Who owns Schwab Strategic Tr schwab fdt us bm?
- Ticker: FNDB
- CUSIP Number: 808524789
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr schwab fdt us bm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr schwab fdt us bm stock
Who bought or sold Schwab Strategic Tr schwab fdt us bm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Consulate | 554k | $39M | 1% | Sep 2024 |
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| Callan Capital | 458k | $32M | 1% | Sep 2024 |
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| HighTower Advisors | 218k | $14M | 3% | Jun 2024 |
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| Systelligence | 201k | $14M | 2% | Sep 2024 |
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| Sound Stewardship | 198k | $14M | 1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 191k | $14M | 17% | Sep 2024 |
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| Opes Wealth Management | 171k | $12M | 1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 123k | $8.6M | 0% | Sep 2024 |
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| Brightwater Advisory | 107k | $7.5M | -5% | Sep 2024 |
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| Morgan Stanley | 89k | $5.8M | 3% | Jun 2024 |
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| LPL Financial | 84k | $5.9M | 2% | Sep 2024 |
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| Envestnet Asset Management | 74k | $5.2M | 6% | Sep 2024 |
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| Guardian Financial Partners | 63k | $4.4M | -9% | Sep 2024 |
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| Leonard Rickey Investment Advisors P | 62k | $4.4M | 0% | Sep 2024 |
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| CVA Family Office | 52k | $3.7M | -4% | Sep 2024 |
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| Townsend Asset Management Corp | 51k | $3.6M | 0% | Sep 2024 |
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| Mezzasalma Advisors | 49k | $3.4M | 0% | Sep 2024 |
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| Kaizen Financial Strategies | 37k | $2.6M | 10% | Sep 2024 |
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| HHM Wealth Advisors | 34k | $2.4M | -13% | Sep 2024 |
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| Raymond James & Associates | 32k | $2.2M | 8% | Sep 2024 |
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| Sanctuary Advisors | 31k | $755k | 202% | Sep 2024 |
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| Bank of America Corporation | 30k | $2.1M | 1% | Sep 2024 |
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| Red Door Wealth Management | 29k | $2.0M | 0% | Sep 2024 |
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| Clarius | 29k | $2.0M | -1% | Sep 2024 |
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| Captrust Financial Advisors | 28k | $2.0M | -6% | Sep 2024 |
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| Resonant Capital Advisors | 27k | $1.9M | -2% | Sep 2024 |
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| Mml Investors Services | 27k | $1.9M | 1% | Sep 2024 |
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| First National Corp | 27k | $1.9M | 11% | Sep 2024 |
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| Yoder Wealth Management | 26k | $1.8M | 0% | Sep 2024 |
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| Sontag Advisory | 24k | $1.7M | 0% | Sep 2024 |
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| Commonwealth Equity Services | 23k | $1.6M | 1% | Sep 2024 |
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| Chicago Partners Investment | 22k | $518k | 200% | Sep 2024 |
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| Jpmorgan Chase & Co | 22k | $1.5M | -4% | Sep 2024 |
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| Foster Group | 21k | $1.5M | 2% | Sep 2024 |
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| Coldstream Capital Management | 20k | $1.4M | 3% | Sep 2024 |
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| Nicholas Hoffman & Company | 20k | $1.4M | 11% | Sep 2024 |
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| Goldman Sachs Group | 19k | $1.3M | 116% | Jun 2024 |
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| MAI Wealth Advisors | 19k | $1.3M | 0% | Sep 2024 |
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| Milestone Investment Advisors | 18k | $1.3M | -6% | Sep 2024 |
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| Brown Brothers Harriman & Co. | 17k | $1.1M | 0% | Jun 2024 |
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| Wade Financial Advisory | 15k | $1.1M | -2% | Sep 2024 |
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| Red Tortoise | 15k | $1.1M | 1% | Sep 2024 |
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| Carolinas Wealth Consulting | 15k | $1.1M | 1% | Sep 2024 |
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| James Investment Research | 15k | $1.1M | 6% | Sep 2024 |
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| Mariner Wealth Advisors | 15k | $1.1M | 21% | Sep 2024 |
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| CI Private Wealth | 15k | $979k | 33% | Sep 2024 |
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| Quadrant Capital | 15k | $1.0M | 0% | Sep 2024 |
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| SeaCrest Wealth Management | 15k | $1.0M | 8% | Sep 2024 |
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| Creative Planning | 14k | $995k | -2% | Sep 2024 |
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| AdvisorNet Financial | 14k | $990k | 1% | Sep 2024 |
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| GSG Advisors | 14k | $980k | 0% | Sep 2024 |
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| Burns Wealth Management | 13k | $921k | 59% | Sep 2024 |
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| MorganRosel Wealth Management | 13k | $893k | 0% | Sep 2024 |
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| HB Wealth Management | 13k | $888k | 0% | Sep 2024 |
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| Channel Wealth | 13k | $885k | 27% | Sep 2024 |
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| Advisor Group Holdings | 12k | $826k | -21% | Sep 2024 |
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| Redhawk Wealth Advisors | 12k | $813k | 0% | Sep 2024 |
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| Cozad Asset Management | 11k | $801k | 0% | Sep 2024 |
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| Zrc Wealth Management | 11k | $754k | -7% | Sep 2024 |
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| Bellevue Asset Management | 11k | $748k | 0% | Sep 2024 |
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| Susquehanna International | 11k | $741k | 219% | Sep 2024 |
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| Fifth Third Securities | 9.7k | $680k | -5% | Sep 2024 |
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| SFMG Wealth Advisors | 9.3k | $657k | -1% | Sep 2024 |
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| Mather Group | 8.2k | $577k | -4% | Sep 2024 |
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| Chevy Chase Trust Holdings | 8.1k | $530k | -5% | Jun 2024 |
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| Litman Gregory Asset Management | 7.5k | $529k | 1% | Sep 2024 |
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| KM Capital Management | 7.1k | $463k | 100% | Jun 2024 |
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| Retirement Planning Group | 6.3k | $447k | -38% | Sep 2024 |
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| Vanguard Capital Wealth Advisors | 6.2k | $438k | 100% | Sep 2024 |
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| Carnegie Capital Asset Management | 6.0k | $421k | -6% | Sep 2024 |
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| Sage Financial Management Group | 5.8k | $411k | 100% | Sep 2024 |
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| Capital Investment Advisory Services | 5.6k | $392k | 0% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 5.5k | $389k | 0% | Sep 2024 |
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| Royal Bank of Canada | 5.4k | $382k | -29% | Sep 2024 |
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| Perigon Wealth Management | 5.1k | $358k | 0% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.9k | $344k | 1% | Sep 2024 |
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| Great Valley Advisor Group | 4.7k | $334k | -18% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 4.7k | $311k | 100% | Jun 2024 |
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| Values Added Financial | 4.7k | $331k | 100% | Sep 2024 |
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| Total Investment Management | 4.6k | $326k | 1% | Sep 2024 |
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| Savant Capital Management | 4.5k | $319k | 100% | Sep 2024 |
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| Lido Advisors | 4.5k | $299k | -40% | Jun 2024 |
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| JustInvest | 4.3k | $300k | 0% | Sep 2024 |
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| Mercer Global Advisors | 4.1k | $268k | 0% | Jun 2024 |
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| Stifel Financial | 3.9k | $259k | 16% | Jun 2024 |
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| Foster & Motley | 3.9k | $277k | 1% | Sep 2024 |
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| Stratos Wealth Partners | 3.6k | $255k | 0% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 3.4k | $240k | 516% | Sep 2024 |
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| Pnc Financial Services | 3.3k | $232k | 0% | Sep 2024 |
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| Zimmermann Investment Management & Planning | 3.2k | $228k | 0% | Sep 2024 |
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| 49 Wealth Management | 3.1k | $215k | -16% | Sep 2024 |
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| Breakwater Investment Management | 3.0k | $199k | 0% | Sep 2024 |
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| Winthrop Advisory Group | 3.0k | $211k | 100% | Sep 2024 |
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| Crewe Advisors | 2.9k | $207k | 0% | Sep 2024 |
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| TruNorth Capital Management | 2.8k | $198k | 0% | Sep 2024 |
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| Farther Finance Advisors | 2.8k | $194k | 0% | Sep 2024 |
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| Koesten, Hirschmann & Crabtree | 2.5k | $177k | 0% | Sep 2024 |
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| Harbour Investments | 2.4k | $172k | 1% | Sep 2024 |
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| Valley National Advisers | 2.4k | $166k | -67% | Sep 2024 |
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| Tower Research Capital | 2.3k | $150k | -18% | Jun 2024 |
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| S.A. Mason | 2.2k | $154k | 0% | Sep 2024 |
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| Centaurus Financial | 2.1k | $151k | -1% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 2.1k | $149k | 0% | Sep 2024 |
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| Atlantic Trust | 1.9k | $136k | 0% | Sep 2024 |
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| Parkside Financial Bank & Trust | 1.6k | $113k | 100% | Sep 2024 |
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| Pineridge Advisors | 1.5k | $109k | 34% | Sep 2024 |
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| Planned Solutions | 1.5k | $108k | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 1.2k | $76k | 100% | Jun 2024 |
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| CWM | 1.0k | $71k | -21% | Sep 2024 |
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| Blume Capital Management | 1.0k | $70k | 0% | Sep 2024 |
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| CoreCap Advisors | 798.00 | $56k | 100% | Sep 2024 |
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| Signature | 744.00 | $52k | 1% | Sep 2024 |
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| Jones Financial Companies, L.L | 735.00 | $52k | 100% | Sep 2024 |
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| Goss Wealth Management | 641.00 | $42k | 0% | Jun 2024 |
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| Parallel Advisors | 620.00 | $44k | 24% | Sep 2024 |
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| Hexagon Capital Partners | 609.00 | $43k | 0% | Sep 2024 |
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| Ancora Advisors | 450.00 | $32k | 0% | Sep 2024 |
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| Benjamin F. Edwards & Company | 336.00 | $22k | 0% | Jun 2024 |
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| Hanson McClain Advisors | 300.00 | $21k | 0% | Sep 2024 |
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| Sandy Spring Bank | 300.00 | $21k | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 226.00 | $15k | 0% | Sep 2024 |
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| Coston, McIsaac & Partners | 187.00 | $13k | 0% | Sep 2024 |
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| Brian McDonald | 170.00 | $12k | 70% | Sep 2024 |
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| Versant Capital Management | 155.00 | $11k | 0% | Sep 2024 |
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| Creative Financial Designs | 77.00 | $5.4k | 100% | Sep 2024 |
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| Clear Point Advisors | 37.00 | $2.6k | 0% | Sep 2024 |
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| Geneos Wealth Management | 28.00 | $1.9k | 0% | Jun 2024 |
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| Front Row Advisors | 22.00 | $1.5k | 0% | Sep 2024 |
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| Lowe fs | 5.00 | $352.000000 | 0% | Sep 2024 |
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| Cedar Wealth Management | 2.00 | $141.000000 | 100% | Sep 2024 |
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| Wells Fargo & Company | 1.00 | $45.000000 | 100% | Sep 2024 |
|
Who sold out of Schwab Strategic Tr schwab fdt us bm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Silver Oak Securities | Jun 2024 | 825.00 | $54k |
| Kelly Financial Services | Jun 2024 | 292.00 | $19k |
| Main Street Group | Jun 2024 | 267.00 | $18k |
| Redwood Wealth Management Group | Jun 2024 | 45.00 | $3.0k |
| Us Bancorp | Jun 2024 | 22.00 | $1.4k |
| Gradient Investments | Jun 2024 | 10.00 | $656.000000 |