Who owns Schwab Strategic Tr cmn?

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Analyze quarterly positions in Schwab Strategic Tr cmn with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Strategic Tr cmn stock

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