Kalos Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 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$76,134
+1.3%
2,844
-1.4%
0.16%
+7.9%
Q1 2023$75,154
+5.1%
2,8850.0%0.15%
-6.2%
Q4 2022$71,490
-72.8%
2,885
-67.3%
0.16%
+25.8%
Q4 2018$263,000
+7.3%
8,8350.0%0.13%
+15.3%
Q2 2018$245,000
-87.7%
8,835
-86.4%
0.11%
-81.2%
Q1 2018$1,994,000
+582.9%
64,756
+573.3%
0.59%
+329.9%
Q4 2017$292,0009,6180.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 536,533$14,067,8868.40%
Unison Advisors LLC 2,586,657$67,822,1627.98%
Arlington Financial Advisors, LLC 689,785$18,086,1636.41%
Charles Schwab Investment Advisory, Inc. 119,755,020$3,139,976,6134.96%
RHS Financial, LLC 251,241$6,587,5404.61%
Sebold Capital Management, Inc. 197,387$5,175,4984.23%
Pinnacle Wealth Management, LLC 124,218$3,256,9963.95%
Seven Springs Wealth Group, LLC 306,810$8,044,5593.86%
Prairiewood Capital, LLC 206,255$5,407,9993.51%
Kelman-Lazarov, Inc. 524,250$13,745,8353.25%
View complete list of SCHWAB STRATEGIC TR shareholders