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 ↓ |
|---|---|---|---|
| Asio Capital, LLC | 78,886 | $3,781,795 | 1.01% |
| PAX Financial Group, LLC | 89,521 | $4,291,636 | 0.98% |
| BENJAMIN EDWARDS INC | 82,652 | $3,962 | 0.94% |
| Diligent Investors, LLC | 61,209 | $2,934,365 | 0.90% |
| GenWealth Group, Inc. | 58,773 | $2,817,578 | 0.86% |
| Successful Portfolios LLC | 19,955 | $956,687 | 0.85% |
| HORIZON FINANCIAL SERVICES, LLC | 20,227 | $969,682 | 0.78% |
| RHS Financial, LLC | 22,295 | $1,068,807 | 0.75% |
| Kathleen S. Wright Associates Inc. | 27,783 | $1,331,916 | 0.74% |
| Walkner Condon Financial Advisors LLC | 58,090 | $2,784,808 | 0.74% |
| Hendershot Investments Inc. | 87,199 | $4,180,320 | 0.70% |
| LOCKERMAN FINANCIAL GROUP, INC. | 5,336 | $255,808 | 0.69% |
| FIRST NATIONAL TRUST CO | 291,633 | $13,980,885 | 0.67% |
| Clearstead Advisors, LLC | 461,838 | $22,140,526 | 0.64% |
| MASSMUTUAL TRUST CO FSB/ADV | 359,650 | $17,241,621 | 0.64% |
| McAdam, LLC | 159,347 | $7,639,076 | 0.63% |
| CGN Advisors LLC | 96,162 | $4,609,990 | 0.62% |
| Manhattan West Asset Management, LLC | 42,110 | $1,998,541 | 0.62% |
| Opus Capital Group, LLC | 69,382 | $3,326 | 0.59% |
| Inspire Advisors, LLC | 69,332 | $3,323,778 | 0.59% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.