Eagle Capital Management, LLC 270,199$19,11910.52%
Family Capital Management, Inc. 224,361$15,875,81910.48%
Presidio Capital Management, LLC 165,996$11,745,85110.31%
Smart Money Group LLC 305,747$21,634,66010.28%
Paradigm, Strategies in Wealth Management, LLC 222,355$15,733,86410.03%
HOWARD FINANCIAL SERVICES, LTD. 617,921$43,724,11110.02%
Mendel Capital Management LLC 170,339$12,053,2139.90%
Orgel Wealth Management, LLC 4,097,923$289,969,0139.80%
JANICZEK WEALTH MANAGEMENT, LLC 520,455$36,827,3959.70%
Aspire Capital Advisors LLC 300,540$21,266,2249.68%
Clay Northam Wealth Management, LLC 137,335$9,717,8499.65%
Asset Allocation Strategies LLC 294,983$20,872,8499.63%
WEALTH MANAGEMENT RESOURCES, INC. 276,780$19,584,9519.46%
Intergy Private Wealth, LLC 264,525$18,717,7629.36%
Northeast Financial Group, Inc. 213,952$15,139,3409.31%
Marquette Asset Management, LLC 553,297$39,151,3119.29%
Cornerstone Planning Group LLC 343,137$24,280,3809.25%
Lakeshore Financial Planning, Inc. 215,783$15,268,7658.70%
Coastwise Capital Group, LLC 106,766$7,554,7578.66%
Midwest Financial Group LLC 137,132$9,703,0008.21%
External links

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