Lenox Wealth Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2020$28,000
+33.3%
949
+6.0%
0.01%
+28.6%
Q1 2020$21,000
-34.4%
895
-3.9%
0.01%
-22.2%
Q4 2019$32,000
+146.2%
931
+112.6%
0.01%
+125.0%
Q3 2019$13,000
+44.4%
438
+47.5%
0.00%
+33.3%
Q2 2019$9,000
+800.0%
297
+924.1%
0.00%
Q1 2019$1,000290.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 235,219$8,484,00010.24%
Mokosak Advisory Group, LLC 291,736$10,527,0007.73%
Northwest Capital Management Inc 147,217$5,310,0006.60%
Relaxing Retirement Coach 496,553$17,912,0005.53%
MCIA Inc 130,855$4,720,0004.61%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,000,158$72,745,0004.48%
Peak Financial Management, Inc. 203,014$7,323,0003.38%
MATHER GROUP, LLC. 955,651$34,470,0003.36%
McAdam, LLC 190,848$6,884,0002.80%
Courage Miller Partners, LLC 128,511$4,635,0002.75%
View complete list of SCHWAB STRATEGIC TR shareholders