Who owns SCHWAB STRATEGIC TR?
- Ticker: SCCR
- CUSIP Number: 808524599
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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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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 38M | $980M | 11% | Dec 2025 |
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| Virginia Estate & Retirement Planning Advisors | 401k | $401k | 100% | Mar 2026 |
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| Breakwater Investment Management | 200k | $5.2M | 100% | Dec 2025 |
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| Citadel Advisors | 189k | $4.9M | 349% | Mar 2026 |
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| ATX Financial Planning | 62k | $1.6M | 100% | Mar 2026 |
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| Camarda Wealth Advisory | 47k | $1.2M | -2% | Dec 2025 |
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| Compass Financial Group | 29k | $734k | 84% | Mar 2026 |
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| LPL Financial | 17k | $426k | 82% | Mar 2026 |
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| Aire Advisors | 12k | $302k | 100% | Mar 2026 |
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| Mercer Global Advisors | 10k | $261k | 100% | Mar 2026 |
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| Creative Planning | 8.9k | $229k | 100% | Mar 2026 |
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| Old Mission Capital | 8.7k | $226k | 100% | Dec 2025 |
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| RFG Advisory | 7.9k | $203k | 100% | Mar 2026 |
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| Union Bankshares | 3.0k | $77k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 2.7k | $70k | 100% | Mar 2026 |
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| Wells Fargo & Company | 2.4k | $61k | 100% | Mar 2026 |
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| Larson Financial Group | 1.4k | $38k | -3% | Dec 2025 |
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| Morgan Stanley | 1.1k | $28k | 295% | Mar 2026 |
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| Vision Retirement | 890.00 | $23k | 100% | Mar 2026 |
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| CWM | 574.00 | $15k | 100% | Dec 2025 |
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| AE Wealth Management | 400.00 | $10k | 100% | Mar 2026 |
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| Assetmark | 165.00 | $4.2k | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 5.00 | $129.000000 | 0% | Mar 2026 |
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Who sold out of Schwab Strategic Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2025 | 46k | $1.2M |
| Jane Street | Dec 2025 | 39k | $1.0M |
| YCMNET Advisors | Dec 2025 | 14k | $370k |
| Advisor Group Holdings | Sep 2025 | 1.1k | $28k |
| Godsey and Gibb | Dec 2025 | 594.00 | $15k |
| MAI Wealth Advisors | Dec 2025 | 103.00 | $2.7k |