Who owns Schwab Strategic Tr us aggregate b?

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

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Top investors of Schwab Strategic Tr us aggregate b stock

Who bought or sold Schwab Strategic Tr us aggregate b this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Charles Schwab Investment Management 27M $1.3B 9% Dec 2023
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HPM Partners 4.3M $3.2M 4671% Dec 2023
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Jpmorgan Chase & Co 3.9M $182M 61% Dec 2023
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Ameriprise Financial 3.3M $144M 8% Sep 2023
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Honkamp Krueger Financial Services 3.0M $140M -9% Dec 2023
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Financial Engines Advisors L.L.C 2.6M $114M 5% Sep 2023
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Goldman Sachs Group 2.5M $117M 34% Dec 2023
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Rockbridge Investment Management, LCC 2.2M $104M 100% Dec 2023
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Huntington Asset Advisors 2.2M $101M -7% Dec 2023
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Wealth Enhancement Advisory Services 2.1M $99M -11% Dec 2023
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Envestnet Asset Management 2.0M $87M 10% Sep 2023
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Resources Investment Advisors 1.8M $79M -11% Sep 2023
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McAdam 1.5M $71M 0% Dec 2023
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HighTower Advisors 1.4M $64M 1% Dec 2023
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Charles Schwab Trust 1.2M $55M 6% Dec 2023
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Total Wealth Planning 978k $46M 18% Dec 2023
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AlphaStar Capital Management 955k $45M 3% Dec 2023
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Hengehold Capital Management 950k $44M -3% Dec 2023
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YCMNET Advisors 887k $39M -12% Sep 2023
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BlueSky Wealth Advisors 868k $40M -13% Dec 2023
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Toronto-Dominion Bank 829k $37M -12% Sep 2023
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Kohmann Bosshard Financial Services 733k $34M 4% Dec 2023
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Horst & Graben Wealth Management 690k $32M -4% Dec 2023
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Bank of America Corporation 654k $31M 4% Dec 2023
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KilterHowling 634k $29M 164% Dec 2023
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Theory Financial 583k $27M 0% Dec 2023
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Mercer Global Advisors 580k $27M 7% Dec 2023
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Sequoia Financial Advisors 568k $27M -4% Dec 2023
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Financial Life Advisors 527k $23M 6% Sep 2023
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Towercrest Capital Management 524k $24M -2% Dec 2023
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CliftonLarsonAllen Wealth Advisors 512k $24M 5% Dec 2023
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Alliance Wealth Management 510k $24M 1% Dec 2023
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Pioneer Wealth Management Group 464k $22M 33% Dec 2023
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Raymond James Financial Services Advisors 432k $20M 18% Dec 2023
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Austin Private Wealth 428k $20M -10% Dec 2023
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Mokosak Advisory Group 426k $20M 4% Dec 2023
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United Capital Financial Advisers 410k $19M -17% Dec 2023
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TSA Wealth Managment 402k $19M 100% Dec 2023
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Mariner Wealth Advisors 399k $19M 12% Dec 2023
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One Wealth Advisors 351k $16M -4% Sep 2023
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Waterford Advisors 348k $15M 4% Sep 2023
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Larson Financial Group 320k $15M -7% Dec 2023
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Financial Advisory Service 319k $15M 3% Dec 2023
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Tenret 315k $15M -5% Dec 2023
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Advisor Group Holdings 315k $15M 26% Dec 2023
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Congress Wealth Management LLC / DE / 300k $14M 541% Dec 2023
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MorganRosel Wealth Management 295k $14M -16% Dec 2023
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Fort Pitt Capital 293k $14M 6254% Dec 2023
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Members Advisory Group 272k $13M -2% Dec 2023
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Revolve Wealth Partners 272k $13M 12% Dec 2023
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Columbus Macro 256k $12M 100% Dec 2023
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Moneta Group Investment Advisors 252k $12M 4% Dec 2023
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Bond & Devick Financial Network 234k $11M 4% Dec 2023
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Pinnacle Wealth Management 223k $10M -4% Dec 2023
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Mutual Advisors 222k $10M 8% Dec 2023
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Myecfo 221k $10M 7% Dec 2023
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Freestone Capital Holdings 220k $9.7M -4% Sep 2023
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JMG Financial Group 219k $10M -1% Dec 2023
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Leavell Investment Management 217k $10M -6% Dec 2023
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Creative Planning 216k $10M -23% Dec 2023
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James J. Burns & Company 209k $9.2M 3% Sep 2023
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Vantage Financial Partners 205k $9.6M 5% Dec 2023
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LPL Financial 201k $8.9M 0% Sep 2023
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Kickstand Ventures 199k $9.3M 100% Dec 2023
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Jones Financial Companies, L.L 197k $8.7M 5% Sep 2023
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H D Vest Advisory Services 195k $9.1M 751% Dec 2023
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Beacon Bridge Wealth Partners 189k $8.8M 26% Dec 2023
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Client 1st Advisory Group 184k $8.1M -15% Sep 2023
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Cypress Wealth Services 176k $8.2M 53% Dec 2023
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Schneider Downs Wealth Management Advisors 174k $8.1M 67% Dec 2023
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West Wealth Group 168k $7.8M -10% Dec 2023
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Ethos Financial Group 167k $7.8M 100% Dec 2023
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SageView Advisory Group 165k $7.6M 48% Dec 2023
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Callan Capital 161k $7.5M 22% Dec 2023
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Bnp Paribas Arbitrage, Snc 161k $7.5M 45% Dec 2023
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Northwest Investment Counselors 160k $7.5M 0% Dec 2023
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Thrivent Financial for Lutherans 160k $7.1M 33% Sep 2023
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Waycross Investment Management 158k $7.4M 100% Dec 2023
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Focus Financial Network 158k $7.3M 100% Dec 2023
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Cambridge Investment Research Advisors 157k $7.3M -28% Dec 2023
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Atria Wealth Solutions 154k $7.2M -8% Dec 2023
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Beacon Pointe Advisors 153k $7.1M -13% Dec 2023
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SigFig Wealth Management 151k $6.0M 15% Dec 2023
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Raymond James & Associates 147k $6.8M -52% Dec 2023
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Kaizen Financial Strategies 142k $6.6M -3% Dec 2023
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Clay Northam Wealth Management 140k $6.5M 0% Dec 2023
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Marotta Asset Management 137k $6.4M -2% Dec 2023
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AE Wealth Management 137k $6.3M -30% Dec 2023
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Bogart Wealth 135k $6.3M 30% Dec 2023
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TNF 131k $6.1M -10% Dec 2023
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Old Mission Capital 131k $5.8M 100% Sep 2023
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Ronald Blue Trust 131k $5.8M -11% Dec 2023
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Robertson Stephens Wealth Management 130k $6.1M 100% Dec 2023
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Curi Wealth Management 127k $5.9M -10% Dec 2023
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Morgan Stanley 126k $5.6M -31% Sep 2023
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Wakefield Asset Management L 124k $5.8M -2% Dec 2023
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UBS Group 123k $5.7M -37% Dec 2023
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Mayflower Financial Advisors 121k $5.7M 29% Dec 2023
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Emerald Investment Partners 120k $5.6M -12% Dec 2023
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Friedenthal Financial 119k $5.5M 0% Dec 2023
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SNS Financial 119k $5.5M 1% Dec 2023
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Reston Wealth Management 118k $5.5M -10% Dec 2023
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Nalls Sherbakoff Group 117k $5.2M 2% Sep 2023
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Integrated Wealth Concepts 114k $5.1M 12% Sep 2023
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Guggenheim Capital, LLC Managers 113k $5.3M 0% Dec 2023
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Security Financial Services 112k $5.2M -14% Dec 2023
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ProVise Management Group 110k $5.1M 5% Dec 2023
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Cedar Brook Financial Partners 109k $5.0M 18% Dec 2023
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Daymark Wealth Partners 108k $5.0M -46% Dec 2023
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Retirement Planning Group 106k $4.9M -40% Dec 2023
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All Season Financial Advisors 105k $4.9M -8% Dec 2023
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Forthright Family Wealth Advisory 103k $4.8M 100% Dec 2023
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Advisor OS 102k $4.8M 100% Dec 2023
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Merit Financial Group 102k $4.8M 100% Dec 2023
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Krilogy Financial 101k $4.7M -17% Dec 2023
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Peak Financial Management 101k $4.7M -9% Dec 2023
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Northwestern Mutual Wealth Management Company 100k $4.4M 13% Sep 2023
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Commonwealth Equity Services 100k $4.6M -7% Dec 2023
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Stratos Wealth Advisors 97k $4.5M 2% Dec 2023
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Tempus Wealth Planning 96k $4.5M 12% Dec 2023
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Northeast Financial Group 96k $4.5M 3% Dec 2023
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Patriot Investment Management 96k $4.5M -18% Dec 2023
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Harbour Investments 96k $4.5M -22% Dec 2023
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Summit Financial Strategies 95k $4.2M -1% Sep 2023
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GSB Wealth Management 94k $4.2M 9% Sep 2023
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My Legacy Advisors 93k $4.3M 6% Dec 2023
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IFP Advisors 93k $4.3M 4% Dec 2023
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Phillips Financial Management 93k $4.3M 11% Dec 2023
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ETF Store 92k $4.3M 1% Dec 2023
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ORG Partners 92k $4.3M 2359% Dec 2023
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Affinity Capital Advisors 90k $4.2M 100% Dec 2023
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Sontag Advisory 89k $4.1M 141% Dec 2023
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Creative Financial Designs 87k $4.1M -2% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 85k $4.0M -1% Dec 2023
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Mml Investors Services 85k $3.8M 512% Sep 2023
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Marshall Financial Group 84k $3.9M 37% Dec 2023
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Apeiron RIA 82k $3.8M -22% Dec 2023
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Feltz Wealth PLAN 81k $3.8M 12% Dec 2023
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Mission Creek Capital Partners 81k $3.8M -19% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 78k $3.7M 16% Dec 2023
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BFSG 78k $3.7M 3% Dec 2023
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Envestnet Portfolio Solutions 78k $3.6M 100% Dec 2023
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Warren Averett Asset Management 76k $3.6M -2% Dec 2023
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Guardian Financial Partners 76k $3.5M 35% Dec 2023
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Syon Capital 76k $3.5M 100% Dec 2023
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HC Advisors 75k $3.5M 6% Dec 2023
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Chesapeake Wealth Management 75k $3.5M 10% Dec 2023
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Granite Bay Wealth Management 73k $3.2M 19% Dec 2023
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OneAscent Financial Services 72k $3.4M -5% Dec 2023
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AdvisorNet Financial 71k $3.3M -12% Dec 2023
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Atria Investments 68k $3.2M -10% Dec 2023
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Lodestar Private Asset Management 68k $3.2M -40% Dec 2023
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Grey Fox Wealth Advisors 67k $3.1M -7% Dec 2023
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JJJ Advisors 66k $3.1M -13% Dec 2023
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Strategic Blueprint 66k $3.1M -27% Dec 2023
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Omega Financial Group 64k $3.0M -13% Dec 2023
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Global Retirement Partners 62k $2.9M -24% Dec 2023
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Streettalk Advisors 58k $2.7M -27% Dec 2023
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Bartlett & Co. Wealth Management 57k $2.7M -27% Dec 2023
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Bartlett & Co. 57k $2.7M -27% Dec 2023
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Monticello Wealth Management 28k $1.3M -69% Dec 2023
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Jane Street 21k $995k -97% Dec 2023
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Souders Financial Advisors 7.9k $366k -98% Dec 2023
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Pensionmark Financial Group 6.9k $320k -92% Dec 2023
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Who sold out of Schwab Strategic Tr us aggregate b?

Fund or Company Name Date Sold Shares Held Valued At
Baker Avenue Asset Management Sep 2023 1.7M $75M
New York Life Investment Management Sep 2023 439k $19M
CFS Investment Advisory Services Jun 2023 330k $15M
Ffg Retirement Advisors Sep 2023 263k $12M
Financial Designs Corp Sep 2023 95k $4.2M