Benchmark Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Benchmark Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,112,513
-4.7%
16,4380.0%0.71%
+0.9%
Q2 2023$1,167,566
+5.5%
16,438
+0.0%
0.70%
-0.1%
Q1 2023$1,106,239
+2.6%
16,4370.0%0.70%
-9.1%
Q4 2022$1,078,448
+8.4%
16,4370.0%0.78%
-0.5%
Q3 2022$995,000
+5.3%
16,437
+9.1%
0.78%
+12.2%
Q2 2022$945,000
-17.3%
15,0630.0%0.70%
-9.6%
Q1 2022$1,143,000
-5.7%
15,0630.0%0.77%
-1.8%
Q4 2021$1,212,000
+4.9%
15,0630.0%0.78%
-3.6%
Q3 2021$1,155,000
-2.0%
15,0630.0%0.81%
+0.2%
Q2 2021$1,179,000
+5.2%
15,0630.0%0.81%
-2.6%
Q1 2021$1,121,000
+9.2%
15,0630.0%0.83%
+6.8%
Q4 2020$1,027,000
+22.8%
15,0630.0%0.78%
+18.0%
Q3 2020$836,000
+5.4%
15,0630.0%0.66%
-2.4%
Q2 2020$793,000
+24.9%
15,0630.0%0.68%
+6.3%
Q1 2020$635,000
-34.6%
15,063
-6.7%
0.64%
-24.1%
Q4 2019$971,000–16,142–0.84%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders