Who owns Schwab Strategic Tr intrm trm?
- Ticker: SCHR
- CUSIP Number: 808524854
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr intrm trm with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Schwab Strategic Tr intrm trm stock
Who bought or sold Schwab Strategic Tr intrm trm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 80M | $4.0B | 3% | Dec 2023 |
|
| Royal Bank of Canada | 10M | $513M | 0% | Dec 2023 |
|
| Stifel Financial | 2.9M | $146M | 0% | Dec 2023 |
|
| Goldman Sachs Group | 2.6M | $128M | 9% | Dec 2023 |
|
| Jpmorgan Chase & Co | 1.8M | $91M | -68% | Dec 2023 |
|
| Creative Planning | 1.6M | $79M | -1% | Dec 2023 |
|
| Crane Advisory | 1.5M | $73M | 223% | Mar 2024 |
|
| Pacific Sage Partners | 1.2M | $61M | 0% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 1.0M | $49M | 4% | Mar 2024 |
|
| Hilton Capital Management | 969k | $48M | 1% | Dec 2023 |
|
| Cornerstone Wealth Advisors | 885k | $43M | 6% | Mar 2024 |
|
| Allspring Global Investments Holdings | 722k | $35M | 0% | Mar 2024 |
|
| Northwest Capital Management | 710k | $35M | -8% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 697k | $34M | 9% | Mar 2024 |
|
| CWM | 694k | $34M | -9% | Mar 2024 |
|
| Resonant Capital Advisors | 624k | $31M | 9% | Dec 2023 |
|
| Hanson McClain Advisors | 615k | $31M | 146% | Dec 2023 |
|
| Busey Trust Company | 602k | $30M | -7% | Mar 2024 |
|
| Advisor Group Holdings | 567k | $28M | 117% | Dec 2023 |
|
| Madison Asset Management | 531k | $26M | 3% | Dec 2023 |
|
| Bank of America Corporation | 516k | $26M | -45% | Dec 2023 |
|
| Foster & Motley | 508k | $25M | 7% | Mar 2024 |
|
| Hartland & Co | 508k | $25M | 120% | Dec 2023 |
|
| West Coast Financial | 506k | $25M | 34% | Mar 2024 |
|
| FLC Capital Advisors | 495k | $25M | 32% | Dec 2023 |
|
| Streettalk Advisors | 493k | $25M | 7% | Dec 2023 |
|
| Your Advocates | 489k | $24M | 164% | Dec 2023 |
|
| Galvin, Gaustad & Stein | 459k | $23M | 6% | Mar 2024 |
|
| Taddei, Ludwig & Associates | 442k | $22M | -4% | Dec 2023 |
|
| Bouchey Financial | 436k | $21M | 14% | Mar 2024 |
|
| Beacon Wealthcare | 430k | $21M | 14% | Mar 2024 |
|
| Greenline Partners | 402k | $20M | -6% | Dec 2023 |
|
| First National Trust Company | 378k | $19M | 30% | Dec 2023 |
|
| Financial Counselors | 373k | $19M | -13% | Dec 2023 |
|
| HC Advisors | 307k | $15M | 22% | Dec 2023 |
|
| Charles Schwab Investment Management | 304k | $15M | -2% | Dec 2023 |
|
| AlphaStar Capital Management | 301k | $15M | -2% | Dec 2023 |
|
| Tradition Wealth Management | 299k | $15M | 54% | Dec 2023 |
|
| Intelligence Driven Advisers | 286k | $14M | -4% | Dec 2023 |
|
| Wells Fargo & Company | 268k | $13M | 141% | Dec 2023 |
|
| Marshall Financial Group | 265k | $13M | 16% | Mar 2024 |
|
| Sequoia Financial Advisors | 258k | $13M | -5% | Dec 2023 |
|
| Davenport & Co | 255k | $13M | 4% | Dec 2023 |
|
| Tradewinds Capital Management | 241k | $12M | 30183% | Mar 2024 |
|
| Orion Portfolio Solutions | 235k | $12M | -10% | Dec 2023 |
|
| Stokes Family Office | 231k | $12M | 3% | Dec 2023 |
|
| Franklin Resources | 218k | $11M | -16% | Dec 2023 |
|
| Altiora Financial Group | 214k | $11M | 164% | Mar 2024 |
|
| GenTrust | 206k | $10M | -1% | Mar 2024 |
|
| Morton Brown Family Wealth | 188k | $9.2M | 2% | Mar 2024 |
|
| McAdam | 188k | $9.2M | 11% | Mar 2024 |
|
| Kingsview Wealth Management | 180k | $9.0M | -12% | Dec 2023 |
|
| Mariner Wealth Advisors | 169k | $8.4M | 40% | Dec 2023 |
|
| Bank Of Montreal | 154k | $7.7M | -8% | Dec 2023 |
|
| Vident Advisory | 141k | $7.0M | -10% | Dec 2023 |
|
| Kestra Advisory Services | 134k | $6.6M | -52% | Dec 2023 |
|
| Focus Financial Network | 133k | $6.4M | 100% | Mar 2024 |
|
| One Degree Advisors | 132k | $6.5M | 100% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 128k | $6.4M | 100% | Dec 2023 |
|
| Libra Wealth | 126k | $6.3M | 9% | Dec 2023 |
|
| Change Path | 125k | $6.2M | -3% | Dec 2023 |
|
| Janney Montgomery Scott | 124k | $6.1M | 6% | Dec 2023 |
|
| Oakwell Private Wealth Management | 122k | $6.1M | 8% | Dec 2023 |
|
| LexAurum Advisors | 121k | $6.0M | 4% | Dec 2023 |
|
| Fiduciary Alliance | 119k | $5.8M | 38% | Mar 2024 |
|
| Advisory Alpha | 112k | $5.6M | -3% | Dec 2023 |
|
| Branch Banking & Trust Company | 106k | $5.3M | 0% | Dec 2023 |
|
| Benjamin F. Edwards & Company | 104k | $5.2M | 137% | Dec 2023 |
|
| Buckingham Asset Management | 99k | $4.9M | 27% | Dec 2023 |
|
| Private Advisor | 98k | $4.9M | 22% | Dec 2023 |
|
| Myecfo | 95k | $4.7M | 3% | Mar 2024 |
|
| Focus Financial Network | 92k | $4.6M | 100% | Dec 2023 |
|
| Darrow Company | 88k | $4.4M | 100% | Dec 2023 |
|
| Walkner Condon Financial Advisors | 86k | $4.2M | 18% | Mar 2024 |
|
| GenWealth Group | 85k | $4.2M | 16% | Mar 2024 |
|
| Heritage Wealth Management | 82k | $4.1M | 100% | Dec 2023 |
|
| Benjamin Edwards | 81k | $4.0M | -2% | Dec 2023 |
|
| UBS Group | 80k | $4.0M | -35% | Dec 2023 |
|
| ValMark Advisers | 78k | $3.9M | 22% | Dec 2023 |
|
| PAX Financial Group | 77k | $3.8M | -14% | Dec 2023 |
|
| Advocate Group | 74k | $3.7M | 164% | Dec 2023 |
|
| Hilltop Partners | 73k | $3.6M | 8% | Dec 2023 |
|
| Modus Advisors | 73k | $3.6M | 100% | Dec 2023 |
|
| Merit Financial Group | 73k | $3.6M | 100% | Dec 2023 |
|
| Kuntz Lesher Capital | 71k | $3.5M | -10% | Dec 2023 |
|
| Stratos Wealth Advisors | 70k | $3.4M | 30% | Mar 2024 |
|
| Upper Left Wealth Management | 70k | $3.4M | -22% | Mar 2024 |
|
| Spire Wealth Management | 68k | $3.3M | 1% | Mar 2024 |
|
| Meridian Management | 67k | $3.3M | -44% | Dec 2023 |
|
| WealthCare Investment Partners | 67k | $3.3M | 9% | Mar 2024 |
|
| Commonwealth Equity Services | 67k | $3.3M | 0% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 66k | $3.2M | 21% | Mar 2024 |
|
| HighTower Advisors | 63k | $3.1M | -52% | Dec 2023 |
|
| Raymond James & Associates | 58k | $2.9M | -9% | Mar 2024 |
|
| Kaizen Financial Strategies | 58k | $2.9M | -1% | Dec 2023 |
|
| PrairieView Partners | 58k | $2.9M | 153% | Dec 2023 |
|
| AE Wealth Management | 55k | $2.7M | 100% | Dec 2023 |
|
| Columbus Macro | 53k | $2.6M | 2% | Mar 2024 |
|
| Meritage Portfolio Management | 53k | $2.6M | 30% | Dec 2023 |
|
| Sym Financial Corporation | 49k | $2.4M | 55% | Dec 2023 |
|
| Diligent Investors | 49k | $2.4M | -20% | Dec 2023 |
|
| Hendershot Investments | 48k | $2.4M | -41% | Mar 2024 |
|
| Brookstone Capital Management | 48k | $2.3M | -11% | Mar 2024 |
|
| Warren Averett Asset Management | 47k | $2.3M | 95% | Dec 2023 |
|
| Financial Consulate | 46k | $2.3M | -2% | Mar 2024 |
|
| Salem Investment Counselors | 46k | $2.3M | -1% | Mar 2024 |
|
| Manhattan West Asset Management | 45k | $2.2M | 7% | Dec 2023 |
|
| Vise Technologies | 45k | $2.2M | -7% | Dec 2023 |
|
| Hrt Financial | 44k | $2.2M | 894% | Dec 2023 |
|
| Sentinel Pension Advisors | 44k | $2.2M | 4% | Dec 2023 |
|
| SeaCrest Wealth Management | 41k | $2.0M | -10% | Mar 2024 |
|
| Ausdal Financial Partners | 41k | $2.0M | 5% | Mar 2024 |
|
| Axxcess Wealth Management | 40k | $2.0M | 21% | Dec 2023 |
|
| McCarthy Grittinger Financial Group | 40k | $2.0M | 0% | Mar 2024 |
|
| Kathleen S. Wright Associates | 38k | $1.9M | -1% | Mar 2024 |
|
| Commerce Bank N A | 32k | $1.6M | -2% | Dec 2023 |
|
| Proequities | 31k | $1.6B | 167% | Dec 2023 |
|
| William Blair $ Company | 31k | $1.5M | 21% | Dec 2023 |
|
| Massmutual Trust | 30k | $1.5M | -91% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 30k | $1.5M | -22% | Dec 2023 |
|
| North Ridge Wealth Advisors | 29k | $1.4M | 1% | Mar 2024 |
|
| Inspire Advisors | 29k | $1.5M | -58% | Dec 2023 |
|
| Stratos Wealth Partners | 29k | $1.4M | -2% | Mar 2024 |
|
| W.H. Cornerstone Investments | 29k | $1.4M | 100% | Dec 2023 |
|
| Baird Financial | 28k | $1.4M | -63% | Dec 2023 |
|
| Mendel Capital Management | 28k | $1.4M | -1% | Dec 2023 |
|
| Cobblestone Capital Advisors | 28k | $1.4M | 85% | Dec 2023 |
|
| Equita Financial Network | 27k | $1.3M | 51% | Dec 2023 |
|
| Opus Capital Group | 27k | $1.3M | -61% | Dec 2023 |
|
| Successful Portfolios | 26k | $1.3M | 8% | Mar 2024 |
|
| Hutchinson Capital Management | 26k | $1.3M | 8% | Dec 2023 |
|
| Trust Point | 26k | $1.2M | -27% | Mar 2024 |
|
| Bank of New York Mellon | 25k | $1.3M | -68% | Dec 2023 |
|
| Mendota Financial Group | 25k | $1.2M | 135% | Dec 2023 |
|
| Apollon Wealth Management | 24k | $1.2M | -12% | Dec 2023 |
|
| Atria Wealth Solutions | 24k | $1.2M | 43% | Dec 2023 |
|
| Addison Advisors | 23k | $1.2M | 138% | Dec 2023 |
|
| Bangor Savings Bank | 23k | $1.1M | -1% | Mar 2024 |
|
| Horizon Financial Services | 23k | $1.1M | 14% | Dec 2023 |
|
| Lido Advisors | 22k | $1.1M | -32% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 22k | $1.1M | -11% | Mar 2024 |
|
| Venture Visionary Partners | 22k | $1.1M | 5% | Dec 2023 |
|
| Lincoln National | 21k | $0 | 7% | Dec 2023 |
|
| Tennessee Valley Asset Management Partners | 20k | $1000k | 5% | Mar 2024 |
|
| ETF Store | 19k | $930k | 111% | Dec 2023 |
|
| Principal Securities | 19k | $920k | 100% | Dec 2023 |
|
| SignalPoint Asset Management | 18k | $884k | -4% | Mar 2024 |
|
| Charles Schwab Trust | 17k | $848k | 13% | Mar 2024 |
|
| WNY Asset Management | 17k | $834k | -5% | Dec 2023 |
|
| Foster Group | 17k | $820k | -19% | Mar 2024 |
|
| Lateef Investment Management | 10k | $497k | -59% | Mar 2024 |
|
| D.B. Root & Company | 4.8k | $234k | -81% | Mar 2024 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Assetmark | Sep 2023 | 640k | $31M |
| True North Advisors | Dec 2023 | 539k | $27M |
| Toroso Investments | Sep 2023 | 216k | $10M |
| Jane Street | Sep 2023 | 199k | $9.5M |
| Gts Securities | Sep 2023 | 160k | $7.7M |
| W. E. Donoghue & Co | Sep 2023 | 99k | $4.8M |
| Coldstream Capital Management | Sep 2023 | 89k | $4.3M |
| Asio Capital | Dec 2023 | 79k | $3.9M |
| Flow Traders US | Sep 2023 | 65k | $3.1M |
| Capital Asset Advisory Services | Dec 2023 | 35k | $1.8M |
| Koshinski Asset Management | Sep 2023 | 29k | $1.4M |
| Main Street Financial Solutions | Dec 2023 | 28k | $1.4M |