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 ↓
Charles Schwab Trust Co 576,326$10,229,7781.15%
JACKSON THORNTON ASSET MANAGEMENT, LLC 308,704$5,479,4971.14%
LAKE STREET ADVISORS GROUP, LLC 1,074,611$19,074,0001.13%
Madden Advisory Services, Inc. 89,552$1,589,5511.00%
Strata Wealth Advisors, LLC 114,751$2,036,8220.98%
MARSHALL FINANCIAL GROUP INC /ADV 129,744$2,302,9590.94%
Jackson Creek Investment Advisors LLC 120,565$2,1400.90%
SWS Partners 128,098$2,273,7350.84%
Landmark Wealth Management, LLC 76,155$1,3520.77%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 50,993$9050.72%
Schoolcraft Capital LLC 143,121$2,540,3910.72%
US BANCORP \DE\ 24,466,914$434,290,0490.71%
Fund Evaluation Group, LLC 450,094$7,9890.71%
Creative Planning 29,910,060$530,903,5530.71%
Peloton Wealth Strategists 82,013$1,4560.67%
Guardian Financial Partners, LLC 40,239$714,2350.67%
Glassy Mountain Advisors, Inc. 79,100$1,377,9270.66%
WATERSHED PRIVATE WEALTH LLC 57,911$1,027,9200.63%
MONETA GROUP INVESTMENT ADVISORS LLC 1,528,754$27,135,3830.62%
Yoder Wealth Management, Inc. 41,622$738,7910.61%
External links

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