SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,209,762 | $148,162,593 | 5.89% |
| McAdam, LLC | 1,476,349 | $68,148,249 | 5.62% |
| Charles Schwab Trust Co | 973,669 | $45,158,768 | 5.44% |
| Kohmann Bosshard Financial Services, LLC | 671,343 | $30,989,191 | 5.34% |
| CLIENT 1ST ADVISORY GROUP, LLC | 216,067 | $9,973,632 | 5.25% |
| Nalls Sherbakoff Group, LLC | 114,100 | $5,291,975 | 5.20% |
| AlphaStar Capital Management, LLC | 991,913 | $45,786,681 | 5.17% |
| Kaizen Financial Strategies | 123,777 | $5,701,163 | 4.88% |
| Northeast Financial Group, Inc. | 155,831 | $7,193,188 | 4.61% |
| Towercrest Capital Management | 520,890 | $24,044,289 | 4.48% |
| Blossom Wealth Management | 26,025 | $1,201,314 | 4.40% |
| West Wealth Group, LLC | 212,676 | $9,817,127 | 4.15% |
| Friedenthal Financial | 130,082 | $6,004,586 | 4.01% |
| AlphaQ Advisors LLC | 112,886 | $5,210,818 | 3.84% |
| Apriem Advisors | 537,514 | $24,811,663 | 3.72% |
| Baker Avenue Asset Management, LP | 1,591,986 | $73,486,075 | 3.70% |
| One Wealth Advisors, LLC | 363,900 | $16,797,634 | 3.54% |
| TNF LLC | 168,478 | $7,776,941 | 3.39% |
| Financial Designs Corp | 100,341 | $4,631,737 | 3.38% |
| Austin Private Wealth, LLC | 503,790 | $23,254,946 | 3.36% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.