Lenox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$27,000
+1250.0%
883
+1301.6%
0.00%
Q3 2021$2,00063
+600.0%
0.00%
Q4 2020$090.0%0.00%
Q3 2020$090.0%0.00%
Q2 2020$090.0%0.00%
Q1 2020$090.0%0.00%
Q4 2019$090.0%0.00%
Q3 2019$090.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 516,583$15,415,00012.18%
Elgethun Capital Management 477,001$14,236,0006.93%
Altus Wealth Management, LLC 232,658$6,943,0006.80%
Lee Financial Co 953,979$28,467,0006.15%
Ackerman Capital Advisors, LLC 629,329$18,779,0005.55%
Silicon Hills Wealth Management, LLC 301$6,114,0004.68%
McAdam, LLC 557,392$16,633,0004.02%
RHS Financial, LLC 115,655$3,451,0003.61%
HHM Wealth Advisors, LLC 217,723$6,446,0003.10%
BREITER CAPITAL MANAGEMENT INC 88,100$2,629,0002.85%
View complete list of SCHWAB STRATEGIC TR shareholders