Who owns SCHWAB STRATEGIC TR?
- Ticker: SAEF
- CUSIP Number: 808524664
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Analyze quarterly positions in Schwab Strategic Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SCHWAB STRATEGIC TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 269k | $7.4M | 4% | Sep 2025 |
|
| Flow Traders US | 17k | $479k | 90% | Sep 2025 |
|
| WFA of San Diego | 1.9k | $49k | 100% | Jun 2025 |
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| Morgan Stanley | 2.00 | $62.000000 | 100% | Jun 2025 |
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| FMR | 1.00 | $28.000000 | 100% | Sep 2025 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 8.8k | $226k |
| Royal Bank of Canada | Jun 2025 | 1.3k | $32k |
| UBS Group | Jun 2025 | 548.00 | $14k |