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 ↓
Masso Torrence Wealth Management Inc. 65,594$4,641,4083.57%
Obsidian Personal Planning Solutions LLC 57,602$4,075,9483.48%
Retirement Group, LLC 116,154$8,219,0643.42%
PCA Investment Advisory Services Inc. 67,628$4,785,3583.41%
BARNES PETTEY FINANCIAL ADVISORS, LLC 51,655$3,655,1083.36%
Keudell/Morrison Wealth Management 155,198$10,981,8073.35%
SFI Advisors, LLC 47,994$3,396,0553.32%
St. Johns Investment Management Company, LLC 82,114$5,810,3873.32%
Principle Wealth Partners LLC 465,167$32,915,2183.31%
Guardian Financial Partners, LLC 49,647$3,513,0333.30%
Certified Advisory Corp 255,656$17,943,2913.30%
Future Financial Wealth Managment LLC 41,973$2,970,0113.29%
TrinityPoint Wealth, LLC 232,778$16,471,3603.28%
JUNCTURE WEALTH STRATEGIES, LLC 94,735$6,703,4493.28%
HENGEHOLD CAPITAL MANAGEMENT LLC 352,837$24,966,7333.26%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 122,958$8,700,5053.14%
Semus Wealth Partners LLC 47,609$3,368,8093.14%
USAdvisors Wealth Management, LLC 97,696$6,9133.08%
Cedar Brook Financial Partners, LLC 164,993$11,674,9383.05%
Ameritas Advisory Services, LLC 853,362$60,340,9813.01%
External links

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