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 ↓
Pinkerton Retirement Specialists, LLC 355,495$25,154,8145.47%
Milestone Investment Advisors LLC 263,173$18,622,1025.30%
EUDAIMONIA ADVISORS LLC 106,120$7,509,0265.28%
PALLADIEM, LLC 69,065$4,887,0075.28%
Newman Dignan & Sheerar, Inc. 226,405$16,020,4215.26%
Johnson & White Wealth Management, LLC 81,858$5,7925.24%
Crescent Sterling, Ltd. 69,606$4,925,3295.21%
ASSET PLANNING CORPORATION 94,648$6,697,2655.15%
FINANCIAL CONSULATE, INC 161,028$11,394,3705.03%
John W. Brooker & Co., CPAs 111,882$7,916,7505.00%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 81,931$5,797,4625.00%
Stewardship Advisors, LLC 178,401$12,623,6594.93%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 138,355$9,790,0244.90%
JRM Investment Counsel, LLC 146,001$10,331,0454.82%
Denver PWM, LLC 164,123$11,495,9854.81%
Strategic Family Wealth Counselors, L.L.C. 140,862$9,967,4164.79%
Hofer & Associates. Inc 65,686$4,647,9404.77%
Joule Financial, LLC 131,961$9,337,5444.77%
Cassaday & Co Wealth Management LLC 1,602,631$113,402,1714.74%
CAROLINAS WEALTH CONSULTING LLC 272,318$18,533,9754.62%
External links

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