Laidlaw Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$2,168,390
+10.4%
29,859
+11.2%
0.42%
+5.7%
Q1 2023$1,964,196
-4.9%
26,848
-1.8%
0.40%
-9.5%
Q4 2022$2,065,035
+13.3%
27,337
-0.4%
0.44%
+4.0%
Q3 2022$1,822,000
-7.3%
27,4340.0%0.43%
+6.2%
Q2 2022$1,965,000
-7.0%
27,434
+2.4%
0.40%
+13.6%
Q1 2022$2,113,000
-11.8%
26,789
-9.7%
0.35%
-7.8%
Q4 2021$2,397,000
+45.5%
29,653
+15.5%
0.38%
+10.4%
Q4 2020$1,647,00025,6740.35%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,007,436$81,431,00027.74%
Orgel Wealth Management, LLC 3,063,799$247,647,00023.91%
Kellett Wealth Advisors, LLC 341,745$27,623,00021.14%
WFA Asset Management Corp 374,555$30,275,31519.76%
HHM Wealth Advisors, LLC 1,007,816$81,462,00019.66%
Reitz Capital Advisors LLC 338,201$25,574,00018.04%
AllGen Financial Advisors, Inc. 291,226$23,539,83517.45%
Legacy Financial Strategies, LLC 499,154$40,347,00017.44%
McCarthy Asset Management, Inc. 303,827$24,552,00016.88%
Members Advisory Group LLC 313,288$25,327,00016.72%
View complete list of SCHWAB STRATEGIC TR shareholders