Paradigm, Strategies in Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Paradigm, Strategies in Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,220,164
-7.9%
47,579
-3.4%
2.05%
-13.3%
Q2 2023$3,498,204
+17.1%
49,250
+11.8%
2.37%
+0.6%
Q1 2023$2,988,530
-1.5%
44,046
-4.7%
2.35%
-12.9%
Q4 2022$3,032,503
+7.9%
46,220
-0.4%
2.70%
+5.3%
Q3 2022$2,810,000
-5.1%
46,420
-1.6%
2.56%
-20.5%
Q2 2022$2,960,000
-18.4%
47,187
-1.3%
3.22%
-15.0%
Q1 2022$3,626,000
-4.7%
47,795
+1.0%
3.79%
-1.7%
Q4 2021$3,805,000
+3.3%
47,312
-1.5%
3.85%
+10.8%
Q3 2021$3,682,000
-0.8%
48,026
+1.2%
3.48%
+4.1%
Q2 2021$3,713,000
-0.1%
47,440
-5.0%
3.34%
-7.0%
Q1 2021$3,716,00049,9323.59%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
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