Lenox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$243,000
-11.0%
3,340
+100.0%
0.03%
-6.2%
Q4 2021$273,000
+10.5%
1,6700.0%0.03%0.0%
Q3 2021$247,000
+1.2%
1,6700.0%0.03%
+3.2%
Q2 2021$244,000
+12.4%
1,6700.0%0.03%
+3.3%
Q1 2021$217,000
+1.4%
1,6700.0%0.03%0.0%
Q4 2020$214,000
+11.5%
1,6700.0%0.03%
+3.4%
Q3 2020$192,000
+12.9%
1,6700.0%0.03%
+7.4%
Q2 2020$170,000
+27.8%
1,6700.0%0.03%
+8.0%
Q1 2020$133,000
-14.2%
1,6700.0%0.02%
+4.2%
Q4 2019$155,000
+10.7%
1,6700.0%0.02%
+4.3%
Q3 2019$140,000
+0.7%
1,6700.0%0.02%
-4.2%
Q2 2019$139,0001,6700.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Triton Wealth Management, PLLC 241,902$26,005,00026.92%
Marquette Asset Management, LLC 753,967$76,558,00024.96%
Avantax Planning Partners, Inc. 4,280,749$434,667,00024.55%
Reitz Capital Advisors LLC 164,163$16,669,00021.17%
APPLETON GROUP, LLC 157,009$15,943,00019.19%
Mokosak Advisory Group, LLC 292,495$29,710,00018.14%
Fund Evaluation Group, LLC 1,169,436$118,745,00016.45%
HHM Wealth Advisors, LLC 299,395$30,401,00012.70%
Kelman-Lazarov, Inc. 259,277$26,327,00012.20%
Legacy Wealth Management, Inc 698,612$70,937,00011.58%
View complete list of SCHWAB STRATEGIC TR shareholders