SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marotta Asset Management | 136,994 | $6,386,660 | 1.37% |
| VERITY Wealth Advisors | 22,367 | $1,042,732 | 0.90% |
| Aletheian Wealth Advisors LLC | 18,092 | $843,449 | 0.56% |
| Dentgroup LLC | 12,751 | $594,460 | 0.53% |
| Curbstone Financial Management Corp | 46,250 | $2,156,175 | 0.49% |
| Compass Financial Group, INC/SD | 32,362 | $1,508,716 | 0.40% |
| WealthPLAN Partners, LLC | 80,907 | $3,771,884 | 0.39% |
| JUNCTURE WEALTH STRATEGIES, LLC | 17,711 | $825,687 | 0.38% |
| Richard P Slaughter Associates Inc | 15,567 | $725,733 | 0.18% |
| Versant Capital Management, Inc | 9,613 | $448,179 | 0.13% |
| OPTIMUM INVESTMENT ADVISORS | 4,498 | $209,696 | 0.10% |
| Bartlett & Co. LLC | 57,448 | $2,683 | 0.04% |
| Pure Financial Advisors, LLC | 10,784 | $502,760 | 0.02% |
| M&R CAPITAL MANAGEMENT INC | 95 | $4,429 | 0.00% |
| TOMPKINS FINANCIAL CORP | 24 | $1,119 | 0.00% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q4 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.