Who owns Schwab Strategic Tr sht tm us tres?
- Ticker: SCHO
- CUSIP Number: 808524862
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr sht tm us tres with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr sht tm us tres stock
Who bought or sold Schwab Strategic Tr sht tm us tres this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 80M | $3.9B | -5% | Dec 2023 |
|
| Jpmorgan Chase & Co | 36M | $1.8B | -11% | Dec 2023 |
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| Charles Schwab Investment Management | 3.6M | $173M | 0% | Dec 2023 |
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| Stifel Financial | 2.4M | $116M | 4% | Dec 2023 |
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| Bsc Private Wealth Management | 1.6M | $78M | 95% | Dec 2023 |
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| Wealthfront Advisers | 1.5M | $74M | -37% | Dec 2023 |
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| SCS Capital Management | 1.5M | $71M | -1% | Dec 2023 |
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| Pnc Financial Services | 1.4M | $69M | 1% | Dec 2023 |
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| Mercer Global Advisors | 1.3M | $64M | 11% | Dec 2023 |
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| Greenline Partners | 1.1M | $60M | 1% | Dec 2023 |
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| MCF Advisors | 1.1M | $54M | 4% | Mar 2024 |
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| Bangor Savings Bank | 771k | $37M | 3% | Mar 2024 |
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| Fund Evaluation Group | 730k | $35M | 0% | Dec 2023 |
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| FLC Capital Advisors | 724k | $35M | 2% | Dec 2023 |
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| Massmutual Trust | 696k | $34M | 90% | Mar 2024 |
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| Brandywine Oak Private Wealth | 689k | $33M | -1% | Dec 2023 |
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| Royal Bank of Canada | 688k | $33M | -18% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 642k | $31M | 39% | Mar 2024 |
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| West Coast Financial | 638k | $31M | 44% | Mar 2024 |
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| Busey Trust Company | 637k | $31M | 100% | Dec 2023 |
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| Evermay Wealth Management | 619k | $30M | 87% | Dec 2023 |
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| United Capital Management of KS | 568k | $28M | -4% | Dec 2023 |
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| Davenport & Co | 523k | $25M | -2% | Dec 2023 |
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| Wells Fargo & Company | 505k | $25M | 42% | Dec 2023 |
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| Financial Counselors | 504k | $24M | 9% | Dec 2023 |
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| UBS Group | 492k | $24M | 7% | Dec 2023 |
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| Stephens Group Asset Management | 471k | $23M | 2% | Mar 2024 |
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| Apella Capital | 461k | $22M | -2% | Mar 2024 |
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| Streettalk Advisors | 398k | $19M | 11% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 398k | $19M | 3% | Mar 2024 |
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| Traverso Chambers Private Wealth Management | 396k | $19M | -37% | Dec 2023 |
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| Branch Banking & Trust Company | 396k | $19M | -1% | Dec 2023 |
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| Williams Financial | 383k | $18M | 100% | Mar 2024 |
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| LVW Advisors | 374k | $18M | 14% | Mar 2024 |
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| Leavell Investment Management | 369k | $18M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 365k | $18M | -21% | Dec 2023 |
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| HighTower Advisors | 361k | $18M | 131% | Dec 2023 |
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| Bouchey Financial | 354k | $17M | 13% | Dec 2023 |
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| Towneley Capital Management, Inc / DE | 351k | $17M | 100% | Dec 2023 |
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| Courage Miller Partners | 348k | $17M | 1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 347k | $17M | -18% | Dec 2023 |
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| Northeast Financial Group | 345k | $17M | 15% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 343k | $17M | 7% | Dec 2023 |
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| Advisor Group Holdings | 339k | $16M | -1% | Dec 2023 |
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| Johnson Financial | 324k | $16M | 3758% | Dec 2023 |
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| Charles Schwab Trust | 299k | $14M | 10% | Mar 2024 |
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| First National Trust Company | 294k | $14M | 6% | Dec 2023 |
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| Marotta Asset Management | 291k | $14M | -8% | Dec 2023 |
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| American Capital Advisory | 291k | $14M | 100% | Dec 2023 |
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| Creative Planning | 277k | $13M | -5% | Dec 2023 |
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| Vivaldi Capital Management | 262k | $13M | -6% | Dec 2023 |
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| Pure Financial Advisors | 260k | $13M | 1% | Mar 2024 |
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| AlphaStar Capital Management | 255k | $12M | 8% | Dec 2023 |
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| Goldman Sachs Group | 243k | $12M | -74% | Dec 2023 |
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| AdvisorNet Financial | 242k | $12M | 17% | Mar 2024 |
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| Commonwealth Equity Services | 238k | $12M | -28% | Dec 2023 |
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| Mirae Asset Global Investments | 226k | $11M | -24% | Dec 2023 |
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| Pensionmark Financial Group | 226k | $11M | -8% | Dec 2023 |
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| Tradition Wealth Management | 221k | $11M | 869% | Dec 2023 |
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| Evensky & Katz | 220k | $11M | -14% | Mar 2024 |
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| Roundview Capital | 209k | $10M | -37% | Dec 2023 |
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| Journey Advisory Group | 206k | $10M | 10% | Dec 2023 |
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| Comprehensive Wealth Management | 205k | $9.9M | -2% | Dec 2023 |
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| Savant Capital Management | 197k | $9.5M | -1% | Dec 2023 |
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| Mariner Wealth Advisors | 192k | $9.3M | 18% | Dec 2023 |
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| Galvin, Gaustad & Stein | 192k | $9.2M | 12% | Mar 2024 |
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| Resonant Capital Advisors | 185k | $9.0M | 39% | Dec 2023 |
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| Main Street Group | 182k | $8.8M | 100% | Dec 2023 |
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| Alesco Advisors | 179k | $8.7M | -2% | Dec 2023 |
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| Soltis Investment Advisors | 178k | $8.6M | -4% | Dec 2023 |
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| Commerce Bank N A | 175k | $8.5M | -23% | Dec 2023 |
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| Harbour Investments | 174k | $8.4M | -3% | Dec 2023 |
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| Dean Investment Associates | 170k | $8.2M | -6% | Dec 2023 |
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| Hanson McClain Advisors | 168k | $8.1M | -26% | Dec 2023 |
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| Cambridge Investment Research Advisors | 167k | $8.1M | 62% | Dec 2023 |
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| National Asset Management | 164k | $7.9M | 0% | Dec 2023 |
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| MBM Wealth Consultants | 159k | $7.7M | 4% | Mar 2024 |
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| Abacus Planning Group | 158k | $7.6M | -2% | Mar 2024 |
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| Peterson Wealth Advisors | 156k | $7.5M | 12% | Mar 2024 |
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| SMI Advisory Services | 156k | $7.5M | -5% | Mar 2024 |
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| Dynamic Advisors Solutions | 156k | $7.5M | -26% | Mar 2024 |
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| Focus Financial Network | 152k | $7.4M | 100% | Dec 2023 |
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| Oakmont Partners | 149k | $7.2M | 22% | Dec 2023 |
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| Prairiewood Capital | 130k | $6.3M | 14% | Dec 2023 |
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| Change Path | 128k | $6.2M | -3% | Dec 2023 |
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| Baird Financial | 126k | $6.1M | -36% | Dec 2023 |
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| Townsquare Capital | 125k | $6.1M | 45% | Dec 2023 |
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| Us Bancorp | 124k | $6.0M | 35% | Dec 2023 |
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| Brown Wealth Management | 124k | $6.0M | 43% | Dec 2023 |
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| Mutual Advisors | 123k | $5.9M | 16% | Dec 2023 |
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| Smith & Howard Wealth Management | 121k | $5.8M | 3% | Mar 2024 |
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| Act Two Investors | 119k | $5.8M | 20% | Dec 2023 |
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| Farther Finance Advisors | 119k | $5.8M | 125% | Dec 2023 |
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| Strategic Financial | 119k | $5.8M | 42% | Dec 2023 |
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| Ballast Advisors | 114k | $5.5M | -9% | Dec 2023 |
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| Associated Banc- | 113k | $5.5M | 25% | Dec 2023 |
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| G. W. Henssler & Associates | 109k | $5.3M | -1% | Dec 2023 |
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| Raymond James & Associates | 108k | $5.2M | -13% | Dec 2023 |
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| Meritage Portfolio Management | 108k | $5.2M | -5% | Dec 2023 |
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| Successful Portfolios | 107k | $5.1M | 1% | Mar 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 105k | $5.1M | -8% | Dec 2023 |
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| Rosenberg Matthew Hamilton | 105k | $5.1M | 5% | Dec 2023 |
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| Bleakley Financial Group | 104k | $5.0M | 82% | Dec 2023 |
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| Sawtooth Asset Management | 104k | $5.0M | 82% | Dec 2023 |
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| Aspen Wealth Strategies | 102k | $5.0M | 61% | Dec 2023 |
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| Forza Wealth Management | 99k | $4.8M | 0% | Dec 2023 |
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| Private Advisor | 99k | $4.8M | -8% | Dec 2023 |
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| Kades & Cheifetz | 99k | $4.8M | -3% | Dec 2023 |
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| Hamilton Capital Management | 95k | $4.6M | 36% | Dec 2023 |
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| Harrington Investments | 95k | $4.6M | -3% | Dec 2023 |
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| Warren Averett Asset Management | 94k | $4.5M | 100% | Dec 2023 |
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| Cobblestone Capital Advisors | 92k | $4.5M | -1% | Dec 2023 |
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| Advisor Resource Council | 91k | $4.4M | 100% | Dec 2023 |
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| ETF Store | 91k | $4.4M | -7% | Dec 2023 |
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| Curran Financial Partners | 91k | $4.4M | 4% | Dec 2023 |
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| Tortoise Investment Management | 89k | $4.3M | -2% | Dec 2023 |
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| Red Tortoise | 87k | $4.2M | 0% | Dec 2023 |
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| Cornerstone Wealth Advisors | 87k | $4.2M | -27% | Mar 2024 |
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| Buckingham Asset Management | 87k | $4.2M | -15% | Dec 2023 |
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| JFG Wealth Management | 83k | $4.0M | 100% | Dec 2023 |
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| RMR Wealth Builders | 82k | $4.0M | 44% | Mar 2024 |
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| Resource Planning Group | 82k | $4.0M | -20% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 81k | $3.9M | -1% | Dec 2023 |
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| DBK Financial Counsel | 79k | $3.8M | -27% | Mar 2024 |
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| Southland Equity Partners | 79k | $3.8M | 0% | Mar 2024 |
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| Valtinson Bruner Financial Planning | 78k | $3.8M | -14% | Dec 2023 |
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| Hutchinson Capital Management | 78k | $3.8M | -2% | Dec 2023 |
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| Sheets Smith Wealth Management | 78k | $3.8M | -1% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 78k | $3.8M | 42387% | Dec 2023 |
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| Atria Wealth Solutions | 77k | $3.7M | -23% | Dec 2023 |
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| Islay Capital Management | 75k | $3.7M | 32% | Dec 2023 |
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| GLOBALT Investments LLC / GA | 75k | $3.7M | 100% | Dec 2023 |
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| PrairieView Partners | 74k | $3.6M | 40% | Dec 2023 |
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| Blume Capital Management | 73k | $3.5M | -23% | Dec 2023 |
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| Maltin Wealth Management | 72k | $3.5M | 2% | Mar 2024 |
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| Wagner Bowman Management | 71k | $3.4M | 0% | Mar 2024 |
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| Ahl Investment Management | 68k | $3.3M | -1% | Mar 2024 |
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| Vantage Financial Partners | 68k | $3.3M | 100% | Dec 2023 |
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| Stratos Wealth Advisors | 66k | $3.2M | -3% | Mar 2024 |
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| Studio Investment Management | 66k | $3.2M | -10% | Dec 2023 |
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| Zimmermann Investment Management & Planning | 65k | $3.2M | 7% | Dec 2023 |
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| Cedar Mountain Advisors | 59k | $2.8M | 3% | Mar 2024 |
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| Merit Financial Group | 56k | $2.7M | -5% | Dec 2023 |
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| Kestra Private Wealth Services | 55k | $2.7M | 116% | Dec 2023 |
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| Vise Technologies | 53k | $2.5M | 52% | Dec 2023 |
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| Juncture Wealth Strategies | 52k | $2.5M | -1% | Mar 2024 |
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| IFP Advisors | 52k | $2.5M | -6% | Dec 2023 |
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| Ledge Wealth Management | 52k | $2.5M | 4% | Dec 2023 |
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| Two Sigma Securities | 52k | $2.5M | 437% | Dec 2023 |
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| Rockefeller Capital Management | 49k | $2.4M | -19% | Dec 2023 |
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| Walkner Condon Financial Advisors | 48k | $2.3M | -4% | Dec 2023 |
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| Strategic Advocates | 48k | $2.3M | -67% | Mar 2024 |
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| AE Wealth Management | 48k | $2.3M | -61% | Dec 2023 |
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| D.B. Root & Company | 47k | $2.3M | -24% | Mar 2024 |
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| Bigelow Investment Advisors | 42k | $2.0M | -18% | Dec 2023 |
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| Citadel Advisors | 40k | $1.9M | -26% | Dec 2023 |
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| Members Advisory Group | 40k | $1.9M | -55% | Dec 2023 |
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| Pasadena Private Wealth | 38k | $1.8M | -48% | Mar 2024 |
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| Milestone Investment Advisors | 38k | $1.8M | -57% | Dec 2023 |
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| Great Valley Advisor Group | 32k | $1.5M | -73% | Dec 2023 |
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| United Capital Financial Advisers | 30k | $1.4M | -70% | Dec 2023 |
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| Cape Cod Five Cents Savings Bank | 28k | $1.4M | -78% | Dec 2023 |
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| Koshinski Asset Management | 28k | $1.3M | -45% | Dec 2023 |
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| Pacific Sage Partners | 22k | $1.1M | -98% | Dec 2023 |
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| Asset Planning Corporation | 22k | $1.0M | -90% | Dec 2023 |
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| Inspire Advisors | 21k | $999k | -75% | Dec 2023 |
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| Carnegie Capital Asset Management | 17k | $800k | -72% | Dec 2023 |
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| Financial & Tax Architects | 9.0k | $437k | -85% | Dec 2023 |
|
| Roof Eidam & Maycock | 6.1k | $293k | -91% | Dec 2023 |
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Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 655k | $31M |
| Toroso Investments | Sep 2023 | 491k | $24M |
| Gts Securities | Sep 2023 | 407k | $20M |
| Mason & Associates | Sep 2023 | 193k | $9.3M |
| Blackhawk Capital Partners | Sep 2023 | 155k | $7.4M |