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 ↓
Bigelow Investment Advisors, LLC 34,130$1,509,5700.87%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 42,690$1,888,1940.86%
C M BIDWELL & ASSOCIATES LTD 25,346$1,121,0570.85%
Retirement Group, LLC 46,227$2,044,6200.85%
Shearwater Capital LLC 20,840$921,7370.83%
Retirement Planning Group, LLC 175,842$7,777,5240.83%
Eley Financial Management, Inc 35,767$1,583,4050.81%
Summit Financial Strategies, Inc. 94,666$4,187,0730.80%
Pensionmark Financial Group, LLC 86,816$3,839,8670.76%
BALLAST ADVISORS LLC 42,624$1,885,2600.75%
Sage Financial Management Group, Inc. 28,090$1,2420.75%
Range Financial Group LLC 25,441$1,125,2550.74%
LEAVELL INVESTMENT MANAGEMENT, INC. 230,310$10,1870.71%
SNS Financial Group, LLC 117,735$5,207,4410.69%
Resource Planning Group 18,177$803,9680.68%
Aletheian Wealth Advisors LLC 19,566$865,4040.66%
LUTS & GREENLEIGH GROUP, INC 11,954$528,7060.66%
Laraway Financial Advisors Inc 13,735$607,4930.63%
Callan Capital, LLC 132,542$5,862,3440.63%
ADAMSBROWN WEALTH CONSULTANTS LLC 28,672$1,268,1740.62%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.