SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |
| Your Advocates Ltd., LLP | 185,501 | $8,892,895 | 5.31% |
| Morton Brown Family Wealth, LLC | 174,027 | $8,342,864 | 4.26% |
| Greenline Partners, LLC | 427,664 | $20,502,033 | 3.86% |
| Marshall Financial Group LLC | 218,963 | $10,497,093 | 3.78% |
| LIBRA WEALTH LLC | 115,892 | $5,555,862 | 3.08% |
| SWS Partners | 169,555 | $8,128,481 | 3.00% |
| Resonant Capital Advisors, LLC | 574,039 | $27,519,446 | 2.93% |
| MYECFO, LLC | 81,990 | $3,924,848 | 2.72% |
| Intelligence Driven Advisers, LLC | 297,676 | $14,181,285 | 2.52% |
| Kaizen Financial Strategies | 58,601 | $2,809,332 | 2.37% |
| Oakwell Private Wealth Management, LLC | 113,265 | $5,429,937 | 2.30% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.