AdvicePeriod, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 823 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.7%.

Quarter-by-quarter ownership
AdvicePeriod, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2019$939,000
+13.4%
16,953
-1.8%
0.09%
-4.3%
Q4 2018$828,000
+50.0%
17,265
+80.9%
0.09%
+56.7%
Q3 2018$552,000
+14.3%
9,546
+5.2%
0.06%
-34.8%
Q4 2017$483,0009,0730.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
Sharkey, Howes & Javer 947,193$44,831,00023.72%
MONEYWISE, INC. 304,124$14,394,00013.04%
CWH Capital Management, Inc. 497,542$23,549,00012.26%
Legacy Wealth Management, Inc 961,304$45,498,00011.42%
SVA Wealth Management, LLC 1,413,058$66,880,0009.07%
OLD DOMINION CAPITAL MANAGEMENT INC 158,726$7,513,0008.28%
WealthTrust-Arizona, LLC 291,015$13,774,0007.41%
Brouwer & Janachowski, LLC 693,758$32,836,0007.16%
Moisand Fitzgerald Tamayo, LLC 211,010$9,987,0007.04%
Summit Asset Management, LLC 240,483$11,382,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders