Lenox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. 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$15,000
+1400.0%
404
+1246.7%
0.00%
Q3 2021$1,00030
+328.6%
0.00%
Q4 2020$070.0%0.00%
Q3 2020$070.0%0.00%
Q2 2020$070.0%0.00%
Q1 2020$070.0%0.00%
Q4 2019$070.0%0.00%
Q3 2019$070.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Resource Planning Group 226,136$6,149,0005.35%
Prairiewood Capital, LLC 147,918$4,022,0003.32%
Charles Schwab Investment Advisory, Inc. 55,993,936$1,522,475,0002.78%
Wade Financial Advisory, Inc 191,911$5,218,0002.61%
Sterling Financial Planning, Inc. 78,188$2,126,0001.49%
Opes Wealth Management LLC 123,732$3,364,0001.34%
COLLECTIVE FAMILY OFFICE LLC 97,197$2,643,0001.32%
EXENCIAL WEALTH ADVISORS, LLC 732,340$19,912,0001.20%
Clarius Group, LLC 430,724$11,711,0001.17%
Shakespeare Wealth Management, LLC 77,067$2,095,0000.88%
View complete list of SCHWAB STRATEGIC TR shareholders