Who owns Schwab Strategic Tr schwab fdt us bm?

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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
Financial Consulate 542k $33M 100% Dec 2023
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Callan Capital 463k $28M -1% Dec 2023
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HighTower Advisors 217k $13M 6% Dec 2023
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Systelligence 202k $12M 9% Dec 2023
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Sound Stewardship 195k $12M 2% Dec 2023
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Opes Wealth Management 166k $10M 1% Dec 2023
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Cambridge Investment Research Advisors 134k $8.2M 9% Dec 2023
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LPL Financial 81k $4.5M 374% Sep 2023
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Guardian Financial Partners 76k $4.6M -10% Dec 2023
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Ameriprise Financial 71k $3.9M 78% Sep 2023
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Leonard Rickey Investment Advisors P 62k $3.8M 0% Dec 2023
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CVA Family Office 62k $3.8M -9% Dec 2023
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Morgan Stanley 60k $3.3M 7% Sep 2023
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Townsend Asset Management Corp 51k $3.1M -4% Dec 2023
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UBS Group 51k $3.1M -11% Dec 2023
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Flow Traders US 50k $3.0M 14% Dec 2023
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HHM Wealth Advisors 44k $2.4M 0% Sep 2023
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Raymond James Financial Services Advisors 35k $2.1M -28% Dec 2023
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Milestone Investment Advisors 34k $2.0M 0% Dec 2023
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Captrust Financial Advisors 31k $1.9M 1% Dec 2023
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Red Door Wealth Management 29k $1.8M 0% Dec 2023
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Jpmorgan Chase & Co 29k $1.7M 190% Dec 2023
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Resonant Capital Advisors 28k $1.7M 1% Dec 2023
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Clarius 28k $1.7M 3% Dec 2023
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Raymond James & Associates 26k $1.6M 10% Dec 2023
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Yoder Wealth Management 26k $1.6M -9% Dec 2023
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First National Corp 25k $1.5M 11% Dec 2023
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Sontag Advisory 24k $1.4M 0% Dec 2023
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Kaizen Financial Strategies 20k $1.2M 1% Dec 2023
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Commonwealth Equity Services 20k $1.2M 18% Dec 2023
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Zrc Wealth Management 19k $1.1M 0% Dec 2023
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Coldstream Capital Management 19k $1.2M 0% Dec 2023
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Foster Group 18k $1.0M 0% Dec 2023
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Bank of America Corporation 18k $1.1M 53% Dec 2023
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Brown Brothers Harriman & Co. 17k $1.0M 0% Dec 2023
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Envestnet Asset Management 17k $916k 21% Sep 2023
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Carolinas Wealth Consulting 16k $858k 0% Sep 2023
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Wade Financial Advisory 16k $973k -1% Dec 2023
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Red Tortoise 15k $929k 0% Dec 2023
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MorganRosel Wealth Management 15k $926k -1% Dec 2023
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Mml Investors Services 15k $829k -32% Sep 2023
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SeaCrest Wealth Management 15k $908k -3% Dec 2023
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Quadrant Capital 15k $895k 0% Dec 2023
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Channel Wealth 14k $865k -16% Dec 2023
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GSG Advisors 14k $835k 0% Dec 2023
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James Investment Research 13k $786k 15% Dec 2023
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Nicholas Hoffman & Company 13k $777k 128% Dec 2023
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MAI Wealth Advisors 13k $776k -4% Dec 2023
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HB Wealth Management 13k $771k 0% Dec 2023
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Creative Planning 13k $764k 2% Dec 2023
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AdvisorNet Financial 12k $753k 0% Dec 2023
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Advisor Group Holdings 12k $746k 44% Dec 2023
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Redhawk Wealth Advisors 12k $706k 100% Dec 2023
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Garrett Investment Advisors 11k $687k 170% Dec 2023
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CI Private Wealth 11k $618k -8% Dec 2023
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Mariner Wealth Advisors 11k $665k 100% Dec 2023
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Retirement Planning Group 11k $663k -3% Dec 2023
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Bellevue Asset Management 11k $652k -8% Dec 2023
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Citadel Advisors 11k $642k -23% Dec 2023
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Cozad Asset Management 10k $614k 7% Dec 2023
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Royal Bank of Canada 9.9k $606k 89% Dec 2023
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Burns Wealth Management 9.5k $525k 3% Sep 2023
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Mather Group 9.4k $575k -2% Dec 2023
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SFMG Wealth Advisors 9.4k $575k -15% Dec 2023
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Chevy Chase Trust Holdings 9.0k $548k -5% Dec 2023
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Lido Advisors 7.6k $464k 0% Dec 2023
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Perigon Wealth Management 7.3k $447k 100% Dec 2023
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Valley National Advisers 7.2k $441k -8% Dec 2023
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Carnegie Capital Asset Management 6.6k $400k 0% Dec 2023
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Litman Gregory Asset Management 6.2k $379k -15% Dec 2023
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Avant Capital 6.2k $340k 16% Sep 2023
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Madison Wealth Management 6.0k $333k 0% Sep 2023
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Sage Financial Management Group 6.0k $368k -5% Dec 2023
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Prudential Financial 5.9k $323k 2% Sep 2023
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Mezzasalma Advisors 5.7k $346k 100% Dec 2023
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Capital Investment Advisory Services 5.6k $341k 0% Dec 2023
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Werba Rubin Papier Wealth Management 5.5k $338k 0% Dec 2023
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Zimmermann Investment Management & Planning 5.1k $310k 100% Dec 2023
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Great Valley Advisor Group 5.0k $307k 100% Dec 2023
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Baird Financial 5.0k $305k 16% Dec 2023
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Global Retirement Partners 4.9k $296k 0% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 4.9k $297k 0% Dec 2023
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Sequoia Financial Advisors 4.8k $293k 100% Dec 2023
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Total Investment Management 4.6k $279k 0% Dec 2023
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SNS Financial 4.3k $264k 0% Dec 2023
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Stifel Financial 4.1k $251k 100% Dec 2023
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Mercer Global Advisors 4.1k $249k 0% Dec 2023
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Stratos Wealth Partners 3.6k $221k 100% Dec 2023
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Foster & Motley 3.4k $205k 100% Dec 2023
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Pnc Financial Services 3.3k $202k -46% Dec 2023
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Kendall Capital Management 3.3k $200k 100% Dec 2023
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Crewe Advisors 2.9k $180k 0% Dec 2023
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Koesten, Hirschmann & Crabtree 2.5k $153k 0% Dec 2023
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Harbour Investments 2.3k $139k 1% Dec 2023
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Wells Fargo & Company 2.3k $139k 0% Dec 2023
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S.A. Mason 2.2k $133k 0% Dec 2023
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Planned Solutions 1.5k $94k 100% Dec 2023
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Pineridge Advisors 1.5k $93k 100% Dec 2023
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Blume Capital Management 1.0k $61k 0% Dec 2023
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AlphaCore Capital 912.00 $50k 100% Sep 2023
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Baystate Wealth Management 871.00 $53k 0% Dec 2023
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Lee Financial 815.00 $50k 0% Dec 2023
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Signature 745.00 $46k 0% Dec 2023
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Ancora Advisors 686.00 $42k 0% Dec 2023
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Goss Wealth Management 641.00 $35k 0% Sep 2023
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Tower Research Capital 623.00 $34k -93% Sep 2023
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Massmutual Trust 622.00 $38k 3% Dec 2023
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FMR 557.00 $31k 0% Sep 2023
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Parallel Advisors 500.00 $31k 0% Dec 2023
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Pflug Koory 469.00 $29k 0% Dec 2023
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Core Wealth Advisors 375.00 $21k 0% Sep 2023
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Benjamin F. Edwards & Company 336.00 $21k 100% Dec 2023
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Main Street Group 324.00 $20k 100% Dec 2023
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Hanson McClain Advisors 300.00 $18k 0% Dec 2023
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Sandy Spring Bank 300.00 $18k 0% Dec 2023
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Brian McDonald 270.00 $15k 100% Sep 2023
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Householder Group Estate & Retirement Specialist 226.00 $13k 0% Dec 2023
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Versant Capital Management 155.00 $9.5k 0% Dec 2023
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Geneos Wealth Management 26.00 $1.6k 8% Dec 2023
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Front Row Advisors 22.00 $1.3k 0% Dec 2023
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Cedar Wealth Management 15.00 $826.000500 100% Sep 2023
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Lowe fs 5.00 $306.000000 0% Dec 2023
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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
Susquehanna International Jun 2023 15k $834k
Branch Banking & Trust Company Sep 2023 4.0k $221k
Kalos Management Jun 2023 397.00 $23k
Moss Adams Wealth Advisors Sep 2023 300.00 $17k
RE Dickinson Investment Advisors Jun 2023 31.00 $2.0k