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 ↓
Values Added Financial LLC 37,106$658,6320.60%
BALLAST ADVISORS LLC 84,917$1,507,2760.60%
BENJAMIN F. EDWARDS & COMPANY, INC. 839,893$14,9080.57%
Krilogy Financial LLC 330,359$5,863,8740.54%
PACIFIC CAPITAL WEALTH ADVISORS, INC 104,769$1,859,6500.52%
Hillcrest Wealth Advisors - NY, LLC 51,450$913,2380.52%
Peterson Wealth Advisors, LLC 105,035$1,864,3670.50%
Envestnet Portfolio Solutions, Inc. 5,963,581$105,853,5710.50%
Leading Edge Financial Planning LLC 43,717$775,9690.50%
Black Diamond Financial, LLC 89,679$1,591,8010.49%
Apollon Wealth Management, LLC 535,794$9,510,3500.48%
FC Advisory LLC 63,271$1,123,0530.47%
LUTS & GREENLEIGH GROUP, INC 21,200$376,3000.47%
IFG Advisors, LLC 71,605$1,270,9960.45%
Kades & Cheifetz LLC 32,116$570,0610.45%
BCS Wealth Management 59,254$1,0520.44%
Mangham Associates,LLC 13,313$235,9700.44%
Tempus Wealth Planning, LLC 48,510$861,0530.43%
VISTA CAPITAL PARTNERS, INC. 158,478$2,812,9820.42%
Root Financial Partners, LLC 43,285$768,3000.41%
External links

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