Who owns SCHWAB STRATEGIC TR?
- Ticker: SCCR
- CUSIP Number: 808524599
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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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Top investors of Schwab Strategic Tr stock
Who bought or sold SCHWAB STRATEGIC TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sixth Street Partners Management Company | 50M | $1.3B | 100% | Jun 2026 |
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| Charles Schwab Investment Management | 50M | $1.3B | 20% | Jun 2026 |
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| Breakwater Investment Management | 312k | $8.0M | 29% | Jun 2026 |
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| Citadel Advisors | 149k | $3.8M | -21% | Jun 2026 |
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| ATX Financial Planning | 77k | $2.0M | 24% | Jun 2026 |
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| Susquehanna International | 48k | $1.2M | 357% | Jun 2026 |
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| LPL Financial | 20k | $518k | 22% | Jun 2026 |
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| Camarda Wealth Advisory | 19k | $476k | -61% | Jun 2026 |
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| Jane Street | 17k | $441k | 100% | Jun 2026 |
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| Goldman Sachs Group | 13k | $340k | 100% | Jun 2026 |
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| Compass Financial Group | 13k | $333k | -54% | Jun 2026 |
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| Acorn Wealth Advisors | 12k | $301k | 100% | Jun 2026 |
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| EP Wealth Advisors | 6.8k | $174k | 100% | Jun 2026 |
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| Mercer Global Advisors | 3.4k | $86k | -67% | Jun 2026 |
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| Larson Financial Group | 3.2k | $83k | 92% | Jun 2026 |
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| Aptus Capital Advisors | 2.9k | $75k | 100% | Jun 2026 |
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| Union Bankshares | 2.6k | $66k | -14% | Jun 2026 |
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| Wells Fargo & Company | 2.4k | $60k | 0% | Jun 2026 |
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| Advisor Group Holdings | 1.7k | $44k | 17% | Jun 2026 |
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| CWM | 1.2k | $32k | 116% | Mar 2026 |
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| Morgan Stanley | 1.1k | $28k | 295% | Mar 2026 |
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| Vision Retirement | 890.00 | $23k | 0% | Jun 2026 |
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| Rossby Financial, LCC | 414.00 | $11k | 100% | Jun 2026 |
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| CoreCap Advisors | 100.00 | $2.6k | 100% | Jun 2026 |
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| Assetmark | 47.00 | $1.2k | -72% | Jun 2026 |
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| UBS Group | 27.00 | $691.000200 | 100% | Jun 2026 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Virginia Estate & Retirement Planning Advisors | Mar 2026 | 401k | $401k |
| Aire Advisors | Mar 2026 | 12k | $302k |
| Creative Planning | Mar 2026 | 8.9k | $229k |
| RFG Advisory | Mar 2026 | 7.9k | $203k |
| Fifth Third Bancorp | Mar 2026 | 2.7k | $70k |
| AE Wealth Management | Mar 2026 | 400.00 | $10k |