Lenox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 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 Q4 2019
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 342,876$11,401,0006.34%
Opes Wealth Management LLC 290,634$9,664,0005.92%
Resource Planning Group 289,432$9,624,0005.52%
RHS Financial, LLC 125,445$4,171,0004.36%
Strategic Blueprint, LLC 154,270$5,129,0003.52%
Relaxing Retirement Coach 348,681$11,587,0003.39%
O'Dell Group, LLC 190,870$6,346,0003.18%
Shakespeare Wealth Management, LLC 103,819$4,656,0002.52%
Clarius Group, LLC 480,011$15,850,0002.51%
JANICZEK WEALTH MANAGEMENT, LLC 163,612$5,440,0002.45%
View complete list of SCHWAB STRATEGIC TR shareholders