TWIN FOCUS CAPITAL PARTNERS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$228,172
-0.7%
3,1420.0%0.05%0.0%
Q1 2023$229,869
+7.3%
3,142
+10.8%
0.05%
+2.2%
Q4 2022$214,156
+5.5%
2,8350.0%0.04%
-2.2%
Q2 2022$203,000
-9.4%
2,8350.0%0.05%
+4.5%
Q1 2022$224,0002,8350.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,479,869$108,267,25136.83%
Kellett Wealth Advisors, LLC 456,560$33,401,96332.12%
Rezny Wealth Management, Inc. 884,342$64,698,46123.87%
Davidson Capital Management Inc. 535,358$39,166,79223.79%
Reitz Capital Advisors LLC 326,942$23,919,08922.07%
HHM Wealth Advisors, LLC 1,344,131$98,336,60620.08%
Walker Financial Services, Inc. 265,028$19,389,47619.98%
Whelan Financial 486,301$35,577,78019.73%
WFA Asset Management Corp 424,139$31,030,04519.04%
Wealth Management Solutions, LLC 452,105$33,075,96919.04%
View complete list of SCHWAB STRATEGIC TR shareholders