Who owns Schwab Strategic Tr intrm trm?

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Analyze quarterly positions in Schwab Strategic Tr intrm trm with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Strategic Tr intrm trm stock

Who bought or sold Schwab Strategic Tr intrm trm this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Charles Schwab Investment Advisory 80M $4.0B 3% Dec 2023
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Royal Bank of Canada 10M $513M 0% Dec 2023
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Ameriprise Financial 3.6M $171M 20% Sep 2023
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Stifel Financial 2.9M $146M 0% Dec 2023
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Goldman Sachs Group 2.6M $128M 9% Dec 2023
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Jpmorgan Chase & Co 1.8M $91M -68% Dec 2023
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Creative Planning 1.6M $79M -1% Dec 2023
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State Street Corporation 1.5M $70M 0% Sep 2023
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Pacific Sage Partners 1.2M $61M 100% Dec 2023
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Envestnet Asset Management 1.1M $52M 37% Sep 2023
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Hilton Capital Management 969k $48M 1% Dec 2023
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Wealth Enhancement Advisory Services 964k $48M -5% Dec 2023
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Cornerstone Wealth Advisors 837k $42M 16% Dec 2023
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Northwest Capital Management 773k $38M 29% Dec 2023
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CWM 767k $38M 29% Dec 2023
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Allspring Global Investments Holdings 722k $36M 0% Dec 2023
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Morgan Stanley 699k $34M -16% Sep 2023
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Busey Trust Company 645k $32M 100% Dec 2023
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Moisand Fitzgerald Tamayo 639k $32M 20% Dec 2023
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Resonant Capital Advisors 624k $31M 9% Dec 2023
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Hanson McClain Advisors 615k $31M 146% Dec 2023
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Advisor Group Holdings 567k $28M 117% Dec 2023
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True North Advisors 539k $27M 100% Dec 2023
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Madison Asset Management 531k $26M 3% Dec 2023
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Bank of America Corporation 516k $26M -45% Dec 2023
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Hartland & Co 508k $25M 120% Dec 2023
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FLC Capital Advisors 495k $25M 32% Dec 2023
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Streettalk Advisors 493k $25M 7% Dec 2023
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Your Advocates 489k $24M 164% Dec 2023
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Foster & Motley 474k $24M -2% Dec 2023
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Crane Advisory 461k $23M 100% Dec 2023
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Taddei, Ludwig & Associates 442k $22M -4% Dec 2023
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Galvin, Gaustad & Stein 431k $21M 4% Dec 2023
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Lake Street Advisors Group 411k $20M 1% Sep 2023
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Greenline Partners 402k $20M -6% Dec 2023
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Morningstar Investment Services 393k $19M 0% Sep 2023
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Bouchey Financial 383k $19M 76% Dec 2023
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First National Trust Company 378k $19M 30% Dec 2023
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Beacon Wealthcare 378k $19M 42% Dec 2023
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West Coast Financial 378k $19M 18% Dec 2023
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Financial Counselors 373k $19M -13% Dec 2023
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LPL Financial 331k $16M 4% Sep 2023
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Massmutual Trust 329k $16M -8% Dec 2023
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HC Advisors 307k $15M 22% Dec 2023
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Charles Schwab Investment Management 304k $15M -2% Dec 2023
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AlphaStar Capital Management 301k $15M -2% Dec 2023
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Tradition Wealth Management 299k $15M 54% Dec 2023
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Intelligence Driven Advisers 286k $14M -4% Dec 2023
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Wells Fargo & Company 268k $13M 141% Dec 2023
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Sequoia Financial Advisors 258k $13M -5% Dec 2023
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Davenport & Co 255k $13M 4% Dec 2023
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Orion Portfolio Solutions 235k $12M -10% Dec 2023
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Stokes Family Office 231k $12M 3% Dec 2023
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Marshall Financial Group 229k $11M 4% Dec 2023
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BlackRock 221k $11M 141% Sep 2023
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Morningstar Investment Management 221k $11M -25% Sep 2023
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Franklin Resources 218k $11M -16% Dec 2023
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GenTrust 207k $10M 100% Dec 2023
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Multi-Financial Securities 187k $9.0M 6% Sep 2023
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Morton Brown Family Wealth 184k $9.1M 6% Dec 2023
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Kingsview Wealth Management 180k $9.0M -12% Dec 2023
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SWS Partners 170k $8.1M 5% Sep 2023
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McAdam 169k $8.4M 6% Dec 2023
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Mariner Wealth Advisors 169k $8.4M 40% Dec 2023
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Bank Of Montreal 154k $7.7M -8% Dec 2023
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Vident Advisory 141k $7.0M -10% Dec 2023
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Kestra Advisory Services 134k $6.6M -52% Dec 2023
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One Degree Advisors 132k $6.5M 100% Dec 2023
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Envestnet Portfolio Solutions 128k $6.4M 100% Dec 2023
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Libra Wealth 126k $6.3M 9% Dec 2023
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Change Path 125k $6.2M -3% Dec 2023
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Janney Montgomery Scott 124k $6.1M 6% Dec 2023
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Oakwell Private Wealth Management 122k $6.1M 8% Dec 2023
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LexAurum Advisors 121k $6.0M 4% Dec 2023
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Advisory Alpha 112k $5.6M -3% Dec 2023
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Branch Banking & Trust Company 106k $5.3M 0% Dec 2023
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Benjamin F. Edwards & Company 104k $5.2M 137% Dec 2023
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Buckingham Asset Management 99k $4.9M 27% Dec 2023
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Private Advisor 98k $4.9M 22% Dec 2023
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Myecfo 93k $4.6M 13% Dec 2023
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Focus Financial Network 92k $4.6M 100% Dec 2023
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Upper Left Wealth Management 89k $4.4M -32% Dec 2023
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Darrow Company 88k $4.4M 100% Dec 2023
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Fiduciary Alliance 86k $4.3M 100% Dec 2023
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Heritage Wealth Management 82k $4.1M 100% Dec 2023
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Hendershot Investments 82k $4.1M -6% Dec 2023
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Altiora Financial Group 81k $3.9M -49% Sep 2023
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Benjamin Edwards 81k $4.0M -2% Dec 2023
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UBS Group 80k $4.0M -35% Dec 2023
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Asio Capital 79k $3.9M 0% Dec 2023
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ValMark Advisers 78k $3.9M 22% Dec 2023
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PAX Financial Group 77k $3.8M -14% Dec 2023
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Advocate Group 74k $3.7M 164% Dec 2023
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Mml Investors Services 74k $3.6M 11% Sep 2023
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Hilltop Partners 73k $3.6M 8% Dec 2023
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Modus Advisors 73k $3.6M 100% Dec 2023
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GenWealth Group 73k $3.6M 24% Dec 2023
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Merit Financial Group 73k $3.6M 100% Dec 2023
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Walkner Condon Financial Advisors 72k $3.6M 24% Dec 2023
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Kuntz Lesher Capital 71k $3.5M -10% Dec 2023
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Meridian Management 67k $3.3M -44% Dec 2023
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Spire Wealth Management 67k $3.3M -3% Dec 2023
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Commonwealth Equity Services 67k $3.3M 0% Dec 2023
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Raymond James & Associates 64k $3.2M 142% Dec 2023
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HighTower Advisors 63k $3.1M -52% Dec 2023
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Eqis Capital Management 62k $3.0M -7% Sep 2023
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WealthCare Investment Partners 61k $3.0M 4% Dec 2023
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Kaizen Financial Strategies 58k $2.9M -1% Dec 2023
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PrairieView Partners 58k $2.9M 153% Dec 2023
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Cambridge Investment Research Advisors 55k $2.7M -37% Dec 2023
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AE Wealth Management 55k $2.7M 100% Dec 2023
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Stratos Wealth Advisors 54k $2.7M 4% Dec 2023
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Brookstone Capital Management 53k $2.7M 451% Dec 2023
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Meritage Portfolio Management 53k $2.6M 30% Dec 2023
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Columbus Macro 52k $2.6M 100% Dec 2023
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Sym Financial Corporation 49k $2.4M 55% Dec 2023
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Diligent Investors 49k $2.4M -20% Dec 2023
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Warren Averett Asset Management 47k $2.3M 95% Dec 2023
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Financial Consulate 47k $2.3M -3% Dec 2023
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Salem Investment Counselors 47k $2.3M 4% Dec 2023
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SeaCrest Wealth Management 46k $2.3M -46% Dec 2023
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Manhattan West Asset Management 45k $2.2M 7% Dec 2023
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Vise Technologies 45k $2.2M -7% Dec 2023
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Hrt Financial 44k $2.2M 894% Dec 2023
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Sentinel Pension Advisors 44k $2.2M 4% Dec 2023
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Barden Capital Management 42k $2.0M 35% Sep 2023
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Axxcess Wealth Management 40k $2.0M 21% Dec 2023
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Brian McDonald 40k $1.9M 100% Sep 2023
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McCarthy Grittinger Financial Group 40k $2.0M 2618% Dec 2023
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Ausdal Financial Partners 39k $1.9M -5% Dec 2023
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Northwestern Mutual Wealth Management Company 39k $1.9M 12% Sep 2023
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Kathleen S. Wright Associates 39k $1.9M 39% Dec 2023
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Jones Financial Companies, L.L 36k $1.7M 43% Sep 2023
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Capital Asset Advisory Services 35k $1.8M 36% Dec 2023
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Trust Point 35k $1.7M 100% Dec 2023
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Csenge Advisory Group 33k $1.6M 8% Sep 2023
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Commerce Bank N A 32k $1.6M -2% Dec 2023
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Proequities 31k $1.6B 167% Dec 2023
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Cetera Investment Advisers 31k $1.5M 35% Sep 2023
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William Blair $ Company 31k $1.5M 21% Dec 2023
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National Bank Of Canada /fi/ 30k $1.5M -22% Dec 2023
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Stratos Wealth Partners 30k $1.5M 19% Dec 2023
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Inspire Advisors 29k $1.5M -58% Dec 2023
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North Ridge Wealth Advisors 29k $1.5M 29% Dec 2023
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W.H. Cornerstone Investments 29k $1.4M 100% Dec 2023
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Baird Financial 28k $1.4M -63% Dec 2023
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Main Street Financial Solutions 28k $1.4M 100% Dec 2023
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Mendel Capital Management 28k $1.4M -1% Dec 2023
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Cobblestone Capital Advisors 28k $1.4M 85% Dec 2023
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Equita Financial Network 27k $1.3M 51% Dec 2023
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Opus Capital Group 27k $1.3M -61% Dec 2023
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Integrated Wealth Concepts 26k $1.2M -10% Sep 2023
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Bank of New York Mellon 25k $1.3M -68% Dec 2023
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D.B. Root & Company 25k $1.2M -8% Dec 2023
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Financial Engines Advisors L.L.C 25k $1.2M -60% Sep 2023
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Apollon Wealth Management 24k $1.2M -12% Dec 2023
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Bangor Savings Bank 23k $1.2M -35% Dec 2023
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Lido Advisors 22k $1.1M -32% Dec 2023
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Thrivent Financial for Lutherans 13k $628k -92% Sep 2023
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Who sold out of Schwab Strategic Tr intrm trm?

Fund or Company Name Date Sold Shares Held Valued At
Assetmark Sep 2023 640k $31M
Toroso Investments Sep 2023 216k $10M
Vident Investment Advisory Jun 2023 213k $11M
Jane Street Sep 2023 199k $9.5M
Gts Securities Sep 2023 160k $7.7M
W. E. Donoghue & Co Sep 2023 99k $4.8M
Garrett Investment Advisors Sep 2023 96k $4.6M
Coldstream Capital Management Sep 2023 89k $4.3M
Empowered Funds Jun 2023 83k $4.1M
Flow Traders US Sep 2023 65k $3.1M
Koshinski Asset Management Sep 2023 29k $1.4M