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 ↓
Midwest Financial Group LLC 128,297$9,317,0007.90%
ForthRight Wealth Management, LLC 259,398$18,837,4857.88%
REGIMEN WEALTH, LLC 259,635$18,854,7207.82%
IAM Advisory, LLC 315,102$22,882,7307.81%
Powers Advisory Group, LLC 160,162$11,630,9387.71%
Avant Capital LLC 93,028$6,755,6627.46%
Smart Money Group LLC 215,032$15,615,5967.45%
Noble Family Wealth, LLC 312,757$22,712,4147.39%
Mayfair Advisory Group, LLC 102,690$7,374,1927.36%
James J. Burns & Company, LLC 395,437$28,7187.28%
Whitaker-Myers Wealth Managers, LTD. 148,929$10,815,2077.24%
Curran Financial Partners, LLC 229,255$16,648,5257.24%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 204,107$14,822,2467.21%
Milestone Investment Advisors LLC 317,938$23,088,6577.15%
Merit Financial Group, LLC 3,021,983$219,456,3727.10%
JRM Investment Counsel, LLC 229,501$16,666,3757.07%
Trinity Financial Advisors LLC 175,312$12,731,1656.84%
SPRENG CAPITAL MANAGEMENT, INC. 119,193$8,656,0006.80%
Wealthspire Advisors, LLC 5,654,139$410,603,5386.71%
Aspire Wealth Management Corp 117,899$8,561,8096.48%
External links

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