AlphaCore Capital LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.

Quarter-by-quarter ownership
AlphaCore Capital LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$43,373
-4.5%
641
+0.3%
0.01%0.0%
Q2 2023$45,411
+4.5%
639
-0.3%
0.01%
-41.7%
Q1 2023$43,467
+90.5%
641
+84.2%
0.01%
+33.3%
Q4 2022$22,818
+8.7%
348
+0.3%
0.01%
-10.0%
Q3 2022$21,000
-4.5%
3470.0%0.01%0.0%
Q2 2022$22,000
-15.4%
347
+0.3%
0.01%0.0%
Q1 2022$26,000
-7.1%
346
-1.1%
0.01%
-16.7%
Q4 2021$28,000
+3.7%
3500.0%0.01%
-14.3%
Q3 2021$27,0000.0%350
+0.3%
0.01%0.0%
Q2 2021$27,000
+3.8%
3490.0%0.01%
-17.6%
Q1 2021$26,000
+8.3%
3490.0%0.02%
-5.6%
Q4 2020$24,000
-36.8%
349
-48.7%
0.02%
-47.1%
Q3 2020$38,000
-34.5%
680
-37.8%
0.03%
-41.4%
Q2 2020$58,000
+26.1%
1,093
+0.2%
0.06%
+61.1%
Q1 2020$46,000
-60.7%
1,091
-43.7%
0.04%
-49.3%
Q4 2019$117,0001,9380.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
Sharkey, Howes & Javer 676,643$36,045,00021.04%
Northwest Capital Management Inc 219,192$11,676,00012.80%
MONEYWISE, INC. 297,242$15,834,00011.85%
CWH Capital Management, Inc. 466,856$24,869,00011.68%
Legacy Wealth Management, Inc 742,058$39,529,0009.51%
Mokosak Advisory Group, LLC 229,425$12,223,0009.47%
SVA Wealth Management, LLC 1,500,103$79,910,0009.37%
Denver PWM, LLC 216,077$11,541,0008.72%
OLD DOMINION CAPITAL MANAGEMENT INC 164,476$8,761,0008.48%
MCIA Inc 152,329$8,115,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders