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 ↓
AVANTAX ADVISORY SERVICES, INC. 11,930$571,3350.01%
Investors Research Corp 465$22,2690.01%
Sandy Spring Bank 2,234$106,9790.01%
WASHINGTON TRUST Co 2,700$129,3030.01%
Modera Wealth Management, LLC 6,806$325,9400.01%
Advisors Asset Management, Inc. 6,213$297,5410.01%
MORGAN STANLEY 1,183,594$56,682,3730.01%
Hendershot Investments Inc. 615$29,4520.01%
HB Wealth Management, LLC 6,964$333,5060.01%
PITTENGER & ANDERSON INC 2,265$108,4710.01%
Bartlett & Co. LLC 5,455$2610.01%
Orion Portfolio Solutions, LLC 8,971$429,6370.01%
RAYMOND JAMES & ASSOCIATES 124,667$5,970,3240.01%
WELLS FARGO & COMPANY/MN 355,048$17,003,2740.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 422$20,2100.01%
Envestnet Portfolio Solutions, Inc. 23,914$1,145,2290.01%
Parkside Financial Bank & Trust 473$22,6520.01%
BLAIR WILLIAM & CO/IL 28,779$1,378,2110.01%
TWO SIGMA SECURITIES, LLC 9,614$460,4140.01%
Stonebridge Capital Advisors LLC 801$38,3600.00%
External links

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