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 ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |
| WFA Asset Management Corp | 434,073 | $31,522,398 | 18.69% |
| COLUMBIA ADVISORY PARTNERS LLC | 236,368 | $17,165,062 | 18.35% |
| Reliant Wealth Planning | 393,996 | $28,611,990 | 17.26% |
| Clifford Group, LLC | 215,244 | $15,631,043 | 16.79% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 416,865 | $30,272,744 | 15.99% |
| McCarthy Asset Management, Inc. | 309,551 | $22,479,618 | 15.31% |
| Milestone Advisory Partners | 228,816 | $16,616,618 | 15.04% |
| Scott Capital Advisors, LLC | 452,530 | $32,862,731 | 14.14% |
| Members Advisory Group LLC | 305,471 | $22,183,176 | 13.83% |
| Legacy Financial Strategies, LLC | 557,865 | $40,512,152 | 13.54% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.