Kingsview Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,021,540
-10.9%
15,094
-6.4%
0.04%
-17.8%
Q2 2023$1,145,966
+4.1%
16,134
-0.5%
0.04%
-2.2%
Q1 2023$1,100,495
+0.2%
16,220
-3.1%
0.05%
-4.2%
Q4 2022$1,098,730
+10.4%
16,746
+1.9%
0.05%
+2.1%
Q3 2022$995,000
-5.1%
16,440
-1.7%
0.05%
-6.0%
Q2 2022$1,049,000
-18.7%
16,721
+4.3%
0.05%
-7.4%
Q4 2021$1,290,000
+4.3%
16,039
-0.6%
0.05%
-8.5%
Q3 2021$1,237,000
-6.2%
16,130
-3.7%
0.06%
-9.2%
Q2 2021$1,319,000
+3.5%
16,749
-0.8%
0.06%
-9.7%
Q1 2021$1,275,000
+9.1%
16,883
-1.5%
0.07%
-15.3%
Q4 2020$1,169,000
+21.6%
17,148
-1.0%
0.08%
-1.2%
Q3 2020$961,000
+0.5%
17,321
-4.7%
0.09%
-10.4%
Q2 2020$956,000
+21.9%
18,172
-2.3%
0.10%
-9.4%
Q1 2020$784,000
-24.5%
18,601
+7.7%
0.11%
-18.5%
Q4 2019$1,038,000
+5.1%
17,264
-1.2%
0.13%
-16.1%
Q3 2019$988,000
-3.7%
17,475
-2.7%
0.16%
-9.9%
Q2 2019$1,026,000
-37.2%
17,964
-39.1%
0.17%
-30.9%
Q1 2019$1,635,000
-0.4%
29,520
-13.8%
0.25%
-30.4%
Q4 2018$1,641,000
-16.8%
34,245
+0.4%
0.36%
-10.5%
Q3 2018$1,972,000
+17.9%
34,100
+11.9%
0.40%
+0.3%
Q2 2018$1,672,000
+14.8%
30,469
+10.6%
0.40%
+10.2%
Q1 2018$1,457,000
-0.8%
27,558
-0.0%
0.36%
-30.9%
Q4 2017$1,469,000
+13.8%
27,569
+7.0%
0.52%
-7.7%
Q3 2017$1,291,000
-8.9%
25,769
-12.4%
0.57%
-22.1%
Q2 2017$1,417,000
+21.0%
29,416
+18.9%
0.73%
+4.9%
Q1 2017$1,171,00024,7380.70%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 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