SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |
| Reliant Wealth Planning | 405,413 | $29,660,015 | 18.39% |
| Clifford Group, LLC | 201,543 | $14,744,910 | 17.88% |
| McCarthy Asset Management, Inc. | 350,461 | $25,639,742 | 17.42% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 391,281 | $28,626,150 | 16.50% |
| COLUMBIA ADVISORY PARTNERS LLC | 236,765 | $17,321,745 | 16.34% |
| Milestone Advisory Partners | 231,999 | $16,973,047 | 15.66% |
| Scott Capital Advisors, LLC | 431,152 | $31,543,074 | 15.20% |
| Legacy Financial Strategies, LLC | 549,582 | $40,207,448 | 14.91% |
| AllGen Financial Advisors, Inc. | 289,792 | $21,201,207 | 14.80% |
| Members Advisory Group LLC | 308,903 | $22,599,237 | 14.60% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.