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 ↓
Chesapeake Wealth Management 67,728$2,995,6091.25%
Sightline Wealth Advisors, LLC 29,852$1,320,3521.23%
Values Added Financial LLC 28,058$1,241,0051.13%
Mendel Capital Management LLC 30,550$1,351,2221.11%
MARSHALL FINANCIAL GROUP INC /ADV 61,421$2,716,6611.11%
Schneider Downs Wealth Management Advisors, LP 104,426$4,618,7701.07%
Cedar Brook Financial Partners, LLC 92,327$4,083,6061.06%
Corrigan Financial, Inc. 70,604$3,122,8171.06%
COOPER/HAIMS ADVISORS, LLC 30,515$1,349,6691.05%
Cedar Wealth Management, LLC 59,972$2,652,5621.05%
FREEDOM WEALTH ALLIANCE, LLC 14,036$620,8121.02%
Leo H. Evart, Inc. 14,161$626,3370.96%
Curi Wealth Management, LLC 141,120$6,241,7240.96%
Bowman & Co S.C. 26,775$1,184,2870.94%
Curtis Advisory Group, LLC 62,934$2,783,5710.93%
Western Financial Corp/CA 28,514$1,261,1700.92%
WealthShield Partners, LLC 136,623$6,042,8350.91%
JANICZEK WEALTH MANAGEMENT, LLC 76,623$3,389,0360.89%
OneAscent Financial Services LLC 76,357$3,3770.88%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 114,723$5,074,1860.87%
External links

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