Laidlaw Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$2,059,116
-23.8%
39,319
-29.6%
0.40%
-27.0%
Q1 2023$2,702,560
+6.8%
55,873
-0.3%
0.55%
+1.7%
Q4 2022$2,530,874
+3.9%
56,055
-2.6%
0.54%
-4.6%
Q3 2022$2,437,000
-8.9%
57,556
-3.9%
0.57%
+4.4%
Q2 2022$2,674,000
-19.2%
59,871
-2.6%
0.54%
-1.4%
Q1 2022$3,310,000
-15.9%
61,459
+77.7%
0.55%
-12.1%
Q4 2021$3,937,000
+1.4%
34,586
-19.0%
0.63%
-23.1%
Q4 2020$3,884,000
+171.4%
42,706
+140.5%
0.82%
+28.6%
Q3 2020$1,431,000
+4.6%
17,754
-3.8%
0.64%
-10.9%
Q2 2020$1,368,000
+33.2%
18,462
+10.1%
0.71%
+6.1%
Q1 2020$1,027,000
-16.0%
16,761
+5.4%
0.67%
-12.8%
Q4 2019$1,222,00015,9080.77%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders