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 5,778,341$168,497,00027.58%
WADDELL & ASSOCIATES, LLC 768,414$22,407,0007.02%
Clearshares LLC 135,064$3,938,0003.86%
Apollon Wealth Management, LLC 76,685$2,236,0002.34%
Pinion Investment Advisors, LLC 10,966$320,0000.66%
Omega Financial Group, LLC 29,877$871,0000.61%
Prime Capital Investment Advisors, LLC 132,615$3,867,0000.60%
COLONY GROUP LLC 420,952$12,275,0000.39%
HBK Sorce Advisory LLC 137,668$4,014,0000.38%
Aspen Investment Management Inc 12,010$350,0000.23%
View complete list of SCHWAB STRATEGIC TR shareholders