SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 584,917 | $25,870,879 | 15.17% |
| Pinnacle Wealth Management, LLC | 233,275 | $10,317,753 | 12.52% |
| Pioneer Wealth Management Group | 348,940 | $15,433,623 | 11.76% |
| FINANCIAL LIFE ADVISORS | 526,806 | $23,300,618 | 10.03% |
| FFG RETIREMENT ADVISORS LLC | 262,768 | $11,622,229 | 9.64% |
| KilterHowling LLC | 240,339 | $10,630,186 | 9.36% |
| RATIONAL ADVISORS LLC | 2,312,140 | $102,265,952 | 9.26% |
| BlueSky Wealth Advisors, LLC | 995,422 | $44,027,517 | 9.00% |
| Waterford Advisors, LLC | 347,825 | $15,384,300 | 8.61% |
| Members Advisory Group LLC | 276,811 | $12,243,437 | 7.91% |
| Horst & Graben Wealth Management LLC | 715,987 | $31,668,126 | 7.79% |
| Total Wealth Planning, LLC | 832,113 | $36,804,373 | 7.52% |
| Mokosak Advisory Group, LLC | 411,541 | $18,201,834 | 7.40% |
| APPLETON GROUP, LLC | 43,740 | $1,934,621 | 6.76% |
| MorganRosel Wealth Management, LLC | 353,144 | $15,619,559 | 6.52% |
| Bond & Devick Financial Network, Inc. | 226,066 | $9,998,881 | 6.43% |
| MYECFO, LLC | 207,097 | $9,159,905 | 6.35% |
| Clay Northam Wealth Management, LLC | 139,854 | $6,185,738 | 6.14% |
| SevenOneSeven Capital Management | 59,699 | $2,636,308 | 6.12% |
| Avantax Planning Partners, Inc. | 3,288,681 | $145,458,360 | 6.08% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.