IAG Wealth Partners, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.4%.

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Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$3,732
-3.6%
480.0%0.00%0.0%
Q1 2024$3,870
+5.9%
480.0%0.00%0.0%
Q4 2023$3,654
+7.6%
480.0%0.00%0.0%
Q3 2023$3,396
-85.1%
48
-84.7%
0.00%
-83.3%
Q2 2023$22,730
+67.0%
313
+68.3%
0.01%
+50.0%
Q1 2023$13,608
+172.9%
186
+181.8%
0.00%
+300.0%
Q4 2022$4,986
+24.6%
660.0%0.00%0.0%
Q3 2022$4,000
-20.0%
660.0%0.00%
-50.0%
Q2 2022$5,0000.0%660.0%0.00%0.0%
Q1 2022$5,0000.0%660.0%0.00%0.0%
Q4 2021$5,0000.0%660.0%0.00%0.0%
Q3 2021$5,0000.0%660.0%0.00%0.0%
Q2 2021$5,0000.0%660.0%0.00%0.0%
Q1 2021$5,0000.0%660.0%0.00%0.0%
Q4 2020$5,000
+25.0%
660.0%0.00%0.0%
Q3 2020$4,0000.0%660.0%0.00%0.0%
Q2 2020$4,000
+33.3%
660.0%0.00%0.0%
Q1 2020$3,000
-25.0%
660.0%0.00%
-33.3%
Q4 2019$4,000–66–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,677,042$121,786,77240.77%
CGC Financial Services, LLC 690,291$50,128,95232.59%
Kellett Wealth Advisors, LLC 445,272$32,335,67329.37%
Dechtman Wealth Management, LLC 1,089,683$79,132,77923.56%
Rezny Wealth Management, Inc. 957,664$69,545,56023.43%
Walker Financial Services, Inc. 284,524$20,662,11320.41%
Wealth Management Solutions, LLC 420,617$30,545,20419.92%
Davidson Capital Management Inc. 540,204$39,229,61519.57%
Whelan Financial 496,037$36,022,18018.83%
HHM Wealth Advisors, LLC 1,381,470$100,322,36718.81%
View complete list of SCHWAB STRATEGIC TR shareholders