Meridian Wealth Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.

Quarter-by-quarter ownership
Meridian Wealth Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,654,053
-5.9%
98,316
-1.3%
1.39%
-4.6%
Q2 2023$7,074,373
+2.8%
99,597
-1.8%
1.45%
-3.0%
Q1 2023$6,881,240
+2.2%
101,418
-1.1%
1.50%
-3.8%
Q4 2022$6,730,424
+7.7%
102,582
-0.7%
1.56%
-0.5%
Q3 2022$6,252,000
-5.3%
103,287
-1.8%
1.56%
-0.1%
Q2 2022$6,600,000
-23.7%
105,212
-7.7%
1.57%
-13.9%
Q1 2022$8,649,000
-6.5%
114,027
-0.8%
1.82%
-1.8%
Q4 2021$9,249,000
+1.8%
114,999
-3.0%
1.85%
-5.7%
Q3 2021$9,086,000
-2.5%
118,517
-0.4%
1.97%
-9.6%
Q2 2021$9,317,000
+2.7%
119,034
-2.3%
2.18%
-20.2%
Q1 2021$9,068,000
+4.6%
121,838
-4.2%
2.72%
-24.0%
Q4 2020$8,673,000
+21.5%
127,201
-1.1%
3.58%
-0.4%
Q3 2020$7,137,000
+2.6%
128,632
-2.7%
3.60%
-3.7%
Q2 2020$6,953,000
+18.4%
132,135
-5.1%
3.74%
+7.0%
Q1 2020$5,872,000
-28.8%
139,284
+1.6%
3.49%
-32.0%
Q4 2019$8,246,000137,0875.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
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