AJ WEALTH STRATEGIES, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$61,249,932
+8.2%
862,311
+3.3%
2.96%
+0.2%
Q1 2023$56,620,677
+107199.1%
834,498
+3.8%
2.95%
+6.4%
Q4 2022$52,769
-99.9%
804,284
+11.8%
2.77%
+9.3%
Q3 2022$43,529,000
-2.3%
719,129
+1.2%
2.54%
+8.1%
Q2 2022$44,562,000
-36.8%
710,381
-23.6%
2.35%
-32.5%
Q1 2022$70,501,000
-16.4%
929,361
-11.3%
3.48%
-13.2%
Q4 2021$84,306,000
+13.5%
1,048,195
+8.2%
4.01%
-0.1%
Q3 2021$74,290,000
+9.5%
969,083
+11.8%
4.01%
-0.9%
Q2 2021$67,817,000
+16.6%
866,454
+10.9%
4.05%
-2.1%
Q1 2021$58,148,000
+40.9%
781,238
+29.1%
4.13%
+15.2%
Q4 2020$41,267,000
+28.3%
605,260
+4.4%
3.59%
+9.5%
Q3 2020$32,170,000
+21.0%
579,840
+14.8%
3.28%
+11.1%
Q2 2020$26,588,000
+2218.0%
505,283
+1757.9%
2.95%
+1791.0%
Q1 2020$1,147,000
-91.9%
27,197
-88.4%
0.16%
-90.5%
Q4 2019$14,103,000
+22.8%
234,459
+15.5%
1.65%
+8.9%
Q3 2019$11,482,000
+3.9%
203,072
+4.9%
1.51%
-7.0%
Q2 2019$11,047,000
+15.9%
193,498
+12.4%
1.63%
+3.3%
Q1 2019$9,532,000
+15.9%
172,096
+0.3%
1.58%
-0.7%
Q4 2018$8,227,000
-65.1%
171,654
-57.8%
1.59%
-63.6%
Q3 2018$23,552,000
+12.4%
407,195
+6.7%
4.36%
+0.9%
Q2 2018$20,952,000
+18.5%
381,710
+14.2%
4.32%
+2.4%
Q1 2018$17,676,000
+148.3%
334,263
+150.2%
4.22%
+137.6%
Q4 2017$7,118,000
+20.7%
133,623
+13.6%
1.78%
-7.3%
Q3 2017$5,895,000
+19.7%
117,633
+15.0%
1.92%
+2.5%
Q2 2017$4,926,000
+24.7%
102,284
+22.5%
1.87%
+8.7%
Q1 2017$3,951,000
+29.6%
83,474
+23.7%
1.72%
+9.3%
Q4 2016$3,048,00067,5061.57%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2017
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders