Who owns Schwab Strategic Tr 1 5yr corp bd?

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Analyze quarterly positions in Schwab Strategic Tr 1 5yr corp bd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Strategic Tr 1 5yr corp bd stock

Who bought or sold Schwab Strategic Tr 1 5yr corp bd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Charles Schwab Investment Management 2.1M $101M 0% Dec 2023
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Bank of America Corporation 163k $7.9M 31% Dec 2023
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Modera Wealth Management 115k $5.6M 17% Dec 2023
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Columbus Macro 108k $5.2M 100% Dec 2023
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Greenup Street Wealth Management 96k $4.6M 1998% Dec 2023
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HighTower Advisors 92k $4.5M 0% Dec 2023
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Jane Street 88k $4.2M -7% Dec 2023
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TAP Consulting 87k $4.2M -54% Dec 2023
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Hm Payson & Co 75k $3.5M 0% Sep 2023
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Kades & Cheifetz 75k $3.6M 21% Dec 2023
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National Asset Management 68k $3.3M 5% Dec 2023
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Essex 65k $3.1M 222% Dec 2023
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AlphaStar Capital Management 56k $2.7M 9% Dec 2023
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Rosenberg Matthew Hamilton 56k $2.7M 0% Dec 2023
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Integrated Wealth Concepts 45k $2.1M -28% Sep 2023
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Meridian Wealth Management 44k $2.1M 100% Dec 2023
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Van Strum & Towne 43k $2.1M -8% Dec 2023
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Mariner Wealth Advisors 34k $1.7M 101% Dec 2023
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Brookstone Capital Management 32k $1.5M 100% Dec 2023
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Cambridge Investment Research Advisors 29k $1.4M 41% Dec 2023
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Client 1st Advisory Group 28k $1.3M -35% Sep 2023
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Jackson Creek Investment Advisors 25k $1.2M 0% Dec 2023
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ValMark Advisers 25k $1.2M 3% Dec 2023
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Charles Schwab Trust 24k $1.2M -9% Dec 2023
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Ohe Financial 24k $1.1M 7% Sep 2023
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Luther King Capital Management Corporation 24k $1.1M -2% Dec 2023
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Advisor Group Holdings 23k $1.1M 9% Dec 2023
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United Capital Financial Advisers 21k $1.0M 15% Dec 2023
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Compass Financial Group 19k $901k 31% Dec 2023
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Bsc Private Wealth Management 17k $818k 100% Dec 2023
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Atomi Financial Group 15k $713k 100% Dec 2023
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Roundview Capital 13k $650k 0% Dec 2023
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Wedmont Private Capital 13k $646k 100% Dec 2023
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Mutual Advisors 13k $633k 0% Dec 2023
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Envestnet Asset Management 13k $602k 116% Sep 2023
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Farther Finance Advisors 13k $615k 34251% Dec 2023
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Lederer & Associates Investment Counsel 13k $605k -12% Dec 2023
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Creative Planning 12k $571k 36% Dec 2023
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Financial Strategies Group 12k $559k -3% Dec 2023
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Kingsview Wealth Management 11k $547k -5% Dec 2023
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Royal Bank of Canada 11k $525k 486% Dec 2023
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Harbour Investments 9.4k $455k 0% Dec 2023
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Worth Asset Management 9.2k $445k 12% Dec 2023
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Capital Asset Advisory Services 8.9k $432k -19% Dec 2023
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Axxcess Wealth Management 8.9k $432k -19% Dec 2023
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Creative Financial Designs 8.5k $410k -28% Dec 2023
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Crescent Sterling 8.3k $401k 2% Dec 2023
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Ameriprise Financial 8.0k $374k -2% Sep 2023
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Kovitz Investment Group Partners 7.4k $359k 1% Dec 2023
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Focus Financial Network 7.3k $356k 100% Dec 2023
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Lodestone Wealth Management 6.9k $336k -9% Dec 2023
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Captrust Financial Advisors 6.8k $329k -18% Dec 2023
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LPL Financial 6.8k $318k 11% Sep 2023
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H D Vest Advisory Services 6.8k $327k 19% Dec 2023
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Wealth Enhancement Advisory Services 5.6k $272k -44% Dec 2023
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Cape Investment Advisory 5.3k $254k 47% Dec 2023
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Golden State Equity Partners 4.7k $226k 100% Dec 2023
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Commonwealth Equity Services 4.6k $222k 100% Dec 2023
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Dynamic Advisors Solutions 4.3k $209k 0% Dec 2023
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Midwest Heritage Bank 4.3k $207k -1% Dec 2023
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Parallel Advisors 3.9k $191k 100% Dec 2023
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IFP Advisors 2.3k $112k 7% Dec 2023
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Centaurus Financial 2.1k $101k 100% Dec 2023
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Ancora Advisors 1.7k $83k 0% Dec 2023
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Coppell Advisory Solutions 953.00 $46k 100% Dec 2023
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Smartleaf Asset Management 919.00 $44k 100% Dec 2023
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AdvisorNet Financial 741.00 $36k 3% Dec 2023
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M&r Capital Management 350.00 $17k 0% Dec 2023
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Principal Securities 331.00 $16k 100% Dec 2023
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UBS Group 285.00 $14k 13% Dec 2023
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Aptus Capital Advisors 250.00 $12k 0% Sep 2023
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Guardian Wealth Advisors, Llc / Nc 250.00 $12k 0% Sep 2023
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Pnc Financial Services 238.00 $12k 0% Dec 2023
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Able Wealth Management 205.00 $9.9k 100% Dec 2023
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Nbc Securities 202.00 $9.0k 0% Dec 2023
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CWM 162.00 $8.0k 0% Dec 2023
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Northwest Capital Management 83.00 $4.0k 0% Dec 2023
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Morgan Stanley 77.00 $3.6k -1% Sep 2023
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Geneos Wealth Management 56.00 $2.7k 100% Dec 2023
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Jpmorgan Chase & Co 39.00 $1.9k -98% Dec 2023
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Family Asset Management 33.00 $1.6k -95% Dec 2023
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BlackRock 6.00 $282.000000 100% Sep 2023
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Hanson McClain Advisors 5.00 $238.000000 -95% Dec 2023
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O'shaughnessy Asset Management 1.00 $48.000000 0% Dec 2023
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Proequities 0 $0 -100% Dec 2023
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Who sold out of Schwab Strategic Tr 1 5yr corp bd?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2023 30k $1.4M
Financial Network Investment Corporation Jun 2023 4.8k $229k
Quaker Wealth Management Sep 2023 4.4k $208k
Resurgent Financial Advisors Sep 2023 679.00 $32k
Us Bancorp Sep 2023 416.00 $20k
Impact Partnership Wealth Sep 2023 164.00 $7.7k