GoalVest Advisory LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 713 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$11,655
+163.7%
172
+164.6%
0.01%
+100.0%
Q1 2023$4,420
+121.0%
65
+58.5%
0.00%
+200.0%
Q3 2022$2,000
-50.0%
41
-29.3%
0.00%
-50.0%
Q1 2022$4,00058
+1060.0%
0.00%
Q4 2020$050.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sharkey, Howes & Javer 947,193$44,831,00023.72%
MONEYWISE, INC. 304,124$14,394,00013.04%
CWH Capital Management, Inc. 497,542$23,549,00012.26%
Legacy Wealth Management, Inc 961,304$45,498,00011.42%
SVA Wealth Management, LLC 1,413,058$66,880,0009.07%
OLD DOMINION CAPITAL MANAGEMENT INC 158,726$7,513,0008.28%
WealthTrust-Arizona, LLC 291,015$13,774,0007.41%
Brouwer & Janachowski, LLC 693,758$32,836,0007.16%
Moisand Fitzgerald Tamayo, LLC 211,010$9,987,0007.04%
Summit Asset Management, LLC 240,483$11,382,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders