Kalos Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 19 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q3 2018
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 3,719,104$91,193,00020.06%
WADDELL & ASSOCIATES, LLC 732,793$17,968,0008.33%
Strid Group, LLC 119,385$2,928,0001.20%
Omega Financial Group, LLC 38,467$943,0000.83%
COLONY GROUP LLC 442,886$10,860,0000.53%
HBK Sorce Advisory LLC 142,227$3,487,0000.40%
Kalos Management, Inc. 23,908$715,0000.35%
Aspen Investment Management Inc 13,202$324,0000.26%
Avantax Planning Partners, Inc. 138,465$3,395,0000.26%
Burleson & Company, LLC 17,435$477,0000.25%
View complete list of SCHWAB STRATEGIC TR shareholders