Lenox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 592 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$37,000
+640.0%
475
+525.0%
0.01%
+500.0%
Q3 2019$5,000760.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,099,060$77,517,00048.65%
HT Partners LLC 1,366,175$96,356,00040.58%
AGILIS PARTNERS LLC 552,948$38,999,00029.11%
Evensky & Katz LLC 2,808,396$198,076,00027.42%
Strid Group, LLC 1,124,625$79,663,00027.26%
OGOREK ANTHONY JOSEPH /NY/ /ADV 445,495$31,420,00021.17%
Retirement Planning Group, LLC 1,301,811$91,817,00020.82%
Ackerman Capital Advisors, LLC 56,000$3,949,680,00019.30%
Legacy Financial Strategies, LLC 278,823$20,031,00018.70%
MANCHESTER FINANCIAL INC 579,465$40,870,00018.38%
View complete list of SCHWAB STRATEGIC TR shareholders