KMG FIDUCIARY PARTNERS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,323,795
-4.7%
38,9810.0%0.18%
-2.8%
Q2 2023$1,389,673
+2.4%
38,9810.0%0.18%
-7.7%
Q1 2023$1,356,539
+372.3%
38,981
+337.1%
0.20%
+314.9%
Q4 2022$287,2498,9180.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
TimeScale Financial, Inc. 2,483,581$64,175,00019.97%
Wealthfront Advisers LLC 62,593,885$1,617,426,00014.69%
Matrix Trust Co 2,043,996$52,817,00014.27%
SVB Investment Services Inc. 564,159$14,578,00012.64%
Evergreen Advisors, LLC 837,704$21,646,00012.14%
Personal Capital Advisors Corp 47,086,281$1,224,149,00012.07%
Pacific Edge Advisors, LLC 647,195$16,724,00011.94%
Your Advocates Ltd., LLP 518,042$13,386,00011.56%
Harborview Advisors, LLC 442,145$11,425,00011.38%
OGOREK ANTHONY JOSEPH /NY/ /ADV 778,989$20,129,00010.94%
View complete list of SCHWAB STRATEGIC TR shareholders