Who owns Schwab Strategic Tr schwb fdt int sc?
- Ticker: FNDC
- CUSIP Number: 808524748
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr schwb fdt int sc with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr schwb fdt int sc this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Advisory | 55M | $1.9B | 0% | Dec 2023 |
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Jane Street | 1.6M | $54M | 100% | Dec 2023 |
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Victory Capital Management | 1.0M | $35M | 0% | Dec 2023 |
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Citadel Advisors | 522k | $18M | 4725% | Dec 2023 |
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GHP Investment Advisors | 459k | $16M | 4% | Mar 2024 |
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Clarius | 290k | $10M | -30% | Mar 2024 |
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Mercer Global Advisors | 286k | $10M | 36% | Dec 2023 |
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Lincoln National | 272k | $0 | 0% | Dec 2023 |
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United Capital Financial Advisers | 233k | $8.1M | -71% | Dec 2023 |
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Geneos Wealth Management | 231k | $8.0M | -1% | Dec 2023 |
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UBS Group | 222k | $7.7M | 1% | Dec 2023 |
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Dynamic Advisors Solutions | 212k | $7.5M | -15% | Mar 2024 |
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Prairiewood Capital | 212k | $7.4M | 16% | Dec 2023 |
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Collective Family Office | 193k | $6.8M | 2% | Mar 2024 |
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Bell Investment Advisors | 180k | $6.3M | 11% | Dec 2023 |
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Cherry Tree Wealth Management | 174k | $6.1M | 4% | Dec 2023 |
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Opes Wealth Management | 165k | $5.7M | 3% | Dec 2023 |
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Charles Schwab Trust | 163k | $5.8M | -7% | Mar 2024 |
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Shilanski & Associates | 156k | $5.4M | 6% | Dec 2023 |
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Buckingham Asset Management | 155k | $5.4M | -2% | Dec 2023 |
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Wade Financial Advisory | 148k | $5.2M | -18% | Dec 2023 |
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Creative Planning | 138k | $4.8M | 4% | Dec 2023 |
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Resource Planning Group | 126k | $4.4M | -30% | Dec 2023 |
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Raymond James & Associates | 113k | $4.0M | 9% | Mar 2024 |
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Breakwater Capital Group | 108k | $3.8M | -2% | Mar 2024 |
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Shore Point Advisors | 105k | $3.7M | 40% | Dec 2023 |
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Kelman-Lazarov | 101k | $3.5M | 24% | Dec 2023 |
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Rf&l Wealth Management | 99k | $3.4M | 2% | Dec 2023 |
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Moller Financial Services | 87k | $3.1M | 1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 86k | $3.1M | 0% | Mar 2024 |
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Commonwealth Equity Services | 80k | $2.8M | 0% | Dec 2023 |
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Sterling Financial Planning | 73k | $2.5M | -3% | Dec 2023 |
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PrairieView Partners | 69k | $2.4M | -2% | Dec 2023 |
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Cabot Money Management | 63k | $2.2M | 1% | Dec 2023 |
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Fortitude Family Office | 58k | $2.0M | 41% | Mar 2024 |
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Bank of America Corporation | 54k | $1.9M | 6% | Dec 2023 |
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JJJ Advisors | 50k | $1.8M | 2% | Mar 2024 |
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JPL Wealth Management | 50k | $1.7M | 100% | Dec 2023 |
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Cutler Investment Counsel | 47k | $1.6M | 6% | Dec 2023 |
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Asset Dedication | 44k | $1.5M | -1% | Mar 2024 |
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Waterfront Wealth | 41k | $1.4M | 1% | Dec 2023 |
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Northwest Wealth Management | 38k | $1.3M | -1% | Dec 2023 |
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RHS Financial | 37k | $1.3M | -27% | Mar 2024 |
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HighTower Advisors | 35k | $1.2M | -7% | Dec 2023 |
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Seed Wealth Management | 32k | $1.1M | 0% | Mar 2024 |
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Miracle Mile Advisors | 31k | $1.1M | -25% | Mar 2024 |
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Jpmorgan Chase & Co | 29k | $1.0M | 21% | Dec 2023 |
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Vise Technologies | 28k | $984k | 0% | Dec 2023 |
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Baird Financial | 27k | $924k | -20% | Dec 2023 |
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True North Advisors | 25k | $888k | 36% | Mar 2024 |
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Aspire Wealth Management Corp | 24k | $831k | -1% | Dec 2023 |
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Savant Capital Management | 23k | $816k | 2% | Dec 2023 |
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Rockefeller Capital Management | 23k | $810k | 6% | Dec 2023 |
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PFG Advisors | 23k | $800k | 6% | Dec 2023 |
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Jackson Creek Investment Advisors | 22k | $775k | 0% | Dec 2023 |
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Northland Capital Management | 21k | $760k | 2% | Mar 2024 |
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Mariner Wealth Advisors | 21k | $727k | -22% | Dec 2023 |
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Moran Wealth Management | 20k | $711k | 1% | Dec 2023 |
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Yoder Wealth Management | 20k | $716k | 0% | Mar 2024 |
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WMS Partners | 19k | $645k | -4% | Dec 2023 |
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Buckingham Strategic Partners | 18k | $615k | -28% | Dec 2023 |
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Alera Investment Advisors | 17k | $601k | 0% | Dec 2023 |
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Addison Advisors | 16k | $569k | -33% | Dec 2023 |
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Advisor Group Holdings | 15k | $531k | -40% | Dec 2023 |
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Bank Of Montreal | 15k | $508k | 0% | Dec 2023 |
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Apollon Wealth Management | 13k | $465k | 100% | Dec 2023 |
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Keel Point | 12k | $418k | -23% | Mar 2024 |
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CWM | 11k | $396k | -10% | Mar 2024 |
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Paragon Capital Management | 11k | $381k | 100% | Mar 2024 |
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Baker Ellis Asset Management | 11k | $374k | 0% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 11k | $365k | 8% | Dec 2023 |
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SageView Advisory Group | 10k | $340k | 2% | Dec 2023 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 10k | $354k | -9% | Mar 2024 |
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Altfest L J & Co | 9.9k | $351k | 0% | Mar 2024 |
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Cambridge Investment Research Advisors | 9.7k | $346k | 16% | Mar 2024 |
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HPM Partners | 9.7k | $339k | 100% | Dec 2023 |
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St. Louis Trust | 9.5k | $331k | 0% | Dec 2023 |
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Morris Financial Concepts | 9.3k | $330k | -11% | Mar 2024 |
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Lauterbach Financial Advisors | 8.9k | $309k | -4% | Dec 2023 |
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Upper Left Wealth Management | 8.7k | $310k | -12% | Mar 2024 |
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Stone Point Wealth | 8.4k | $292k | -7% | Dec 2023 |
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Lakewood Asset Management | 8.2k | $291k | 6% | Mar 2024 |
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Lodestar Private Asset Management | 8.1k | $288k | 0% | Mar 2024 |
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Principal Securities | 8.1k | $281k | 100% | Dec 2023 |
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Level Four Advisory Services | 7.5k | $262k | 0% | Dec 2023 |
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Clarity Capital Advisors | 7.4k | $262k | 0% | Mar 2024 |
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Sequoia Financial Advisors | 7.4k | $257k | -8% | Dec 2023 |
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Dopkins Wealth Management | 7.3k | $255k | -2% | Dec 2023 |
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REDW Stanley Financial Advisors | 7.2k | $252k | 0% | Dec 2023 |
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Royal Bank of Canada | 7.1k | $246k | -8% | Dec 2023 |
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MB Generational Wealth | 7.1k | $248k | 100% | Dec 2023 |
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LBMC Investment Advisors | 7.1k | $251k | 0% | Mar 2024 |
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Koshinski Asset Management | 6.7k | $234k | 100% | Dec 2023 |
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RWM Asset Management | 6.7k | $237k | 0% | Mar 2024 |
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Guardian Financial Partners | 6.2k | $215k | 100% | Dec 2023 |
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MorganRosel Wealth Management | 6.2k | $218k | 0% | Mar 2024 |
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Nations Financial Group | 5.8k | $206k | 0% | Mar 2024 |
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Comprehensive Portfolio Management | 5.6k | $200k | 100% | Mar 2024 |
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Versant Capital Management | 5.2k | $186k | 4% | Mar 2024 |
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CVA Family Office | 4.8k | $168k | 100% | Dec 2023 |
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EP Wealth Advisors | 4.1k | $145k | 1% | Dec 2023 |
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Hartland & Co | 4.1k | $144k | 4479% | Dec 2023 |
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Wells Fargo & Company | 3.2k | $112k | 4% | Dec 2023 |
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Spire Wealth Management | 3.1k | $111k | 16% | Mar 2024 |
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Hexagon Capital Partners | 2.6k | $92k | 38% | Mar 2024 |
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Hanson McClain Advisors | 2.3k | $82k | 10% | Mar 2024 |
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Financial Synergies Wealth Advisors | 2.2k | $80k | 0% | Mar 2024 |
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MCF Advisors | 2.1k | $76k | 0% | Mar 2024 |
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Able Wealth Management | 2.0k | $71k | 100% | Dec 2023 |
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Smithfield Trust Company | 2.0k | $71k | 100% | Dec 2023 |
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Howe and Rusling | 2.0k | $70k | 302% | Dec 2023 |
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Financial Freedom | 1.9k | $68k | 0% | Mar 2024 |
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AdvisorNet Financial | 1.9k | $66k | 0% | Mar 2024 |
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Elevate Wealth Advisory | 1.7k | $58k | 100% | Dec 2023 |
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Assetmark | 1.6k | $56k | 3% | Dec 2023 |
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Parallel Advisors | 1.6k | $55k | 0% | Dec 2023 |
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IFP Advisors | 1.4k | $49k | 1% | Dec 2023 |
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Planned Solutions | 992.00 | $35k | 100% | Dec 2023 |
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Mather Group | 797.00 | $28k | 100% | Mar 2024 |
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Larson Financial Group | 791.00 | $28k | 0% | Dec 2023 |
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Pnc Financial Services | 759.00 | $27k | -8% | Dec 2023 |
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Emerald Investment Partners | 700.00 | $24k | 0% | Dec 2023 |
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Cullen Frost Bankers | 683.00 | $24k | 0% | Dec 2023 |
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Valley National Advisers | 657.00 | $23k | -19% | Mar 2024 |
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Advisory Services Network | 653.00 | $23k | 100% | Dec 2023 |
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Johnson Financial Group | 653.00 | $23k | 418% | Dec 2023 |
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Bartlett & Co. | 635.00 | $22k | -22% | Dec 2023 |
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Bartlett & Co. Wealth Management | 635.00 | $22k | -22% | Dec 2023 |
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Harbour Investments | 579.00 | $20k | -21% | Dec 2023 |
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Sandy Spring Bank | 547.00 | $19k | 0% | Dec 2023 |
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O'shaughnessy Asset Management | 524.00 | $18k | 2% | Dec 2023 |
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Creative Financial Designs | 509.00 | $18k | 3% | Dec 2023 |
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Chilton Capital Management | 470.00 | $16k | -17% | Dec 2023 |
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Plante Moran Financial Advisors | 461.00 | $16k | 644% | Dec 2023 |
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American Capital Advisory | 461.00 | $16k | 100% | Dec 2023 |
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Financial Advisory Service | 455.00 | $16k | 100% | Dec 2023 |
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Investors Research Corp | 419.00 | $15k | -6% | Dec 2023 |
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Retirement Group | 392.00 | $14k | 0% | Dec 2023 |
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Hamilton Point Investment Advisors | 387.00 | $14k | 100% | Dec 2023 |
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Tortoise Investment Management | 345.00 | $12k | 0% | Dec 2023 |
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Key FInancial | 333.00 | $12k | 0% | Dec 2023 |
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Anchor Investment Management | 300.00 | $11k | 0% | Dec 2023 |
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First Pacific Financial | 285.00 | $10k | 57% | Mar 2024 |
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Atlantic Edge Private Wealth Management | 281.00 | $9.8k | 100% | Dec 2023 |
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Bradley & Co. Private Wealth Management | 267.00 | $9.3k | 100% | Dec 2023 |
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SJS Investment Consulting | 245.00 | $8.7k | 100% | Mar 2024 |
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Cordant | 227.00 | $8.1k | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 218.00 | $7.6k | 0% | Dec 2023 |
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Adirondack Trust | 215.00 | $7.6k | 0% | Mar 2024 |
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Citigroup | 84.00 | $2.9k | -86% | Dec 2023 |
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Who sold out of Schwab Strategic Tr schwb fdt int sc?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Meridian Wealth Management | Dec 2023 | 81k | $2.8M |
H D Vest Advisory Services | Sep 2023 | 31k | $1.0M |
Solitude Financial Services | Dec 2023 | 17k | $598k |
Wedmont Private Capital | Dec 2023 | 6.2k | $212k |
Sound Income Strategies | Dec 2023 | 1.3k | $45k |
Bangor Savings Bank | Dec 2023 | 1.1k | $38k |
SRS Capital Advisors | Sep 2023 | 265.00 | $8.5k |
McGlone Suttner Wealth Management | Dec 2023 | 233.00 | $8.1k |