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 ↓
Riverpoint Wealth Management Holdings, LLC 969,014$27,626,00022.42%
Personal Capital Advisors Corp 16,035,075$443,851,00013.21%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 710,982$19,680,00012.84%
Live Your Vision, LLC 913,058$25,273,00010.74%
Financial Engines Advisors L.L.C. 7,628,401$211,154,00010.39%
APPLETON GROUP, LLC 280,370$7,761,00010.25%
Highland Private Wealth Management 708,288$19,605,00010.07%
HBK Sorce Advisory LLC 1,948,781$53,942,0009.75%
VECTOR WEALTH MANAGEMENT, LLC 493,780$13,668,0009.59%
BCWM, LLC 740,584$20,500,0009.54%
View complete list of SCHWAB STRATEGIC TR shareholders