SCHWAB STRATEGIC TR shareholders Q3 2023

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%.

SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
CAPITAL INSIGHT PARTNERS, LLC 228,850$7,380,4131.68%
ATLAS CAPITAL ADVISORS LLC 252,975$8,158,4431.34%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 155,713$5,021,7311.33%
VALLEY NATIONAL ADVISERS INC 227,290$7,3311.28%
Cornerstone Wealth Advisors, Inc. 111,367$3,591,5751.27%
Bell Investment Advisors, Inc 170,699$5,505,0291.23%
Brooklyn FI, LLC 58,699$1,893,0431.02%
CHOREO, LLC 878,365$28,327,2441.00%
CAPITAL ADVISORS INC/OK 1,155,496$37,264,7620.98%
Columbus Macro, LLC 68,993$2,225,0400.94%
DOPKINS WEALTH MANAGEMENT, LLC 37,059$1,195,1680.90%
Fortress Wealth Management, Inc. 42,438$1,368,6220.88%
Tortoise Investment Management, LLC 184,335$5,944,8040.88%
GHP Investment Advisors, Inc. 452,912$14,216,9000.86%
LTG Capital LLC 24,998$806,1860.85%
Charles Schwab Trust Co 232,871$7,510,0900.85%
Elmwood Wealth Management, Inc. 54,108$1,744,9690.84%
Kohmann Bosshard Financial Services, LLC 146,964$4,739,5820.82%
Pure Financial Advisors, LLC 616,311$19,876,0300.81%
SHAKESPEARE WEALTH MANAGEMENT, INC. 70,215$2,264,4340.79%
External links

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