Kalos Management, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$22,526
+4.8%
3970.0%0.05%
+11.6%
Q1 2023$21,486
+2.9%
3970.0%0.04%
-8.5%
Q4 2022$20,8903970.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Opes Wealth Management LLC 311,093$11,697,0008.55%
HHM Wealth Advisors, LLC 260,098$9,780,0006.26%
Leonard Rickey Investment Advisors P.L.L.C. 97,754$3,676,0002.66%
Tiller Private Wealth, Inc. 35,230$1,325,0001.15%
Callan Capital, LLC 92,906$3,493,0001.14%
Hochman Cole Investment Advisors, Inc. 29,256$1,100,0000.66%
Retirement Planning Group, LLC 51,393$1,932,0000.47%
Vigilant Capital Management, LLC 77,855$2,927,0000.41%
VALLEY NATIONAL ADVISERS INC 20,302$763,0000.22%
SOL Capital Management CO 17,573$661,0000.18%
View complete list of SCHWAB STRATEGIC TR shareholders