SCHWAB STRATEGIC TR shareholders Q1 2023

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.

SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 317,271$6,186,7945.65%
Pioneer Wealth Management Group 296,346$5,778,7485.14%
Cypress Point Wealth Management, LLC 176,421$3,440,2054.85%
RATIONAL ADVISORS LLC 2,471,651$48,197,1953.94%
WEALTH MANAGEMENT RESOURCES, INC. 303,625$5,920,7263.64%
Upper Left Wealth Management, LLC 163,530$3,188,8353.62%
Moisand Fitzgerald Tamayo, LLC 849,613$16,567,4563.54%
Courage Miller Partners, LLC 395,056$7,703,5973.26%
Firestone Capital Management 438,447$8,549,7113.08%
BlueSky Wealth Advisors, LLC 690,425$13,463,2812.78%
Omega Financial Group, LLC 262,684$5,122,3332.36%
Financial Engines Advisors L.L.C. 41,475,079$808,764,0472.15%
Cornerstone Wealth Advisors, Inc. 279,871$5,457,4851.98%
Gunma Bank,Ltd. 221,000$4,3101.90%
Vise Technologies, Inc. 301,630$5,881,7921.55%
INTERACTIVE FINANCIAL ADVISORS, INC. 122,593$2,390,5821.53%
Charles Schwab Investment Advisory, Inc. 47,764,630$931,410,2891.48%
FOSTER & MOTLEY INC 913,283$17,8091.45%
MONETA GROUP INVESTMENT ADVISORS LLC 3,033,065$59,144,7691.42%
FIRST NATIONAL CORP /MA/ /ADV 302,746$5,903,5471.40%
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This page lists SCHWAB STRATEGIC TR's shareholders in Q1 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.