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 ↓
Sequoia Financial Advisors, LLC 590,150$26,102,3230.46%
Cherry Tree Wealth Management, LLC 35,204$1,557,0810.46%
FirstPurpose Wealth LLC 23,629$1,045,1180.45%
JUNCTURE WEALTH STRATEGIES, LLC 20,594$910,8730.44%
BCWM, LLC 26,856$1,187,8410.43%
ProVise Management Group, LLC 104,713$4,631,4870.43%
ARBOR CAPITAL MANAGEMENT INC /ADV 11,164$482,9110.43%
Walker Financial Services, Inc. 9,866$436,3800.42%
LexAurum Advisors, LLC 31,512$1,393,7710.41%
1900 WEALTH MANAGEMENT LLC 90,988$4,024,4010.40%
Gradient Capital Advisors, LLC 20,464$905,1180.38%
Compass Financial Group, INC/SD 28,416$1,256,8400.38%
WealthPLAN Partners, LLC 72,121$3,189,9120.37%
Midwest Heritage Bank, FSB 11,063$489,3160.37%
Strategic Blueprint, LLC 90,087$3,984,5510.37%
Patriot Financial Group Insurance Agency, LLC 39,899$1,764,7330.36%
Vertex Planning Partners, LLC 23,660$1,046,4890.36%
Faithward Advisors, LLC 33,479$1,478,4080.36%
RKL Wealth Management LLC 66,321$2,933,3680.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC 84,219$3,725,0270.35%
External links

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