Who owns Schwab Strategic Tr us aggregate b?
- Ticker: SCHZ
- CUSIP Number: 808524839
Tip: Access positions for across all investors
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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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 |
|
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 |