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 |
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| Financial Consulate | 1.1M | $33M | 4% | Jun 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 | 612k | $19M | 25% | Jun 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 | 301k | $8.2M | 6% | Mar 2026 |
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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 | 240k | $7.3M | 2% | Jun 2026 |
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| Mariner Wealth Advisors | 201k | $5.5M | 82% | Mar 2026 |
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| Kaizen Financial Strategies | 199k | $6.1M | 112% | Jun 2026 |
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| Leonard Rickey Investment Advisors P | 175k | $5.3M | 0% | Jun 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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| Jones Financial Companies, L.L | 139k | $3.7M | 40% | Mar 2026 |
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| Guardian Financial Partners | 135k | $3.7M | -6% | Mar 2026 |
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| James Investment Research | 129k | $3.9M | 17% | Jun 2026 |
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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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| Susquehanna International | 105k | $2.8M | 100% | Mar 2026 |
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| LPL Financial | 105k | $2.8M | 1% | Mar 2026 |
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| Centurion Wealth Management | 95k | $2.9M | 1% | Jun 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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| 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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| Advisor Group Holdings | 78k | $2.1M | -40% | Mar 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 | $2.0M | 0% | Mar 2026 |
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| Townsend Asset Management Corp | 69k | $2.1M | 0% | Jun 2026 |
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| Nicholas Hoffman & Company | 66k | $1.8M | -1% | Mar 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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| CI Private Wealth | 58k | $1.4M | -2% | Mar 2026 |
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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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| Captrust Financial Advisors | 52k | $1.4M | -9% | 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 | $1.5M | 0% | Jun 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 | 43k | $1.3M | 1% | Jun 2026 |
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| Harbour Investments | 42k | $1.1M | 464% | Mar 2026 |
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| HB Wealth Management | 40k | $1.2M | 0% | Jun 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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| Sovran Advisors | 30k | $932k | 92% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 29k | $889k | -1% | Jun 2026 |
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| Avant Capital | 29k | $788k | 3% | Mar 2026 |
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| Vanguard Capital Wealth Advisors | 29k | $881k | 45% | Jun 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 | 27k | $829k | 8% | Jun 2026 |
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| Cozad Asset Management | 25k | $677k | -4% | Mar 2026 |
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| Royal Bank of Canada | 24k | $648k | 100% | Mar 2026 |
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| Chicago Partners Investment | 23k | $703k | 0% | Jun 2026 |
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| FMR | 23k | $621k | 4% | Mar 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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| Goldman Sachs Group | 21k | $566k | -67% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 21k | $631k | 0% | Jun 2026 |
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| Beacon Pointe Advisors | 20k | $541k | 100% | 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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| Modern Wealth Management | 19k | $516k | -13% | Mar 2026 |
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| Retirement Planning Group | 19k | $511k | 0% | Mar 2026 |
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| Redhawk Wealth Advisors | 19k | $567k | 0% | 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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| Integrated Wealth Concepts | 16k | $444k | 100% | Mar 2026 |
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| Total Investment Management | 16k | $437k | 0% | 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 | $444k | 0% | Jun 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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| Diversified Trust Company | 13k | $409k | 100% | Jun 2026 |
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| Warren Averett Asset Management | 13k | $346k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 12k | $323k | 0% | Mar 2026 |
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| Kestra Advisory Services | 12k | $362k | -8% | Jun 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 | $338k | -2% | Jun 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 | $323k | 0% | Jun 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 | 9.4k | $286k | 1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 9.2k | $250k | 0% | Mar 2026 |
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| IHT Wealth Management | 9.0k | $244k | 100% | Mar 2026 |
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| Breakwater Investment Management | 8.9k | $243k | 0% | Mar 2026 |
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| Crewe Advisors | 8.8k | $269k | 0% | Jun 2026 |
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| Colony | 8.8k | $239k | 0% | Mar 2026 |
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| Lido Advisors | 8.7k | $237k | -29% | Mar 2026 |
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| Sequoia Financial Advisors | 8.2k | $249k | -23% | Jun 2026 |
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| Wedmont Private Capital | 8.2k | $229k | 100% | Mar 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 | $209k | 0% | Mar 2026 |
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| AdvisorNet Financial | 7.6k | $230k | -8% | Jun 2026 |
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| Koesten, Hirschmann & Crabtree | 7.5k | $205k | 0% | 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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| 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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| Cabot Money Management | 6.7k | $203k | 100% | Jun 2026 |
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| S.A. Mason | 6.6k | $200k | 0% | Jun 2026 |
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| Valley National Advisers | 6.2k | $189k | 0% | Jun 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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| Larson Financial Group | 4.0k | $110k | 10% | Mar 2026 |
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| Centaurus Financial | 3.9k | $106k | -35% | Mar 2026 |
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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 | $82k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 2.6k | $72k | -2% | Mar 2026 |
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| Signature | 2.2k | $68k | 18% | Jun 2026 |
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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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| Sunbelt Securities | 1.5k | $41k | 50% | Mar 2026 |
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| CoreCap Advisors | 1.4k | $43k | 0% | Jun 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 |
|
Who sold out of Schwab Strategic Tr schwab fdt us bm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 46k | $1.2M |
| MorganRosel Wealth Management | Dec 2025 | 32k | $836k |
| JustInvest | Dec 2025 | 13k | $340k |
| Tower Research Capital | Dec 2025 | 1.8k | $48k |