SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 562,134 | $25,948,105 | 14.94% |
| Tenret Co LLC | 332,727 | $15,358,678 | 12.86% |
| FFG RETIREMENT ADVISORS LLC | 297,664 | $13,740,170 | 11.00% |
| FINANCIAL LIFE ADVISORS | 495,831 | $22,887,559 | 9.55% |
| Pioneer Wealth Management Group | 254,394 | $11,742,842 | 9.33% |
| KilterHowling LLC | 233,994 | $10,801,160 | 9.24% |
| RATIONAL ADVISORS LLC | 2,404,877 | $111,009,122 | 9.19% |
| Members Advisory Group LLC | 293,295 | $13,538,592 | 8.44% |
| BlueSky Wealth Advisors, LLC | 902,144 | $41,642,956 | 8.37% |
| Horst & Graben Wealth Management LLC | 730,431 | $33,717,000 | 8.04% |
| Alliance Wealth Management Group | 506,420 | $23,376,354 | 7.59% |
| Total Wealth Planning, LLC | 781,186 | $36,059,565 | 7.51% |
| Waterford Advisors, LLC | 333,643 | $15,401 | 7.41% |
| Mokosak Advisory Group, LLC | 398,016 | $18,372,038 | 7.26% |
| Bond & Devick Financial Network, Inc. | 228,608 | $10,552,553 | 6.55% |
| MorganRosel Wealth Management, LLC | 344,841 | $15,917,861 | 6.49% |
| MYECFO, LLC | 187,969 | $8,676,654 | 6.30% |
| Clay Northam Wealth Management, LLC | 141,680 | $6,539,952 | 6.22% |
| SevenOneSeven Capital Management | 59,634 | $2,697,246 | 6.06% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 965,690 | $44,576,235 | 5.92% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.