LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$502,707
+128.5%
7,035
+157.6%
0.10%
+940.0%
Q4 2021$220,000
+528.6%
2,731
+248.3%
0.01%
-67.7%
Q1 2020$35,000
-22.2%
7840.0%0.03%
-11.4%
Q4 2019$45,000
+4.7%
7840.0%0.04%
-14.6%
Q3 2019$43,0007840.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders