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 ↓
Mayflower Financial Advisors, LLC 94,355$4,173,3220.62%
DAYMARK WEALTH PARTNERS, LLC 199,389$8,818,9890.61%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 486,961$21,538,2740.60%
Red Tortoise LLC 20,130$890,3710.60%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 16,377$7240.58%
Oldfather Financial Services, LLC 25,099$1,110,1330.56%
Empirical Asset Management, LLC 14,364$635,3200.55%
BFSG, LLC 75,798$3,3530.54%
Revisor Wealth Management LLC 14,477$640,3180.54%
HILL ISLAND FINANCIAL LLC 30,688$1,357,3100.54%
Curbstone Financial Management Corp 47,950$2,120,8280.52%
Pinnacle Family Advisors, LLC 20,695$915,3480.52%
Freestone Capital Holdings, LLC 219,578$9,711,9340.51%
Signet Investment Advisory Group, Inc. 17,359$767,7890.51%
Endowment Wealth Management, Inc. 12,613$557,8660.50%
Beacon Financial Advisory LLC 20,500$906,7320.50%
Krilogy Financial LLC 121,660$5,381,0270.49%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 116,505$5,152,9950.47%
JMG Financial Group, Ltd. 221,099$9,779,2090.47%
Sequoia Financial Advisors, LLC 590,150$26,102,3230.46%
External links

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