Who owns Schwab Strategic Tr sht tm us tres?

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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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Top investors of Schwab Strategic Tr sht tm us tres stock

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