Lenox Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$68,000
+655.6%
1,087
+624.7%
0.01%
+700.0%
Q3 2021$9,000
+28.6%
150
+38.9%
0.00%0.0%
Q2 2021$7,0000.0%1080.0%0.00%0.0%
Q1 2021$7,000108
+1442.9%
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 2020
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 23,598,169$1,316,778,00096.09%
NinePointTwo Capital LLC 2,108,962$117,680,00041.08%
Walker Financial Services, Inc. 666,453$37,188,10336.20%
LifeGuide Financial Advisors, LLC 459,969$25,666,00023.43%
Sensible Financial Planning & Management, LLC. 1,255,870$70,078,00017.68%
Carolina Wealth Advisors, LLC 377,694$21,075,00013.92%
Joseph Group Capital Management 227,443$12,691,00012.72%
Reitz Capital Advisors LLC 184,899$10,317,0009.24%
Matrix Trust Co 550,497$30,718,0008.48%
Wealth Management Solutions, LLC 268,473$14,981,0008.43%
View complete list of SCHWAB STRATEGIC TR shareholders