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 ↓
Sharkey, Howes & Javer 676,643$36,045,00021.04%
Northwest Capital Management Inc 219,192$11,676,00012.80%
MONEYWISE, INC. 297,242$15,834,00011.85%
CWH Capital Management, Inc. 466,856$24,869,00011.68%
Legacy Wealth Management, Inc 742,058$39,529,0009.51%
Mokosak Advisory Group, LLC 229,425$12,223,0009.47%
SVA Wealth Management, LLC 1,500,103$79,910,0009.37%
Denver PWM, LLC 216,077$11,541,0008.72%
OLD DOMINION CAPITAL MANAGEMENT INC 164,476$8,761,0008.48%
MCIA Inc 152,329$8,115,0007.83%
View complete list of SCHWAB STRATEGIC TR shareholders