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 | $33M | -6% | Mar 2026 |
|
| Financial Consulate | 1.0M | $28M | 2% | Mar 2026 |
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| Opes Wealth Management | 745k | $20M | 1% | Mar 2026 |
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| HighTower Advisors | 654k | $18M | -7% | Mar 2026 |
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| Sound Stewardship | 640k | $17M | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 487k | $13M | -33% | Mar 2026 |
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| Morgan Stanley | 440k | $12M | 10% | Mar 2026 |
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| Bank of America Corporation | 435k | $12M | 100% | Mar 2026 |
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| Raymond James Financial | 284k | $7.5M | 1% | Dec 2025 |
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| Envestnet Asset Management | 278k | $7.6M | 12% | Mar 2026 |
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| Brightwater Advisory | 273k | $7.4M | -3% | Mar 2026 |
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| Paul Damon & Associates | 235k | $6.4M | 153% | Mar 2026 |
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| Mariner Wealth Advisors | 201k | $5.5M | 82% | Mar 2026 |
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| Leonard Rickey Investment Advisors P | 175k | $4.8M | -1% | Mar 2026 |
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| Mml Investors Services | 172k | $4.7M | 7% | Mar 2026 |
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| Hartland & Co | 169k | $4.6M | 100% | Mar 2026 |
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| Rossby Financial, LCC | 168k | $4.6M | 100% | Mar 2026 |
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| Mezzasalma Advisors | 144k | $3.7M | -4% | Mar 2026 |
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| Guardian Financial Partners | 135k | $3.7M | -6% | Mar 2026 |
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| Advisor Group Holdings | 131k | $3.5M | 34% | Dec 2025 |
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| Essential Partners | 127k | $3.5M | 0% | Mar 2026 |
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| Aspiring Ventures | 119k | $3.2M | 0% | Mar 2026 |
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| UBS Group | 116k | $3.2M | 3% | Mar 2026 |
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| CVA Family Office | 110k | $3.0M | -11% | Mar 2026 |
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| James Investment Research | 110k | $3.0M | 14% | Mar 2026 |
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| LPL Financial | 105k | $2.8M | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 99k | $2.6M | 27% | Dec 2025 |
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| Centurion Wealth Management | 94k | $2.6M | 7% | Mar 2026 |
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| Kaizen Financial Strategies | 94k | $2.7M | 15% | Mar 2026 |
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| Resonant Capital Advisors | 94k | $2.5M | -2% | Mar 2026 |
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| HHM Wealth Advisors | 91k | $2.5M | -3% | Mar 2026 |
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| Ameriprise Financial | 88k | $2.4M | 0% | Mar 2026 |
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| Red Door Wealth Management | 87k | $2.4M | 0% | Mar 2026 |
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| Clarius | 84k | $2.2M | -3% | Dec 2025 |
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| Commonwealth Equity Services | 84k | $2.3M | 0% | Mar 2026 |
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| MAI Wealth Advisors | 83k | $2.3M | -7% | Mar 2026 |
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| Sontag Advisory | 79k | $2.2M | 1% | Mar 2026 |
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| Foster Group | 75k | $2.0M | 11% | Mar 2026 |
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| Yoder Wealth Management | 73k | $2.0M | 0% | Mar 2026 |
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| Townsend Asset Management Corp | 69k | $1.9M | 1% | Mar 2026 |
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| Nicholas Hoffman & Company | 66k | $1.8M | -1% | Mar 2026 |
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| Founders Financial Securities | 64k | $1.8M | 7% | Mar 2026 |
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| SeaCrest Wealth Management | 59k | $1.6M | 10% | Mar 2026 |
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| CI Private Wealth | 58k | $1.4M | -2% | Mar 2026 |
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| Captrust Financial Advisors | 57k | $1.5M | 2% | Dec 2025 |
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| Cetera Investment Advisers | 54k | $1.5M | 17% | Mar 2026 |
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| Creative Planning | 53k | $1.5M | 15% | Mar 2026 |
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| ValMark Advisers | 52k | $1.4M | 30% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 51k | $1.4M | 0% | Mar 2026 |
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| Quantinno Capital Management | 51k | $1.4M | 100% | Mar 2026 |
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| Coldstream Capital Management | 50k | $1.4M | -8% | Mar 2026 |
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| Values Added Financial | 50k | $1.4M | 0% | Mar 2026 |
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| AQR Capital Management | 49k | $1.3M | -12% | Mar 2026 |
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| Cornerstone Financial Group | 47k | $1.4M | -10% | Mar 2026 |
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| Red Tortoise | 47k | $1.3M | 0% | Mar 2026 |
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| Quadrant Capital | 44k | $1.2M | 0% | Mar 2026 |
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| GSG Advisors | 43k | $1.2M | 0% | Mar 2026 |
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| Carnegie Capital Asset Management | 42k | $1.2M | 149% | Mar 2026 |
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| Harbour Investments | 42k | $1.1M | 464% | Mar 2026 |
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| HB Wealth Management | 40k | $1.1M | 5% | Mar 2026 |
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| Mercer Global Advisors | 39k | $1.1M | 290% | Mar 2026 |
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| Channel Wealth | 35k | $957k | 0% | Mar 2026 |
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| Marble Wealth | 32k | $877k | 2% | Mar 2026 |
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| Milestone Investment Advisors | 31k | $830k | -7% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 29k | $800k | 2% | Mar 2026 |
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| Avant Capital | 29k | $788k | 3% | Mar 2026 |
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| McCartney Wealth Management | 29k | $777k | 100% | Mar 2026 |
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| SFMG Wealth Advisors | 28k | $762k | 0% | Mar 2026 |
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| Bellevue Asset Management | 28k | $755k | 0% | Mar 2026 |
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| Burns Wealth Management | 28k | $749k | -2% | Mar 2026 |
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| Farther Finance Advisors | 25k | $690k | 0% | Mar 2026 |
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| Cozad Asset Management | 25k | $677k | -4% | Mar 2026 |
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| Royal Bank of Canada | 24k | $648k | -1% | Mar 2026 |
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| Mather Group | 23k | $637k | -5% | Mar 2026 |
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| Chicago Partners Investment | 23k | $661k | 4% | Mar 2026 |
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| Litman Gregory Asset Management | 22k | $596k | 0% | Dec 2025 |
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| FMR | 22k | $583k | 22% | Dec 2025 |
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| Modern Wealth Management | 22k | $575k | -1% | Dec 2025 |
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| Zrc Wealth Management | 21k | $573k | 0% | Mar 2026 |
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| Goldman Sachs Group | 21k | $566k | -67% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 21k | $562k | 0% | Mar 2026 |
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| Vanguard Capital Wealth Advisors | 20k | $544k | 0% | Mar 2026 |
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| BFI Wealth Solutions | 19k | $525k | 0% | Mar 2026 |
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| BCGM Wealth Management | 19k | $521k | 74% | Mar 2026 |
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| Stifel Financial | 19k | $519k | 9% | Mar 2026 |
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| Retirement Planning Group | 19k | $511k | 0% | Mar 2026 |
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| Redhawk Wealth Advisors | 19k | $504k | 0% | Mar 2026 |
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| Intentional Wealth Strategies | 18k | $498k | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 18k | $478k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 16k | $444k | 100% | Mar 2026 |
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| Total Investment Management | 16k | $437k | 0% | Mar 2026 |
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| Sovran Advisors | 16k | $459k | -1% | Mar 2026 |
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| Heirloom Wealth Management | 15k | $415k | 100% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $397k | 0% | Mar 2026 |
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| Keyvantage Wealth | 15k | $394k | 0% | Mar 2026 |
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| Skopos Labs | 14k | $377k | 100% | Mar 2026 |
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| Miracle Mile Advisors | 14k | $369k | 59% | Mar 2026 |
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| Kestra Advisory Services | 13k | $353k | 4% | Mar 2026 |
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| Steward Partners Investment Advisory | 12k | $323k | 0% | Mar 2026 |
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| EP Wealth Advisors | 12k | $322k | 100% | Mar 2026 |
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| BlackRock | 12k | $315k | 247% | Mar 2026 |
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| NBT Bank | 11k | $307k | -5% | Mar 2026 |
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| Stratos Wealth Partners | 11k | $300k | 0% | Mar 2026 |
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| Equitable Holdings | 11k | $293k | -6% | Mar 2026 |
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| Sage Financial Management Group | 11k | $289k | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 11k | $288k | 29% | Mar 2026 |
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| Foster & Motley | 11k | $285k | -15% | Mar 2026 |
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| Perigon Wealth Management | 10k | $282k | -63% | Mar 2026 |
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| Chevy Chase Trust Holdings | 10k | $278k | -11% | Mar 2026 |
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| Ubs Global Asset Management Americas | 9.6k | $260k | 0% | Mar 2026 |
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| Winthrop Advisory Group | 9.3k | $254k | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 9.2k | $250k | 0% | Mar 2026 |
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| Breakwater Investment Management | 8.9k | $238k | 0% | Dec 2025 |
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| Crewe Advisors | 8.8k | $241k | 0% | Mar 2026 |
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| Colony | 8.8k | $233k | 2% | Dec 2025 |
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| Lido Advisors | 8.7k | $237k | -29% | Mar 2026 |
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| AdvisorNet Financial | 8.2k | $224k | -17% | Mar 2026 |
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| Wedmont Private Capital | 8.2k | $229k | 100% | Mar 2026 |
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| TruNorth Capital Management | 8.1k | $222k | 0% | Mar 2026 |
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| Kendall Capital Management | 7.7k | $209k | 0% | Mar 2026 |
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| Koesten, Hirschmann & Crabtree | 7.5k | $205k | 0% | Mar 2026 |
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| Focus Financial Network | 7.5k | $204k | 100% | Mar 2026 |
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| Pnc Financial Services | 7.4k | $202k | -27% | Mar 2026 |
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| Harbor Asset Planning | 7.0k | $190k | 0% | Mar 2026 |
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| S.A. Mason | 6.6k | $178k | 0% | Mar 2026 |
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| Valley National Advisers | 6.2k | $168k | 0% | Mar 2026 |
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| Hamrick Investment Counsel | 5.6k | $151k | 100% | Mar 2026 |
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| Parkside Financial Bank & Trust | 4.8k | $131k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 4.7k | $127k | 0% | Mar 2026 |
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| Tanglewood Legacy Advisors | 4.2k | $114k | 0% | Mar 2026 |
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| Chevoit Value Management | 4.1k | $111k | 0% | Mar 2026 |
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| Centaurus Financial | 3.9k | $106k | -35% | Mar 2026 |
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| Larson Financial Group | 3.7k | $97k | 18% | Dec 2025 |
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| Geneos Wealth Management | 3.3k | $89k | 0% | Mar 2026 |
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| Elevated Capital Advisors | 3.2k | $88k | 0% | Mar 2026 |
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| Parallel Advisors | 3.0k | $82k | 0% | Mar 2026 |
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| Banque Transatlantique SA | 2.7k | $73k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 2.7k | $71k | 0% | Dec 2025 |
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| Magnolia Wealth Management | 2.1k | $56k | 100% | Mar 2026 |
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| SCBT Financial Corporation | 2.0k | $53k | -33% | Mar 2026 |
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| Signature | 1.9k | $51k | -19% | Mar 2026 |
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| Tower Research Capital | 1.8k | $48k | 100% | Dec 2025 |
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| Sunbelt Securities | 1.5k | $41k | 50% | Mar 2026 |
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| CoreCap Advisors | 1.4k | $39k | 0% | Mar 2026 |
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| Ancora Advisors | 1.4k | $37k | 0% | Mar 2026 |
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| Hantz Financial Services | 1.3k | $35k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 1.0k | $28k | 0% | Mar 2026 |
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| Blume Capital Management | 1.0k | $27k | 0% | Mar 2026 |
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| Tower View Investment Management & Research | 903.00 | $25k | -11% | Mar 2026 |
|
| Cape Investment Advisory | 715.00 | $19k | 110% | Dec 2025 |
|
| Union Bankshares | 500.00 | $14k | -44% | Mar 2026 |
|
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 |
| Jpmorgan Chase & Co | Sep 2025 | 40k | $1.0M |
| MorganRosel Wealth Management | Dec 2025 | 32k | $836k |
| JustInvest | Dec 2025 | 13k | $340k |
| Goss Wealth Management | Dec 2025 | 962.00 | $26k |