INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.

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Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,651
-2.6%
940.0%0.00%0.0%
Q2 2023$6,826
-0.7%
940.0%0.00%0.0%
Q1 2023$6,877
-3.2%
940.0%0.00%0.0%
Q4 2022$7,101
-45.4%
94
-51.5%
0.00%
-50.0%
Q3 2022$13,000
+85.7%
194
+106.4%
0.00%
+100.0%
Q2 2022$7,0000.0%940.0%0.00%0.0%
Q1 2022$7,000
-12.5%
940.0%0.00%0.0%
Q4 2021$8,000
+14.3%
940.0%0.00%0.0%
Q3 2021$7,0000.0%940.0%0.00%0.0%
Q2 2021$7,0000.0%940.0%0.00%0.0%
Q1 2021$7,000
+16.7%
940.0%0.00%0.0%
Q4 2020$6,000
+20.0%
940.0%0.00%0.0%
Q3 2020$5,0000.0%940.0%0.00%0.0%
Q2 2020$5,000
+25.0%
940.0%0.00%0.0%
Q1 2020$4,000
-20.0%
940.0%0.00%0.0%
Q4 2019$5,0000.0%940.0%0.00%0.0%
Q3 2019$5,0000.0%940.0%0.00%0.0%
Q2 2019$5,0000.0%940.0%0.00%0.0%
Q1 2019$5,000
+25.0%
940.0%0.00%0.0%
Q4 2018$4,000
-20.0%
940.0%0.00%0.0%
Q3 2018$5,0000.0%940.0%0.00%0.0%
Q2 2018$5,0000.0%940.0%0.00%0.0%
Q1 2018$5,000–94–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
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