Who owns Schwab 1000 Index Etf etf?

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Analyze quarterly positions in Schwab 1000 Index Etf etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab 1000 Index Etf etf stock

Who bought or sold Schwab 1000 Index Etf etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Legacy Wealth Management 3.7M $187M -57% Mar 2024
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Armstrong Advisory Group 1.2M $57M 0% Mar 2024
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Warwick Investment Management 827k $38M 100% Dec 2023
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Colony 270k $12M 100% Dec 2023
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Bank of America Corporation 260k $12M 3% Dec 2023
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Mariner Wealth Advisors 102k $4.7M 0% Dec 2023
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Cedar Brook Financial Partners 97k $4.9M 2% Mar 2024
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HBK Sorce Advisory 68k $3.1M -1% Dec 2023
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Us Bancorp 68k $3.1M 16% Dec 2023
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Grubman Wealth Management 64k $3.0M 0% Dec 2023
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Schwab Charitable Fund 60k $2.8M 0% Dec 2023
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HPM Partners 48k $2.2M 100% Dec 2023
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Cassady Schiller Wealth Management 45k $2.1M 0% Dec 2023
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Creative Planning 36k $1.7M -1% Dec 2023
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Citadel Advisors 33k $1.5M 66% Dec 2023
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Richardson Capital Management 31k $1.6M 100% Mar 2024
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Kohmann Bosshard Financial Services 30k $1.5M 0% Mar 2024
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Collective Family Office 24k $1.2M 0% Mar 2024
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Red Tortoise 22k $1.0M 17% Dec 2023
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HighTower Advisors 22k $997k 100% Dec 2023
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Sherrill & Hutchins Financial Advisory 19k $953k 0% Mar 2024
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Private Capital Management 19k $851k 9% Dec 2023
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Royal Bank of Canada 18k $808k -31% Dec 2023
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Everhart Financial Group 15k $710k 0% Dec 2023
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Evanson Asset Management 15k $762k 0% Mar 2024
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Visionary Wealth Advisors 15k $692k -2% Dec 2023
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Ancora Advisors 13k $607k 0% Dec 2023
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Jane Street 13k $589k -69% Dec 2023
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Commonwealth Equity Services 12k $565k 9% Dec 2023
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Atria Wealth Solutions 12k $564k -4% Dec 2023
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Wells Fargo & Company 12k $554k 568% Dec 2023
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Johnson Investment Counsel 11k $488k 1% Dec 2023
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Kaizen Financial Strategies 11k $482k -51% Dec 2023
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SMI Advisory Services 11k $525k -14% Mar 2024
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Stratos Wealth Advisors 10k $508k -1% Mar 2024
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Crewe Advisors 10k $461k 2% Dec 2023
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Leavell Investment Management 10k $460k 0% Dec 2023
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Raymond James & Associates 10k $459k 54% Dec 2023
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Red Door Wealth Management 9.7k $494k -12% Mar 2024
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McAdam 9.7k $446k -3% Dec 2023
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SOL Capital Management 9.5k $438k 0% Dec 2023
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Vise Technologies 8.8k $404k -3% Dec 2023
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Raymond James Financial Services Advisors 8.7k $401k -5% Dec 2023
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Wealth Enhancement Advisory Services 8.7k $439k 0% Mar 2024
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Prime Capital Investment Advisors 8.6k $397k -15% Dec 2023
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Tiaa Trust, National Association 8.4k $388k 100% Dec 2023
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Focus Financial Network 8.3k $384k 100% Dec 2023
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KC Investment Advisors 8.0k $368k 0% Dec 2023
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Associated Banc- 7.9k $365k 0% Dec 2023
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Alamar Capital Management 7.9k $364k 0% Dec 2023
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Chicago Partners Investment 7.3k $342k 0% Dec 2023
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Blue Bell Private Wealth Management 7.2k $332k -3% Dec 2023
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Welch Group 7.2k $364k -12% Mar 2024
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Axxcess Wealth Management 7.2k $329k -26% Dec 2023
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HB Wealth Management 7.0k $323k 0% Dec 2023
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Omega Financial Group 6.8k $345k -6% Mar 2024
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U.S. Capital Wealth Advisors 6.8k $314k 0% Dec 2023
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Advisor Group Holdings 6.8k $311k -19% Dec 2023
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CI Private Wealth 6.0k $275k 0% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 5.7k $262k -15% Dec 2023
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Hanson McClain Advisors 5.6k $260k -11% Dec 2023
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Cambridge Investment Research Advisors 5.5k $254k 0% Dec 2023
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Captrust Financial Advisors 5.3k $243k 100% Dec 2023
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Peachtree Investment Partners 5.2k $242k 0% Dec 2023
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Meridian Wealth Management 5.2k $241k -50% Dec 2023
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Jpmorgan Chase & Co 5.0k $231k -11% Dec 2023
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Cardiff Park Advisors 4.4k $205k 0% Dec 2023
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TNB Financial 4.2k $214k -6% Mar 2024
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MCF Advisors 4.0k $203k 0% Mar 2024
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Element Wealth 3.5k $162k 0% Dec 2023
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Zrc Wealth Management 3.3k $138k 100% Dec 2023
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Pinnacle Financial Partners 2.5k $117k 0% Dec 2023
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TD Capital Management 2.5k $116k 30% Dec 2023
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Pflug Koory 2.4k $123k 0% Mar 2024
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Clear Investment Research 1.9k $87k 100% Dec 2023
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McIlrath & Eck 1.9k $86k 0% Dec 2023
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Atlas Capital Advisors 1.4k $72k 0% Mar 2024
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Capital Advisors 800.00 $41k 0% Mar 2024
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Private Ocean 797.00 $40k 0% Mar 2024
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Ronald Blue Trust 792.00 $33k 0% Dec 2023
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Harbour Investments 772.00 $36k 83% Dec 2023
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Bank Of Montreal 751.00 $35k -12% Dec 2023
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Hexagon Capital Partners 723.00 $37k 0% Mar 2024
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Resurgent Financial Advisors 600.00 $28k -59% Dec 2023
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McClarren Financial Advisors 583.00 $27k 1% Dec 2023
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Woodmont Investment Counsel 518.00 $26k 100% Mar 2024
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GHP Investment Advisors 396.00 $18k 79% Dec 2023
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Pnc Financial Services 355.00 $16k -35% Dec 2023
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IFP Advisors 330.00 $15k -98% Dec 2023
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Sandy Spring Bank 325.00 $15k 0% Dec 2023
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Bogart Wealth 312.00 $14k 0% Dec 2023
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Advisory Services Network 250.00 $12k 100% Dec 2023
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Capital Analysts 249.00 $11k 0% Dec 2023
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Assetmark 238.00 $11k 100% Dec 2023
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Bessemer 225.00 $10k 100% Dec 2023
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CWM 210.00 $11k 0% Mar 2024
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JFS Wealth Advisors 197.00 $9.1k 0% Dec 2023
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Beacon Capital Management 181.00 $7.5k 197% Dec 2023
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Investors Research Corp 171.00 $7.9k 0% Dec 2023
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Signature 150.00 $6.9k 0% Dec 2023
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Pacific Capital Wealth Advisors 140.00 $6.4k 100% Dec 2023
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Game Plan Financial Advisors 101.00 $5.1k 0% Mar 2024
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Simplex Trading 100.00 $4.0k 100% Dec 2023
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Delta Asset Management 100.00 $4.6k 0% Dec 2023
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Retirement Group 63.00 $2.9k 0% Dec 2023
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Planning Capital Management Corp 50.00 $2.3k 100% Dec 2023
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Trifecta Capital Advisors 40.00 $2.0k 0% Mar 2024
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Signature Resources Capital Management 25.00 $1.2k 0% Mar 2024
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Atlantic Edge Private Wealth Management 6.00 $292.999800 100% Dec 2023
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Financial Synergies Wealth Advisors 2.00 $103.000000 100% Mar 2024
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Glassman Wealth Services 1.00 $46.000000 0% Dec 2023
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Who sold out of Schwab 1000 Index Etf etf?

Fund or Company Name Date Sold Shares Held Valued At
Goldman Sachs Group Sep 2023 8.2k $338k
Pure Financial Advisors Dec 2023 5.5k $256k
Koshinski Asset Management Sep 2023 5.3k $219k
Acorn Wealth Advisors Sep 2023 5.2k $216k
Sound Income Strategies Dec 2023 929.00 $43k
Efficient Wealth Management Sep 2023 624.00 $25k
Sheets Smith Wealth Management Sep 2023 403.00 $17k
UBS Group Sep 2023 347.00 $14k
FTB Advisors Sep 2023 305.00 $13k
Capital Investment Advisory Services Sep 2023 249.00 $10k
Farther Finance Advisors Sep 2023 150.00 $6.2k
Impact Partnership Wealth Sep 2023 109.00 $4.5k
CFG Asset Management Sep 2023 1.00 $41.000000