Venture Visionary Partners 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
Venture Visionary Partners LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$791,294
-1.7%
11,691
+3.1%
0.05%
+2.1%
Q2 2023$805,091
+4.7%
11,334
+0.0%
0.05%
-4.1%
Q1 2023$768,883
+3.5%
11,332
+0.1%
0.05%
-9.3%
Q4 2022$743,099
+8.5%
11,3260.0%0.05%
-3.6%
Q3 2022$685,000
-99.9%
11,326
+0.2%
0.06%
+3.7%
Q2 2022$708,911,000
+82620.1%
11,3010.0%0.05%
-5.3%
Q1 2022$857,000
-5.6%
11,3010.0%0.06%
-3.4%
Q4 2021$908,000
+4.8%
11,3010.0%0.06%
-4.8%
Q3 2021$866,000
-1.9%
11,301
+0.1%
0.06%
-12.7%
Q2 2021$883,000
+7.7%
11,293
+2.5%
0.07%
+4.4%
Q1 2021$820,000
+4.1%
11,019
-4.7%
0.07%
-21.8%
Q4 2020$788,000
+25.7%
11,563
+2.2%
0.09%
-43.1%
Q3 2020$627,000
+24.9%
11,310
+18.4%
0.15%
+4.8%
Q2 2020$502,000
-2.3%
9,553
-21.7%
0.15%
-24.7%
Q1 2020$514,000
-31.5%
12,208
-2.2%
0.19%
-14.9%
Q4 2019$750,000–12,484–0.23%–
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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