Who owns Schwab Strategic Tr 0?

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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
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Quadratic Capital Management 14M $753M 1% Dec 2023
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HPM Partners 13M $164M 327% Dec 2023
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Empower Advisory Group 12M $641M -2% Dec 2023
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Goldman Sachs Group 5.8M $304M 7% Dec 2023
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Ing Investment Management 5.3M $266M 27% Sep 2023
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Sei Investments 5.2M $264M 6% Sep 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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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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Ameriprise Financial 2.4M $119M -13% Sep 2023
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Central Trust & Investment 2.3M $121M 7% 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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Morgan Stanley 1.7M $85M 4% Sep 2023
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Goodman & Company, Investment Counsel 1.6M $83M 2% Sep 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 $70M -19% Dec 2023
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Wealthfront Advisers 1.3M $65M 330% Dec 2023
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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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Envestnet Asset Management 1.2M $58M 20% Sep 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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State Street Corporation 850k $43M 4% Sep 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 739k $39M 0% Dec 2023
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Temasek Holdings 705k $36M 0% Sep 2023
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Wealthcare Advisory Partners 662k $35M -10% Dec 2023
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LifeGuide Financial Advisors 603k $32M -1% Dec 2023
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BlueSky Wealth Advisors 601k $31M 2% Dec 2023
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Pure Financial Advisors 593k $31M 10% Dec 2023
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Korea Investment Corporation 580k $29M 100% Sep 2023
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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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LPL Financial 532k $27M -5% Sep 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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Joseph Group Capital Management 422k $21M 55% Sep 2023
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Marshall Financial Group 374k $20M -1% Dec 2023
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Navalign 369k $19M 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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Carolina Wealth Advisors 352k $18M 0% Dec 2023
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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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Financial Engines Advisors L.L.C 322k $16M 0% Sep 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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Willow Creek Wealth Management 310k $16M -4% Sep 2023
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Nottingham Advisors 301k $12M 100% Dec 2023
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Raymond James & Associates 300k $16M -17% Dec 2023
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Foster & Motley 297k $16M -10% Dec 2023
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Morningstar Investment Services 294k $15M -1% Sep 2023
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Asset Managment 293k $15M 3% Sep 2023
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Principal Financial Group 277k $14M -44% Dec 2023
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Fifth Third Bancorp 267k $14M -2% Dec 2023
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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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Advanced Research Investment Solutions 246k $12M 4% Sep 2023
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Raymond James Financial Services Advisors 246k $13M 25% Dec 2023
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Altfest L J & Co 238k $12M -28% Dec 2023
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HighTower Advisors 236k $12M -23% Dec 2023
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Steward Partners Investment Advisory 231k $12M -10% Dec 2023
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Peak Financial Management 231k $12M -6% Dec 2023
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Pacific Capital Wealth Advisors 229k $12M -8% Dec 2023
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Cambridge Investment Research Advisors 228k $12M -22% Dec 2023
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Proffitt & Goodson 227k $12M 100% Dec 2023
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Marotta Asset Management 225k $12M -2% Dec 2023
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Eagle Ridge Investment Management 222k $12M 100% Dec 2023
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Wealth Management Resources 222k $12M 10% Dec 2023
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Kohmann Bosshard Financial Services 221k $12M 23% Dec 2023
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Streettalk Advisors 212k $11M 6% Dec 2023
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Walker Financial Services 211k $11M -11% Dec 2023
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Northwestern Mutual Wealth Management Company 210k $11M -17% Sep 2023
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Annapolis Financial Services 206k $11M 64% 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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Cetera Investment Advisers 186k $9.4M -20% Sep 2023
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RE Dickinson Investment Advisors 185k $9.3M 2% Sep 2023
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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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Thrivent Financial for Lutherans 181k $9.2M 36% Sep 2023
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McAdam 176k $9.2M -40% Dec 2023
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Modera Wealth Management 175k $9.1M -51% Dec 2023
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Summit Trail Advisors 174k $9.1M 23% Dec 2023
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Integrated Wealth Concepts 173k $8.7M -32% Sep 2023
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ALM First Financial Advisors 170k $8.9M 0% Dec 2023
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Financeware 170k $8.9M -13% Dec 2023
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West Family Investments 169k $9.2M 0% Dec 2023
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Signet Investment Advisory Group 165k $8.6M 1% Dec 2023
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GenTrust 154k $8.1M 0% Dec 2023
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Harbour Investments 153k $8.0M -2% Dec 2023
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Burns Wealth Management 150k $7.6M 3% Sep 2023
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Flow Traders US 148k $7.7M 100% Dec 2023
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BFSG 147k $7.7M 12% Dec 2023
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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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Allen Capital Group 144k $7.5M 5% Dec 2023
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Iron Financial 143k $7.5M -4% Dec 2023
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Mml Investors Services 135k $6.8M -26% Sep 2023
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Hirtle Callaghan & Co 131k $6.6M 33% Sep 2023
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Hart & Patterson Financial Group 129k $6.7M 100% Dec 2023
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Austin Private Wealth 127k $6.6M -8% Dec 2023
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Rebalance 127k $6.6M 65% Dec 2023
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FC Advisory 125k $6.5M 0% Dec 2023
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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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Susquehanna International 120k $6.1M 41% Sep 2023
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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 112k $5.8M 7% Dec 2023
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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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FDx Advisors 101k $5.1M -12% Sep 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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Curbstone Financial Management 99k $5.2M -1% Dec 2023
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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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Washington Trust Company 95k $4.9M -1% Dec 2023
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Moody National Bank Trust Division 93k $4.9M 100% Dec 2023
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Tortoise Investment Management 93k $4.9M -15% Dec 2023
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Cambria Investment Management 91k $4.6M -4% Sep 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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Aviance Capital Partners 80k $4.2M -10% Dec 2023
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Stratos Wealth Advisors 74k $3.8M -22% Dec 2023
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Royal Bank of Canada 72k $3.8M -52% Dec 2023
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Stifel Financial 71k $3.7M -47% Dec 2023
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Vise Technologies 66k $3.4M -34% Dec 2023
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Almanack Investment Partners 58k $3.0M -90% Dec 2023
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Ethos Financial Group 57k $3.0M -47% Dec 2023
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LVW Advisors 37k $1.9M -94% Dec 2023
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Hutchinson Capital Management 25k $1.3M -78% 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
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Who sold out of Schwab Strategic Tr 0?

Fund or Company Name Date Sold Shares Held Valued At
HC Advisors Sep 2023 223k $11M
Souders Financial Advisors Sep 2023 137k $6.9M