Who owns SCHWAB STRATEGIC TR?
- Ticker: SAEF
- CUSIP Number: 808524664
Tip: Access positions for across all investors
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 | 234k | $5.6M | 1% | Jun 2024 |
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Sonoma Private Wealth | 11k | $293k | -2% | Sep 2024 |
|
Royal Bank of Canada | 3.0k | $79k | 658% | Sep 2024 |
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WFA of San Diego | 1.9k | $51k | 100% | Sep 2024 |
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Morgan Stanley | 1.00 | $45.000000 | 100% | Jun 2024 |
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Who sold out of Schwab Strategic Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Jun 2024 | 27k | $636k |