INSIGNEO ADVISORY SERVICES, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
INSIGNEO ADVISORY SERVICES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,365,509
-2.9%
19,298
-0.4%
0.28%
+3.0%
Q2 2023$1,406,466
+21.6%
19,367
+22.5%
0.27%
-26.6%
Q1 2023$1,156,917
+34.5%
15,814
+38.9%
0.37%
+12.9%
Q4 2022$860,00011,3860.33%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
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