SCHWAB STRATEGIC TR shareholders Q2 2023

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Capasso Planning Partners LLC 26,892$908,1450.49%
Carlsbad Wealth Advisory Group, Inc. 21,467$724,9360.47%
Oakwell Private Wealth Management, LLC 32,393$1,093,9120.46%
COLONY GROUP LLC 937,757$31,6680.45%
Vawter Financial, Ltd. 15,417$520,6320.45%
Relaxing Retirement Coach 43,670$1,474,7060.44%
Leisure Capital Management 23,242$784,8730.43%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 317,924$10,736,3020.43%
Aspen Investment Management Inc 20,917$7060.42%
Blue Barn Wealth, LLC 19,076$644,1960.42%
Stone Point Wealth LLC 29,664$1,001,7600.42%
Abacus Planning Group, Inc. 50,233$1,696,3810.41%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 131,252$4,432,3740.37%
Wedmont Private Capital 98,453$3,446,8430.37%
MEANS INVESTMENT CO., INC. 69,452$2,345,4090.37%
SkyView Investment Advisors, LLC 43,487$1,4690.37%
Falcon Wealth Planning 46,458$1,568,8770.35%
MORRIS FINANCIAL CONCEPTS, INC. 15,878$536,2000.35%
Omega Financial Group, LLC 22,114$746,7930.34%
Richard P Slaughter Associates Inc 35,032$1,183,0300.34%
External links

This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.