Who owns Schwab Strategic Tr cmn?
- Ticker: SCHV
- CUSIP Number: 808524409
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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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Who bought or sold Schwab Strategic Tr cmn this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Mather Group | 11M | $736M | 0% | Mar 2024 |
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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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Wealth Enhancement Advisory Services | 2.8M | $209M | -58% | Mar 2024 |
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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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Rainey & Randall Investment Management | 893k | $68M | 2% | Mar 2024 |
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Financial Advisors | 887k | $62M | 1% | 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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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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Financial Counselors | 650k | $46M | 7% | Dec 2023 |
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UBS Group | 627k | $44M | -1% | Dec 2023 |
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CX Institutional | 539k | $41M | 44% | Mar 2024 |
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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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GenWealth Group | 442k | $34M | 2% | Mar 2024 |
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Spectrum Asset Management | 438k | $31M | 92% | 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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Wells Fargo & Company | 369k | $26M | 20% | Dec 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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Cooper Financial Group | 336k | $26M | 12% | Mar 2024 |
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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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GHP Investment Advisors | 298k | $21M | 2% | Dec 2023 |
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Marshall Financial Group | 298k | $21M | 0% | Dec 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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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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Jpmorgan Chase & Co | 241k | $17M | -23% | Dec 2023 |
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Garde Capital | 235k | $17M | -3% | Dec 2023 |
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Noble Family Wealth | 231k | $18M | -7% | Mar 2024 |
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Cape Investment Advisory | 200k | $14M | 0% | Dec 2023 |
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Mutual Advisors | 193k | $14M | 12% | Dec 2023 |
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Cornerstone Wealth Advisors | 192k | $15M | -2% | Mar 2024 |
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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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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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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 | $11M | 0% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 143k | $10M | -9% | Dec 2023 |
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Retirement Guys Formula | 143k | $11M | 1% | Mar 2024 |
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LCNB | 142k | $10M | 0% | 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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MAI Wealth Advisors | 128k | $9.0M | -12% | Dec 2023 |
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Berkshire Asset Management | 124k | $8.7M | 67% | Dec 2023 |
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EWG Elevate | 119k | $9.1M | -10% | Mar 2024 |
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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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Cambridge Investment Research Advisors | 116k | $8.1M | -20% | Dec 2023 |
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Total Wealth Planning | 116k | $8.8M | -7% | Mar 2024 |
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Harbor Group | 116k | $8.8M | -1% | Mar 2024 |
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Ackerman Capital Advisors | 112k | $7.8M | -12% | Dec 2023 |
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David J.Sculati | 110k | $7.7M | 6% | Dec 2023 |
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Capital Planning | 110k | $8.3M | -1% | Mar 2024 |
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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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IVC Wealth Advisors | 104k | $7.9M | -6% | Mar 2024 |
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Emerald Investment Partners | 104k | $7.3M | 2% | Dec 2023 |
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Sunbelt Securities | 104k | $7.9M | 1% | Mar 2024 |
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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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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 | $7.3M | 0% | Mar 2024 |
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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 | $6.8M | 0% | Mar 2024 |
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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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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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Thrive Wealth Management | 84k | $6.4M | -3% | Mar 2024 |
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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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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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Werba Rubin Papier Wealth Management | 66k | $4.6M | -1% | Dec 2023 |
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Murphy, Middleton, Hinkle & Parker | 65k | $4.9M | 16% | Mar 2024 |
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Game Plan Financial Advisors | 64k | $4.9M | -7% | Mar 2024 |
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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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Leeward Financial Partners | 64k | $4.8M | 19% | Mar 2024 |
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Panoramic Investment Advisors | 63k | $4.8M | 3% | Mar 2024 |
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Strategic Financial | 63k | $4.4M | 1% | Dec 2023 |
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Safeguard Financial | 63k | $4.7M | -1% | Mar 2024 |
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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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Stonebridge Capital Advisors | 60k | $4.2M | 0% | Dec 2023 |
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Continuum Advisory | 59k | $4.1M | 0% | Dec 2023 |
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SeaCrest Wealth Management | 57k | $4.4M | -3% | Mar 2024 |
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Meridian Wealth Management | 57k | $4.0M | -50% | Dec 2023 |
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DDD Partners | 57k | $4.0M | 6% | Dec 2023 |
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Affinity Capital Advisors | 57k | $4.3M | -1% | Mar 2024 |
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Von Berge Wealth Management Group | 56k | $4.2M | 21% | Mar 2024 |
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Colony | 55k | $3.9M | 100% | Dec 2023 |
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Nadler Financial | 54k | $3.8M | 47% | Dec 2023 |
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Leavell Investment Management | 52k | $3.6M | -13% | Dec 2023 |
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Koshinski Asset Management | 52k | $3.6M | 86% | Dec 2023 |
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Raymond James Financial Services Advisors | 51k | $3.9M | -44% | Mar 2024 |
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Blue Bell Private Wealth Management | 51k | $3.5M | -3% | Dec 2023 |
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Buckingham Asset Management | 50k | $3.5M | -15% | Dec 2023 |
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Pathstone Holdings | 50k | $3.5M | 100% | Dec 2023 |
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Smith Anglin Financial | 49k | $3.4M | -31% | Dec 2023 |
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Arbor Trust Wealth Advisors | 48k | $3.6M | -47% | Mar 2024 |
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Everhart Financial Group | 48k | $3.3M | 7% | Dec 2023 |
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Stratos Wealth Advisors | 48k | $3.6M | -52% | Mar 2024 |
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Cary Street Partner Investment Advisory | 47k | $3.3M | -4% | Dec 2023 |
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Grant/GrossMendelsohn | 46k | $3.2M | -2% | Dec 2023 |
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Avenue 1 Advisors | 45k | $3.4M | 1% | Mar 2024 |
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Dynamic Advisors Solutions | 45k | $3.4M | -1% | Mar 2024 |
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Capital Advisors Wealth Management | 45k | $3.4M | -33% | Mar 2024 |
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Retirement Investment Advisors | 45k | $3.1M | 100% | Dec 2023 |
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Steele Capital Management | 44k | $3.4M | -3% | Mar 2024 |
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Compass Advisory Group | 38k | $2.7M | -17% | Dec 2023 |
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Lido Advisors | 36k | $2.5M | -86% | Dec 2023 |
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AE Wealth Management | 36k | $2.5M | -41% | Dec 2023 |
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Hill Island Financial | 35k | $2.5M | -21% | Dec 2023 |
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Fortress Wealth Management | 31k | $2.4M | -32% | Mar 2024 |
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Family Asset Management | 21k | $1.5M | -55% | Dec 2023 |
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Pensionmark Financial Group | 14k | $1.0M | -93% | Dec 2023 |
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Proequities | 13k | $917M | -76% | Dec 2023 |
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Assetmark | 2.4k | $172k | -95% | Dec 2023 |
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Who sold out of Schwab Strategic Tr cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Gunma Bank | Sep 2023 | 55k | $3.5M |