SCHWAB STRATEGIC TR shareholders Q3 2023

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pacific Sage Partners, LLC 1,348,867$64,597,23219.43%
Morningstar Investment Management LLC 2,068,533$99,06214.82%
Northeast Financial Group, Inc. 364,913$17,475,69410.74%
Greenline Partners, LLC 1,125,630$56,399,76310.63%
United Capital Management of KS, Inc. 589,658$28,238,7389.61%
Altiora Financial Group, LLC 410,283$19,648,4329.12%
Traverso Chambers Private Wealth Management, LLC 629,147$30,129,8308.06%
ASSET PLANNING CORPORATION 208,249$9,973,0277.67%
LOWERY THOMAS, LLC 164,391$7,872,6807.53%
Courage Miller Partners, LLC 360,432$17,261,1037.08%
DBK Financial Counsel, LLC 108,208$5,182,0666.82%
Blackhawk Capital Partners LLC. 154,857$7,416,1025.42%
Successful Portfolios LLC 125,160$5,993,9185.31%
Clearwater Capital Advisors, LLC 826,636$39,587,6014.85%
MCF Advisors LLC 1,055,911$50,567,5594.56%
Vivaldi Capital Management LP 278,522$13,338,4304.36%
Strategic Advocates LLC 193,152$9,250,0454.36%
Bangor Savings Bank 731,788$35,045,3274.17%
Resource Planning Group 101,762$4,873,3824.13%
STEPHENS GROUP ASSET MANAGEMENT, LLC 779,220$37,316,8614.02%
External links

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