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 |
|---|---|---|---|---|---|
| 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 | 348k | $8.5M | 12% | Sep 2026 |
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| Citadel Advisors | 149k | $3.8M | -21% | Jun 2026 |
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| Susquehanna International | 48k | $1.2M | 357% | Jun 2026 |
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| LPL Financial | 21k | $520k | 6% | Sep 2026 |
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| Trust | 19k | $453k | 100% | Sep 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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| Meredith Wealth Planning | 15k | $363k | 100% | Sep 2026 |
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| Goldman Sachs Group | 13k | $340k | 100% | Jun 2026 |
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| Financial & Tax Architects | 13k | $303k | 100% | Sep 2026 |
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| Momentous Wealth Management | 12k | $296k | 100% | Sep 2026 |
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| Acorn Wealth Advisors | 12k | $287k | 0% | Sep 2026 |
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| Compass Financial Group | 12k | $282k | -11% | Sep 2026 |
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| Intl Fcstone | 10k | $250k | 100% | Sep 2026 |
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| EP Wealth Advisors | 6.8k | $174k | 100% | 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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| Hartland & Co | 2.0k | $48k | 100% | Sep 2026 |
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| Advisor Group Holdings | 1.7k | $44k | 17% | Jun 2026 |
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| Larson Financial Group | 1.7k | $41k | -48% | Sep 2026 |
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| Vision Retirement | 890.00 | $23k | 0% | Jun 2026 |
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| Farther Finance Advisors | 505.00 | $12k | 100% | Sep 2026 |
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| Foresight Capital Management Advisors | 428.00 | $10k | 100% | Sep 2026 |
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| Rossby Financial, LCC | 414.00 | $10k | 0% | Sep 2026 |
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| Buck Wealth Strategies | 412.00 | $10k | 100% | Sep 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 |
|---|---|---|---|
| ATX Financial Planning | Jun 2026 | 77k | $2.0M |
| Mercer Global Advisors | Mar 2026 | 10k | $261k |
| AE Wealth Management | Mar 2026 | 400.00 | $10k |
| CoreCap Advisors | Jun 2026 | 100.00 | $2.6k |
| Assetmark | Jun 2026 | 47.00 | $1.2k |