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 |
|---|---|---|---|---|---|
| AlphaCore Capital | 1.2M | $37M | -2% | Jun 2026 |
|
| Financial Consulate | 1.1M | $33M | 4% | Jun 2026 |
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| Opes Wealth Management | 745k | $20M | 1% | Mar 2026 |
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| EP Wealth Advisors | 740k | $23M | 6159% | Jun 2026 |
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| Sound Stewardship | 650k | $20M | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 612k | $19M | 25% | Jun 2026 |
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| HighTower Advisors | 548k | $17M | -16% | Jun 2026 |
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| Bank of America Corporation | 477k | $15M | 10% | Jun 2026 |
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| Morgan Stanley | 440k | $12M | 10% | Mar 2026 |
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| Raymond James Financial | 306k | $9.3M | 2% | Jun 2026 |
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| Envestnet Asset Management | 297k | $9.0M | 7% | Jun 2026 |
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| Sigma Planning | 265k | $8.1M | 100% | Jun 2026 |
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| Brightwater Advisory | 263k | $8.0M | -4% | Jun 2026 |
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| Paul Damon & Associates | 240k | $7.3M | 2% | Jun 2026 |
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| Mml Investors Services | 217k | $6.6M | 27% | Jun 2026 |
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| Mariner Wealth Advisors | 210k | $6.4M | 4% | Jun 2026 |
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| Kaizen Financial Strategies | 199k | $6.1M | 112% | Jun 2026 |
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| Advisor Group Holdings | 195k | $5.9M | 150% | Jun 2026 |
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| Jones Financial Companies, L.L | 183k | $5.5M | 31% | Jun 2026 |
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| Leonard Rickey Investment Advisors P | 175k | $5.3M | 0% | Jun 2026 |
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| Rossby Financial, LCC | 167k | $5.1M | -1% | Jun 2026 |
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| Mezzasalma Advisors | 146k | $4.2M | 1% | Jun 2026 |
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| Essential Partners | 136k | $4.1M | 7% | Jun 2026 |
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| James Investment Research | 129k | $3.9M | 17% | Jun 2026 |
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| Guardian Financial Partners | 126k | $3.8M | -6% | Jun 2026 |
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| Aspiring Ventures | 117k | $3.6M | -2% | Jun 2026 |
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| Resonant Capital Advisors | 117k | $3.6M | 25% | Jun 2026 |
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| UBS Group | 112k | $3.4M | -4% | Jun 2026 |
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| CVA Family Office | 107k | $3.3M | -3% | Jun 2026 |
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| LPL Financial | 105k | $3.2M | 0% | Jun 2026 |
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| Centurion Wealth Management | 95k | $2.9M | 1% | Jun 2026 |
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| Ameriprise Financial | 91k | $2.8M | 4% | Jun 2026 |
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| HHM Wealth Advisors | 89k | $2.7M | -2% | Jun 2026 |
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| Red Door Wealth Management | 87k | $2.6M | 0% | Jun 2026 |
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| MAI Wealth Advisors | 81k | $2.5M | -2% | Jun 2026 |
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| Hartland & Co | 81k | $2.5M | -52% | Jun 2026 |
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| Sontag Advisory | 79k | $2.4M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 76k | $2.3M | -9% | Jun 2026 |
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| Foster Group | 75k | $2.3M | 0% | Jun 2026 |
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| Yoder Wealth Management | 73k | $2.2M | 0% | Jun 2026 |
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| Townsend Asset Management Corp | 69k | $2.1M | 0% | Jun 2026 |
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| ValMark Advisers | 68k | $2.1M | 29% | Jun 2026 |
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| Nicholas Hoffman & Company | 67k | $2.0M | 2% | Jun 2026 |
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| Quantinno Capital Management | 67k | $2.0M | 31% | Jun 2026 |
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| Founders Financial Securities | 64k | $1.9M | 0% | Jun 2026 |
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| SeaCrest Wealth Management | 61k | $1.9M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 55k | $1.7M | 3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 52k | $1.6M | 100% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 51k | $1.6M | 0% | Jun 2026 |
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| Captrust Financial Advisors | 51k | $1.5M | -1% | Jun 2026 |
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| Values Added Financial | 50k | $1.5M | 0% | Jun 2026 |
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| BIP Wealth | 48k | $1.5M | 100% | Jun 2026 |
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| Creative Planning | 48k | $1.5M | -11% | Jun 2026 |
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| Red Tortoise | 47k | $1.3M | 0% | Mar 2026 |
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| Cornerstone Financial Group | 46k | $1.4M | -2% | Jun 2026 |
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| AQR Capital Management | 45k | $1.4M | -8% | Jun 2026 |
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| Susquehanna International | 44k | $1.3M | -58% | Jun 2026 |
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| Quadrant Capital | 44k | $1.3M | 0% | Jun 2026 |
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| Harbour Investments | 44k | $1.3M | 4% | Jun 2026 |
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| Carnegie Capital Asset Management | 43k | $1.3M | 1% | Jun 2026 |
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| Coldstream Capital Management | 42k | $1.3M | -17% | Jun 2026 |
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| HB Wealth Management | 40k | $1.2M | 0% | Jun 2026 |
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| GSG Advisors | 39k | $1.2M | -8% | Jun 2026 |
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| Mercer Global Advisors | 39k | $1.2M | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 38k | $1.2M | 100% | Jun 2026 |
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| Channel Wealth | 38k | $1.1M | 7% | Jun 2026 |
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| Savant Capital Management | 37k | $1.1M | 100% | Jun 2026 |
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| Marble Wealth | 33k | $993k | 1% | Jun 2026 |
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| Milestone Investment Advisors | 30k | $923k | -1% | Jun 2026 |
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| Sovran Advisors | 30k | $932k | 92% | Jun 2026 |
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| Avant Capital | 30k | $898k | 2% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 29k | $889k | -1% | Jun 2026 |
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| Vanguard Capital Wealth Advisors | 29k | $881k | 45% | Jun 2026 |
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| McCartney Wealth Management | 29k | $872k | 0% | Jun 2026 |
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| SFMG Wealth Advisors | 28k | $853k | 0% | Jun 2026 |
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| Bellevue Asset Management | 28k | $846k | 0% | Jun 2026 |
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| Burns Wealth Management | 28k | $749k | -2% | Mar 2026 |
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| Farther Finance Advisors | 27k | $829k | 8% | Jun 2026 |
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| Beacon Pointe Advisors | 27k | $815k | 34% | Jun 2026 |
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| Cozad Asset Management | 25k | $758k | 0% | Jun 2026 |
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| Chicago Partners Investment | 23k | $703k | 0% | Jun 2026 |
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| Mather Group | 23k | $691k | -3% | Jun 2026 |
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| Zrc Wealth Management | 22k | $664k | 3% | Jun 2026 |
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| FMR | 21k | $637k | -8% | Jun 2026 |
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| Werba Rubin Papier Wealth Management | 21k | $631k | 0% | Jun 2026 |
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| BCGM Wealth Management | 20k | $611k | 5% | Jun 2026 |
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| Modern Wealth Management | 20k | $603k | 5% | Jun 2026 |
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| BFI Wealth Solutions | 19k | $584k | 0% | Jun 2026 |
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| Stifel Financial | 19k | $583k | 0% | Jun 2026 |
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| Retirement Planning Group | 19k | $572k | 0% | Jun 2026 |
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| Redhawk Wealth Advisors | 19k | $567k | 0% | Jun 2026 |
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| LexAurum Advisors | 19k | $563k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 18k | $557k | 12% | Jun 2026 |
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| Capital Investment Advisory Services | 18k | $536k | 0% | Jun 2026 |
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| Intentional Wealth Strategies | 17k | $527k | -5% | Jun 2026 |
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| Total Investment Management | 16k | $499k | 0% | Jun 2026 |
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| Nuveen | 15k | $465k | 100% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $444k | 0% | Jun 2026 |
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| Keyvantage Wealth | 15k | $441k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 14k | $435k | 20% | Jun 2026 |
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| Mission Wealth Management | 14k | $430k | 100% | Jun 2026 |
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| Skopos Labs | 14k | $377k | 100% | Mar 2026 |
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| Royal Bank of Canada | 14k | $410k | -43% | Jun 2026 |
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| Diversified Trust Company | 13k | $409k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 13k | $390k | 1134% | Jun 2026 |
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| Warren Averett Asset Management | 13k | $388k | 0% | Jun 2026 |
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| Kestra Advisory Services | 12k | $362k | -8% | Jun 2026 |
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| BlackRock | 12k | $352k | 0% | Jun 2026 |
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| Equitable Holdings | 11k | $345k | 3% | Jun 2026 |
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| NBT Bank | 11k | $338k | -2% | Jun 2026 |
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| Sage Financial Management Group | 11k | $323k | 0% | Jun 2026 |
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| Foster & Motley | 11k | $320k | 0% | Jun 2026 |
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| Perigon Wealth Management | 10k | $316k | 0% | Jun 2026 |
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| Chevy Chase Trust Holdings | 10k | $311k | 0% | Jun 2026 |
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| Ameritas Advisory Services | 10k | $307k | 100% | Jun 2026 |
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| Ubs Global Asset Management Americas | 9.6k | $291k | 0% | Jun 2026 |
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| Winthrop Advisory Group | 9.4k | $286k | 1% | Jun 2026 |
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| Breakwater Investment Management | 8.9k | $272k | 0% | Jun 2026 |
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| Crewe Advisors | 8.8k | $269k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 8.6k | $262k | -6% | Jun 2026 |
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| Lido Advisors | 8.6k | $261k | -2% | Jun 2026 |
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| CLS Investments | 8.3k | $253k | 100% | Jun 2026 |
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| Sequoia Financial Advisors | 8.2k | $249k | -23% | Jun 2026 |
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| Wedmont Private Capital | 8.2k | $250k | 0% | Jun 2026 |
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| TruNorth Capital Management | 8.1k | $248k | 0% | Jun 2026 |
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| Focus Financial Network | 7.8k | $236k | 3% | Jun 2026 |
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| Kendall Capital Management | 7.7k | $234k | 0% | Jun 2026 |
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| AdvisorNet Financial | 7.6k | $230k | -8% | Jun 2026 |
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| Koesten, Hirschmann & Crabtree | 7.5k | $229k | 0% | Jun 2026 |
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| Harbor Asset Planning | 7.0k | $214k | 0% | Jun 2026 |
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| Robertson Stephens Wealth Management | 7.0k | $212k | 100% | Jun 2026 |
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| Hubbell Strickland Wealth Management | 6.9k | $212k | 100% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 6.8k | $208k | 100% | Jun 2026 |
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| Cabot Money Management | 6.7k | $203k | 100% | Jun 2026 |
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| Great Valley Advisor Group | 6.6k | $200k | 100% | Jun 2026 |
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| S.A. Mason | 6.6k | $200k | 0% | Jun 2026 |
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| Pnc Financial Services | 6.2k | $190k | -16% | Jun 2026 |
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| Valley National Advisers | 6.2k | $189k | 0% | Jun 2026 |
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| Parkside Financial Bank & Trust | 4.8k | $147k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 4.7k | $142k | 0% | Jun 2026 |
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| Tanglewood Legacy Advisors | 4.2k | $128k | 0% | Jun 2026 |
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| Chevoit Value Management | 4.1k | $124k | 0% | Jun 2026 |
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| Larson Financial Group | 4.0k | $123k | 0% | Jun 2026 |
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| Tower Research Capital | 3.6k | $109k | 100% | Jun 2026 |
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| Geneos Wealth Management | 3.3k | $100k | 0% | Jun 2026 |
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| Elevated Capital Advisors | 3.2k | $99k | 0% | Jun 2026 |
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| Parallel Advisors | 3.0k | $92k | 0% | Jun 2026 |
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| Banque Transatlantique SA | 2.7k | $82k | 0% | Jun 2026 |
|
| Hanson McClain Advisors | 2.6k | $79k | -2% | Jun 2026 |
|
| Signature | 2.2k | $68k | 18% | Jun 2026 |
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Who sold out of Schwab Strategic Tr schwab fdt us bm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CI Private Wealth | Mar 2026 | 58k | $1.4M |
| Goldman Sachs Group | Mar 2026 | 21k | $566k |
| Heirloom Wealth Management | Mar 2026 | 15k | $415k |
| Miracle Mile Advisors | Mar 2026 | 14k | $369k |
| Stratos Wealth Partners | Mar 2026 | 11k | $300k |
| IHT Wealth Management | Mar 2026 | 9.0k | $244k |
| Colony | Mar 2026 | 8.8k | $239k |
| Hamrick Investment Counsel | Mar 2026 | 5.6k | $151k |
| Centaurus Financial | Mar 2026 | 3.9k | $106k |