Who owns Schwab Strategic Tr 0?
- Ticker: SCHP
- CUSIP Number: 808524870
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr 0 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr 0 stock
Who bought or sold Schwab Strategic Tr 0 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 18M | $915M | 1% | Dec 2023 |
|
| HPM Partners | 13M | $164M | 327% | Dec 2023 |
|
| Empower Advisory Group | 12M | $641M | -2% | Dec 2023 |
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| Quadratic Capital Management | 12M | $640M | -15% | Mar 2024 |
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| Goldman Sachs Group | 5.8M | $304M | 7% | Dec 2023 |
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| Jpmorgan Chase & Co | 5.0M | $262M | -31% | Dec 2023 |
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| Franklin Resources | 4.3M | $225M | -18% | Dec 2023 |
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| Alliancebernstein | 3.4M | $179M | 1% | Dec 2023 |
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| Evoke Wealth | 3.2M | $167M | -23% | Dec 2023 |
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| Central Trust & Investment | 2.6M | $135M | 12% | Mar 2024 |
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| Charles Schwab Investment Management | 2.6M | $133M | 4% | Dec 2023 |
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| Alesco Advisors | 2.5M | $133M | 4% | Dec 2023 |
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| Jasper Ridge Partners | 2.5M | $132M | 100% | Dec 2023 |
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| Perella Weinberg Partners Capital Management | 2.0M | $103M | 100% | Dec 2023 |
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| UBS Group | 1.7M | $91M | 93% | Dec 2023 |
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| Nepc | 1.5M | $78M | 5% | Dec 2023 |
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| Sensible Financial Planning & Management | 1.4M | $72M | -4% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 1.3M | $68M | -3% | Mar 2024 |
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| Wealthfront Advisers | 1.2M | $64M | -1% | Mar 2024 |
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| Us Bancorp | 1.2M | $63M | -20% | Dec 2023 |
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| Elm Partners Management | 1.2M | $61M | 28% | Dec 2023 |
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| NinePointTwo Capital | 1.1M | $59M | -34% | Dec 2023 |
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| Bank of New York Mellon | 1.0M | $52M | 0% | Dec 2023 |
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| Litman Gregory Asset Management | 969k | $51M | -4% | Dec 2023 |
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| Bank of America Corporation | 904k | $47M | -23% | Dec 2023 |
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| Lutz Financial Services | 825k | $43M | 9% | Dec 2023 |
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| Prime Capital Investment Advisors | 781k | $41M | 20% | Dec 2023 |
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| Fund Evaluation Group | 772k | $40M | 0% | Dec 2023 |
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| Wells Fargo & Company | 764k | $40M | -3% | Dec 2023 |
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| Stephens Group Asset Management | 747k | $39M | 1% | Mar 2024 |
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| Wealthcare Advisory Partners | 666k | $35M | 1% | Mar 2024 |
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| LifeGuide Financial Advisors | 641k | $33M | 6% | Mar 2024 |
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| Pure Financial Advisors | 633k | $33M | 7% | Mar 2024 |
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| SRS Capital Advisors | 553k | $29M | 0% | Dec 2023 |
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| Matrix Trust | 542k | $28M | -6% | Dec 2023 |
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| Savant Capital Management | 501k | $26M | -8% | Dec 2023 |
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| Creative Planning | 487k | $25M | -11% | Dec 2023 |
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| Financial Architects | 482k | $25M | 100% | Dec 2023 |
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| Citigroup | 462k | $24M | -8% | Dec 2023 |
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| Assetmark | 451k | $24M | -44% | Dec 2023 |
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| Advisory Alpha | 443k | $23M | 2% | Dec 2023 |
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| Navalign | 430k | $22M | 17% | Mar 2024 |
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| Carolina Wealth Advisors | 376k | $20M | 7% | Mar 2024 |
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| Marshall Financial Group | 374k | $20M | -1% | Dec 2023 |
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| Apex Investment Services | 368k | $19M | -10% | Dec 2023 |
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| Pnc Financial Services | 352k | $18M | -2% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 346k | $18M | 56% | Mar 2024 |
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| Altfest L J & Co | 341k | $18M | 43% | Mar 2024 |
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| Foster & Motley | 335k | $18M | 13% | Mar 2024 |
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| Advisor Group Holdings | 328k | $17M | -15% | Dec 2023 |
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| Cape Cod Five Cents Savings Bank | 327k | $17M | -49% | Dec 2023 |
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| Sumitomo Life Insurance | 316k | $17M | -50% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 312k | $16M | 9% | Dec 2023 |
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| Nottingham Advisors | 301k | $12M | 100% | Dec 2023 |
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| Principal Financial Group | 277k | $14M | -44% | Dec 2023 |
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| Raymond James Financial Services Advisors | 262k | $14M | 6% | Mar 2024 |
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| AE Wealth Management | 250k | $13M | -1% | Dec 2023 |
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| Sage Financial | 249k | $13M | -6% | Dec 2023 |
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| Fifth Third Bancorp | 240k | $13M | -10% | Mar 2024 |
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| HighTower Advisors | 236k | $12M | -23% | Dec 2023 |
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| Peak Financial Management | 235k | $12M | 2% | Mar 2024 |
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| Steward Partners Investment Advisory | 231k | $12M | -10% | Dec 2023 |
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| Walker Financial Services | 230k | $12M | 9% | Mar 2024 |
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| Pacific Capital Wealth Advisors | 229k | $12M | -8% | Dec 2023 |
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| Proffitt & Goodson | 229k | $12M | 1% | Mar 2024 |
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| Eagle Ridge Investment Management | 227k | $12M | 2% | Mar 2024 |
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| Wealth Management Resources | 227k | $12M | 2% | Mar 2024 |
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| Marotta Asset Management | 225k | $12M | -2% | Dec 2023 |
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| Streettalk Advisors | 212k | $11M | 6% | Dec 2023 |
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| Sontag Advisory | 202k | $11M | -22% | Dec 2023 |
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| Mercer Global Advisors | 201k | $11M | -21% | Dec 2023 |
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| Cambridge Investment Research Advisors | 201k | $11M | -12% | Mar 2024 |
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| McAdam | 185k | $9.6M | 5% | Mar 2024 |
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| Branch Banking & Trust Company | 184k | $9.6M | 59% | Dec 2023 |
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| Adventist Health System Sunbelt Healthcare Corp | 183k | $9.5M | -3% | Dec 2023 |
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| Annapolis Financial Services | 177k | $9.2M | -14% | Mar 2024 |
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| Modera Wealth Management | 175k | $9.1M | -51% | Dec 2023 |
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| Financeware | 173k | $9.0M | 2% | Mar 2024 |
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| ALM First Financial Advisors | 170k | $8.9M | 0% | Dec 2023 |
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| West Family Investments | 169k | $9.2M | 0% | Dec 2023 |
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| Altiora Financial Group | 167k | $8.7M | 2524% | Mar 2024 |
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| Signet Investment Advisory Group | 165k | $8.6M | 1% | Dec 2023 |
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| Summit Trail Advisors | 161k | $8.4M | -8% | Mar 2024 |
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| Allen Capital Group | 158k | $8.2M | 9% | Mar 2024 |
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| GenTrust | 154k | $8.0M | 0% | Mar 2024 |
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| Harbour Investments | 153k | $8.0M | -2% | Dec 2023 |
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| Flow Traders US | 148k | $7.7M | 100% | Dec 2023 |
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| BFSG | 147k | $7.7M | 0% | Mar 2024 |
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| Resonant Capital Advisors | 146k | $7.6M | 4% | Dec 2023 |
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| Venture Visionary Partners | 146k | $7.6M | 5% | Dec 2023 |
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| Citizens Financial Group | 145k | $7.6M | 100% | Dec 2023 |
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| Iron Financial | 142k | $7.4M | -1% | Mar 2024 |
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| Hart & Patterson Financial Group | 131k | $6.8M | 2% | Mar 2024 |
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| FC Advisory | 131k | $6.8M | 4% | Mar 2024 |
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| Rebalance | 130k | $6.8M | 3% | Mar 2024 |
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| Theory Financial | 124k | $6.5M | 0% | Dec 2023 |
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| ValMark Advisers | 122k | $6.4M | 0% | Dec 2023 |
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| Prairiewood Capital | 122k | $6.3M | 14% | Dec 2023 |
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| Austin Private Wealth | 119k | $6.1M | -7% | Mar 2024 |
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| HCR Wealth Advisors | 118k | $6.2M | 42% | Dec 2023 |
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| Change Path | 118k | $6.1M | -4% | Dec 2023 |
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| Bp Wealth Management | 116k | $6.1M | 16% | Dec 2023 |
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| Arden Trust | 115k | $6.0M | 3% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 111k | $5.8M | 0% | Dec 2023 |
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| Focused Wealth Management | 111k | $5.8M | -6% | Dec 2023 |
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| Fortis Capital Management | 108k | $5.6M | 1% | Dec 2023 |
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| Perfromance Wealth Partners | 106k | $5.5M | -2% | Dec 2023 |
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| Fagan Associates | 105k | $5.5M | -4% | Dec 2023 |
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| Fi3 FINANCIAL ADVISORS | 104k | $5.4M | -31% | Dec 2023 |
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| AlphaStar Capital Management | 100k | $5.2M | 17% | Dec 2023 |
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| Goodwin Investment Advisory | 100k | $5.2M | 100% | Dec 2023 |
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| MBE Wealth Management | 99k | $5.1M | 1019% | Mar 2024 |
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| Curbstone Financial Management | 97k | $5.1M | -2% | Mar 2024 |
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| Private Advisor | 96k | $5.0M | -29% | Dec 2023 |
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| Kestra Private Wealth Services | 95k | $5.0M | 56% | Dec 2023 |
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| Tortoise Investment Management | 93k | $4.9M | -15% | Dec 2023 |
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| Jane Street | 90k | $4.7M | -82% | Dec 2023 |
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| High Note Wealth | 90k | $4.7M | -3% | Dec 2023 |
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| VCI Wealth Management | 90k | $4.7M | 100% | Dec 2023 |
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| Virtue Capital Management | 89k | $4.6M | -10% | Dec 2023 |
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| Allianz Asset Management | 88k | $4.6M | -74% | Dec 2023 |
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| Commonwealth Equity Services | 86k | $4.5M | -31% | Dec 2023 |
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| Resource Planning Group | 86k | $4.5M | -33% | Dec 2023 |
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| Stratos Wealth Advisors | 82k | $4.3M | 11% | Mar 2024 |
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| Aviance Capital Partners | 80k | $4.2M | 0% | Mar 2024 |
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| Hoxton Planning & Management | 80k | $4.2M | 6% | Mar 2024 |
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| H D Vest Advisory Services | 79k | $4.1M | 31% | Dec 2023 |
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| Kure Advisory | 77k | $4.0M | 0% | Dec 2023 |
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| Washington Trust Company | 76k | $4.0M | -20% | Mar 2024 |
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| Royal Bank of Canada | 72k | $3.8M | -52% | Dec 2023 |
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| MPS Loria Financial Planners | 72k | $3.7M | 100% | Mar 2024 |
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| Stifel Financial | 71k | $3.7M | -47% | Dec 2023 |
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| JTC Employer Solutions Trustee | 71k | $3.7M | 0% | Mar 2024 |
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| OneAscent Financial Services | 70k | $3.7M | 17% | Mar 2024 |
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| OLIO Financial Planning | 70k | $3.6M | 0% | Mar 2024 |
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| Verde Capital Management | 69k | $3.6M | -4% | Mar 2024 |
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| Allspring Global Investments Holdings | 68k | $3.5M | 0% | Mar 2024 |
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| Stratos Wealth Partners | 67k | $3.5M | 25% | Mar 2024 |
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| Moser Wealth Advisors | 66k | $3.5M | -14% | Dec 2023 |
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| Upper Left Wealth Management | 66k | $3.5M | -4% | Mar 2024 |
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| Ellenbecker Investment Group | 66k | $3.5M | 8% | Mar 2024 |
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| Alpha Omega Wealth Management | 66k | $3.5M | 2% | Mar 2024 |
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| Vise Technologies | 66k | $3.4M | -34% | Dec 2023 |
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| Raymond James & Associates | 65k | $3.4M | -78% | Mar 2024 |
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| McLean Asset Management Corp | 65k | $3.4M | 17% | Mar 2024 |
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| Washington Trust Advisors | 64k | $3.3M | -13% | Dec 2023 |
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| Horizon Financial Services | 62k | $3.3M | 5% | Dec 2023 |
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| Strategic Blueprint | 60k | $3.1M | 71% | Mar 2024 |
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| Red Tortoise | 60k | $3.1M | 0% | Mar 2024 |
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| Arvest Investments | 60k | $3.1M | -31% | Mar 2024 |
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| Almanack Investment Partners | 58k | $3.0M | -90% | Dec 2023 |
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| Visionary Wealth Advisors | 58k | $3.0M | -6% | Dec 2023 |
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| Ethos Financial Group | 57k | $3.0M | -47% | Dec 2023 |
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| Creative Financial Designs | 56k | $2.9M | -16% | Dec 2023 |
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| Atria Investments | 55k | $2.9M | -17% | Dec 2023 |
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| TrinityPoint Wealth | 46k | $2.4M | -33% | Dec 2023 |
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| Moody National Bank Trust Division | 45k | $2.4M | -52% | Mar 2024 |
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| Fifth Third Securities | 36k | $1.9M | -54% | Mar 2024 |
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| IFG Advisory | 30k | $1.6M | -65% | Dec 2023 |
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| Hutchinson Capital Management | 25k | $1.3M | -78% | Dec 2023 |
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| Global Retirement Partners | 11k | $580k | -85% | Mar 2024 |
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| National Asset Management | 8.4k | $439k | -86% | Dec 2023 |
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| Bank Of Montreal | 7.7k | $405k | -91% | Dec 2023 |
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| Alan Leist III | 5.5k | $285k | -99% | Dec 2023 |
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| Valtinson Bruner Financial Planning | 4.0k | $208k | -96% | Dec 2023 |
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| Live Oak Investment Partners | 104.00 | $5.4k | -100% | Dec 2023 |
|
Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlueSky Wealth Advisors | Dec 2023 | 601k | $31M |
| HC Advisors | Sep 2023 | 223k | $11M |
| Souders Financial Advisors | Sep 2023 | 137k | $6.9M |