Laidlaw Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$281,575
-9.8%
8,731
-5.5%
0.09%
+52.5%
Q2 2023$312,069
-18.0%
9,241
-18.1%
0.06%
-21.8%
Q1 2023$380,417
+6.7%
11,285
-0.4%
0.08%
+2.6%
Q4 2022$356,555
+4.9%
11,330
+4.2%
0.08%
+10.1%
Q2 2022$340,000
-18.5%
10,872
-1.0%
0.07%
-1.4%
Q1 2022$417,000
-7.1%
10,9770.0%0.07%
-2.8%
Q4 2021$449,000
+78.9%
10,977
+64.4%
0.07%
+35.8%
Q4 2020$251,0006,6750.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 824,796$27,853,3618.68%
Morton Brown Family Wealth, LLC 321,451$10,855,4085.80%
ACT WEALTH MANAGEMENT, LLC 256,993$8,678,6614.88%
Strategic Financial Planning, Inc. 152,947$5,165,0194.57%
Johnson Financial Group, LLC 950,666$32,103,9914.39%
JFG Wealth Management, LLC 335,757$11,338,5143.48%
McAdam, LLC 1,195,011$40,355,5173.33%
Kathleen S. Wright Associates Inc. 147,390$4,977,3693.17%
Brand Asset Management Group, Inc. 176,345$5,955,1702.84%
Upper Left Wealth Management, LLC 74,402$2,512,5562.79%
View complete list of SCHWAB STRATEGIC TR shareholders