SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
| ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
| Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
| Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
| JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
| McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
| Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
| Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
| Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |
| Upper Left Wealth Management, LLC | 73,113 | $2,357,895 | 2.45% |
| Courage Miller Partners, LLC | 170,394 | $5,495,192 | 2.25% |
| SageView Advisory Group, LLC | 1,163,470 | $37,521,909 | 2.15% |
| FINANCIAL CONSULATE, INC | 148,814 | $4,799,262 | 2.12% |
| Latigo Investments, LLC | 107,467 | $3,465,811 | 2.11% |
| Advisory Alpha, LLC | 1,252,946 | $40,410,175 | 2.08% |
| Seven Springs Wealth Group, LLC | 133,208 | $4,295,957 | 2.06% |
| Charles Schwab Investment Advisory, Inc. | 38,493,162 | $1,241,404,490 | 1.96% |
| WEST PACES ADVISORS INC. | 193,933 | $6,254,339 | 1.96% |
| Savant Capital, LLC | 3,612,511 | $116,503,468 | 1.74% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q3 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.