Lenox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$37,000
-2.6%
5230.0%0.01%0.0%
Q4 2021$38,000
+8.6%
5230.0%0.01%0.0%
Q3 2021$35,000
-2.8%
5230.0%0.01%0.0%
Q2 2021$36,000
-63.3%
523
-65.1%
0.01%
-61.5%
Q1 2021$98,000
+10.1%
1,4980.0%0.01%0.0%
Q4 2020$89,000
+14.1%
1,4980.0%0.01%
+8.3%
Q3 2020$78,000
+4.0%
1,4980.0%0.01%0.0%
Q2 2020$75,000
+13.6%
1,4980.0%0.01%0.0%
Q1 2020$66,000
-27.5%
1,498
-1.4%
0.01%
-14.3%
Q4 2019$91,000
+7.1%
1,519
+1.4%
0.01%0.0%
Q3 2019$85,000
+1.2%
1,4980.0%0.01%
-6.7%
Q2 2019$84,0001,4980.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 139,476$8,161,00023.30%
Mokosak Advisory Group, LLC 738,601$43,212,00021.28%
Northern Capital Management, Inc. 298,990$17,494,00017.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 727,232$42,550,00016.44%
Avantax Planning Partners, Inc. 5,166,392$302,286,00013.62%
BALLAST ADVISORS LLC 414,901$24,276,00011.35%
Gemmer Asset Management LLC 1,002,985$58,685,0009.78%
MATHER GROUP, LLC. 7,160,541$418,964,0009.02%
GenWealth Group, Inc. 450,989$26,387,0008.94%
IVC Wealth Advisors LLC 189,393$11,081,0008.92%
View complete list of SCHWAB STRATEGIC TR shareholders