Kalos Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2022
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 8,662,174$370,654,40531.37%
WADDELL & ASSOCIATES, LLC 973,311$41,647,9686.12%
ARMSTRONG ADVISORY GROUP, INC 1,202,379$51,449,7935.46%
Financial Engines Advisors L.L.C. 23,996,209$1,026,797,8022.60%
Cedar Brook Financial Partners, LLC 94,180$4,029,9650.96%
Cassady Schiller Wealth Management, LLC 41,240$1,764,6550.96%
Parkside Advisors LLC 64,300$2,751,3930.85%
Kaizen Financial Strategies 22,353$964,0850.82%
Avant Capital LLC 13,700$586,2170.65%
MADISON WEALTH MANAGEMENT 61,320$2,623,8830.53%
View complete list of SCHWAB STRATEGIC TR shareholders