PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.

Quarter-by-quarter ownership
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10,293,681
-6.4%
145,473
-4.0%
4.27%
-9.5%
Q2 2023$10,999,313
-12.6%
151,464
-11.9%
4.72%
-22.5%
Q1 2023$12,581,353
+5.6%
171,970
+12.2%
6.09%
-3.2%
Q4 2022$11,916,473
-13.8%
153,267
-26.3%
6.29%
-17.7%
Q3 2022$13,821,000
+0.1%
208,064
+7.9%
7.64%
+4.7%
Q2 2022$13,812,000
+71.6%
192,822
+89.0%
7.30%
+112.5%
Q1 2022$8,048,000
+6.5%
102,016
+9.1%
3.43%
+32.7%
Q4 2021$7,560,000
+8.1%
93,523
+4.4%
2.59%
-17.1%
Q3 2021$6,991,000
+7.7%
89,624
+4.9%
3.12%
-2.2%
Q2 2021$6,493,000
+47.1%
85,404
+41.0%
3.19%
+23.0%
Q1 2021$4,415,000
+24.5%
60,550
+13.3%
2.59%
+11.8%
Q4 2020$3,547,000
+13.2%
53,454
-3.2%
2.32%
-5.3%
Q3 2020$3,133,000
-4.3%
55,232
-25.3%
2.45%
-41.9%
Q1 2020$3,275,000
-28.2%
73,923
-6.2%
4.22%
-2.4%
Q4 2019$4,562,00078,7694.32%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,007,436$81,431,00027.74%
Orgel Wealth Management, LLC 3,063,799$247,647,00023.91%
Kellett Wealth Advisors, LLC 341,745$27,623,00021.14%
WFA Asset Management Corp 374,555$30,275,31519.76%
HHM Wealth Advisors, LLC 1,007,816$81,462,00019.66%
Reitz Capital Advisors LLC 338,201$25,574,00018.04%
AllGen Financial Advisors, Inc. 291,226$23,539,83517.45%
Legacy Financial Strategies, LLC 499,154$40,347,00017.44%
McCarthy Asset Management, Inc. 303,827$24,552,00016.88%
Members Advisory Group LLC 313,288$25,327,00016.72%
View complete list of SCHWAB STRATEGIC TR shareholders