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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspen Wealth Strategies, LLC | 115,604 | $8,395,192 | 6.38% |
| DAGCO, INC. | 177,220 | $12,685,777 | 6.31% |
| HAZLETT, BURT & WATSON, INC. | 115,634 | $8,403 | 6.27% |
| Leelyn Smith, LLC | 355,126 | $25,789,223 | 6.23% |
| Halpern Financial, Inc. | 249,310 | $18,104,892 | 6.20% |
| AVANTAX ADVISORY SERVICES, INC. | 7,192,468 | $522,316,950 | 5.97% |
| ISLAY CAPITAL MANAGEMENT, LLC | 92,668 | $6,729,520 | 5.93% |
| BCGM Wealth Management, LLC | 185,454 | $13,467,633 | 5.93% |
| CRA Financial Services, LLC | 298,922 | $21,707,688 | 5.87% |
| Whitegate Investment Counselors, Inc. | 241,254 | $17,519,906 | 5.75% |
| Atlas Wealth Partners, LLC | 26,270 | $1,969 | 5.67% |
| Integrated Investment Consultants, LLC | 245,028 | $17,793,942 | 5.64% |
| Blue Barn Wealth, LLC | 118,406 | $8,598,658 | 5.59% |
| Sweet Financial Partners, LLC | 291,896 | $21,197,522 | 5.52% |
| Hudock, Inc. | 320,556 | $23,278,843 | 5.51% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 179,555 | $13,039,289 | 5.50% |
| Ruggaard & Associates LLC | 127,665 | $9,271,065 | 5.43% |
| Bouchey Financial Group Ltd | 614,297 | $44,610,226 | 5.40% |
| PALLADIEM, LLC | 71,085 | $5,162,206 | 5.31% |
| Denver PWM, LLC | 174,711 | $12,694,786 | 5.25% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.