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 ↓
Tradewinds Capital Management, LLC 824,796$27,853,3618.68%
Morton Brown Family Wealth, LLC 321,451$10,855,4085.80%
ACT WEALTH MANAGEMENT, LLC 256,993$8,678,6614.88%
Strategic Financial Planning, Inc. 152,947$5,165,0194.57%
Johnson Financial Group, LLC 950,666$32,103,9914.39%
JFG Wealth Management, LLC 335,757$11,338,5143.48%
McAdam, LLC 1,195,011$40,355,5173.33%
Kathleen S. Wright Associates Inc. 147,390$4,977,3693.17%
Brand Asset Management Group, Inc. 176,345$5,955,1702.84%
Upper Left Wealth Management, LLC 74,402$2,512,5562.79%
Vise Technologies, Inc. 337,351$11,392,3462.76%
Peak Financial Management, Inc. 211,271$7,134,6372.54%
HORIZON FINANCIAL SERVICES, LLC 91,562$3,092,0322.52%
Courage Miller Partners, LLC 162,410$5,484,5712.28%
Latigo Investments, LLC 107,467$3,629,1612.23%
SageView Advisory Group, LLC 1,143,297$38,609,1442.15%
FINANCIAL CONSULATE, INC 149,747$5,056,9672.14%
Seven Springs Wealth Group, LLC 133,329$4,502,5202.14%
Advisory Alpha, LLC 1,153,796$38,966,5102.00%
Charles Schwab Investment Advisory, Inc. 37,900,870$1,279,912,3831.98%
External links

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