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 ↓
Valmark Advisers, Inc. 185,985$5,998,0270.12%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 347,307$11,200,6510.12%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13,952$449,9360.12%
NORTHWEST WEALTH MANAGEMENT, LLC 10,284$331,6590.12%
Phocas Financial Corp. 25,027$807,1210.12%
SeaCrest Wealth Management, LLC 27,616$890,6260.12%
PNC FINANCIAL SERVICES GROUP, INC. 4,178,696$134,762,9510.12%
Ifrah Financial Services, Inc. 11,382$367,0570.11%
Integrated Wealth Concepts LLC 196,202$6,327,5210.11%
Texas Yale Capital Corp. 75,973$2,450,1190.11%
Manhattan West Asset Management, LLC 11,551$352,1900.11%
CAPTRUST FINANCIAL ADVISORS 876,225$28,258,2420.11%
Gradient Capital Advisors, LLC 7,999$257,9600.11%
FORVIS Wealth Advisors, LLC 109,491$3,531,0700.11%
Prime Capital Investment Advisors, LLC 159,957$5,158,6270.11%
Parcion Private Wealth LLC 31,037$1,000,9430.10%
MADISON WEALTH MANAGEMENT 15,300$493,4250.10%
MONETA GROUP INVESTMENT ADVISORS LLC 138,107$4,453,9590.10%
CLEAR INVESTMENT RESEARCH, LLC 1,791$57,7600.10%
Laidlaw Wealth Management LLC 8,731$281,5750.09%
External links

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