SCHWAB STRATEGIC TR shareholders Q4 2023

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 183,828$13,994,7913.68%
JUNCTURE WEALTH STRATEGIES, LLC 96,138$7,318,9863.32%
EisnerAmper Wealth Management Corporate Benefits, LLC 116,195$8,8463.23%
Curbstone Financial Management Corp 109,402$8,328,7741.89%
CHANNEL WEALTH LLC 51,864$3,948,4201.86%
High Net Worth Advisory Group LLC 60,890$4,635,8901.72%
RVW Wealth, LLC 203,168$15,467,2081.70%
Agate Pass Investment Management, LLC 33,226$2,529,4881.47%
Capital Market Strategies LLC 21,141$1,609,4641.40%
Arden Trust Co 90,983$6,926,5381.02%
Fifth Third Wealth Advisors LLC 34,500$2,626,4850.85%
McAlister, Sweet & Associates, Inc. 11,884$904,7050.84%
Compass Financial Group, INC/SD 34,244$2,606,9970.69%
Modus Advisors, LLC 20,054$1,526,7170.62%
First National Bank of Mount Dora, Trust Investment Services 27,484$2,092,3560.56%
WealthPLAN Partners, LLC 63,845$4,860,5170.50%
LYNCH & ASSOCIATES/IN 23,751$1,808,1640.44%
Anchor Investment Management, LLC 35,341$2,690,5100.31%
Gunderson Capital Management Inc. 4,687$356,7900.20%
FC Advisory LLC 6,899$525,2120.20%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q4 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.