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 | $35M | 0% | Dec 2025 |
|
| Financial Consulate | 1.0M | $27M | -17% | Dec 2025 |
|
| Opes Wealth Management | 738k | $20M | 2% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 723k | $19M | 3% | Dec 2025 |
|
| HighTower Advisors | 704k | $19M | 2% | Dec 2025 |
|
| Sound Stewardship | 640k | $17M | 1% | Mar 2026 |
|
| Raymond James Financial | 284k | $7.5M | 1% | Dec 2025 |
|
| Brightwater Advisory | 280k | $7.4M | -1% | Dec 2025 |
|
| Envestnet Asset Management | 248k | $6.6M | 0% | Dec 2025 |
|
| Leonard Rickey Investment Advisors P | 175k | $4.8M | -1% | Mar 2026 |
|
| Mml Investors Services | 160k | $4.2M | 9% | Dec 2025 |
|
| Mezzasalma Advisors | 150k | $3.8M | 3% | Dec 2025 |
|
| Guardian Financial Partners | 135k | $3.7M | -6% | Mar 2026 |
|
| Advisor Group Holdings | 131k | $3.5M | 34% | Dec 2025 |
|
| CVA Family Office | 124k | $3.3M | -1% | Dec 2025 |
|
| Aspiring Ventures | 120k | $3.2M | 2% | Dec 2025 |
|
| UBS Group | 112k | $3.0M | -1% | Dec 2025 |
|
| Mariner Wealth Advisors | 110k | $2.9M | 78% | Dec 2025 |
|
| LPL Financial | 104k | $2.8M | -2% | Dec 2025 |
|
| Jones Financial Companies, L.L | 99k | $2.6M | 27% | Dec 2025 |
|
| James Investment Research | 97k | $2.6M | 14% | Dec 2025 |
|
| Resonant Capital Advisors | 95k | $2.5M | -2% | Dec 2025 |
|
| Centurion Wealth Management | 94k | $2.6M | 7% | Mar 2026 |
|
| HHM Wealth Advisors | 93k | $2.5M | 0% | Dec 2025 |
|
| Paul Damon & Associates | 93k | $2.5M | 65% | Dec 2025 |
|
| MAI Wealth Advisors | 89k | $2.4M | 56% | Dec 2025 |
|
| Ameriprise Financial | 87k | $2.3M | -67% | Dec 2025 |
|
| Red Door Wealth Management | 87k | $2.3M | 0% | Dec 2025 |
|
| Commonwealth Equity Services | 84k | $2.2M | 0% | Dec 2025 |
|
| Clarius | 84k | $2.2M | -3% | Dec 2025 |
|
| Kaizen Financial Strategies | 82k | $2.2M | -4% | Dec 2025 |
|
| Sontag Advisory | 79k | $2.1M | 11% | Dec 2025 |
|
| Foster Group | 75k | $2.0M | 11% | Mar 2026 |
|
| Yoder Wealth Management | 73k | $1.9M | -1% | Dec 2025 |
|
| Townsend Asset Management Corp | 69k | $1.8M | 0% | Dec 2025 |
|
| Nicholas Hoffman & Company | 67k | $1.8M | 18% | Dec 2025 |
|
| Goldman Sachs Group | 64k | $1.7M | -87% | Dec 2025 |
|
| Founders Financial Securities | 60k | $1.6M | 10% | Dec 2025 |
|
| SeaCrest Wealth Management | 59k | $1.6M | 10% | Mar 2026 |
|
| CI Private Wealth | 59k | $1.5M | -24% | Dec 2025 |
|
| Captrust Financial Advisors | 57k | $1.5M | 2% | Dec 2025 |
|
| AQR Capital Management | 55k | $1.5M | 238% | Dec 2025 |
|
| Coldstream Capital Management | 54k | $1.4M | 0% | Dec 2025 |
|
| Cornerstone Financial Group | 52k | $1.4M | 6% | Dec 2025 |
|
| Brown Brothers Harriman & Co. | 51k | $1.4M | 0% | Dec 2025 |
|
| Values Added Financial | 50k | $1.3M | 0% | Dec 2025 |
|
| Red Tortoise | 47k | $1.2M | 0% | Dec 2025 |
|
| Creative Planning | 47k | $1.2M | 8% | Dec 2025 |
|
| Cetera Investment Advisers | 46k | $1.2M | 10% | Dec 2025 |
|
| Quadrant Capital | 44k | $1.2M | 0% | Dec 2025 |
|
| GSG Advisors | 43k | $1.1M | 0% | Dec 2025 |
|
| ValMark Advisers | 40k | $1.1M | 168% | Dec 2025 |
|
| HB Wealth Management | 38k | $1.0M | 0% | Dec 2025 |
|
| Channel Wealth | 35k | $930k | 0% | Dec 2025 |
|
| Milestone Investment Advisors | 33k | $870k | -6% | Dec 2025 |
|
| Marble Wealth | 32k | $838k | 100% | Dec 2025 |
|
| MorganRosel Wealth Management | 32k | $836k | 2% | Dec 2025 |
|
| Glass Jacobson Investment Advisors | 29k | $768k | 2% | Dec 2025 |
|
| Burns Wealth Management | 28k | $745k | -19% | Dec 2025 |
|
| Avant Capital | 28k | $744k | 15% | Dec 2025 |
|
| SFMG Wealth Advisors | 28k | $744k | 0% | Dec 2025 |
|
| Bellevue Asset Management | 28k | $737k | -1% | Dec 2025 |
|
| Cozad Asset Management | 26k | $685k | -12% | Dec 2025 |
|
| Farther Finance Advisors | 25k | $690k | 0% | Mar 2026 |
|
| Mather Group | 23k | $637k | -5% | Mar 2026 |
|
| Litman Gregory Asset Management | 22k | $596k | 0% | Dec 2025 |
|
| Chicago Partners Investment | 22k | $608k | 0% | Dec 2025 |
|
| FMR | 22k | $583k | 22% | Dec 2025 |
|
| Modern Wealth Management | 22k | $575k | -1% | Dec 2025 |
|
| Zrc Wealth Management | 21k | $573k | 0% | Mar 2026 |
|
| Werba Rubin Papier Wealth Management | 21k | $549k | -15% | Dec 2025 |
|
| Vanguard Capital Wealth Advisors | 20k | $529k | 0% | Dec 2025 |
|
| BFI Wealth Solutions | 19k | $508k | 100% | Dec 2025 |
|
| Retirement Planning Group | 19k | $499k | 0% | Dec 2025 |
|
| Redhawk Wealth Advisors | 19k | $504k | 0% | Mar 2026 |
|
| Capital Investment Advisory Services | 18k | $467k | 0% | Dec 2025 |
|
| Stifel Financial | 18k | $464k | 2% | Dec 2025 |
|
| Carnegie Capital Asset Management | 17k | $452k | 15% | Dec 2025 |
|
| Total Investment Management | 16k | $437k | 0% | Mar 2026 |
|
| Sovran Advisors | 16k | $434k | -15% | Dec 2025 |
|
| Heirloom Wealth Management | 15k | $415k | 100% | Mar 2026 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $387k | 0% | Dec 2025 |
|
| Keyvantage Wealth | 15k | $385k | 0% | Dec 2025 |
|
| Miracle Mile Advisors | 14k | $369k | 59% | Mar 2026 |
|
| JustInvest | 13k | $340k | 0% | Dec 2025 |
|
| Kestra Advisory Services | 12k | $330k | 7% | Dec 2025 |
|
| Lido Advisors | 12k | $316k | 0% | Dec 2025 |
|
| Foster & Motley | 12k | $326k | 0% | Dec 2025 |
|
| NBT Bank | 12k | $316k | -1% | Dec 2025 |
|
| Steward Partners Investment Advisory | 12k | $316k | 13% | Dec 2025 |
|
| Equitable Holdings | 12k | $312k | 0% | Dec 2025 |
|
| Chevy Chase Trust Holdings | 12k | $304k | -14% | Dec 2025 |
|
| BCGM Wealth Management | 11k | $293k | 0% | Dec 2025 |
|
| Stratos Wealth Partners | 11k | $293k | 0% | Dec 2025 |
|
| Sage Financial Management Group | 11k | $282k | 0% | Dec 2025 |
|
| Perigon Wealth Management | 10k | $282k | -63% | Mar 2026 |
|
| Pnc Financial Services | 10k | $271k | 20% | Dec 2025 |
|
| Mercer Global Advisors | 10k | $265k | 5% | Dec 2025 |
|
| AdvisorNet Financial | 9.9k | $263k | 0% | Dec 2025 |
|
| Ubs Global Asset Management Americas | 9.6k | $254k | 100% | Dec 2025 |
|
| Winthrop Advisory Group | 9.3k | $254k | 1% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 9.2k | $244k | 0% | Dec 2025 |
|
| Breakwater Investment Management | 8.9k | $238k | 0% | Dec 2025 |
|
| Crewe Advisors | 8.8k | $235k | 0% | Dec 2025 |
|
| Colony | 8.8k | $233k | 2% | Dec 2025 |
|
| Sequoia Financial Advisors | 8.2k | $218k | 0% | Dec 2025 |
|
| Wedmont Private Capital | 8.2k | $229k | 100% | Mar 2026 |
|
| TruNorth Capital Management | 8.1k | $217k | 0% | Dec 2025 |
|
| Kendall Capital Management | 7.7k | $204k | 100% | Dec 2025 |
|
| Koesten, Hirschmann & Crabtree | 7.5k | $205k | 0% | Mar 2026 |
|
| Focus Financial Network | 7.5k | $204k | 100% | Mar 2026 |
|
| Harbour Investments | 7.5k | $199k | 0% | Dec 2025 |
|
| Harbor Asset Planning | 7.0k | $185k | 0% | Dec 2025 |
|
| S.A. Mason | 6.6k | $174k | 0% | Dec 2025 |
|
| Valley National Advisers | 6.2k | $168k | 0% | Mar 2026 |
|
| Centaurus Financial | 6.0k | $160k | 2% | Dec 2025 |
|
| Parkside Financial Bank & Trust | 4.8k | $128k | 0% | Dec 2025 |
|
| Rockefeller Capital Management | 4.7k | $124k | 0% | Dec 2025 |
|
| Tanglewood Legacy Advisors | 4.2k | $111k | 0% | Dec 2025 |
|
| Chevoit Value Management | 4.1k | $112k | 0% | Dec 2025 |
|
| Larson Financial Group | 3.7k | $97k | 18% | Dec 2025 |
|
| BlackRock | 3.3k | $89k | 100% | Dec 2025 |
|
| Geneos Wealth Management | 3.3k | $87k | 17% | Dec 2025 |
|
| Elevated Capital Advisors | 3.2k | $86k | 100% | Dec 2025 |
|
| Parallel Advisors | 3.0k | $81k | 1% | Dec 2025 |
|
| SCBT Financial Corporation | 2.9k | $78k | -15% | Dec 2025 |
|
| Hanson McClain Advisors | 2.7k | $71k | 0% | Dec 2025 |
|
| Signature | 1.9k | $51k | -19% | Mar 2026 |
|
| Tower Research Capital | 1.8k | $48k | 100% | Dec 2025 |
|
| CoreCap Advisors | 1.4k | $39k | 0% | Mar 2026 |
|
| Ancora Advisors | 1.4k | $36k | 0% | Dec 2025 |
|
| O'shaughnessy Asset Management | 1.0k | $28k | -49% | Dec 2025 |
|
| Tower View Investment Management & Research | 1.0k | $27k | 0% | Dec 2025 |
|
| Blume Capital Management | 1.0k | $27k | -50% | Dec 2025 |
|
| Sunbelt Securities | 1.0k | $27k | 0% | Dec 2025 |
|
| Goss Wealth Management | 962.00 | $26k | -50% | Dec 2025 |
|
| Union Bankshares | 900.00 | $24k | 0% | Dec 2025 |
|
| Cape Investment Advisory | 715.00 | $19k | 110% | Dec 2025 |
|
| Coston, McIsaac & Partners | 561.00 | $14k | 0% | Dec 2025 |
|
| Pflug Koory | 526.00 | $14k | 0% | Dec 2025 |
|
| Versant Capital Management | 465.00 | $13k | 0% | Mar 2026 |
|
| Sound Income Strategies | 453.00 | $13k | 0% | Dec 2025 |
|
| Pinney & Scofield | 360.00 | $9.6k | 0% | Dec 2025 |
|
| Plante Moran Financial Advisors | 351.00 | $9.3k | 0% | Dec 2025 |
|
| Ronald Blue Trust | 300.00 | $8.0k | 0% | Dec 2025 |
|
| Brian McDonald | 300.00 | $8.0k | 0% | Dec 2025 |
|
| Murphy & Mullick Capital Management Corp | 285.00 | $7.6k | 0% | Dec 2025 |
|
| Creative Financial Designs | 231.00 | $6.3k | 0% | Mar 2026 |
|
| GHP Investment Advisors | 200.00 | $5.3k | 100% | 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 |
| Wealth Enhancement Advisory Services | Dec 2025 | 46k | $1.2M |
| 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 |