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 | 1.6M | $38M | 196% | Dec 2024 |
|
| Callan Capital | 1.4M | $32M | 196% | Dec 2024 |
|
| HighTower Advisors | 666k | $16M | 202% | Dec 2024 |
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| Cambridge Investment Research Advisors | 576k | $13M | 201% | Dec 2024 |
|
| Sound Stewardship | 572k | $13M | -2% | Mar 2025 |
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| Opes Wealth Management | 519k | $12M | 204% | Dec 2024 |
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| Systelligence | 461k | $11M | 129% | Dec 2024 |
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| Raymond James Financial | 420k | $9.8M | 100% | Dec 2024 |
|
| Bank of America Corporation | 415k | $9.7M | 1285% | Dec 2024 |
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| Morgan Stanley | 356k | $8.3M | 234% | Dec 2024 |
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| Ameriprise Financial | 355k | $8.3M | 211% | Dec 2024 |
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| Brightwater Advisory | 303k | $7.0M | 183% | Dec 2024 |
|
| LPL Financial | 261k | $6.1M | 212% | Dec 2024 |
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| Envestnet Asset Management | 191k | $4.5M | 160% | Dec 2024 |
|
| Guardian Financial Partners | 187k | $4.3M | 196% | Dec 2024 |
|
| Leonard Rickey Investment Advisors P | 183k | $4.0M | -1% | Mar 2025 |
|
| Townsend Asset Management Corp | 143k | $3.3M | 181% | Dec 2024 |
|
| Mezzasalma Advisors | 142k | $3.3M | 191% | Dec 2024 |
|
| CVA Family Office | 129k | $3.0M | -2% | Mar 2025 |
|
| Kaizen Financial Strategies | 119k | $2.8M | 220% | Dec 2024 |
|
| UBS Group | 103k | $2.4M | 158% | Dec 2024 |
|
| HHM Wealth Advisors | 99k | $2.3M | 194% | Dec 2024 |
|
| Red Door Wealth Management | 87k | $2.0M | 200% | Dec 2024 |
|
| Mml Investors Services | 86k | $2.0M | 216% | Dec 2024 |
|
| First National Corp | 85k | $2.0M | 0% | Mar 2025 |
|
| Clarius | 85k | $2.0M | 197% | Dec 2024 |
|
| Resonant Capital Advisors | 84k | $2.0M | 207% | Dec 2024 |
|
| Captrust Financial Advisors | 83k | $1.9M | 196% | Dec 2024 |
|
| Goldman Sachs Group | 79k | $1.8M | 314% | Dec 2024 |
|
| Yoder Wealth Management | 76k | $1.8M | 197% | Dec 2024 |
|
| Commonwealth Equity Services | 73k | $1.7M | 213% | Dec 2024 |
|
| Sontag Advisory | 71k | $1.6M | 200% | Dec 2024 |
|
| Foster Group | 61k | $1.4M | 0% | Mar 2025 |
|
| James Investment Research | 57k | $1.3M | 274% | Dec 2024 |
|
| MAI Wealth Advisors | 57k | $1.3M | 203% | Dec 2024 |
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| Coldstream Capital Management | 54k | $1.3M | 174% | Dec 2024 |
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| Nicholas Hoffman & Company | 52k | $1.2M | 165% | Dec 2024 |
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| Milestone Investment Advisors | 52k | $1.2M | 189% | Dec 2024 |
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| Cornerstone Financial Group | 52k | $1.2M | 100% | Dec 2024 |
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| Jpmorgan Chase & Co | 52k | $1.2M | 138% | Dec 2024 |
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| Brown Brothers Harriman & Co. | 51k | $1.2M | 200% | Dec 2024 |
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| Mariner Wealth Advisors | 51k | $1.2M | 240% | Dec 2024 |
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| Red Tortoise | 46k | $1.1M | 201% | Dec 2024 |
|
| Wade Financial Advisory | 46k | $1.1M | 200% | Dec 2024 |
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| Carolinas Wealth Consulting | 46k | $1.1M | 201% | Dec 2024 |
|
| Values Added Financial | 46k | $1.1M | 874% | Dec 2024 |
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| CI Private Wealth | 44k | $1.0M | 200% | Dec 2024 |
|
| Quadrant Capital | 44k | $1.0M | 200% | Dec 2024 |
|
| SeaCrest Wealth Management | 43k | $982k | 0% | Mar 2025 |
|
| GSG Advisors | 42k | $980k | 201% | Dec 2024 |
|
| Creative Planning | 42k | $980k | 198% | Dec 2024 |
|
| MorganRosel Wealth Management | 38k | $883k | 199% | Dec 2024 |
|
| HB Wealth Management | 38k | $881k | 200% | Dec 2024 |
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| Burns Wealth Management | 37k | $871k | 186% | Dec 2024 |
|
| Channel Wealth | 36k | $832k | -4% | Mar 2025 |
|
| Redhawk Wealth Advisors | 35k | $801k | 0% | Mar 2025 |
|
| Bellevue Asset Management | 31k | $722k | 192% | Dec 2024 |
|
| Sanctuary Advisors | 31k | $755k | 0% | Dec 2024 |
|
| AdvisorNet Financial | 30k | $690k | -29% | Mar 2025 |
|
| Cozad Asset Management | 30k | $696k | 163% | Dec 2024 |
|
| Zrc Wealth Management | 29k | $657k | -10% | Mar 2025 |
|
| SFMG Wealth Advisors | 28k | $651k | 200% | Dec 2024 |
|
| Fifth Third Securities | 28k | $648k | 188% | Dec 2024 |
|
| KM Capital Management | 26k | $604k | 200% | Dec 2024 |
|
| Mather Group | 25k | $572k | 200% | Dec 2024 |
|
| Litman Gregory Asset Management | 24k | $561k | 221% | Dec 2024 |
|
| Sovran Advisors | 23k | $531k | 100% | Dec 2024 |
|
| Chicago Partners Investment | 22k | $514k | 0% | Dec 2024 |
|
| Baird Financial | 22k | $507k | 257% | Dec 2024 |
|
| Vanguard Capital Wealth Advisors | 21k | $477k | 5% | Mar 2025 |
|
| Glass Jacobson Investment Advisors | 20k | $458k | 478% | Dec 2024 |
|
| Avant Capital | 20k | $456k | 100% | Dec 2024 |
|
| Chevy Chase Trust Holdings | 19k | $448k | 200% | Dec 2024 |
|
| Carnegie Capital Asset Management | 18k | $409k | 194% | Dec 2024 |
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| Sage Financial Management Group | 18k | $408k | 200% | Dec 2024 |
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| Retirement Planning Group | 17k | $401k | -8% | Mar 2025 |
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| Total Investment Management | 17k | $401k | 273% | Dec 2024 |
|
| Capital Investment Advisory Services | 17k | $389k | 200% | Dec 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 17k | $388k | 242% | Dec 2024 |
|
| Werba Rubin Papier Wealth Management | 17k | $386k | 200% | Dec 2024 |
|
| Royal Bank of Canada | 16k | $375k | 197% | Dec 2024 |
|
| Perigon Wealth Management | 15k | $362k | 200% | Dec 2024 |
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| Stifel Financial | 15k | $340k | 199% | Dec 2024 |
|
| Great Valley Advisor Group | 14k | $331k | 200% | Dec 2024 |
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| H D Vest Advisory Services | 13k | $309k | 100% | Dec 2024 |
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| Old Mission Capital | 13k | $307k | 100% | Dec 2024 |
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| Lido Advisors | 13k | $298k | 201% | Dec 2024 |
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| JustInvest | 13k | $297k | 200% | Dec 2024 |
|
| Farther Finance Advisors | 13k | $290k | 52% | Mar 2025 |
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| NBT Bank | 12k | $275k | 100% | Mar 2025 |
|
| Foster & Motley | 12k | $276k | 201% | Dec 2024 |
|
| Advisor Group Holdings | 12k | $822k | 0% | Dec 2024 |
|
| Stratos Wealth Partners | 11k | $253k | 200% | Dec 2024 |
|
| Pnc Financial Services | 9.9k | $230k | 200% | Dec 2024 |
|
| Mercer Global Advisors | 9.5k | $220k | -12% | Dec 2024 |
|
| Equitable Holdings | 9.2k | $213k | 100% | Dec 2024 |
|
| Winthrop Advisory Group | 9.1k | $209k | 100% | Mar 2025 |
|
| 49 Wealth Management | 9.0k | $209k | 194% | Dec 2024 |
|
| Breakwater Investment Management | 8.9k | $206k | -2% | Mar 2025 |
|
| Susquehanna International | 8.9k | $207k | -15% | Dec 2024 |
|
| Crewe Advisors | 8.8k | $206k | 200% | Dec 2024 |
|
| TruNorth Capital Management | 8.4k | $196k | 200% | Dec 2024 |
|
| Koesten, Hirschmann & Crabtree | 7.5k | $175k | 200% | Dec 2024 |
|
| Harbour Investments | 7.3k | $171k | 201% | Dec 2024 |
|
| Pineridge Advisors | 7.0k | $164k | 357% | Dec 2024 |
|
| Centaurus Financial | 6.8k | $158k | 217% | Dec 2024 |
|
| S.A. Mason | 6.6k | $152k | 200% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 6.3k | $147k | 200% | Dec 2024 |
|
| Jones Financial Companies, L.L | 6.3k | $147k | 762% | Dec 2024 |
|
| Valley National Advisers | 6.3k | $145k | 166% | Dec 2024 |
|
| Aptus Capital Advisors | 5.9k | $137k | 100% | Dec 2024 |
|
| Atlantic Trust | 5.8k | $135k | 200% | Dec 2024 |
|
| Parkside Financial Bank & Trust | 4.8k | $112k | 200% | Dec 2024 |
|
| Private Capital Management | 4.4k | $103k | 128% | Dec 2024 |
|
| Tanglewood Legacy Advisors | 4.2k | $98k | 100% | Dec 2024 |
|
| Steward Partners Investment Advisory | 3.5k | $81k | 200% | Dec 2024 |
|
| Blume Capital Management | 3.0k | $70k | 200% | Dec 2024 |
|
| Mascagni Wealth Management | 2.9k | $67k | 100% | Dec 2024 |
|
| CWM | 2.8k | $65k | 175% | Dec 2024 |
|
| FMR | 2.4k | $56k | 66% | Dec 2024 |
|
| CoreCap Advisors | 2.4k | $56k | 200% | Dec 2024 |
|
| Signature | 2.2k | $52k | 200% | Dec 2024 |
|
| Goss Wealth Management | 1.9k | $45k | 200% | Dec 2024 |
|
| Hexagon Capital Partners | 1.8k | $43k | 200% | Dec 2024 |
|
| Parallel Advisors | 1.5k | $35k | 0% | Mar 2025 |
|
| Lee, Danner & Bass | 1.4k | $31k | 100% | Dec 2024 |
|
| Ancora Advisors | 1.4k | $31k | 200% | Dec 2024 |
|
| Hanson McClain Advisors | 1.1k | $27k | 269% | Dec 2024 |
|
| Sandy Spring Bank | 900.00 | $21k | 200% | Dec 2024 |
|
| Bank Of Montreal | 570.00 | $13k | 200% | Dec 2024 |
|
| Coston, McIsaac & Partners | 561.00 | $13k | 200% | Dec 2024 |
|
| Pflug Koory | 522.00 | $12k | -63% | Mar 2025 |
|
| Versant Capital Management | 465.00 | $11k | 0% | Mar 2025 |
|
| IFP Advisors | 459.00 | $11k | 200% | Dec 2024 |
|
| Pinney & Scofield | 360.00 | $8.4k | 100% | Dec 2024 |
|
| Creative Financial Designs | 231.00 | $5.4k | 200% | Dec 2024 |
|
| Brian McDonald | 170.00 | $4.0k | 0% | Dec 2024 |
|
| Ameriflex Group | 168.00 | $4.1k | 100% | Dec 2024 |
|
| BFSG | 130.00 | $3.0k | 100% | Dec 2024 |
|
| Geneos Wealth Management | 86.00 | $2.0k | 197% | Dec 2024 |
|
| Front Row Advisors | 66.00 | $1.5k | 200% | Dec 2024 |
|
| Tower Research Capital | 51.00 | $1.2k | -98% | Dec 2024 |
|
| Lowe fs | 15.00 | $345.000000 | 0% | Mar 2025 |
|
Who sold out of Schwab Strategic Tr schwab fdt us bm?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Prudential Financial | Sep 2024 | 6.5k | $460k |
| Savant Capital Management | Sep 2024 | 4.5k | $319k |
| Zimmermann Investment Management & Planning | Sep 2024 | 3.2k | $228k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 226.00 | $15k |
| Clear Point Advisors | Sep 2024 | 37.00 | $2.6k |