Who owns SCHWAB STRATEGIC TR?
- Ticker: SCHY
- CUSIP Number: 808524672
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Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr stock
Who bought or sold SCHWAB STRATEGIC TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 1.1M | $26M | -1% | Mar 2024 |
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| Summit Asset Management | 792k | $19M | 7% | Mar 2024 |
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| Jane Street | 615k | $15M | -50% | Mar 2024 |
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| Souders Financial Advisors | 521k | $13M | 7% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 515k | $13M | -9% | Mar 2024 |
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| Principle Wealth Partners | 350k | $8.5M | -3% | Mar 2024 |
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| Envestnet Asset Management | 301k | $7.3M | 746% | Mar 2024 |
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| Advisor Group Holdings | 243k | $5.9M | 6% | Mar 2024 |
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| LPL Financial | 222k | $5.4M | 18% | Mar 2024 |
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| Stifel Financial | 205k | $5.0M | 2% | Mar 2024 |
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| First Merchants Bank, National Association | 182k | $4.4M | -1% | Mar 2024 |
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| Asset Advisors Investment Management | 182k | $4.5M | -1% | Dec 2023 |
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| Charles Schwab Trust | 180k | $4.4M | -43% | Mar 2024 |
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| Integrated Wealth Concepts | 153k | $3.7M | -31% | Mar 2024 |
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| HighTower Advisors | 143k | $3.5M | -24% | Mar 2024 |
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| Bank of America Corporation | 126k | $3.1M | -8% | Mar 2024 |
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| Pathstone Holdings | 124k | $3.0M | 0% | Mar 2024 |
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| ProVise Management Group | 120k | $2.9M | -3% | Mar 2024 |
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| Iron Financial | 115k | $2.8M | 17% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 111k | $2.7M | -61% | Mar 2024 |
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| Red Mountain Financial | 98k | $2.4M | 100% | Dec 2023 |
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| Warren Averett Asset Management | 95k | $2.3M | 1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 93k | $2.3M | -2% | Mar 2024 |
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| Burns Wealth Management | 93k | $2.2M | -9% | Mar 2024 |
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| LongView Wealth Management | 91k | $2.2M | 41% | Mar 2024 |
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| Morgan Stanley | 79k | $1.9M | 1617% | Mar 2024 |
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| MAI Wealth Advisors | 78k | $1.9M | 6% | Mar 2024 |
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| Noble Family Wealth | 75k | $1.8M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 74k | $1.8M | 10% | Mar 2024 |
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| Wsfs Capital Management | 74k | $1.8M | -17% | Mar 2024 |
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| Sowell Financial Services | 65k | $1.6M | 4% | Mar 2024 |
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| Mutual Advisors | 65k | $1.6M | 8% | Mar 2024 |
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| Lisa Snider | 64k | $1.6M | 3% | Mar 2024 |
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| Citadel Advisors | 61k | $1.5M | -65% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 56k | $1.4M | -2% | Mar 2024 |
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| Embree Financial Group | 55k | $1.3M | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 51k | $1.2M | 162% | Mar 2024 |
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| Beacon Financial | 47k | $1.1M | 100% | Mar 2024 |
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| Ohe Financial | 46k | $1.1M | 77% | Mar 2024 |
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| Vanguard Group | 43k | $1.0M | 0% | Mar 2024 |
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| Lodestar Private Asset Management | 41k | $987k | 0% | Mar 2024 |
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| Spinnaker Investment Group | 40k | $967k | 1% | Mar 2024 |
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| Wedmont Private Capital | 38k | $924k | 0% | Mar 2024 |
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| CAP Partners | 36k | $883k | 2% | Mar 2024 |
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| Cowa | 36k | $867k | 15% | Mar 2024 |
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| Envestnet Portfolio Solutions | 35k | $860k | 100% | Mar 2024 |
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| Raymond James & Associates | 33k | $805k | 2% | Mar 2024 |
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| D'Orazio & Associates | 31k | $743k | -20% | Mar 2024 |
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| Hamel Associates | 30k | $728k | 88% | Mar 2024 |
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| Streettalk Advisors | 29k | $706k | 8% | Mar 2024 |
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| Cape Investment Advisory | 27k | $652k | 17571% | Dec 2023 |
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| Acorn Wealth Advisors | 22k | $541k | 63% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 22k | $534k | -17% | Mar 2024 |
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| Kestra Advisory Services | 22k | $535k | -25% | Dec 2023 |
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| CVA Family Office | 22k | $530k | -16% | Dec 2023 |
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| HPM Partners | 21k | $506k | 0% | Mar 2024 |
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| Axxcess Wealth Management | 21k | $510k | 14% | Dec 2023 |
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| Vawter Financial | 20k | $485k | 64% | Mar 2024 |
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| Myecfo | 18k | $443k | -1% | Mar 2024 |
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| Sharkey, Howes & Javer | 18k | $429k | -42% | Mar 2024 |
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| Mariner Wealth Advisors | 17k | $419k | 80% | Mar 2024 |
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| Clarity Capital Advisors | 16k | $377k | 0% | Mar 2024 |
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| Collaborative Wealth Managment | 14k | $336k | 16% | Mar 2024 |
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| Principal Securities | 12k | $295k | -5% | Mar 2024 |
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| Royal Bank of Canada | 12k | $293k | -21% | Mar 2024 |
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| Cambridge Advisors | 11k | $274k | -49% | Mar 2024 |
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| H D Vest Advisory Services | 11k | $261k | -3% | Mar 2024 |
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| Canvas Wealth Advisors | 10k | $241k | 100% | Mar 2024 |
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| Balboa Wealth Partners | 9.9k | $241k | 0% | Mar 2024 |
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| Tradition Wealth Management | 9.4k | $228k | -95% | Mar 2024 |
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| Park Avenue Securities | 9.4k | $227k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 8.9k | $215k | 100% | Mar 2024 |
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| Milestone Investment Advisors | 7.3k | $180k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 6.5k | $159k | 100% | Mar 2024 |
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| Parkside Financial Bank & Trust | 6.0k | $146k | 50% | Mar 2024 |
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| Bruce G. Allen Investments | 4.7k | $114k | -38% | Mar 2024 |
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| Bogart Wealth | 4.2k | $102k | 0% | Mar 2024 |
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| Goss Wealth Management | 3.4k | $83k | 0% | Mar 2024 |
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| UBS Group | 2.5k | $62k | -25% | Mar 2024 |
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| Anchor Investment Management | 2.5k | $61k | 9% | Mar 2024 |
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| Concord Wealth Partners | 2.2k | $55k | 100% | Mar 2024 |
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| AdvisorNet Financial | 1.8k | $44k | 1% | Mar 2024 |
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| Hanson McClain Advisors | 1.7k | $40k | 100% | Mar 2024 |
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| FMR | 1.6k | $38k | 100% | Mar 2024 |
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| Caldwell Sutter Capital | 1.3k | $31k | 202% | Mar 2024 |
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| Sandy Spring Bank | 1.3k | $31k | 0% | Mar 2024 |
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| BlackRock | 1.3k | $31k | 100% | Mar 2024 |
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| C.M. Bidwell & Associates | 960.00 | $23k | 0% | Mar 2024 |
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| Proequities | 500.00 | $12M | 100% | Mar 2024 |
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| Main Street Group | 208.00 | $5.1k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 200.00 | $4.9k | 0% | Mar 2024 |
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| Simplex Trading | 174.00 | $4.0k | 100% | Mar 2024 |
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| AlphaMark Advisors | 125.00 | $3.0k | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $23.000000 | 100% | Mar 2024 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Redhawk Wealth Advisors | Dec 2023 | 84k | $2.1M |
| Sontag Advisory | Dec 2023 | 24k | $599k |
| Susquehanna International | Sep 2023 | 16k | $364k |
| Brookstone Capital Management | Dec 2023 | 15k | $357k |
| Brogan Financial | Dec 2023 | 11k | $266k |
| Red Door Wealth Management | Dec 2023 | 8.5k | $209k |
| Advisory Services Network | Dec 2023 | 5.7k | $140k |
| Scarborough Advisors | Dec 2023 | 1.7k | $41k |
| TSFG | Dec 2023 | 1.4k | $34k |