Who owns Schwab Strategic Tr long term us?
- Ticker: SCHQ
- CUSIP Number: 808524680
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr long term us with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr long term us stock
Who bought or sold Schwab Strategic Tr long term us this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.6M | $92M | 17% | Dec 2023 |
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| Total Investment Management | 2.5M | $85M | 1% | Mar 2024 |
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| SFMG Wealth Advisors | 655k | $23M | -3% | Dec 2023 |
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| Northwest Capital Management | 499k | $17M | -1% | Mar 2024 |
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| CWM | 458k | $15M | -9% | Mar 2024 |
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| Ambassador Advisors | 413k | $14M | -23% | Dec 2023 |
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| Jpmorgan Chase & Co | 339k | $12M | 120% | Dec 2023 |
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| Charles Schwab Investment Management | 316k | $11M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 293k | $9.9M | 7% | Mar 2024 |
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| Advisor Group Holdings | 231k | $8.1M | 87% | Dec 2023 |
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| Mirae Asset Global Investments | 211k | $7.1M | 100% | Mar 2024 |
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| Envestnet Portfolio Solutions | 207k | $7.3M | 100% | Dec 2023 |
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| Stokes Family Office | 175k | $6.1M | 12% | Dec 2023 |
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| Principal Securities | 169k | $5.9M | 100% | Dec 2023 |
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| Royal Bank of Canada | 161k | $5.6M | 236% | Dec 2023 |
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| Proequities | 113k | $3.8B | -8% | Mar 2024 |
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| Galvin, Gaustad & Stein | 113k | $3.8M | 35% | Mar 2024 |
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| Beacon Bridge Wealth Partners | 106k | $3.7M | 43% | Dec 2023 |
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| Collective Family Office | 102k | $3.4M | 163% | Mar 2024 |
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| Kaizen Financial Strategies | 94k | $3.3M | 10% | Dec 2023 |
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| Park Avenue Securities | 93k | $3.1M | -9% | Mar 2024 |
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| Wagner Bowman Management | 84k | $2.8M | -16% | Mar 2024 |
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| Clear Creek Financial Management | 82k | $2.8M | -1% | Mar 2024 |
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| Stratos Wealth Advisors | 80k | $2.7M | -21% | Mar 2024 |
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| Wsfs Capital Management | 72k | $2.5M | 100% | Dec 2023 |
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| Charles Schwab Trust | 63k | $2.1M | 47% | Mar 2024 |
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| Smart Money Group | 50k | $1.8M | 100% | Dec 2023 |
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| Family Asset Management | 44k | $1.5M | 34% | Dec 2023 |
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| Acorn Wealth Advisors | 34k | $1.2M | 16% | Mar 2024 |
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| Citadel Advisors | 32k | $1.1M | 100% | Dec 2023 |
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| Trust Point | 32k | $1.1M | -84% | Mar 2024 |
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| Mutual Advisors | 31k | $1.1M | 56% | Dec 2023 |
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| Cambridge Investment Research Advisors | 29k | $980k | 23% | Mar 2024 |
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| Van Strum & Towne | 28k | $993k | 0% | Dec 2023 |
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| Merit Financial Group | 27k | $958k | 100% | Dec 2023 |
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| OneAscent Wealth Management | 26k | $874k | -18% | Mar 2024 |
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| Greenup Street Wealth Management | 25k | $882k | 6% | Dec 2023 |
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| Lincoln National | 22k | $777k | 100% | Dec 2023 |
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| Claro Advisors | 22k | $734k | -53% | Mar 2024 |
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| Focus Financial Network | 20k | $710k | 100% | Dec 2023 |
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| Focus Financial Network | 19k | $606k | 100% | Mar 2024 |
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| Private Advisor | 19k | $629k | 100% | Mar 2024 |
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| Brookstone Capital Management | 18k | $618k | -21% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 17k | $578k | 100% | Mar 2024 |
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| Rsm Us Wealth Management | 14k | $474k | 100% | Dec 2023 |
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| Goldman Sachs Group | 13k | $462k | 35% | Dec 2023 |
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| TSA Wealth Managment | 12k | $411k | 100% | Dec 2023 |
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| Invst | 11k | $384k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 10k | $363k | 100% | Dec 2023 |
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| Silverlake Wealth Management | 9.9k | $335k | 5% | Mar 2024 |
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| Hayek-Kallen Investment Management | 9.9k | $346k | 5% | Dec 2023 |
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| Wilbanks Smith & Thomas Asset Management | 9.2k | $324k | 100% | Dec 2023 |
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| Bank of New York Mellon | 9.1k | $309k | 100% | Mar 2024 |
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| RDA Financial Network | 8.9k | $299k | -8% | Mar 2024 |
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| Strategic Blueprint | 7.8k | $264k | 5% | Mar 2024 |
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| Silver Oak Securities | 7.5k | $262k | 6% | Dec 2023 |
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| Jane Street | 6.9k | $244k | -98% | Dec 2023 |
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| Commonwealth Equity Services | 5.9k | $200k | 100% | Mar 2024 |
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| Creative Financial Designs | 5.9k | $199k | 67% | Mar 2024 |
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| SevenOneSeven Capital Management | 4.3k | $144k | -93% | Dec 2023 |
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| Pacific Capital Wealth Advisors | 4.0k | $140k | 100% | Dec 2023 |
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| IFP Advisors | 3.7k | $129k | 100% | Dec 2023 |
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| Resurgent Financial Advisors | 3.4k | $121k | 81% | Dec 2023 |
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| Scarborough Advisors | 3.0k | $106k | 100% | Dec 2023 |
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| Advisory Services Network | 3.0k | $104k | 100% | Dec 2023 |
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| Tortoise Investment Management | 2.4k | $84k | 65% | Dec 2023 |
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| Pineridge Advisors | 2.2k | $78k | 100% | Dec 2023 |
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| Farther Finance Advisors | 2.1k | $72k | 100% | Dec 2023 |
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| Park Place Capital Corp | 1.6k | $55k | -41% | Mar 2024 |
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| Spectrum Wealth Counsel | 1.4k | $50k | 100% | Dec 2023 |
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| Bogart Wealth | 1.3k | $44k | 0% | Mar 2024 |
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| Cardiff Park Advisors | 1.1k | $40k | 100% | Dec 2023 |
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| Horizons Wealth Management | 777.00 | $27k | 0% | Mar 2024 |
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| Wells Fargo & Company | 566.00 | $20k | 100% | Dec 2023 |
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| Thompson Investment Management | 538.00 | $18k | 0% | Mar 2024 |
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| LGT Financial Advisors | 404.00 | $14k | -22% | Dec 2023 |
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| Kozak & Associates | 231.00 | $7.8k | 0% | Dec 2023 |
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| Smartleaf Asset Management | 184.00 | $6.5k | 100% | Dec 2023 |
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| Sound Income Strategies | 63.00 | $2.1k | -98% | Mar 2024 |
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Who sold out of Schwab Strategic Tr long term us?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Branch Banking & Trust Company | Sep 2023 | 44k | $1.7M |
| Parallel Advisors | Sep 2023 | 511.00 | $16k |
| Impact Partnership Wealth | Sep 2023 | 438.00 | $14k |
| Geneos Wealth Management | Sep 2023 | 89.00 | $2.8k |