Steele Capital Management, Inc. - 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
Steele Capital Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$3,849,178
-5.0%
49,293
-0.9%
0.22%
-7.7%
Q1 2024$4,050,573
+8.1%
49,7430.0%0.23%
-4.5%
Q4 2023$3,746,64349,7430.24%
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