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 Family Offices, LLC 20,930$674,9900.29%
COLLECTIVE FAMILY OFFICE LLC 22,218$716,5310.28%
McLean Asset Management Corp 20,452$655,6910.27%
Walkner Condon Financial Advisors LLC 31,361$1,011,3820.27%
One Capital Management, LLC 177,847$5,735,5650.26%
OneAscent Financial Services LLC 28,896$9320.24%
HBK Sorce Advisory LLC 170,341$5,493,4890.24%
MISSION WEALTH MANAGEMENT, LP 198,085$6,388,2560.24%
QUADRANT CAPITAL GROUP LLC 71,909$2,319,0630.23%
Strategic Family Wealth Counselors, L.L.C. 14,626$471,6880.23%
Tempus Wealth Planning, LLC 13,240$426,9900.21%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 37,761$1,196,0600.21%
OARSMAN CAPITAL, INC. 15,483$499,3270.21%
MARSHALL FINANCIAL GROUP INC /ADV 15,945$514,2140.21%
CVA Family Office, LLC 27,843$897,9360.20%
Elm Partners Management LLC 61,608$1,986,8630.20%
Lantz Financial LLC 15,855$511,3240.20%
HANCOCK WHITNEY CORP 151,766$4,894,4810.20%
Vista Private Wealth Partners. LLC 15,155$478,8610.20%
IMA Wealth, Inc. 23,705$764,4870.20%
External links

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