Who owns Schwab Strategic Tr 1 5yr corp bd?
- Ticker: SCHJ
- CUSIP Number: 808524714
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Columbus Macro | 436k | $11M | -1% | Mar 2025 |
|
| Envestnet Asset Management | 401k | $9.8M | 112% | Dec 2024 |
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| Cetera Investment Advisers | 343k | $8.3M | 103% | Dec 2024 |
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| Bank of America Corporation | 340k | $8.3M | 123% | Dec 2024 |
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| TAP Consulting | 334k | $8.1M | 103% | Dec 2024 |
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| Meridian Wealth Management | 316k | $7.7M | 116% | Dec 2024 |
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| White Wing Wealth Management | 316k | $7.8M | 4% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 297k | $7.3M | 2% | Mar 2025 |
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| Modera Wealth Management | 207k | $5.0M | 94% | Dec 2024 |
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| Mercer Global Advisors | 192k | $4.7M | 100% | Dec 2024 |
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| Kades & Cheifetz | 186k | $4.5M | 116% | Dec 2024 |
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| Visionary Wealth Advisors | 177k | $4.3M | 1025% | Dec 2024 |
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| Cape Investment Advisory | 177k | $4.3M | 195% | Dec 2024 |
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| LPL Financial | 166k | $4.1M | 110% | Dec 2024 |
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| Integrated Wealth Concepts | 164k | $4.0M | 143% | Dec 2024 |
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| SlateStone Wealth | 152k | $3.7M | 159% | Dec 2024 |
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| Hm Payson & Co | 150k | $3.7M | 100% | Dec 2024 |
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| HighTower Advisors | 145k | $3.5M | 79% | Dec 2024 |
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| Mariner Wealth Advisors | 136k | $3.3M | 119% | Dec 2024 |
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| National Asset Management | 134k | $3.3M | 85% | Dec 2024 |
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| Essex | 129k | $3.1M | 100% | Dec 2024 |
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| Van Strum & Towne | 126k | $3.1M | 139% | Dec 2024 |
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| Pure Portfolios Holdings | 114k | $2.8M | 115% | Dec 2024 |
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| Bsc Private Wealth Management | 108k | $2.6M | 453% | Dec 2024 |
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| Rosenberg Matthew Hamilton | 105k | $2.6M | 88% | Dec 2024 |
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| White & Co Financial Planning | 102k | $2.5M | 100% | Dec 2024 |
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| Sightline Wealth Advisors | 85k | $2.1M | 100% | Dec 2024 |
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| Jackson Creek Investment Advisors | 84k | $2.0M | 111% | Dec 2024 |
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| Foundations Investment Advisors | 83k | $2.0M | 126% | Dec 2024 |
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| Compass Financial Group | 77k | $1.9M | 119% | Dec 2024 |
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| Sanctuary Advisors | 73k | $1.8M | 7% | Dec 2024 |
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| Altiora Financial Group | 69k | $1.7M | 100% | Dec 2024 |
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| Mutual Advisors | 59k | $1.4M | 0% | Dec 2024 |
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| Cannon Financial Strategists | 54k | $1.3M | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 47k | $1.1M | -27% | Dec 2024 |
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| ValMark Advisers | 45k | $1.1M | 101% | Dec 2024 |
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| Ameriprise Financial | 44k | $1.1M | 105% | Dec 2024 |
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| Capasso Planning Partners | 40k | $966k | 34% | Dec 2024 |
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| Ohe Financial | 37k | $892k | 45% | Dec 2024 |
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| IronOak Wealth | 37k | $890k | 100% | Dec 2024 |
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| HPM Partners | 35k | $840k | 525% | Dec 2024 |
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| Charles Schwab Trust | 32k | $793k | -33% | Mar 2025 |
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| United Capital Financial Advisers | 32k | $785k | 77% | Dec 2024 |
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| Stonekeep Investments | 31k | $746k | 87% | Dec 2024 |
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| Client 1st Advisory Group | 26k | $624k | 96% | Dec 2024 |
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| Roundview Capital | 25k | $616k | 101% | Dec 2024 |
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| Lederer & Associates Investment Counsel | 24k | $595k | 96% | Dec 2024 |
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| Atomi Financial Group | 24k | $592k | 105% | Dec 2024 |
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| Commonwealth Equity Services | 23k | $570k | 107% | Dec 2024 |
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| H D Vest Advisory Services | 23k | $557k | 81% | Dec 2024 |
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| Coordinated Financial Services | 23k | $555k | 100% | Dec 2024 |
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| Wedmont Private Capital | 23k | $551k | 1% | Mar 2025 |
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| Financial Strategies Group | 22k | $543k | -1% | Dec 2024 |
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| Creative Planning | 22k | $525k | 101% | Dec 2024 |
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| Level Financial Advisors | 20k | $490k | 100% | Mar 2025 |
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| Berkshire Asset Management | 18k | $438k | 79% | Dec 2024 |
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| Farther Finance Advisors | 17k | $425k | 4% | Mar 2025 |
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| Christensen, King & Associates Investment Services | 17k | $423k | 0% | Mar 2025 |
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| Flow Traders US | 16k | $391k | -50% | Dec 2024 |
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| Kingsview Wealth Management | 16k | $387k | 95% | Dec 2024 |
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| Advisor Group Holdings | 15k | $750k | 35% | Dec 2024 |
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| Harbour Investments | 15k | $355k | 55% | Dec 2024 |
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| Perigon Wealth Management | 14k | $349k | 133% | Dec 2024 |
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| Lodestone Wealth Management | 14k | $338k | 100% | Dec 2024 |
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| Captrust Financial Advisors | 14k | $338k | 105% | Dec 2024 |
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| Amara Financial | 13k | $328k | 100% | Dec 2024 |
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| Focus Financial Network | 13k | $327k | 1% | Mar 2025 |
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| Jpmorgan Chase & Co | 13k | $311k | 96% | Dec 2024 |
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| Luther King Capital Management Corporation | 12k | $302k | 173% | Dec 2024 |
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| FDx Advisors | 12k | $287k | 100% | Dec 2024 |
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| Creative Financial Designs | 12k | $284k | 102% | Dec 2024 |
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| Peapack Gladstone Financial Corp | 11k | $273k | 100% | Dec 2024 |
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| Worth Asset Management | 11k | $272k | 0% | Mar 2025 |
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| Mayflower Financial Advisors | 10k | $249k | 118% | Dec 2024 |
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| Brookstone Capital Management | 9.8k | $240k | 25% | Dec 2024 |
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| Golden State Equity Partners | 9.3k | $226k | 100% | Dec 2024 |
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| First Financial Group Corp | 9.1k | $222k | 100% | Dec 2024 |
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| Stephens Group Asset Management | 8.8k | $217k | -68% | Mar 2025 |
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| Savvy Advisors | 8.8k | $215k | 100% | Dec 2024 |
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| Global Trust Asset Management | 8.7k | $214k | 100% | Mar 2025 |
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| Heritage Financial Services | 8.3k | $202k | 100% | Dec 2024 |
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| Morgan Stanley | 7.5k | $183k | 103% | Dec 2024 |
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| Parallel Advisors | 6.0k | $148k | 0% | Mar 2025 |
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| Bryn Mawr Trust | 5.4k | $132k | 100% | Dec 2024 |
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| Aptus Capital Advisors | 4.6k | $112k | 1001% | Dec 2024 |
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| Centaurus Financial | 4.2k | $102k | 100% | Dec 2024 |
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| Sound Income Strategies | 3.6k | $88k | 100% | Mar 2025 |
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| Ancora Advisors | 3.4k | $84k | 100% | Dec 2024 |
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| Salem Investment Counselors | 2.2k | $55k | 0% | Mar 2025 |
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| Royal Bank of Canada | 2.1k | $52k | 100% | Dec 2024 |
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| REAP Financial Group | 2.1k | $51k | 100% | Dec 2024 |
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| Coppell Advisory Solutions | 1.7k | $42k | 100% | Dec 2024 |
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| CoreCap Advisors | 1.6k | $38k | 100% | Dec 2024 |
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| MAI Wealth Advisors | 1.3k | $33k | 100% | Dec 2024 |
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| William Blair $ Company | 1.1k | $28k | 100% | Dec 2024 |
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| AE Wealth Management | 1.1k | $26k | 100% | Dec 2024 |
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| Phillips Financial Management | 876.00 | $21k | 100% | Dec 2024 |
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| WR Wealth Planners | 739.00 | $18k | 66% | Dec 2024 |
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| Breakwater Investment Management | 406.00 | $10k | 0% | Mar 2025 |
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| Atlantic Trust | 406.00 | $9.9k | 102% | Dec 2024 |
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| Mascagni Wealth Management | 344.00 | $8.4k | 100% | Dec 2024 |
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| Us Bancorp | 240.00 | $5.9k | 100% | Dec 2024 |
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| FMR | 225.00 | $5.5k | 204% | Dec 2024 |
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| CWM | 157.00 | $4.0k | 99% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 156.00 | $3.8k | 438% | Dec 2024 |
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| Principal Securities | 80.00 | $2.0k | 100% | Dec 2024 |
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| UBS Group | 36.00 | $878.000400 | -100% | Dec 2024 |
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| BlackRock | 32.00 | $780.000000 | 100% | Dec 2024 |
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| Assetmark | 22.00 | $535.999200 | 100% | Dec 2024 |
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| Hanson McClain Advisors | 2.00 | $50.000000 | 100% | Dec 2024 |
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| O'shaughnessy Asset Management | 1.00 | $24.000000 | 0% | Dec 2024 |
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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 |
|---|---|---|---|
| Citadel Advisors | Sep 2024 | 79k | $3.9M |
| AlphaStar Capital Management | Sep 2024 | 73k | $3.6M |
| Jane Street | Sep 2024 | 25k | $1.3M |
| Goldman Sachs Group | Sep 2024 | 18k | $891k |
| Van Den Berg Management | Sep 2024 | 8.7k | $434k |
| Private Client Services | Dec 2024 | 8.6k | $211k |
| Old Mission Capital | Sep 2024 | 8.6k | $428k |
| Hrt Financial | Sep 2024 | 7.9k | $389k |
| Dynamic Advisors Solutions | Sep 2024 | 4.3k | $215k |
| Nelson, Van Denburg & Campbell Wealth Management | Dec 2024 | 1.2k | $30k |