Laidlaw Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$1,007,168
-13.5%
19,481
-19.9%
0.20%
-17.2%
Q1 2023$1,163,699
+1.0%
24,320
-5.4%
0.24%
-3.6%
Q4 2022$1,152,459
+5.3%
25,719
-1.3%
0.25%
-3.5%
Q3 2022$1,094,000
-11.3%
26,051
-6.6%
0.26%
+2.0%
Q2 2022$1,233,000
-20.1%
27,896
-3.5%
0.25%
-2.7%
Q1 2022$1,543,000
-6.9%
28,905
+97.1%
0.26%
-2.6%
Q4 2021$1,657,000
+31.6%
14,665
+6.0%
0.26%0.0%
Q4 2020$1,259,00013,8410.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,129,226$80,198,00049.00%
HT Partners LLC 1,337,280$94,974,00039.98%
AGILIS PARTNERS LLC 715,045$50,782,00034.67%
Strid Group, LLC 1,118,778$79,456,00027.38%
Evensky & Katz LLC 2,798,721$198,765,00027.14%
Gainplan LLC 618,682$43,939,00026.36%
OGOREK ANTHONY JOSEPH /NY/ /ADV 451,677$32,078,00019.18%
SYM FINANCIAL Corp 400,827$28,467,00019.04%
Retirement Planning Group, LLC 1,238,304$87,944,00018.62%
Legacy Financial Strategies, LLC 285,067$20,693,00018.42%
View complete list of SCHWAB STRATEGIC TR shareholders