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 ↓
Halpern Financial, Inc. 269,090$19,040,8086.57%
Weitzel Financial Services, Inc. 159,851$11,092,8616.48%
Wealthspire Advisors, LLC 5,421,883$383,652,4296.34%
HAZLETT, BURT & WATSON, INC. 119,072$8,4296.28%
Leelyn Smith, LLC 362,273$25,634,4296.26%
Northwest Quadrant Wealth Management, LLC 312,543$22,115,5166.21%
Strategic Advocates LLC 186,157$13,172,4966.20%
PANORAMIC INVESTMENT ADVISORS, LLC 95,220$6,737,7456.19%
SPRENG CAPITAL MANAGEMENT, INC. 117,144$8,289,1176.08%
Aspire Wealth Management Corp 112,841$7,984,6526.07%
Bouchey Financial Group Ltd 691,181$48,907,9776.00%
CRA Financial Services, LLC 307,083$21,729,1705.98%
BCGM Wealth Management, LLC 182,885$12,940,9435.94%
AVANTAX ADVISORY SERVICES, INC. 7,458,984$527,797,6705.91%
Whitegate Investment Counselors, Inc. 246,395$17,434,9655.84%
Blue Barn Wealth, LLC 123,921$8,768,6635.76%
Hudock, Inc. 329,059$23,284,2625.56%
Integrated Investment Consultants, LLC 253,701$17,951,8595.55%
INVESTMENT ADVISORY SERVICES INC /TX /ADV 179,964$12,734,2515.48%
Sweet Financial Partners, LLC 291,934$20,657,2595.47%
External links

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