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
Download as csv
Download as Excel
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 | $34M | 1% | Sep 2025 |
|
| Financial Consulate | 1.2M | $32M | -14% | Sep 2025 |
|
| Opes Wealth Management | 723k | $19M | 3% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 700k | $18M | 2% | Sep 2025 |
|
| HighTower Advisors | 692k | $18M | 0% | Sep 2025 |
|
| Sound Stewardship | 634k | $16M | 3% | Sep 2025 |
|
| Goldman Sachs Group | 476k | $12M | 454% | Sep 2025 |
|
| Morgan Stanley | 381k | $9.1M | 100% | Jun 2025 |
|
| Brightwater Advisory | 284k | $7.3M | -2% | Sep 2025 |
|
| Raymond James Financial | 280k | $7.2M | 0% | Sep 2025 |
|
| Ameriprise Financial | 268k | $6.9M | 2% | Sep 2025 |
|
| Envestnet Asset Management | 248k | $6.4M | 1% | Sep 2025 |
|
| Leonard Rickey Investment Advisors P | 178k | $4.6M | -1% | Sep 2025 |
|
| Guardian Financial Partners | 168k | $4.3M | -3% | Sep 2025 |
|
| Mezzasalma Advisors | 146k | $3.8M | 1% | Sep 2025 |
|
| Mml Investors Services | 146k | $3.8M | 0% | Sep 2025 |
|
| CVA Family Office | 126k | $3.2M | -1% | Sep 2025 |
|
| Aspiring Ventures | 118k | $3.0M | -3% | Sep 2025 |
|
| UBS Group | 114k | $2.9M | -2% | Sep 2025 |
|
| LPL Financial | 106k | $2.7M | 0% | Sep 2025 |
|
| Cowa | 99k | $2.6M | 100% | Sep 2025 |
|
| Advisor Group Holdings | 98k | $2.5M | 79% | Sep 2025 |
|
| Resonant Capital Advisors | 98k | $2.5M | -1% | Sep 2025 |
|
| HHM Wealth Advisors | 94k | $2.4M | -3% | Sep 2025 |
|
| First National Corp | 87k | $2.2M | 2% | Sep 2025 |
|
| Red Door Wealth Management | 87k | $2.2M | 0% | Sep 2025 |
|
| Clarius | 86k | $2.2M | -4% | Sep 2025 |
|
| Centurion Wealth Management | 86k | $2.2M | 100% | Sep 2025 |
|
| Kaizen Financial Strategies | 85k | $2.2M | -28% | Sep 2025 |
|
| James Investment Research | 85k | $2.2M | 16% | Sep 2025 |
|
| Commonwealth Equity Services | 84k | $2.2M | 1% | Sep 2025 |
|
| Jones Financial Companies, L.L | 79k | $2.0M | 48% | Sep 2025 |
|
| CI Private Wealth | 77k | $2.0M | 57% | Sep 2025 |
|
| Yoder Wealth Management | 73k | $1.9M | 0% | Sep 2025 |
|
| Susquehanna International | 73k | $1.9M | 100% | Sep 2025 |
|
| Sontag Advisory | 71k | $1.8M | 0% | Sep 2025 |
|
| Townsend Asset Management Corp | 68k | $1.8M | -47% | Sep 2025 |
|
| Foster Group | 67k | $1.7M | 3% | Sep 2025 |
|
| Mariner Wealth Advisors | 62k | $1.6M | 8% | Sep 2025 |
|
| MAI Wealth Advisors | 57k | $1.5M | 0% | Sep 2025 |
|
| Nicholas Hoffman & Company | 57k | $1.5M | 16% | Sep 2025 |
|
| Paul Damon & Associates | 56k | $1.4M | 65% | Sep 2025 |
|
| Captrust Financial Advisors | 56k | $1.4M | -8% | Sep 2025 |
|
| Coldstream Capital Management | 54k | $1.4M | 0% | Sep 2025 |
|
| Founders Financial Securities | 54k | $1.4M | 8% | Sep 2025 |
|
| Brown Brothers Harriman & Co. | 51k | $1.3M | 0% | Sep 2025 |
|
| Values Added Financial | 50k | $1.3M | 0% | Sep 2025 |
|
| Cornerstone Financial Group | 50k | $1.3M | 3% | Sep 2025 |
|
| Red Tortoise | 47k | $1.2M | 0% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 46k | $1.2M | 3% | Sep 2025 |
|
| Quadrant Capital | 44k | $1.1M | 0% | Sep 2025 |
|
| SeaCrest Wealth Management | 44k | $1.1M | 2% | Sep 2025 |
|
| Creative Planning | 43k | $1.1M | 0% | Sep 2025 |
|
| GSG Advisors | 43k | $1.1M | 0% | Sep 2025 |
|
| Cetera Investment Advisers | 42k | $1.1M | 59% | Sep 2025 |
|
| Jpmorgan Chase & Co | 40k | $1.0M | -29% | Sep 2025 |
|
| HB Wealth Management | 38k | $975k | 0% | Sep 2025 |
|
| Redhawk Wealth Advisors | 35k | $903k | 0% | Sep 2025 |
|
| Channel Wealth | 35k | $901k | 12% | Sep 2025 |
|
| Milestone Investment Advisors | 35k | $897k | -7% | Sep 2025 |
|
| Burns Wealth Management | 34k | $886k | -4% | Sep 2025 |
|
| MorganRosel Wealth Management | 31k | $797k | 1% | Sep 2025 |
|
| Cozad Asset Management | 29k | $753k | 1% | Sep 2025 |
|
| Glass Jacobson Investment Advisors | 28k | $728k | 17% | Sep 2025 |
|
| SFMG Wealth Advisors | 28k | $721k | 0% | Sep 2025 |
|
| Bellevue Asset Management | 28k | $719k | -2% | Sep 2025 |
|
| Mather Group | 25k | $633k | 0% | Sep 2025 |
|
| Avant Capital | 24k | $628k | 9% | Sep 2025 |
|
| Werba Rubin Papier Wealth Management | 24k | $624k | 46% | Sep 2025 |
|
| Royal Bank of Canada | 24k | $617k | 0% | Sep 2025 |
|
| Zrc Wealth Management | 24k | $609k | -5% | Sep 2025 |
|
| Litman Gregory Asset Management | 23k | $580k | 0% | Sep 2025 |
|
| Chicago Partners Investment | 22k | $577k | 0% | Sep 2025 |
|
| Modern Wealth Management | 22k | $560k | -9% | Sep 2025 |
|
| Vanguard Capital Wealth Advisors | 20k | $511k | 3% | Sep 2025 |
|
| Retirement Planning Group | 19k | $484k | 8% | Sep 2025 |
|
| Farther Finance Advisors | 19k | $483k | 49% | Sep 2025 |
|
| Sovran Advisors | 18k | $475k | 1% | Sep 2025 |
|
| FMR | 18k | $462k | 113% | Sep 2025 |
|
| Capital Investment Advisory Services | 18k | $452k | 0% | Sep 2025 |
|
| Stifel Financial | 17k | $440k | 8% | Sep 2025 |
|
| AQR Capital Management | 16k | $422k | 100% | Sep 2025 |
|
| Total Investment Management | 16k | $410k | -21% | Sep 2025 |
|
| Perigon Wealth Management | 15k | $393k | 0% | Sep 2025 |
|
| ValMark Advisers | 15k | $386k | 70% | Sep 2025 |
|
| Carnegie Capital Asset Management | 15k | $382k | 0% | Sep 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $375k | 0% | Sep 2025 |
|
| Keyvantage Wealth | 15k | $373k | 0% | Sep 2025 |
|
| Chevy Chase Trust Holdings | 13k | $341k | -2% | Sep 2025 |
|
| H D Vest Advisory Services | 13k | $315k | -37% | Jun 2025 |
|
| JustInvest | 13k | $329k | 0% | Sep 2025 |
|
| Lido Advisors | 12k | $316k | 0% | Sep 2025 |
|
| Foster & Motley | 12k | $314k | 0% | Sep 2025 |
|
| NBT Bank | 12k | $308k | 0% | Sep 2025 |
|
| Equitable Holdings | 12k | $302k | 20% | Sep 2025 |
|
| Kestra Advisory Services | 12k | $299k | 0% | Sep 2025 |
|
| BCGM Wealth Management | 11k | $284k | -2% | Sep 2025 |
|
| Stratos Wealth Partners | 11k | $282k | 0% | Sep 2025 |
|
| Sage Financial Management Group | 11k | $273k | 0% | Sep 2025 |
|
| Steward Partners Investment Advisory | 11k | $271k | 48% | Sep 2025 |
|
| AdvisorNet Financial | 9.9k | $254k | -24% | Sep 2025 |
|
| Mercer Global Advisors | 9.5k | $245k | 7% | Sep 2025 |
|
| Winthrop Advisory Group | 9.2k | $237k | 1% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 9.2k | $236k | 0% | Sep 2025 |
|
| Breakwater Investment Management | 8.9k | $230k | 0% | Sep 2025 |
|
| Crewe Advisors | 8.8k | $228k | 0% | Sep 2025 |
|
| Colony | 8.6k | $222k | 3% | Sep 2025 |
|
| 49 Wealth Management | 8.6k | $220k | -3% | Sep 2025 |
|
| Pnc Financial Services | 8.5k | $218k | -3% | Sep 2025 |
|
| Sequoia Financial Advisors | 8.2k | $211k | 100% | Sep 2025 |
|
| TruNorth Capital Management | 8.1k | $210k | -3% | Sep 2025 |
|
| Koesten, Hirschmann & Crabtree | 7.5k | $194k | 0% | Sep 2025 |
|
| Harbour Investments | 7.4k | $192k | 0% | Sep 2025 |
|
| Harbor Asset Planning | 6.9k | $179k | 100% | Sep 2025 |
|
| Pineridge Advisors | 6.8k | $174k | -3% | Sep 2025 |
|
| S.A. Mason | 6.6k | $169k | 0% | Sep 2025 |
|
| Valley National Advisers | 6.2k | $159k | 0% | Sep 2025 |
|
| Centaurus Financial | 5.9k | $152k | 0% | Sep 2025 |
|
| Ameritas Advisory Services | 5.1k | $131k | 348% | Sep 2025 |
|
| Parkside Financial Bank & Trust | 4.8k | $123k | -1% | Sep 2025 |
|
| Rockefeller Capital Management | 4.7k | $120k | 100% | Sep 2025 |
|
| Tanglewood Legacy Advisors | 4.2k | $108k | 0% | Sep 2025 |
|
| Chevoit Value Management | 4.0k | $106k | 0% | Sep 2025 |
|
| SCBT Financial Corporation | 3.5k | $90k | -14% | Sep 2025 |
|
| Larson Financial Group | 3.1k | $80k | 24% | Sep 2025 |
|
| Parallel Advisors | 3.0k | $77k | 0% | Sep 2025 |
|
| Geneos Wealth Management | 2.8k | $72k | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 2.7k | $69k | -8% | Sep 2025 |
|
| Signature | 2.3k | $60k | 3% | Sep 2025 |
|
| O'shaughnessy Asset Management | 2.0k | $52k | 100% | Sep 2025 |
|
| Blume Capital Management | 2.0k | $52k | 0% | Sep 2025 |
|
| Goss Wealth Management | 1.9k | $50k | 0% | Sep 2025 |
|
| CoreCap Advisors | 1.4k | $36k | 0% | Sep 2025 |
|
| Ancora Advisors | 1.4k | $35k | 0% | Sep 2025 |
|
| AE Wealth Management | 1.1k | $29k | 100% | Sep 2025 |
|
| Tower View Investment Management & Research | 1.0k | $26k | -58% | Sep 2025 |
|
| Sunbelt Securities | 1.0k | $26k | 100% | Sep 2025 |
|
| Union Bankshares | 900.00 | $23k | 0% | Sep 2025 |
|
| Abich Financial Wealth Management | 652.00 | $17k | 100% | Sep 2025 |
|
| Coston, McIsaac & Partners | 561.00 | $14k | 0% | Sep 2025 |
|
| Pflug Koory | 524.00 | $14k | 0% | Sep 2025 |
|
| Versant Capital Management | 465.00 | $12k | 0% | Sep 2025 |
|
| Sound Income Strategies | 453.00 | $12k | 0% | Sep 2025 |
|
| Pinney & Scofield | 360.00 | $9.3k | 0% | Sep 2025 |
|
| Plante Moran Financial Advisors | 351.00 | $9.0k | 0% | Sep 2025 |
|
| Ronald Blue Trust | 300.00 | $7.7k | 100% | Sep 2025 |
|
| Brian McDonald | 300.00 | $7.7k | 76% | Sep 2025 |
|
| Murphy & Mullick Capital Management Corp | 285.00 | $7.3k | 0% | Sep 2025 |
|
| Creative Financial Designs | 231.00 | $5.9k | 0% | Sep 2025 |
|
| Russell Investments | 145.00 | $3.7k | 0% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr schwab fdt us bm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 32k | $763k |
| KM Capital Management | Jun 2025 | 20k | $475k |
| Jane Street | Jun 2025 | 12k | $298k |
| Silver Oak Securities | Jun 2025 | 8.5k | $204k |
| Tower Research Capital | Jun 2025 | 5.2k | $124k |
| Traub Capital Management | Jun 2025 | 1.1k | $25k |
| Ameriflex Group | Jun 2025 | 168.00 | $4.0k |