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 ↓
FOUNDERS FINANCIAL SECURITIES LLC 428,878$30,347,4003.93%
WealthCare Investment Partners, LLC 91,429$6,416,4683.90%
Souders Financial Advisors 286,008$20,237,9253.89%
Benchmark Wealth Management, LLC 85,958$6,082,4113.88%
WALLER FINANCIAL PLANNING GROUP, INC 186,970$13,229,9943.85%
EisnerAmper Wealth Management Corporate Benefits, LLC 121,740$8,6143.84%
MFA WEALTH ADVISORS, LLC 173,081$12,247,2163.80%
Paladin Advisory Group, LLC 62,853$4,447,4963.75%
TrueWealth Advisors, LLC 125,160$8,856,3513.74%
MBA Advisors LLC 85,768$6,068,9093.72%
Crew Capital Management, Ltd. 48,614$3,439,9213.70%
American Financial Advisors, LLC 331,638$23,466,6853.70%
Shorepoint Capital Partners LLC 177,273$12,543,8113.68%
Matrix Trust Co 199,195$14,0953.68%
Gerber Kawasaki Wealth & Investment Management 760,297$53,798,5863.66%
Second Half Financial Partners, LLC 103,390$7,315,8483.64%
Diversified, LLC 197,840$13,999,1813.63%
Talisman Wealth Advisors LLC 29,451$2,083,9553.61%
Garden State Investment Advisory Services LLC 110,185$7,796,6393.58%
FIRST NATIONAL CORP /MA/ /ADV 188,006$13,303,3203.57%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.