FINANCIAL MANAGEMENT NETWORK INC - 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
FINANCIAL MANAGEMENT NETWORK INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$203,000
-5.1%
2,651
+0.3%
0.10%
+5.1%
Q4 2021$214,000
+5.4%
2,642
+0.3%
0.10%
-4.9%
Q3 2021$203,000
-1.9%
2,633
+0.3%
0.10%
-1.9%
Q2 2021$207,000
+1.0%
2,624
+0.3%
0.10%
-0.9%
Q1 2021$205,0002,6170.11%
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