Kalos Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 18 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$26,658
+8.2%
6230.0%0.06%
+16.3%
Q1 2023$24,640
+7.1%
6230.0%0.05%
-5.8%
Q4 2022$23,007
-96.8%
623
-97.4%
0.05%
-85.1%
Q4 2018$715,000
+7.0%
23,9080.0%0.35%
+14.9%
Q2 2018$668,00023,9080.30%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2018
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 4,805,853$211,602,00025.25%
WADDELL & ASSOCIATES, LLC 881,001$38,790,0006.23%
Kaizen Financial Strategies 62,928$2,771,0002.17%
Financial Engines Advisors L.L.C. 14,953,523$658,403,0001.76%
Parkside Advisors LLC 79,052$3,481,0001.10%
Cedar Brook Financial Partners, LLC 96,346$4,242,0001.10%
Cassady Schiller Wealth Management, LLC 46,348$2,041,0000.98%
MANCHESTER FINANCIAL INC 58,202$2,563,0000.92%
Blueprint Investment Partners LLC 78,903$3,474,0000.89%
Avant Capital LLC 13,090$576,0000.64%
View complete list of SCHWAB STRATEGIC TR shareholders