Who owns Schwab Strategic Tr cmn?
- Ticker: SCHV
- CUSIP Number: 808524409
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr cmn with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr cmn this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C | 20M | $1.3B | -1% | Sep 2023 |
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Mather Group | 11M | $739M | 7% | Dec 2023 |
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Sei Investments | 8.8M | $569M | 5% | Sep 2023 |
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Wealth Enhancement Advisory Services | 6.5M | $458M | 9% | Dec 2023 |
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Advisor Group Holdings | 5.7M | $397M | -18% | Dec 2023 |
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Honkamp Krueger Financial Services | 4.2M | $292M | -3% | Dec 2023 |
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Envestnet Asset Management | 3.8M | $246M | 8% | Sep 2023 |
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Mariner Wealth Advisors | 2.5M | $174M | 3% | Dec 2023 |
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Betterment | 1.8M | $129M | -2% | Dec 2023 |
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Savant Capital Management | 1.3M | $93M | -5% | Dec 2023 |
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Gemmer Asset Management | 1.3M | $89M | 1% | Dec 2023 |
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Krilogy Financial | 1.1M | $77M | 0% | Dec 2023 |
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LPL Financial | 1.1M | $70M | -1% | Sep 2023 |
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Financial Advisors | 887k | $62M | 1% | Dec 2023 |
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Rainey & Randall Investment Management | 877k | $62M | 2% | Dec 2023 |
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HighTower Advisors | 877k | $62M | 0% | Dec 2023 |
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Mokosak Advisory Group | 823k | $58M | 3% | Dec 2023 |
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Focus Financial Network | 773k | $54M | 100% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 752k | $49M | -46% | Sep 2023 |
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Moneta Group Investment Advisors | 737k | $52M | 7% | Dec 2023 |
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United Capital Financial Advisers | 667k | $47M | -6% | Dec 2023 |
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Resources Investment Advisors | 662k | $43M | -7% | Sep 2023 |
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Financial Counselors | 650k | $46M | 7% | Dec 2023 |
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Morgan Stanley | 639k | $41M | -3% | Sep 2023 |
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UBS Group | 627k | $44M | -1% | Dec 2023 |
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Bank of America Corporation | 499k | $35M | 2% | Dec 2023 |
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Summit Wealth & Retirement Planning | 481k | $34M | 6% | Dec 2023 |
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Thrivent Financial for Lutherans | 463k | $30M | -9% | Sep 2023 |
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Ameriprise Financial | 447k | $29M | -2% | Sep 2023 |
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Spectrum Asset Management | 438k | $31M | 92% | Dec 2023 |
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GenWealth Group | 432k | $30M | 2% | Dec 2023 |
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Financial Advisory Service | 431k | $30M | -9% | Dec 2023 |
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Dodds Wealth | 429k | $30M | 100% | Dec 2023 |
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Goldman Sachs Group | 392k | $28M | 3698% | Dec 2023 |
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Hrc Wealth Management | 382k | $27M | 100% | Dec 2023 |
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CX Institutional | 375k | $26M | 2% | Dec 2023 |
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Wells Fargo & Company | 369k | $26M | 20% | Dec 2023 |
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XML Financial | 357k | $23M | 14% | Sep 2023 |
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Ballast Advisors | 357k | $25M | -2% | Dec 2023 |
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Beacon Pointe Advisors | 356k | $25M | -9% | Dec 2023 |
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CliftonLarsonAllen Wealth Advisors | 337k | $24M | 5% | Dec 2023 |
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Northern Capital Management | 328k | $21M | 4% | Sep 2023 |
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Commonwealth Equity Services | 327k | $23M | 3% | Dec 2023 |
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Prime Capital Investment Advisors | 311k | $22M | 2% | Dec 2023 |
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Cooper Financial Group | 299k | $21M | 100% | Dec 2023 |
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GHP Investment Advisors | 298k | $21M | 2% | Dec 2023 |
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Marshall Financial Group | 298k | $21M | 0% | Dec 2023 |
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Mml Investors Services | 290k | $19M | -12% | Sep 2023 |
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Sage Financial | 286k | $20M | 6% | Dec 2023 |
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Apollon Wealth Management | 284k | $20M | 78% | Dec 2023 |
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Creative Planning | 277k | $20M | -4% | Dec 2023 |
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HPM Partners | 274k | $19M | 1635% | Dec 2023 |
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Financial Network Investment Corporation | 261k | $17M | -1% | Sep 2023 |
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Black Diamond Financial | 256k | $18M | 9% | Dec 2023 |
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Summit Asset Management | 253k | $18M | 1% | Dec 2023 |
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Financial Advisors Network | 252k | $18M | 8% | Dec 2023 |
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Noble Family Wealth | 249k | $18M | 3% | Dec 2023 |
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Jpmorgan Chase & Co | 241k | $17M | -23% | Dec 2023 |
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Garde Capital | 235k | $17M | -3% | Dec 2023 |
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Vista Private Wealth Partners | 217k | $14M | 1% | Sep 2023 |
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Cape Investment Advisory | 200k | $14M | 0% | Dec 2023 |
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Cornerstone Wealth Advisors | 196k | $14M | 11% | Dec 2023 |
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Mutual Advisors | 193k | $14M | 12% | Dec 2023 |
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ProVise Management Group | 191k | $13M | -6% | Dec 2023 |
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Traverso Chambers Private Wealth Management | 190k | $13M | 6% | Dec 2023 |
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Goepper Burkhardt | 181k | $13M | -1% | Dec 2023 |
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Strategic Investment Solutions | 180k | $0 | 6283% | Sep 2023 |
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Integrated Advisors Network | 177k | $12M | 2% | Dec 2023 |
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Global Strategic Investment Solutions | 175k | $12M | -1% | Dec 2023 |
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Perigon Wealth Management | 174k | $12M | 9% | Dec 2023 |
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Cetera Investment Advisers | 164k | $11M | -17% | Sep 2023 |
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Ethos Financial Group | 163k | $11M | 10% | Dec 2023 |
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Us Bancorp | 163k | $11M | -45% | Dec 2023 |
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Granite Bay Wealth Management | 160k | $11M | -7% | Dec 2023 |
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H D Vest Advisory Services | 150k | $11M | 125% | Dec 2023 |
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Congress Wealth Management LLC / DE / | 146k | $10M | 1% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 143k | $10M | -9% | Dec 2023 |
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LCNB | 142k | $10M | 0% | Dec 2023 |
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Retirement Guys Formula | 142k | $10M | 4216% | Dec 2023 |
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Kestra Advisory Services | 142k | $10M | 0% | Dec 2023 |
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Captrust Financial Advisors | 139k | $9.8M | -1% | Dec 2023 |
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Bogart Wealth | 138k | $9.7M | 19% | Dec 2023 |
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EWG Elevate | 133k | $9.3M | -16% | Dec 2023 |
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Ally Invest Advisors | 129k | $8.3M | 50% | Sep 2023 |
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MAI Wealth Advisors | 128k | $9.0M | -12% | Dec 2023 |
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Total Wealth Planning | 125k | $8.8M | -4% | Dec 2023 |
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Berkshire Asset Management | 124k | $8.7M | 67% | Dec 2023 |
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USAdvisors Wealth Management | 119k | $8.3M | 3069% | Dec 2023 |
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Gill Capital Partners | 118k | $8.3M | 3% | Dec 2023 |
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Harbor Group | 117k | $8.2M | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 116k | $8.1M | -20% | Dec 2023 |
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Integrated Wealth Concepts | 114k | $7.3M | 19% | Sep 2023 |
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Ackerman Capital Advisors | 112k | $7.8M | -12% | Dec 2023 |
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Capital Planning | 111k | $7.8M | 0% | Dec 2023 |
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IVC Wealth Advisors | 111k | $7.8M | -42% | Dec 2023 |
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James J. Burns & Company | 110k | $7.1M | 2% | Sep 2023 |
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David J.Sculati | 110k | $7.7M | 6% | Dec 2023 |
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HBK Sorce Advisory | 109k | $7.6M | -7% | Dec 2023 |
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Bank Hapoalim Bm | 106k | $7.4M | 0% | Dec 2023 |
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Envestnet Portfolio Solutions | 106k | $7.4M | 100% | Dec 2023 |
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Emerald Investment Partners | 104k | $7.3M | 2% | Dec 2023 |
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Sunbelt Securities | 103k | $7.2M | 7% | Dec 2023 |
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Opes Wealth Management | 102k | $7.2M | 0% | Dec 2023 |
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PrairieView Partners | 102k | $7.1M | -5% | Dec 2023 |
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Brand Asset Management Group | 100k | $7.0M | 8% | Dec 2023 |
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Stratos Wealth Advisors | 100k | $7.0M | -37% | Dec 2023 |
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Adviser Investments | 98k | $6.9M | 185% | Dec 2023 |
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Royal Bank of Canada | 97k | $6.8M | 2% | Dec 2023 |
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Schneider Downs Wealth Management Advisors | 97k | $6.8M | 127% | Dec 2023 |
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Santori & Peters | 96k | $6.7M | 1% | Dec 2023 |
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Arbor Trust Wealth Advisors | 91k | $6.4M | -8% | Dec 2023 |
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Raymond James Financial Services Advisors | 91k | $6.4M | 44% | Dec 2023 |
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Sequoia Financial Advisors | 91k | $6.3M | -3% | Dec 2023 |
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Retireful | 90k | $6.3M | 100% | Dec 2023 |
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Gladstone Institutional Advisory | 89k | $6.3M | -1% | Dec 2023 |
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Courage Miller Partners | 89k | $6.3M | 1% | Dec 2023 |
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Atomi Financial Group | 89k | $6.2M | 100% | Dec 2023 |
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Orion Portfolio Solutions | 88k | $6.2M | 42% | Dec 2023 |
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Waypoint Capital Advisors | 88k | $6.1M | -12% | Dec 2023 |
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GRT Capital Partners | 87k | $5.6M | 2% | Sep 2023 |
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Thrive Wealth Management | 87k | $6.1M | 61% | Dec 2023 |
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Paces Ferry Wealth Advisors | 86k | $6.0M | -1% | Dec 2023 |
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Kuntz Lesher Capital | 86k | $6.0M | -3% | Dec 2023 |
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Visionary Wealth Advisors | 85k | $6.0M | -63% | Dec 2023 |
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Cresset Asset Management | 83k | $5.3M | -22% | Sep 2023 |
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Lowery Thomas | 82k | $5.3M | 7% | Sep 2023 |
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MidWestOne Financial Group | 81k | $5.7M | 16% | Dec 2023 |
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One Capital Management | 80k | $5.6M | 1% | Dec 2023 |
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Multi-Financial Securities | 79k | $5.1M | 16% | Sep 2023 |
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Mercer Global Advisors | 77k | $5.4M | -7% | Dec 2023 |
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Townsquare Capital | 76k | $5.3M | -12% | Dec 2023 |
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Ifrah Financial Services | 73k | $5.1M | 3% | Dec 2023 |
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Baird Financial | 73k | $5.1M | 57% | Dec 2023 |
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Newman Dignan & Sheerar | 72k | $5.0M | -6% | Dec 2023 |
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Glassman Wealth Services | 72k | $5.0M | -2% | Dec 2023 |
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Bank of New York Mellon | 71k | $5.0M | 100% | Dec 2023 |
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Curtis Advisory Group | 68k | $4.8M | -19% | Dec 2023 |
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Diversified Portfolios | 68k | $4.7M | 59% | Dec 2023 |
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RE Dickinson Investment Advisors | 67k | $4.3M | 2% | Sep 2023 |
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Werba Rubin Papier Wealth Management | 66k | $4.6M | -1% | Dec 2023 |
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Capital Advisors Wealth Management | 66k | $4.6M | -25% | Dec 2023 |
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HB Wealth Management | 64k | $4.5M | -5% | Dec 2023 |
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Dravo Bay | 64k | $4.5M | 35% | Dec 2023 |
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Safeguard Financial | 63k | $4.4M | 7% | Dec 2023 |
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Strategic Financial | 63k | $4.4M | 1% | Dec 2023 |
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Petra Financial Advisors | 62k | $4.4M | 3% | Dec 2023 |
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Summit Financial | 62k | $4.4M | 0% | Dec 2023 |
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Sculati Wealth Management | 62k | $4.3M | 1% | Dec 2023 |
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Panoramic Investment Advisors | 61k | $4.3M | 1% | Dec 2023 |
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Stonebridge Capital Advisors | 60k | $4.2M | 0% | Dec 2023 |
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SeaCrest Wealth Management | 59k | $4.1M | -12% | Dec 2023 |
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Affinity Capital Advisors | 57k | $4.0M | -13% | Dec 2023 |
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Meridian Wealth Management | 57k | $4.0M | -50% | Dec 2023 |
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Smith Anglin Financial | 49k | $3.4M | -31% | Dec 2023 |
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Lido Advisors | 36k | $2.5M | -86% | Dec 2023 |
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Park Avenue Securities | 26k | $1.9M | -59% | Dec 2023 |
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Wagner Bowman Management | 26k | $1.8M | -62% | Dec 2023 |
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Pensionmark Financial Group | 14k | $1.0M | -93% | Dec 2023 |
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Who sold out of Schwab Strategic Tr cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Forbes Financial Planning | Jun 2023 | 94k | $6.3M |