Who owns Schwab Strategic Tr long term us?
- Ticker: SCHQ
- CUSIP Number: 808524680
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr long term us with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr long term us this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Total Investment Management | 2.5M | $85M | 1% | Mar 2024 |
|
Bank of America Corporation | 2.4M | $79M | -11% | Mar 2024 |
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Envestnet Asset Management | 1.7M | $56M | 170% | Mar 2024 |
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SFMG Wealth Advisors | 642k | $22M | -2% | Mar 2024 |
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Northwest Capital Management | 499k | $17M | -1% | Mar 2024 |
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CWM | 458k | $15M | -9% | Mar 2024 |
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Ambassador Advisors | 417k | $14M | 1% | Mar 2024 |
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Jpmorgan Chase & Co | 318k | $11M | -6% | Mar 2024 |
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Charles Schwab Investment Management | 312k | $11M | -1% | Mar 2024 |
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Raymond James Financial Services Advisors | 293k | $9.9M | 7% | Mar 2024 |
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Envestnet Portfolio Solutions | 235k | $7.9M | 14% | Mar 2024 |
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Mirae Asset Global Investments | 211k | $7.1M | 100% | Mar 2024 |
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Principal Securities | 190k | $6.4M | 12% | Mar 2024 |
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Stokes Family Office | 156k | $5.3M | -11% | Mar 2024 |
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Goss Wealth Management | 143k | $4.8M | 229% | Mar 2024 |
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Beacon Bridge Wealth Partners | 118k | $4.0M | 12% | Mar 2024 |
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Proequities | 113k | $3.8B | -8% | Mar 2024 |
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Galvin, Gaustad & Stein | 113k | $3.8M | 35% | Mar 2024 |
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Kaizen Financial Strategies | 105k | $3.5M | 12% | Mar 2024 |
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Collective Family Office | 102k | $3.4M | 163% | Mar 2024 |
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Royal Bank of Canada | 100k | $3.4M | -38% | Mar 2024 |
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Park Avenue Securities | 93k | $3.1M | -9% | Mar 2024 |
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Wagner Bowman Management | 84k | $2.8M | -16% | Mar 2024 |
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Ameriprise Financial | 84k | $2.8M | -29% | Mar 2024 |
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Clear Creek Financial Management | 82k | $2.8M | -1% | Mar 2024 |
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Stratos Wealth Advisors | 80k | $2.7M | -21% | Mar 2024 |
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Charles Schwab Trust | 63k | $2.1M | 47% | Mar 2024 |
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Lincoln National | 52k | $1.8M | 135% | Mar 2024 |
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Morgan Stanley | 50k | $1.7M | 2736% | Mar 2024 |
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Family Asset Management | 44k | $1.5M | 34% | Dec 2023 |
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Advisor Group Holdings | 42k | $1.4M | -82% | Mar 2024 |
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Mutual Advisors | 42k | $1.4M | 34% | Mar 2024 |
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Wsfs Capital Management | 41k | $1.4M | -43% | Mar 2024 |
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Susquehanna International | 39k | $1.3M | -7% | Mar 2024 |
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Thrivent Financial for Lutherans | 36k | $1.2M | 100% | Mar 2024 |
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Citadel Advisors | 35k | $1.2M | 9% | Mar 2024 |
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Acorn Wealth Advisors | 34k | $1.2M | 16% | Mar 2024 |
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Greenup Street Wealth Management | 34k | $1.1M | 35% | Mar 2024 |
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Barden Capital Management | 33k | $1.1M | -12% | Mar 2024 |
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Trust Point | 32k | $1.1M | -84% | Mar 2024 |
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Cambridge Investment Research Advisors | 29k | $980k | 23% | Mar 2024 |
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Van Strum & Towne | 27k | $915k | -4% | Mar 2024 |
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OneAscent Wealth Management | 26k | $874k | -18% | Mar 2024 |
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Claro Advisors | 22k | $734k | -53% | Mar 2024 |
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Focus Financial Network | 20k | $710k | 100% | Dec 2023 |
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Focus Financial Network | 19k | $606k | 100% | Mar 2024 |
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Merit Financial Group | 19k | $608k | -31% | Mar 2024 |
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Private Advisor | 19k | $629k | 100% | Mar 2024 |
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Brookstone Capital Management | 18k | $618k | -21% | Mar 2024 |
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Wealth Enhancement Advisory Services | 17k | $578k | 100% | Mar 2024 |
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Regal Investment Advisors | 16k | $532k | 100% | Mar 2024 |
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Jane Street | 13k | $422k | 80% | Mar 2024 |
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Atria Wealth Solutions | 12k | $396k | 14% | Mar 2024 |
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TSA Wealth Managment | 12k | $396k | 0% | Mar 2024 |
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Magnus Financial Group | 12k | $393k | 100% | Mar 2024 |
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Invst | 11k | $384k | 100% | Dec 2023 |
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Burns Wealth Management | 11k | $356k | 100% | Mar 2024 |
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Hayek-Kallen Investment Management | 10k | $346k | 4% | Mar 2024 |
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Silverlake Wealth Management | 9.9k | $335k | 5% | Mar 2024 |
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Foundations Investment Advisors | 9.9k | $333k | 100% | Mar 2024 |
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Goldman Sachs Group | 9.4k | $318k | -28% | Mar 2024 |
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Bank of New York Mellon | 9.1k | $309k | 100% | Mar 2024 |
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RDA Financial Network | 8.9k | $299k | -8% | Mar 2024 |
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Strategic Blueprint | 7.8k | $264k | 5% | Mar 2024 |
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Commonwealth Equity Services | 5.9k | $200k | 100% | Mar 2024 |
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Creative Financial Designs | 5.9k | $199k | 67% | Mar 2024 |
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Smartleaf Asset Management | 4.4k | $156k | 2293% | Mar 2024 |
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SevenOneSeven Capital Management | 4.3k | $144k | -93% | Dec 2023 |
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Pacific Capital Wealth Advisors | 4.0k | $134k | 0% | Mar 2024 |
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IFP Advisors | 3.7k | $129k | 100% | Dec 2023 |
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Park Place Capital Corp | 1.6k | $55k | -41% | Mar 2024 |
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Spectrum Wealth Counsel | 1.4k | $48k | 0% | Mar 2024 |
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Bogart Wealth | 1.3k | $44k | 0% | Mar 2024 |
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Cardiff Park Advisors | 1.1k | $40k | 100% | Dec 2023 |
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BlackRock | 1.1k | $36k | -98% | Mar 2024 |
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Tortoise Investment Management | 960.00 | $32k | -60% | Mar 2024 |
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Fortis Advisors | 885.00 | $30k | 26% | Mar 2024 |
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Horizons Wealth Management | 777.00 | $27k | 0% | Mar 2024 |
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Silver Oak Securities | 645.00 | $22k | -91% | Mar 2024 |
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Thompson Investment Management | 538.00 | $18k | 0% | Mar 2024 |
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Pineridge Advisors | 513.00 | $17k | -77% | Mar 2024 |
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LGT Financial Advisors | 350.00 | $12k | -13% | Mar 2024 |
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Sound Income Strategies | 63.00 | $2.1k | -98% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 51.00 | $1.7k | 100% | Mar 2024 |
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FMR | 23.00 | $776.250000 | -82% | Mar 2024 |
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Farther Finance Advisors | 2.00 | $66.000000 | -100% | Mar 2024 |
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Kozak & Associates | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Schwab Strategic Tr long term us?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Smart Money Group | Dec 2023 | 50k | $1.8M |
Belpointe Asset Management | Sep 2023 | 23k | $732k |
Rsm Us Wealth Management | Dec 2023 | 14k | $474k |
Wilbanks Smith & Thomas Asset Management | Dec 2023 | 9.2k | $324k |
Resurgent Financial Advisors | Dec 2023 | 3.4k | $121k |
Scarborough Advisors | Dec 2023 | 3.0k | $106k |
Advisory Services Network | Dec 2023 | 3.0k | $104k |
Wells Fargo & Company | Dec 2023 | 566.00 | $20k |
Asset Dedication | Dec 2023 | 11.00 | $0 |
Register Financial Advisors | Dec 2023 | 10.00 | $351.000000 |