SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 550,084 | $25,804,440 | 15.48% |
| KilterHowling LLC | 306,542 | $14,379,865 | 14.03% |
| Tenret Co LLC | 329,713 | $15,466,837 | 13.73% |
| Pioneer Wealth Management Group | 277,871 | $13,034,926 | 11.60% |
| FFG RETIREMENT ADVISORS LLC | 249,036 | $11,682,279 | 10.00% |
| RATIONAL ADVISORS LLC | 2,447,696 | $114,821,419 | 9.38% |
| Members Advisory Group LLC | 292,598 | $13,725,837 | 8.87% |
| BlueSky Wealth Advisors, LLC | 878,005 | $41,187,197 | 8.52% |
| Horst & Graben Wealth Management LLC | 704,902 | $33,067,000 | 8.20% |
| Waterford Advisors, LLC | 320,890 | $15,053 | 8.15% |
| Alliance Wealth Management Group | 503,964 | $23,640,956 | 8.03% |
| Total Wealth Planning, LLC | 765,024 | $35,887,276 | 7.92% |
| Mokosak Advisory Group, LLC | 387,806 | $18,192,314 | 7.75% |
| Clay Northam Wealth Management, LLC | 149,054 | $6,992,131 | 7.19% |
| FINANCIAL LIFE ADVISORS | 351,336 | $16,481,172 | 7.09% |
| MorganRosel Wealth Management, LLC | 335,924 | $15,758,195 | 6.72% |
| Bond & Devick Financial Network, Inc. | 213,126 | $9,997,728 | 6.38% |
| SevenOneSeven Capital Management | 59,994 | $2,822,118 | 6.36% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 966,423 | $45,334,881 | 6.24% |
| MYECFO, LLC | 176,624 | $8,285,437 | 6.21% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.