SCHWAB STRATEGIC TR shareholders Q3 2023

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%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 111,276$4,921,7191.79%
Kades & Cheifetz LLC 50,261$2,223,0541.76%
OneDigital Investment Advisors LLC 1,781,959$78,816,0451.71%
Security Financial Services, INC. 130,238$5,760,4271.63%
Grey Fox Wealth Advisors, LLC 72,407$3,202,5631.61%
Apeiron RIA LLC 105,815$4,680,1851.60%
Omega Financial Group, LLC 73,490$3,250,4631.59%
Blue Barn Wealth, LLC 53,602$2,370,8351.56%
My Legacy Advisors, LLC 87,999$3,791,8841.54%
Destination Wealth Management 886,768$39,221,7661.52%
Orcam Financial Group 25,274$1,117,8821.50%
Larson Financial Group LLC 342,674$15,156,4681.49%
Midwest Financial Group LLC 39,775$1,759,0001.49%
Mission Creek Capital Partners, Inc. 99,703$4,409,8641.48%
FAS Wealth Partners, Inc. 310,874$13,749,9771.47%
FIRETHORN WEALTH PARTNERS, LLC 42,375$1,874,2401.44%
Marotta Asset Management 139,950$6,189,9891.43%
Econ Financial Services Corp 44,265$1,957,8411.43%
Cypress Wealth Services, LLC 114,932$5,083,4461.41%
GSB Wealth Management, LLC 94,420$4,176,1581.40%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.