Who owns Schwab Strategic Tr schwab fdt us bm?
- Ticker: FNDB
- CUSIP Number: 808524789
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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 |
|---|---|---|---|---|---|
| AlphaCore Capital | 1.3M | $35M | 0% | Dec 2025 |
|
| Financial Consulate | 1.0M | $27M | -17% | Dec 2025 |
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| Opes Wealth Management | 738k | $20M | 2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 723k | $19M | 3% | Dec 2025 |
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| HighTower Advisors | 704k | $19M | 2% | Dec 2025 |
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| Sound Stewardship | 635k | $17M | 0% | Dec 2025 |
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| Raymond James Financial | 284k | $7.5M | 1% | Dec 2025 |
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| Brightwater Advisory | 280k | $7.4M | -1% | Dec 2025 |
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| Envestnet Asset Management | 248k | $6.6M | 0% | Dec 2025 |
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| Leonard Rickey Investment Advisors P | 176k | $4.7M | -1% | Dec 2025 |
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| Mml Investors Services | 160k | $4.2M | 9% | Dec 2025 |
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| Mezzasalma Advisors | 150k | $3.8M | 3% | Dec 2025 |
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| Guardian Financial Partners | 143k | $3.8M | -15% | Dec 2025 |
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| Advisor Group Holdings | 131k | $3.5M | 34% | Dec 2025 |
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| CVA Family Office | 124k | $3.3M | -1% | Dec 2025 |
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| Aspiring Ventures | 120k | $3.2M | 2% | Dec 2025 |
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| UBS Group | 112k | $3.0M | -1% | Dec 2025 |
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| Mariner Wealth Advisors | 110k | $2.9M | 78% | Dec 2025 |
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| LPL Financial | 104k | $2.8M | -2% | Dec 2025 |
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| Jones Financial Companies, L.L | 99k | $2.6M | 27% | Dec 2025 |
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| James Investment Research | 97k | $2.6M | 14% | Dec 2025 |
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| Resonant Capital Advisors | 95k | $2.5M | -2% | Dec 2025 |
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| HHM Wealth Advisors | 93k | $2.5M | 0% | Dec 2025 |
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| Paul Damon & Associates | 93k | $2.5M | 65% | Dec 2025 |
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| MAI Wealth Advisors | 89k | $2.4M | 56% | Dec 2025 |
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| Centurion Wealth Management | 88k | $2.3M | 2% | Dec 2025 |
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| Ameriprise Financial | 87k | $2.3M | -67% | Dec 2025 |
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| First National Corp | 87k | $2.2M | 2% | Sep 2025 |
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| Red Door Wealth Management | 87k | $2.3M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 84k | $2.2M | 0% | Dec 2025 |
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| Clarius | 84k | $2.2M | -3% | Dec 2025 |
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| Kaizen Financial Strategies | 82k | $2.2M | -4% | Dec 2025 |
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| Sontag Advisory | 79k | $2.1M | 11% | Dec 2025 |
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| Yoder Wealth Management | 73k | $1.9M | -1% | Dec 2025 |
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| Townsend Asset Management Corp | 69k | $1.8M | 0% | Dec 2025 |
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| Foster Group | 67k | $1.8M | 0% | Dec 2025 |
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| Nicholas Hoffman & Company | 67k | $1.8M | 18% | Dec 2025 |
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| Goldman Sachs Group | 64k | $1.7M | -87% | Dec 2025 |
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| Founders Financial Securities | 60k | $1.6M | 10% | Dec 2025 |
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| CI Private Wealth | 59k | $1.5M | -24% | Dec 2025 |
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| Captrust Financial Advisors | 57k | $1.5M | 2% | Dec 2025 |
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| Coldstream Capital Management | 54k | $1.4M | 0% | Dec 2025 |
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| SeaCrest Wealth Management | 54k | $1.5M | 24% | Dec 2025 |
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| Cornerstone Financial Group | 52k | $1.4M | 6% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 51k | $1.4M | 0% | Dec 2025 |
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| Values Added Financial | 50k | $1.3M | 0% | Dec 2025 |
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| Red Tortoise | 47k | $1.2M | 0% | Dec 2025 |
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| Creative Planning | 47k | $1.2M | 8% | Dec 2025 |
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| Cetera Investment Advisers | 46k | $1.2M | 10% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 46k | $1.2M | 0% | Dec 2025 |
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| Quadrant Capital | 44k | $1.2M | 0% | Dec 2025 |
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| GSG Advisors | 43k | $1.1M | 0% | Dec 2025 |
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| ValMark Advisers | 40k | $1.1M | 168% | Dec 2025 |
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| Jpmorgan Chase & Co | 40k | $1.0M | 100% | Sep 2025 |
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| HB Wealth Management | 38k | $1.0M | 0% | Dec 2025 |
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| Channel Wealth | 35k | $930k | 0% | Dec 2025 |
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| Milestone Investment Advisors | 33k | $870k | -6% | Dec 2025 |
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| Marble Wealth | 32k | $838k | 100% | Dec 2025 |
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| MorganRosel Wealth Management | 32k | $836k | 2% | Dec 2025 |
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| Glass Jacobson Investment Advisors | 29k | $768k | 2% | Dec 2025 |
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| Perigon Wealth Management | 28k | $745k | 84% | Dec 2025 |
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| Burns Wealth Management | 28k | $745k | -19% | Dec 2025 |
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| Avant Capital | 28k | $744k | 15% | Dec 2025 |
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| SFMG Wealth Advisors | 28k | $744k | 0% | Dec 2025 |
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| Bellevue Asset Management | 28k | $737k | -1% | Dec 2025 |
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| Cozad Asset Management | 26k | $685k | -12% | Dec 2025 |
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| Farther Finance Advisors | 25k | $671k | 34% | Dec 2025 |
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| Mather Group | 25k | $654k | 0% | Dec 2025 |
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| Royal Bank of Canada | 24k | $617k | 0% | Sep 2025 |
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| Litman Gregory Asset Management | 22k | $596k | 0% | Dec 2025 |
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| Chicago Partners Investment | 22k | $608k | 0% | Dec 2025 |
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| Modern Wealth Management | 22k | $575k | -1% | Dec 2025 |
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| Zrc Wealth Management | 21k | $560k | -11% | Dec 2025 |
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| Werba Rubin Papier Wealth Management | 21k | $549k | -15% | Dec 2025 |
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| Vanguard Capital Wealth Advisors | 20k | $529k | 0% | Dec 2025 |
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| BFI Wealth Solutions | 19k | $508k | 100% | Dec 2025 |
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| Retirement Planning Group | 19k | $499k | 0% | Dec 2025 |
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| Redhawk Wealth Advisors | 19k | $491k | -47% | Dec 2025 |
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| FMR | 18k | $462k | 113% | Sep 2025 |
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| Capital Investment Advisory Services | 18k | $467k | 0% | Dec 2025 |
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| Stifel Financial | 18k | $464k | 2% | Dec 2025 |
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| Carnegie Capital Asset Management | 17k | $452k | 15% | Dec 2025 |
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| AQR Capital Management | 16k | $422k | 100% | Sep 2025 |
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| Total Investment Management | 16k | $425k | 0% | Dec 2025 |
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| Sovran Advisors | 16k | $434k | -15% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $387k | 0% | Dec 2025 |
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| Keyvantage Wealth | 15k | $385k | 0% | Dec 2025 |
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| JustInvest | 13k | $340k | 0% | Dec 2025 |
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| Kestra Advisory Services | 12k | $330k | 7% | Dec 2025 |
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| Lido Advisors | 12k | $316k | 0% | Dec 2025 |
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| Foster & Motley | 12k | $326k | 0% | Dec 2025 |
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| NBT Bank | 12k | $316k | -1% | Dec 2025 |
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| Steward Partners Investment Advisory | 12k | $316k | 13% | Dec 2025 |
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| Equitable Holdings | 12k | $312k | 0% | Dec 2025 |
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| Chevy Chase Trust Holdings | 12k | $304k | -14% | Dec 2025 |
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| BCGM Wealth Management | 11k | $293k | 0% | Dec 2025 |
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| Stratos Wealth Partners | 11k | $293k | 0% | Dec 2025 |
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| Sage Financial Management Group | 11k | $282k | 0% | Dec 2025 |
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| Pnc Financial Services | 10k | $271k | 20% | Dec 2025 |
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| Mercer Global Advisors | 10k | $265k | 5% | Dec 2025 |
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| AdvisorNet Financial | 9.9k | $263k | 0% | Dec 2025 |
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| Ubs Global Asset Management Americas | 9.6k | $254k | 100% | Dec 2025 |
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| Winthrop Advisory Group | 9.3k | $246k | 1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 9.2k | $244k | 0% | Dec 2025 |
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| Breakwater Investment Management | 8.9k | $238k | 0% | Dec 2025 |
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| Crewe Advisors | 8.8k | $235k | 0% | Dec 2025 |
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| Colony | 8.8k | $233k | 2% | Dec 2025 |
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| Miracle Mile Advisors | 8.5k | $227k | 100% | Dec 2025 |
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| Sequoia Financial Advisors | 8.2k | $218k | 0% | Dec 2025 |
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| TruNorth Capital Management | 8.1k | $217k | 0% | Dec 2025 |
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| Kendall Capital Management | 7.7k | $204k | 100% | Dec 2025 |
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| Koesten, Hirschmann & Crabtree | 7.5k | $200k | 0% | Dec 2025 |
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| Harbour Investments | 7.5k | $199k | 0% | Dec 2025 |
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| Harbor Asset Planning | 7.0k | $185k | 0% | Dec 2025 |
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| Pineridge Advisors | 6.8k | $174k | -3% | Sep 2025 |
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| S.A. Mason | 6.6k | $174k | 0% | Dec 2025 |
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| Valley National Advisers | 6.2k | $165k | 0% | Dec 2025 |
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| Centaurus Financial | 6.0k | $160k | 2% | Dec 2025 |
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| Parkside Financial Bank & Trust | 4.8k | $128k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 4.7k | $124k | 0% | Dec 2025 |
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| Tanglewood Legacy Advisors | 4.2k | $111k | 0% | Dec 2025 |
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| Chevoit Value Management | 4.1k | $112k | 0% | Dec 2025 |
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| Larson Financial Group | 3.7k | $97k | 18% | Dec 2025 |
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| BlackRock | 3.3k | $89k | 100% | Dec 2025 |
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| Geneos Wealth Management | 3.3k | $87k | 17% | Dec 2025 |
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| Elevated Capital Advisors | 3.2k | $86k | 100% | Dec 2025 |
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| Parallel Advisors | 3.0k | $81k | 1% | Dec 2025 |
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| SCBT Financial Corporation | 2.9k | $78k | -15% | Dec 2025 |
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| Hanson McClain Advisors | 2.7k | $71k | 0% | Dec 2025 |
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| Signature | 2.3k | $62k | 0% | Dec 2025 |
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| Tower Research Capital | 1.8k | $48k | 100% | Dec 2025 |
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| CoreCap Advisors | 1.4k | $38k | 0% | Dec 2025 |
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| Ancora Advisors | 1.4k | $36k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 1.0k | $28k | -49% | Dec 2025 |
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| Tower View Investment Management & Research | 1.0k | $27k | 0% | Dec 2025 |
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| Blume Capital Management | 1.0k | $27k | -50% | Dec 2025 |
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| Sunbelt Securities | 1.0k | $27k | 0% | Dec 2025 |
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| Goss Wealth Management | 962.00 | $26k | -50% | Dec 2025 |
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| Union Bankshares | 900.00 | $24k | 0% | Dec 2025 |
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| Cape Investment Advisory | 715.00 | $19k | 110% | Dec 2025 |
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| Abich Financial Wealth Management | 652.00 | $17k | 100% | Sep 2025 |
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| Coston, McIsaac & Partners | 561.00 | $14k | 0% | Dec 2025 |
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| Pflug Koory | 526.00 | $14k | 0% | Dec 2025 |
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| Versant Capital Management | 465.00 | $12k | 0% | Dec 2025 |
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| Sound Income Strategies | 453.00 | $13k | 0% | Dec 2025 |
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| Pinney & Scofield | 360.00 | $9.6k | 0% | Dec 2025 |
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| Plante Moran Financial Advisors | 351.00 | $9.3k | 0% | Dec 2025 |
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| Ronald Blue Trust | 300.00 | $8.0k | 0% | Dec 2025 |
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| Brian McDonald | 300.00 | $8.0k | 0% | Dec 2025 |
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| Murphy & Mullick Capital Management Corp | 285.00 | $7.6k | 0% | Dec 2025 |
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| Creative Financial Designs | 231.00 | $6.1k | 0% | Dec 2025 |
|
Who sold out of Schwab Strategic Tr schwab fdt us bm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cowa | Sep 2025 | 99k | $2.6M |
| Susquehanna International | Sep 2025 | 73k | $1.9M |
| Citadel Advisors | Jun 2025 | 32k | $763k |
| Sanctuary Advisors | Sep 2025 | 31k | $717k |
| 49 Wealth Management | Sep 2025 | 8.6k | $220k |
| Ameritas Advisory Services | Sep 2025 | 5.1k | $131k |
| AE Wealth Management | Sep 2025 | 1.1k | $29k |