EPG Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$22,402
-4.7%
3310.0%0.01%0.0%
Q2 2023$23,511
+4.7%
3310.0%0.01%0.0%
Q1 2023$22,458
+3.4%
3310.0%0.01%
-12.5%
Q4 2022$21,717
+8.6%
3310.0%0.01%0.0%
Q3 2022$20,000
-20.0%
3310.0%0.01%
-11.1%
Q1 2022$25,000
-13.8%
331
-9.3%
0.01%
-10.0%
Q4 2021$29,000
+3.6%
3650.0%0.01%
-9.1%
Q3 2021$28,000
+86.7%
3650.0%0.01%0.0%
Q1 2020$15,000
-31.8%
3650.0%0.01%
-31.2%
Q4 2019$22,0003650.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 169,219$6,884,0007.12%
Leisure Capital Management 130,049$5,290,0005.09%
WealthTrust-Arizona, LLC 141,816$5,769,0004.84%
Avior Wealth Management, LLC 135,093$5,496,0004.37%
PLANNING ALTERNATIVES LTD /ADV 478,776$19,477,0004.18%
Ironwood Financial, llc 174,565$7,103,0003.91%
FINANCIAL CONSULATE, INC 135,500$5,512,0003.63%
SVA Wealth Management, LLC 202,415$8,234,0002.99%
Madden Advisory Services, Inc. 118,883$4,836,0002.75%
Legacy Wealth Management, Inc 175,942$7,157,0002.57%
View complete list of SCHWAB STRATEGIC TR shareholders