Who owns SCHWAB STRATEGIC TR?
- Ticker: SCMB
- CUSIP Number: 808524649
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr stock
Who bought or sold SCHWAB STRATEGIC TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 593k | $31M | -8% | Dec 2023 |
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| Charles Schwab Trust | 277k | $14M | 122% | Mar 2024 |
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| Wedmont Private Capital | 247k | $13M | 0% | Mar 2024 |
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| Pallas Capital Advisors | 141k | $7.3M | 12% | Mar 2024 |
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| Beaird Harris Wealth Management | 120k | $6.3M | 100% | Dec 2023 |
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| Bank of America Corporation | 108k | $5.7M | 368% | Dec 2023 |
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| Myecfo | 87k | $4.5M | -6% | Mar 2024 |
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| Garrett Investment Advisors | 86k | $4.5M | 100% | Mar 2024 |
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| Adviser Investments | 65k | $3.4M | 226% | Dec 2023 |
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| O'rourke & Company | 45k | $2.3M | 4% | Mar 2024 |
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| VanderPol Investments | 42k | $2.2M | 100% | Mar 2024 |
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| Carl Stuart Investment Advisor | 40k | $2.1M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 37k | $1.9M | 100% | Dec 2023 |
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| SageView Advisory Group | 34k | $1.8M | 100% | Dec 2023 |
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| Lindenwold Advisors | 28k | $1.5M | 100% | Dec 2023 |
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| TrinityPoint Wealth | 25k | $1.3M | 1% | Dec 2023 |
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| Jane Street | 23k | $1.2M | -51% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 21k | $1.1M | 391% | Mar 2024 |
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| Sequoia Financial Advisors | 19k | $1.0M | -3% | Dec 2023 |
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| AdvisorNet Financial | 17k | $879k | 6% | Mar 2024 |
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| Berger Financial Group | 13k | $649k | 100% | Mar 2024 |
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| Balboa Wealth Partners | 11k | $558k | 18% | Dec 2023 |
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| Columbus Macro | 10k | $530k | -1% | Mar 2024 |
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| Altiora Financial Group | 10k | $521k | 100% | Mar 2024 |
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| AE Wealth Management | 9.1k | $473k | 100% | Dec 2023 |
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| National Asset Management | 8.2k | $430k | 79% | Dec 2023 |
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| Gleason Group | 7.5k | $391k | 0% | Mar 2024 |
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| VCI Wealth Management | 7.2k | $376k | 100% | Dec 2023 |
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| Kades & Cheifetz | 6.9k | $361k | 100% | Dec 2023 |
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| Galvin, Gaustad & Stein | 6.7k | $351k | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 6.5k | $342k | 100% | Dec 2023 |
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| Paul Damon & Associates | 6.0k | $314k | 100% | Mar 2024 |
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| Creative Financial Designs | 5.7k | $302k | 119% | Dec 2023 |
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| FF Advisors | 5.6k | $289k | -9% | Mar 2024 |
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| Kestra Advisory Services | 5.4k | $286k | 100% | Dec 2023 |
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| Nwam | 4.4k | $232k | 100% | Dec 2023 |
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| Streettalk Advisors | 4.1k | $215k | 100% | Dec 2023 |
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| Advisor Group Holdings | 4.0k | $212k | 20% | Dec 2023 |
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| Element Wealth | 2.2k | $118k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.0k | $106k | -42% | Dec 2023 |
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| Farther Finance Advisors | 1.6k | $84k | 100% | Dec 2023 |
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| CVA Family Office | 1.2k | $64k | 100% | Dec 2023 |
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| VitalStone Financial | 1.2k | $62k | 74% | Dec 2023 |
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| EPG Wealth Management | 375.00 | $20k | 0% | Dec 2023 |
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| Advisory Services Network | 205.00 | $11k | 100% | Dec 2023 |
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| Pflug Koory | 6.00 | $312.000000 | 100% | Mar 2024 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Miracle Mile Advisors | Dec 2023 | 3.8k | $201k |
| IFP Advisors | Sep 2023 | 500.00 | $25k |
| UBS Group | Sep 2023 | 68.00 | $3.4k |