SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FC Advisory LLC | 125,330 | $6,542,207 | 2.53% |
| Marotta Asset Management | 225,433 | $11,767,603 | 2.53% |
| CATALYST PRIVATE WEALTH, LLC | 50,080 | $2,614,176 | 1.23% |
| Curbstone Financial Management Corp | 99,150 | $5,175,630 | 1.18% |
| McLean Asset Management Corp | 55,381 | $2,867,055 | 1.08% |
| Pure Financial Advisors, LLC | 592,787 | $30,943,496 | 1.07% |
| Aletheian Wealth Advisors LLC | 28,824 | $1,504,600 | 1.00% |
| Arden Trust Co | 111,455 | $5,817,956 | 0.85% |
| Horizons Wealth Management | 15,003 | $783,157 | 0.51% |
| Walker Asset Management, LLC | 12,462 | $650,516 | 0.47% |
| Anchor Investment Management, LLC | 35,310 | $1,843,195 | 0.21% |
| WealthPLAN Partners, LLC | 14,006 | $731,113 | 0.08% |
| Lowe Wealth Advisors, LLC | 352 | $18,374 | 0.01% |
| Founders Capital Management | 193 | $10,083 | 0.01% |
| Capital Investment Advisors, LLC | 5,580 | $291,297 | 0.01% |
| Bartlett & Co. LLC | 3,794 | $198 | 0.00% |
| TOMPKINS FINANCIAL CORP | 188 | $9,814 | 0.00% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q4 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.