Who owns Schwab Strategic Tr us lrg cap etf?
- Ticker: SCHX
- CUSIP Number: 808524201
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us lrg cap etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr us lrg cap etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Advisory | 97M | $5.5B | 0% | Dec 2023 |
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Charles Schwab Investment Management | 48M | $2.7B | 6% | Dec 2023 |
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Creative Planning | 29M | $1.6B | 0% | Dec 2023 |
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HPM Partners | 28M | $299M | 519% | Dec 2023 |
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Sei Investments | 24M | $1.2B | -10% | Sep 2023 |
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HBK Sorce Advisory | 10M | $580M | 18% | Dec 2023 |
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Sage Financial | 8.1M | $456M | 0% | Dec 2023 |
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Moneta Group Investment Advisors | 7.6M | $427M | 5% | Dec 2023 |
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Wealth Enhancement Advisory Services | 7.5M | $424M | -3% | Dec 2023 |
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Envestnet Asset Management | 7.3M | $368M | -6% | Sep 2023 |
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UBS Group | 7.1M | $400M | -5% | Dec 2023 |
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Mercer Global Advisors | 5.0M | $283M | -8% | Dec 2023 |
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Campbell Wealth Management | 4.6M | $259M | 2% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 4.5M | $227M | 5% | Sep 2023 |
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HighTower Advisors | 3.7M | $208M | 3% | Dec 2023 |
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Henderson Group | 3.7M | $206M | 0% | Dec 2023 |
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Mariner Wealth Advisors | 3.6M | $205M | -2% | Dec 2023 |
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Wealthsource Partners | 3.2M | $179M | -5% | Dec 2023 |
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Prime Capital Investment Advisors | 3.1M | $176M | 2% | Dec 2023 |
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JMG Financial Group | 2.9M | $163M | 2% | Dec 2023 |
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McAdam | 2.9M | $163M | 4% | Dec 2023 |
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Beacon Pointe Advisors | 2.3M | $132M | -3% | Dec 2023 |
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LPL Financial | 2.2M | $113M | 2% | Sep 2023 |
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Diversified | 2.2M | $123M | 28% | Dec 2023 |
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Cresset Asset Management | 2.1M | $106M | -3% | Sep 2023 |
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BlueSky Wealth Advisors | 2.0M | $110M | -1% | Dec 2023 |
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Iwamoto Kong & Co | 1.9M | $108M | 8% | Dec 2023 |
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Evermay Wealth Management | 1.8M | $101M | -3% | Dec 2023 |
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Aurum Wealth Management Group | 1.7M | $95M | 2% | Dec 2023 |
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Bank of America Corporation | 1.7M | $94M | 9% | Dec 2023 |
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Goldman Sachs Group | 1.6M | $93M | 2285% | Dec 2023 |
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Kuntz Lesher Capital | 1.6M | $91M | 2% | Dec 2023 |
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Scarborough Advisors | 1.6M | $91M | 4% | Dec 2023 |
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Morgan Stanley | 1.6M | $81M | 66% | Sep 2023 |
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Orgel Wealth Management | 1.6M | $90M | -4% | Dec 2023 |
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Northwest Quadrant Wealth Management | 1.5M | $85M | 0% | Dec 2023 |
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Integrated Wealth Concepts | 1.5M | $74M | 14% | Sep 2023 |
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Assetmark | 1.4M | $81M | 21% | Dec 2023 |
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CI Private Wealth | 1.4M | $80M | 1% | Dec 2023 |
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Bangor Savings Bank | 1.3M | $75M | -1% | Dec 2023 |
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Curi Wealth Management | 1.3M | $71M | 31% | Dec 2023 |
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Sontag Advisory | 1.2M | $66M | -3% | Dec 2023 |
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HB Wealth Management | 1.1M | $64M | 0% | Dec 2023 |
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Johnson Investment Counsel | 1.1M | $64M | 4% | Dec 2023 |
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Granite Bay Wealth Management | 1.1M | $59M | 5% | Dec 2023 |
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Financial Consulate | 1.1M | $63M | 24% | Dec 2023 |
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Meridian Wealth Partners | 1.1M | $54M | 1% | Sep 2023 |
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Cambridge Investment Research Advisors | 1.1M | $59M | 1% | Dec 2023 |
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Fund Evaluation Group | 1.1M | $59M | -1% | Dec 2023 |
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Sequoia Financial Advisors | 1.0M | $58M | -1% | Dec 2023 |
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Steele Capital Management | 1.0M | $58M | 100% | Dec 2023 |
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Charles Schwab Trust | 1.0M | $57M | 10% | Dec 2023 |
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Standpoint Asset Management | 963k | $54M | 2% | Dec 2023 |
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Savant Capital Management | 887k | $50M | -1% | Dec 2023 |
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United Capital Financial Advisers | 886k | $50M | -30% | Dec 2023 |
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Adams Wealth Management | 883k | $50M | -43% | Dec 2023 |
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Rsm Us Wealth Management | 864k | $49M | 5% | Dec 2023 |
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Legacy Wealth Management | 858k | $48M | -3% | Dec 2023 |
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Apollon Wealth Management | 855k | $48M | 19% | Dec 2023 |
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Captrust Financial Advisors | 825k | $47M | -5% | Dec 2023 |
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Kohmann Bosshard Financial Services | 806k | $45M | 13% | Dec 2023 |
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Kavar Capital Partners Group | 804k | $45M | 118% | Dec 2023 |
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AE Wealth Management | 798k | $46M | -9% | Dec 2023 |
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Pinkerton Retirement Specialists | 785k | $44M | -13% | Dec 2023 |
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Jaffetilchin Investment Partners | 782k | $40M | 0% | Sep 2023 |
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Alliance Wealth Management | 777k | $44M | -6% | Dec 2023 |
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Towercrest Capital Management | 777k | $44M | 0% | Dec 2023 |
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Valley National Advisers | 771k | $37M | -1% | Dec 2023 |
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Aptus Capital Advisors | 757k | $38M | 127% | Sep 2023 |
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Guardian Wealth Advisors, Llc / Nc | 749k | $38M | 130% | Sep 2023 |
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American Trust | 729k | $41M | -29% | Dec 2023 |
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Buffington Mohr McNeal | 715k | $40M | 0% | Dec 2023 |
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Riversedge Advisors | 705k | $40M | 3% | Dec 2023 |
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CFG Asset Management | 704k | $39M | 7% | Dec 2023 |
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Harbour Investments | 671k | $38M | 4% | Dec 2023 |
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Modera Wealth Management | 669k | $38M | -1% | Dec 2023 |
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Appleton Partners | 662k | $37M | 6% | Dec 2023 |
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Berger Financial Group | 647k | $37M | 4% | Dec 2023 |
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McGlone Suttner Wealth Management | 647k | $37M | 1% | Dec 2023 |
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Courage Miller Partners | 645k | $36M | -2% | Dec 2023 |
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Access Financial Services | 639k | $36M | 2% | Dec 2023 |
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Raymond James Financial Services Advisors | 610k | $34M | 2% | Dec 2023 |
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Ashford Advisors | 608k | $34M | 8% | Dec 2023 |
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Wells Fargo & Company | 605k | $34M | 5% | Dec 2023 |
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Ameriprise Financial | 575k | $29M | -5% | Sep 2023 |
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Branch Banking & Trust Company | 573k | $32M | -21% | Dec 2023 |
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Jpmorgan Chase & Co | 571k | $32M | 9% | Dec 2023 |
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Moneywise | 570k | $32M | -3% | Dec 2023 |
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Matrix Trust | 570k | $32M | 0% | Dec 2023 |
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Advanced Asset Management Advisors | 563k | $32M | 0% | Dec 2023 |
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Leverty Financial Group | 554k | $31M | 4% | Dec 2023 |
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Baker Avenue Asset Management | 544k | $31M | 19% | Dec 2023 |
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Foster Victor Wealth Advisors | 544k | $31M | -3% | Dec 2023 |
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Avenue 1 Advisors | 542k | $31M | 3% | Dec 2023 |
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Hanson McClain Advisors | 532k | $30M | -1% | Dec 2023 |
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Tradewinds Capital Management | 531k | $30M | 11143% | Dec 2023 |
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Commonwealth Equity Services | 510k | $29M | 7% | Dec 2023 |
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Sheets Smith Wealth Management | 499k | $15M | 85% | Dec 2023 |
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Dravo Bay | 490k | $28M | -4% | Dec 2023 |
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Congress Wealth Management LLC / DE / | 481k | $27M | -1% | Dec 2023 |
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FIDELIS iM | 477k | $27M | 0% | Dec 2023 |
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Athena Investment Management | 477k | $24M | 0% | Sep 2023 |
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Sutton Wealth Advisors | 470k | $24M | 1% | Sep 2023 |
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Townsquare Capital | 465k | $26M | 2% | Dec 2023 |
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SNS Financial | 465k | $26M | 2% | Dec 2023 |
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Newman Dignan & Sheerar | 463k | $26M | 5% | Dec 2023 |
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Thrivent Financial for Lutherans | 460k | $23M | 1% | Sep 2023 |
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Milestone Investment Advisors | 455k | $26M | 0% | Dec 2023 |
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Ballast Advisors | 454k | $26M | -5% | Dec 2023 |
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Stifel Financial | 452k | $26M | 11% | Dec 2023 |
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Burt Wealth Advisors | 449k | $25M | 2% | Dec 2023 |
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Manchester Financial | 448k | $25M | -5% | Dec 2023 |
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Valicenti Advisory Services | 447k | $25M | 6% | Dec 2023 |
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Marshall Financial Group | 447k | $25M | -1% | Dec 2023 |
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Gleason Group | 445k | $25M | 11% | Dec 2023 |
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Orion Portfolio Solutions | 442k | $25M | -9% | Dec 2023 |
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Kolinsky Wealth Management | 438k | $22M | -2% | Sep 2023 |
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Northeast Financial Group | 436k | $25M | -2% | Dec 2023 |
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Bristlecone Advisors | 434k | $25M | -1% | Dec 2023 |
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Royal Bank of Canada | 430k | $24M | -2% | Dec 2023 |
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Schneider Downs Wealth Management Advisors | 421k | $24M | -3% | Dec 2023 |
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Brown Wealth Management | 416k | $24M | 1% | Dec 2023 |
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Focus Financial Network | 416k | $23M | 100% | Dec 2023 |
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Dynamic Advisors Solutions | 409k | $23M | 12% | Dec 2023 |
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Powers Advisory Group | 403k | $23M | 1% | Dec 2023 |
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St. Johns Investment Management Company | 397k | $22M | 4% | Dec 2023 |
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Fortis Capital Management | 397k | $22M | -3% | Dec 2023 |
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YCMNET Advisors | 395k | $20M | -3% | Sep 2023 |
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Sawgrass Asset Management | 392k | $22M | 3% | Dec 2023 |
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Morris Financial Concepts | 391k | $22M | 2% | Dec 2023 |
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Wealthcare Advisory Partners | 391k | $22M | 21% | Dec 2023 |
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Huntington Asset Advisors | 387k | $22M | -8% | Dec 2023 |
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Hrc Wealth Management | 385k | $22M | 100% | Dec 2023 |
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Red Door Wealth Management | 385k | $22M | -1% | Dec 2023 |
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Chicago Partners Investment | 384k | $22M | 9% | Dec 2023 |
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Bank Hapoalim Bm | 380k | $21M | 0% | Dec 2023 |
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Financial Management Professionals | 371k | $21M | -61% | Dec 2023 |
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Colony Group | 366k | $19M | -3% | Sep 2023 |
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St. Louis Trust | 363k | $21M | 4% | Dec 2023 |
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Colony | 362k | $20M | 100% | Dec 2023 |
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Sprinkle Financial Consultants | 362k | $20M | 100% | Dec 2023 |
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Main Street Financial Solutions | 357k | $20M | 4% | Dec 2023 |
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CWM | 353k | $20M | 5% | Dec 2023 |
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Asset Dedication | 349k | $20M | -3% | Dec 2023 |
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Valley Forge Investment Consultants Inc Adv | 344k | $19M | -15% | Dec 2023 |
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Pillar Wealth Advisors | 330k | $19M | -7% | Dec 2023 |
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Northwest Capital Management | 328k | $19M | 29% | Dec 2023 |
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Sound View Wealth Advisors Group | 327k | $19M | 5% | Dec 2023 |
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Provident Wealth Management | 322k | $18M | 1% | Dec 2023 |
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Red Cedar Investment Management | 320k | $18M | 0% | Dec 2023 |
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Ancora Advisors | 311k | $18M | -18% | Dec 2023 |
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Blue Bell Private Wealth Management | 301k | $17M | -8% | Dec 2023 |
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Advisor Group Holdings | 249k | $14M | -25% | Dec 2023 |
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Who sold out of Schwab Strategic Tr us lrg cap etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Koss-Olinger Consulting | Jun 2023 | 3.2M | $165M |
TrueNorth | Sep 2023 | 597k | $30M |
Cantor Fitzgerald, L. P. | Sep 2023 | 506k | $26M |