Who owns Schwab Strategic Tr sht tm us tres?
- Ticker: SCHO
- CUSIP Number: 808524862
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Analyze quarterly positions in Schwab Strategic Tr sht tm us tres with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr sht tm us tres this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 80M | $3.9B | -5% | Dec 2023 |
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Jpmorgan Chase & Co | 36M | $1.8B | -11% | Dec 2023 |
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Ameriprise Financial | 12M | $578M | -15% | Sep 2023 |
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Sei Investments | 6.7M | $319M | 3% | Sep 2023 |
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Charles Schwab Investment Management | 3.6M | $173M | 0% | Dec 2023 |
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Envestnet Asset Management | 3.0M | $143M | -7% | Sep 2023 |
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Stifel Financial | 2.4M | $116M | 4% | Dec 2023 |
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Morningstar Investment Management | 2.1M | $99M | 26% | Sep 2023 |
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Bsc Private Wealth Management | 1.6M | $78M | 95% | Dec 2023 |
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State Street Corporation | 1.6M | $74M | 0% | Sep 2023 |
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Wealthfront Advisers | 1.5M | $74M | -37% | Dec 2023 |
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SCS Capital Management | 1.5M | $71M | -1% | Dec 2023 |
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Pnc Financial Services | 1.4M | $69M | 1% | Dec 2023 |
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Mercer Global Advisors | 1.3M | $64M | 11% | Dec 2023 |
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Morgan Stanley | 1.2M | $57M | -10% | Sep 2023 |
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Greenline Partners | 1.1M | $60M | 1% | Dec 2023 |
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MCF Advisors | 1.1M | $52M | 2% | Dec 2023 |
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LPL Financial | 936k | $45M | 7% | Sep 2023 |
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Merriman Wealth Management | 921k | $44M | 100% | Sep 2023 |
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Thrivent Financial for Lutherans | 765k | $37M | -11% | Sep 2023 |
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Bangor Savings Bank | 752k | $36M | 3% | Dec 2023 |
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Fund Evaluation Group | 730k | $35M | 0% | Dec 2023 |
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FLC Capital Advisors | 724k | $35M | 2% | Dec 2023 |
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Brandywine Oak Private Wealth | 689k | $33M | -1% | Dec 2023 |
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Royal Bank of Canada | 688k | $33M | -18% | Dec 2023 |
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Busey Trust Company | 637k | $31M | 100% | Dec 2023 |
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Evermay Wealth Management | 619k | $30M | 87% | Dec 2023 |
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United Capital Management of KS | 568k | $28M | -4% | Dec 2023 |
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Davenport & Co | 523k | $25M | -2% | Dec 2023 |
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Wells Fargo & Company | 505k | $25M | 42% | Dec 2023 |
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Financial Counselors | 504k | $24M | 9% | Dec 2023 |
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UBS Group | 492k | $24M | 7% | Dec 2023 |
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Apella Capital | 472k | $23M | -2% | Dec 2023 |
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Stephens Group Asset Management | 464k | $23M | -40% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 460k | $22M | 150% | Dec 2023 |
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West Coast Financial | 443k | $22M | 17% | Dec 2023 |
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Altiora Financial Group | 410k | $20M | -7% | Sep 2023 |
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Streettalk Advisors | 398k | $19M | 11% | Dec 2023 |
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Traverso Chambers Private Wealth Management | 396k | $19M | -37% | Dec 2023 |
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Branch Banking & Trust Company | 396k | $19M | -1% | Dec 2023 |
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Wealth Enhancement Advisory Services | 385k | $19M | 2% | Dec 2023 |
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Leavell Investment Management | 369k | $18M | 0% | Dec 2023 |
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Massmutual Trust | 366k | $18M | 6% | Dec 2023 |
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Captrust Financial Advisors | 365k | $18M | -21% | Dec 2023 |
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HighTower Advisors | 361k | $18M | 131% | Dec 2023 |
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Bouchey Financial | 354k | $17M | 13% | Dec 2023 |
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Towneley Capital Management, Inc / DE | 351k | $17M | 100% | Dec 2023 |
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Raymond James Financial Services Advisors | 347k | $17M | -18% | Dec 2023 |
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Meridian Wealth Partners | 345k | $17M | 5% | Sep 2023 |
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Courage Miller Partners | 344k | $17M | -5% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 343k | $17M | 7% | Dec 2023 |
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Advisor Group Holdings | 339k | $16M | -1% | Dec 2023 |
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LVW Advisors | 329k | $16M | 4% | Dec 2023 |
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Johnson Financial | 324k | $16M | 3758% | Dec 2023 |
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Northeast Financial Group | 301k | $15M | -18% | Dec 2023 |
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First National Trust Company | 294k | $14M | 6% | Dec 2023 |
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Marotta Asset Management | 291k | $14M | -8% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 285k | $14M | -11% | Sep 2023 |
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Creative Planning | 277k | $13M | -5% | Dec 2023 |
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Charles Schwab Trust | 272k | $13M | 13% | Dec 2023 |
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Vivaldi Capital Management | 262k | $13M | -6% | Dec 2023 |
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Evensky & Katz | 258k | $13M | -39% | Dec 2023 |
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Pure Financial Advisors | 257k | $12M | 0% | Dec 2023 |
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AlphaStar Capital Management | 255k | $12M | 8% | Dec 2023 |
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Goldman Sachs Group | 243k | $12M | -74% | Dec 2023 |
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Commonwealth Equity Services | 238k | $12M | -28% | Dec 2023 |
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Mirae Asset Global Investments | 226k | $11M | -24% | Dec 2023 |
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Pensionmark Financial Group | 226k | $11M | -8% | Dec 2023 |
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BlackRock | 222k | $11M | 76% | Sep 2023 |
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Tradition Wealth Management | 221k | $11M | 869% | Dec 2023 |
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Dynamic Advisors Solutions | 210k | $10M | -1% | Dec 2023 |
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Roundview Capital | 209k | $10M | -37% | Dec 2023 |
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AdvisorNet Financial | 207k | $10M | 0% | Dec 2023 |
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Journey Advisory Group | 206k | $10M | 10% | Dec 2023 |
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Comprehensive Wealth Management | 205k | $9.9M | -2% | Dec 2023 |
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Savant Capital Management | 197k | $9.5M | -1% | Dec 2023 |
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Mariner Wealth Advisors | 192k | $9.3M | 18% | Dec 2023 |
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Renaissance Technologies | 190k | $9.1M | 100% | Sep 2023 |
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Resonant Capital Advisors | 185k | $9.0M | 39% | Dec 2023 |
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Main Street Group | 182k | $8.8M | 100% | Dec 2023 |
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Alesco Advisors | 179k | $8.7M | -2% | Dec 2023 |
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Soltis Investment Advisors | 178k | $8.6M | -4% | Dec 2023 |
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Commerce Bank N A | 175k | $8.5M | -23% | Dec 2023 |
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Harbour Investments | 174k | $8.4M | -3% | Dec 2023 |
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Cetera Investment Advisers | 171k | $8.2M | 30% | Sep 2023 |
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Galvin, Gaustad & Stein | 171k | $8.3M | 35% | Dec 2023 |
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Dean Investment Associates | 170k | $8.2M | -6% | Dec 2023 |
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Hanson McClain Advisors | 168k | $8.1M | -26% | Dec 2023 |
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Cambridge Investment Research Advisors | 167k | $8.1M | 62% | Dec 2023 |
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Lowery Thomas | 164k | $7.9M | -12% | Sep 2023 |
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SMI Advisory Services | 164k | $8.0M | 18% | Dec 2023 |
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National Asset Management | 164k | $7.9M | 0% | Dec 2023 |
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Abacus Planning Group | 162k | $7.8M | -23% | Dec 2023 |
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MBM Wealth Consultants | 153k | $7.4M | 20% | Dec 2023 |
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Focus Financial Network | 152k | $7.4M | 100% | Dec 2023 |
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Oakmont Partners | 149k | $7.2M | 22% | Dec 2023 |
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Strategic Advocates | 148k | $7.2M | 100% | Dec 2023 |
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Peterson Wealth Advisors | 139k | $6.7M | 0% | Dec 2023 |
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Prairiewood Capital | 130k | $6.3M | 14% | Dec 2023 |
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Change Path | 128k | $6.2M | -3% | Dec 2023 |
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Baird Financial | 126k | $6.1M | -36% | Dec 2023 |
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Townsquare Capital | 125k | $6.1M | 45% | Dec 2023 |
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Us Bancorp | 124k | $6.0M | 35% | Dec 2023 |
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Brown Wealth Management | 124k | $6.0M | 43% | Dec 2023 |
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Mutual Advisors | 123k | $5.9M | 16% | Dec 2023 |
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Act Two Investors | 119k | $5.8M | 20% | Dec 2023 |
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Farther Finance Advisors | 119k | $5.8M | 125% | Dec 2023 |
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Strategic Financial | 119k | $5.8M | 42% | Dec 2023 |
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Cornerstone Wealth Advisors | 119k | $5.8M | -28% | Dec 2023 |
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Smith & Howard Wealth Management | 118k | $5.7M | 8% | Dec 2023 |
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Ballast Advisors | 114k | $5.5M | -9% | Dec 2023 |
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Associated Banc- | 113k | $5.5M | 25% | Dec 2023 |
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G. W. Henssler & Associates | 109k | $5.3M | -1% | Dec 2023 |
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DBK Financial Counsel | 108k | $5.2M | 0% | Dec 2023 |
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Raymond James & Associates | 108k | $5.2M | -13% | Dec 2023 |
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Meritage Portfolio Management | 108k | $5.2M | -5% | Dec 2023 |
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Synovus Financial Corp. | 106k | $5.1M | 0% | Sep 2023 |
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Integrated Wealth Concepts | 106k | $5.1M | -3% | Sep 2023 |
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Successful Portfolios | 105k | $5.1M | -16% | Dec 2023 |
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Carlton, Hoffferkamp & Jenks Wealth Management | 105k | $5.1M | -8% | Dec 2023 |
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Rosenberg Matthew Hamilton | 105k | $5.1M | 5% | Dec 2023 |
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Eqis Capital Management | 105k | $5.0M | -7% | Sep 2023 |
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Bleakley Financial Group | 104k | $5.0M | 82% | Dec 2023 |
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Sawtooth Asset Management | 104k | $5.0M | 82% | Dec 2023 |
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Aspen Wealth Strategies | 102k | $5.0M | 61% | Dec 2023 |
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Forza Wealth Management | 99k | $4.8M | 0% | Dec 2023 |
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Private Advisor | 99k | $4.8M | -8% | Dec 2023 |
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Kades & Cheifetz | 99k | $4.8M | -3% | Dec 2023 |
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Vista Private Wealth Partners | 97k | $4.6M | 5% | Sep 2023 |
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Hamilton Capital Management | 95k | $4.6M | 36% | Dec 2023 |
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Harrington Investments | 95k | $4.6M | -3% | Dec 2023 |
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Warren Averett Asset Management | 94k | $4.5M | 100% | Dec 2023 |
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Cobblestone Capital Advisors | 92k | $4.5M | -1% | Dec 2023 |
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Advisor Resource Council | 91k | $4.4M | 100% | Dec 2023 |
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ETF Store | 91k | $4.4M | -7% | Dec 2023 |
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Curran Financial Partners | 91k | $4.4M | 4% | Dec 2023 |
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Tortoise Investment Management | 89k | $4.3M | -2% | Dec 2023 |
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Red Tortoise | 87k | $4.2M | 0% | Dec 2023 |
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Buckingham Asset Management | 87k | $4.2M | -15% | Dec 2023 |
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JFG Wealth Management | 83k | $4.0M | 100% | Dec 2023 |
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Resource Planning Group | 82k | $4.0M | -20% | Dec 2023 |
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CliftonLarsonAllen Wealth Advisors | 81k | $3.9M | -1% | Dec 2023 |
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Southland Equity Partners | 79k | $3.8M | -4% | Dec 2023 |
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Valtinson Bruner Financial Planning | 78k | $3.8M | -14% | Dec 2023 |
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Hutchinson Capital Management | 78k | $3.8M | -2% | Dec 2023 |
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Sheets Smith Wealth Management | 78k | $3.8M | -1% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 78k | $3.8M | 42387% | Dec 2023 |
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Atria Wealth Solutions | 77k | $3.7M | -23% | Dec 2023 |
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Islay Capital Management | 75k | $3.7M | 32% | Dec 2023 |
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GLOBALT Investments LLC / GA | 75k | $3.7M | 100% | Dec 2023 |
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Blume Capital Management | 73k | $3.5M | -23% | Dec 2023 |
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Mml Investors Services | 63k | $3.0M | -62% | Sep 2023 |
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D.B. Root & Company | 62k | $3.0M | -30% | Dec 2023 |
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Cedar Wealth Management | 55k | $2.7M | -31% | Sep 2023 |
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AE Wealth Management | 48k | $2.3M | -61% | Dec 2023 |
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Financial Network Investment Corporation | 41k | $1.9M | -51% | Sep 2023 |
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Members Advisory Group | 40k | $1.9M | -55% | Dec 2023 |
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Milestone Investment Advisors | 38k | $1.8M | -57% | Dec 2023 |
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McLean Asset Management Corp | 37k | $1.8M | -52% | Dec 2023 |
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Great Valley Advisor Group | 32k | $1.5M | -73% | Dec 2023 |
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United Capital Financial Advisers | 30k | $1.4M | -70% | Dec 2023 |
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Cape Cod Five Cents Savings Bank | 28k | $1.4M | -78% | Dec 2023 |
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Pacific Sage Partners | 22k | $1.1M | -98% | Dec 2023 |
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Asset Planning Corporation | 22k | $1.0M | -90% | Dec 2023 |
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Inspire Advisors | 21k | $999k | -75% | Dec 2023 |
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Capital Planning | 7.2k | $347k | -91% | Dec 2023 |
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Who sold out of Schwab Strategic Tr sht tm us tres?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Sep 2023 | 655k | $31M |
Toroso Investments | Sep 2023 | 491k | $24M |
Gts Securities | Sep 2023 | 407k | $20M |
Mason & Associates | Sep 2023 | 193k | $9.3M |
Blackhawk Capital Partners | Sep 2023 | 155k | $7.4M |