Who owns Schwab Strategic Tr schwb fdt int sc?
- Ticker: FNDC
- CUSIP Number: 808524748
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Analyze quarterly positions in Schwab Strategic Tr schwb fdt int sc with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Strategic Tr schwb fdt int sc this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Management | 49M | $1.9B | -12% | Sep 2024 |
|
Victory Capital Management | 1.0M | $38M | 0% | Sep 2024 |
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Burns Wealth Management | 609k | $23M | -9% | Sep 2024 |
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GHP Investment Advisors | 529k | $20M | 12% | Sep 2024 |
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Kelman-Lazarov | 455k | $17M | -3% | Sep 2024 |
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Jane Street | 423k | $16M | -46% | Sep 2024 |
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Merriman Wealth Management | 365k | $14M | -1% | Sep 2024 |
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High Probability Advisors | 318k | $12M | 100% | Sep 2024 |
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Advisor Group Holdings | 269k | $10M | 2715% | Sep 2024 |
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Mercer Global Advisors | 252k | $8.7M | -5% | Jun 2024 |
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Clarius | 237k | $9.0M | -7% | Sep 2024 |
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Prairiewood Capital | 233k | $8.9M | 4% | Sep 2024 |
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Geneos Wealth Management | 231k | $8.0M | 1% | Jun 2024 |
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Collective Family Office | 227k | $8.7M | -2% | Sep 2024 |
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Morgan Stanley | 190k | $6.6M | 1% | Jun 2024 |
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Charles Schwab Trust | 181k | $6.9M | 5% | Sep 2024 |
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Bell Investment Advisors | 180k | $6.9M | 0% | Sep 2024 |
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Opes Wealth Management | 180k | $6.9M | 4% | Sep 2024 |
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Cherry Tree Wealth Management | 176k | $6.7M | -5% | Sep 2024 |
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Creative Planning | 168k | $6.4M | -5% | Sep 2024 |
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Shilanski & Associates | 167k | $6.4M | -1% | Sep 2024 |
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Shore Point Advisors | 158k | $6.0M | 4% | Sep 2024 |
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Buckingham Asset Management | 154k | $5.3M | -1% | Jun 2024 |
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Colony | 154k | $5.9M | 100% | Sep 2024 |
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Dynamic Advisors Solutions | 143k | $5.5M | -3% | Sep 2024 |
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Breakwater Capital Group | 121k | $4.6M | 0% | Sep 2024 |
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Raymond James & Associates | 120k | $4.6M | 2% | Sep 2024 |
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Flow Traders US | 107k | $4.1M | 100% | Sep 2024 |
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Rf&l Wealth Management | 104k | $4.0M | 1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 102k | $3.5M | 18% | Jun 2024 |
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Moller Financial Services | 89k | $3.4M | 1% | Sep 2024 |
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Wade Financial Advisory | 88k | $3.3M | 3% | Sep 2024 |
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Commonwealth Equity Services | 79k | $3.0M | -2% | Sep 2024 |
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Integrated Wealth Concepts | 78k | $3.0M | 3% | Sep 2024 |
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Quadcap Wealth Management | 72k | $2.8M | 100% | Sep 2024 |
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Sterling Financial Planning | 68k | $2.6M | -3% | Sep 2024 |
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Bank of America Corporation | 66k | $2.5M | 12% | Sep 2024 |
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PrairieView Partners | 66k | $2.5M | -4% | Sep 2024 |
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Susquehanna International | 64k | $2.4M | -6% | Sep 2024 |
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Cabot Money Management | 61k | $2.3M | 1% | Sep 2024 |
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Envestnet Asset Management | 56k | $2.1M | -55% | Sep 2024 |
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Shakespeare Wealth Management | 55k | $2.1M | -20% | Sep 2024 |
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Buckingham Strategic Partners | 55k | $2.1M | -14% | Sep 2024 |
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Cutler Investment Counsel | 52k | $2.0M | -3% | Sep 2024 |
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Valued Wealth Advisors | 51k | $2.0M | 8% | Sep 2024 |
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JJJ Advisors | 50k | $1.8M | 1% | Jun 2024 |
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LPL Financial | 45k | $1.7M | 10% | Sep 2024 |
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Citadel Advisors | 45k | $1.7M | 326% | Sep 2024 |
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Asset Dedication | 41k | $1.6M | -5% | Sep 2024 |
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Northwest Wealth Management | 37k | $1.4M | -1% | Sep 2024 |
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Waterfront Wealth | 32k | $1.2M | -11% | Sep 2024 |
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Seed Wealth Management | 32k | $1.2M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 32k | $1.2M | -21% | Sep 2024 |
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Miracle Mile Advisors | 31k | $1.2M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 31k | $1.2M | 16% | Sep 2024 |
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Royal Bank of Canada | 29k | $1.1M | 219% | Sep 2024 |
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Vise Technologies | 28k | $972k | 3% | Jun 2024 |
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HighTower Advisors | 28k | $966k | -10% | Jun 2024 |
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Savant Capital Management | 27k | $1.0M | 5% | Sep 2024 |
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PFG Advisors | 27k | $1.0M | -1% | Sep 2024 |
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BlackRock | 27k | $923k | 379314% | Jun 2024 |
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RHS Financial | 26k | $972k | -11% | Sep 2024 |
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True North Advisors | 24k | $925k | -4% | Sep 2024 |
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Jpmorgan Chase & Co | 24k | $916k | -8% | Sep 2024 |
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Northland Capital Management | 23k | $878k | 3% | Sep 2024 |
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Jackson Creek Investment Advisors | 22k | $826k | -5% | Sep 2024 |
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Hardin Capital Partners | 21k | $772k | 26% | Sep 2024 |
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Rockefeller Capital Management | 21k | $715k | -1% | Jun 2024 |
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Sensible Money | 20k | $748k | 0% | Sep 2024 |
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Meridian Wealth Management | 18k | $671k | 100% | Sep 2024 |
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Alera Investment Advisors | 17k | $600k | 0% | Jun 2024 |
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Yoder Wealth Management | 17k | $642k | -17% | Sep 2024 |
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Addison Advisors | 16k | $604k | 0% | Sep 2024 |
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Valeo Financial Advisors | 15k | $588k | 0% | Sep 2024 |
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Upper Left Wealth Management | 12k | $453k | 0% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 12k | $448k | -20% | Sep 2024 |
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Keel Point | 12k | $408k | -2% | Jun 2024 |
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Creekside Partners | 11k | $430k | -5% | Sep 2024 |
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Savvy Advisors | 11k | $403k | 100% | Sep 2024 |
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SageView Advisory Group | 10k | $384k | 1% | Sep 2024 |
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Guardian Financial Partners | 9.8k | $376k | 14% | Sep 2024 |
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Sequoia Financial Advisors | 9.7k | $372k | 24% | Sep 2024 |
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Altfest L J & Co | 9.6k | $367k | -3% | Sep 2024 |
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Baker Ellis Asset Management | 9.6k | $364k | -9% | Sep 2024 |
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St. Louis Trust | 9.5k | $363k | 0% | Sep 2024 |
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Cetera Investment Advisers | 9.4k | $327k | 10% | Jun 2024 |
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Kings Path Partners | 9.2k | $353k | 0% | Sep 2024 |
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United Capital Financial Advisers | 9.1k | $347k | 6% | Sep 2024 |
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Morris Financial Concepts | 9.0k | $343k | 0% | Sep 2024 |
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Vishria Bird Financial Group | 8.7k | $333k | 100% | Sep 2024 |
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Lauterbach Financial Advisors | 8.6k | $329k | -2% | Sep 2024 |
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Annandale Capital | 8.6k | $326k | 0% | Sep 2024 |
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EP Wealth Advisors | 8.5k | $324k | 151% | Sep 2024 |
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Lodestar Private Asset Management | 8.4k | $319k | 4% | Sep 2024 |
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Stone Point Wealth | 8.3k | $317k | -11% | Sep 2024 |
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Lakewood Asset Management | 8.3k | $315k | 1% | Sep 2024 |
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Level Four Advisory Services | 7.5k | $261k | 0% | Jun 2024 |
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Clarity Capital Advisors | 7.4k | $284k | 1% | Sep 2024 |
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HPM Partners | 7.3k | $280k | -42% | Sep 2024 |
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Dopkins Wealth Management | 7.3k | $279k | 0% | Sep 2024 |
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REDW Stanley Financial Advisors | 7.2k | $275k | 0% | Sep 2024 |
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HHM Wealth Advisors | 7.2k | $273k | 0% | Sep 2024 |
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MB Generational Wealth | 7.1k | $271k | 0% | Sep 2024 |
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LBMC Investment Advisors | 7.1k | $269k | 0% | Sep 2024 |
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Paragon Capital Management | 6.4k | $245k | 0% | Sep 2024 |
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CWM | 6.3k | $240k | -27% | Sep 2024 |
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Principal Securities | 6.2k | $238k | 9% | Sep 2024 |
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Nations Financial Group | 6.0k | $229k | 0% | Sep 2024 |
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Ohe Financial | 6.0k | $228k | 1% | Sep 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 5.7k | $216k | -5% | Sep 2024 |
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Captrust Financial Advisors | 5.6k | $215k | 100% | Sep 2024 |
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Wedmont Private Capital | 5.5k | $208k | 0% | Sep 2024 |
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Northern Trust | 5.5k | $210k | 100% | Sep 2024 |
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Versant Capital Management | 5.5k | $209k | -1% | Sep 2024 |
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Canvas Wealth Advisors | 5.4k | $207k | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 5.4k | $206k | -43% | Sep 2024 |
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Klingman & Associates | 5.3k | $202k | 100% | Sep 2024 |
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Parallel Advisors | 4.9k | $188k | 211% | Sep 2024 |
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O'shaughnessy Asset Management | 3.7k | $139k | -4% | Sep 2024 |
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Wells Fargo & Company | 3.7k | $140k | 467% | Sep 2024 |
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Larson Financial Group | 3.7k | $139k | -39% | Sep 2024 |
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CoreCap Advisors | 3.1k | $118k | 100% | Sep 2024 |
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Hartland & Co | 3.1k | $117k | 0% | Sep 2024 |
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Hanson McClain Advisors | 3.0k | $113k | 29% | Sep 2024 |
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Hexagon Capital Partners | 2.9k | $112k | 3% | Sep 2024 |
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Pnc Financial Services | 2.2k | $84k | 81% | Sep 2024 |
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MCF Advisors | 2.0k | $78k | -25% | Sep 2024 |
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Smithfield Trust Company | 2.0k | $78k | 0% | Sep 2024 |
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IFP Advisors | 1.9k | $68k | 4% | Jun 2024 |
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Financial Freedom | 1.9k | $74k | 1% | Sep 2024 |
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Assetmark | 1.9k | $74k | 2% | Sep 2024 |
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AdvisorNet Financial | 1.9k | $72k | -2% | Sep 2024 |
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Abound Wealth Management | 1.8k | $68k | 0% | Sep 2024 |
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Goss Wealth Management | 1.7k | $59k | 1171% | Jun 2024 |
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Elevate Wealth Advisory | 1.7k | $59k | 0% | Jun 2024 |
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Brian McDonald | 1.7k | $64k | 66% | Sep 2024 |
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Howe and Rusling | 1.6k | $61k | -29% | Sep 2024 |
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CVA Family Office | 1.6k | $61k | -6% | Sep 2024 |
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Cornerstone Planning Group | 1.4k | $49k | 100% | Sep 2024 |
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Global Retirement Partners | 1.2k | $47k | 20600% | Sep 2024 |
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Planned Solutions | 1.2k | $47k | 100% | Sep 2024 |
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Mather Group | 962.00 | $37k | -1% | Sep 2024 |
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Emerald Investment Partners | 700.00 | $27k | 0% | Sep 2024 |
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Bartlett & Co. Wealth Management | 635.00 | $24k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 602.00 | $21k | 0% | Jun 2024 |
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Harbour Investments | 594.00 | $23k | 3% | Sep 2024 |
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Aptus Capital Advisors | 577.00 | $22k | -39% | Sep 2024 |
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Plante Moran Financial Advisors | 570.00 | $22k | 0% | Sep 2024 |
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TruNorth Capital Management | 525.00 | $20k | 0% | Sep 2024 |
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Aspire Wealth Management Corp | 497.00 | $19k | -87% | Sep 2024 |
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Spire Wealth Management | 469.00 | $18k | -37% | Sep 2024 |
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Farther Finance Advisors | 269.00 | $10k | -90% | Sep 2024 |
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Sandy Spring Bank | 136.00 | $5.2k | -91% | Sep 2024 |
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Atlantic Trust | 57.00 | $2.2k | -94% | Sep 2024 |
|
FSA Wealth Management | 18.00 | $687.000600 | -97% | Sep 2024 |
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Who sold out of Schwab Strategic Tr schwb fdt int sc?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Capital Investment Counsel | Jun 2024 | 9.9k | $344k |
Integral Investment Advisors | Mar 2024 | 6.8k | $244k |
Qube Research & Technologies | Mar 2024 | 5.1k | $180k |
Mot | Jun 2024 | 2.5k | $89k |
Cardinal Strategic Wealth Guidance | Jun 2024 | 1.5k | $51k |
Valley National Advisers | Jun 2024 | 657.00 | $22k |
Benjamin F. Edwards & Company | Mar 2024 | 633.00 | $22k |