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 ↓
COLONY GROUP LLC 919,897$29,6670.45%
Stone Point Wealth LLC 32,064$1,034,0710.44%
Leisure Capital Management 23,790$767,2190.44%
Oakwell Private Wealth Management, LLC 32,103$1,035,3220.44%
Capasso Planning Partners LLC 24,907$803,2530.43%
Aspen Investment Management Inc 20,217$6510.39%
Blue Barn Wealth, LLC 18,313$590,5950.39%
Abacus Planning Group, Inc. 48,534$1,565,2340.38%
Guardian Financial Partners, LLC 12,113$390,6470.37%
AVAII WEALTH MANAGEMENT, LLC 14,444$465,8200.35%
Nicholas Hoffman & Company, LLC. 145,260$4,684,6460.35%
Wedmont Private Capital 106,777$3,382,6980.34%
MORRIS FINANCIAL CONCEPTS, INC. 15,819$510,1630.34%
Single Point Partners, LLC 38,950$1,2560.33%
Falcon Wealth Planning 46,055$1,485,2640.32%
Omega Financial Group, LLC 19,729$636,2630.31%
CABOT WEALTH MANAGEMENT INC 60,492$1,9510.30%
Symmetry Partners, LLC 166,785$5,3790.29%
Richard P Slaughter Associates Inc 33,859$1,091,9520.29%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 98,447$3,174,9270.29%
External links

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