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 ↓
HOWARD FINANCIAL SERVICES, LTD. 605,409$43,964,78710.49%
Summit Asset Management, LLC 547,846$39,784,54110.48%
Avantax Planning Partners, Inc. 3,622,157$263,041,03010.46%
ESL Trust Services, LLC 448,453$32,566,65710.23%
Mendel Capital Management LLC 171,515$12,455,4129.96%
Orgel Wealth Management, LLC 4,129,293$299,869,2399.91%
Alpha Omega Group, Inc. 73,204$5,316,0759.85%
Clay Northam Wealth Management, LLC 140,359$10,192,8969.70%
Asset Allocation Strategies LLC 270,900$19,672,7589.29%
Aspire Capital Advisors LLC 263,048$19,102,5789.28%
Northeast Financial Group, Inc. 196,388$14,261,6399.15%
Presidio Capital Management, LLC 154,883$11,247,6219.01%
Intergy Private Wealth, LLC 252,896$18,364,9078.99%
Marquette Asset Management, LLC 482,030$35,005,0348.68%
TimeScale Financial, Inc. 537,919$39,063,7028.43%
Acorn Wealth Advisors, LLC 168,630$12,245,9378.35%
Kohmann Bosshard Financial Services, LLC 660,064$47,933,8398.26%
Cornerstone Planning Group LLC 286,716$20,821,3058.23%
Coastwise Capital Group, LLC 99,366$7,215,9258.17%
SevenOneSeven Capital Management 47,516$3,543,2697.96%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.