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 ↓
Marquette Asset Management, LLC 765,363$71,110,00023.27%
Avantax Planning Partners, Inc. 3,943,304$366,372,00021.56%
APPLETON GROUP, LLC 168,749$15,678,00019.90%
Fund Evaluation Group, LLC 1,175,621$109,227,00017.84%
Reitz Capital Advisors LLC 168,614$15,665,00016.93%
Mokosak Advisory Group, LLC 242,056$22,489,00013.60%
HHM Wealth Advisors, LLC 271,405$25,218,00012.12%
MATHER GROUP, LLC. 1,800,678$167,301,00010.50%
MARSHALL FINANCIAL GROUP INC /ADV 165,475$15,374,00010.38%
BALLAST ADVISORS LLC 151,566$14,082,00010.36%
View complete list of SCHWAB STRATEGIC TR shareholders