SCHWAB STRATEGIC TR shareholders Q3 2023

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 353,244$6,270,0775.78%
Pioneer Wealth Management Group 361,313$6,413,3014.88%
Upper Left Wealth Management, LLC 191,048$3,391,1023.53%
Moisand Fitzgerald Tamayo, LLC 936,635$16,625,2733.51%
Courage Miller Partners, LLC 439,956$7,809,2233.20%
RATIONAL ADVISORS LLC 1,804,550$32,030,7632.90%
WEALTH MANAGEMENT RESOURCES, INC. 334,233$5,932,4642.87%
Gunma Bank,Ltd. 221,000$3,9232.86%
BlueSky Wealth Advisors, LLC 770,541$13,677,0942.80%
Firestone Capital Management 428,479$7,605,5082.60%
Cypress Point Wealth Management, LLC 147,673$2,621,1902.30%
Omega Financial Group, LLC 260,868$4,630,4102.26%
Financial Engines Advisors L.L.C. 47,357,977$840,604,0962.21%
Cornerstone Wealth Advisors, Inc. 257,106$4,563,6371.61%
Charles Schwab Investment Advisory, Inc. 51,402,992$912,403,0991.44%
FOSTER & MOTLEY INC 925,834$16,4341.35%
Sensible Financial Planning & Management, LLC. 295,979$5,2541.32%
Vise Technologies, Inc. 293,928$5,217,2221.28%
Tortoise Investment Management, LLC 480,594$8,530,5371.27%
Aletheian Wealth Advisors LLC 88,780$1,575,8451.21%
External links

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