Who owns Schwab Strategic Tr sht tm us tres?

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Analyze quarterly positions in Schwab Strategic Tr sht tm us tres with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Strategic Tr sht tm us tres stock

Who bought or sold Schwab Strategic Tr sht tm us tres this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 78M $3.8B 4% Sep 2024
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Jpmorgan Chase & Co 8.7M $427M -4% Sep 2024
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Jane Street 8.7M $424M 100% Sep 2024
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Sei Investments 7.8M $380M 4% Sep 2024
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Stifel Financial 2.9M $138M 4% Jun 2024
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Envestnet Asset Management 2.8M $135M -14% Sep 2024
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Wealthfront Advisers 2.4M $119M 29% Sep 2024
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Morningstar Investment Management 2.1M $51M 77% Sep 2024
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LPL Financial 1.7M $84M 2% Sep 2024
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State Street Corporation 1.6M $75M 0% Jun 2024
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Morgan Stanley 1.4M $67M -8% Jun 2024
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Renaissance Technologies 1.3M $65M 30% Sep 2024
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Pnc Financial Services 1.3M $64M -3% Sep 2024
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SCS Capital Management 1.3M $62M -7% Jun 2024
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MCF Advisors 1.3M $61M 7% Sep 2024
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Mercer Global Advisors 1.2M $58M -13% Jun 2024
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Bsc Private Wealth Management 1.2M $57M -32% Sep 2024
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West Coast Financial 937k $46M 19% Sep 2024
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Bangor Savings Bank 796k $39M 1% Sep 2024
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Moisand Fitzgerald Tamayo 745k $37M 5% Sep 2024
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United Capital Management of KS 743k $36M 4% Sep 2024
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Financial Counselors 732k $35M -15% Jun 2024
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Fiduciary Financial Group 731k $36M 11% Sep 2024
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Brandywine Oak Private Wealth 716k $35M 0% Sep 2024
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TruNorth Capital Management 678k $33M 9% Sep 2024
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FLC Capital Advisors 583k $29M 3% Sep 2024
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High Probability Advisors 572k $28M 100% Sep 2024
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Davenport & Co 565k $28M 0% Sep 2024
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Diversify Wealth Management 552k $13M 2411% Sep 2024
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Passive Capital Management 552k $27M 0% Sep 2024
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Assetmark 545k $27M 1% Sep 2024
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Busey Trust Company 538k $26M -10% Jun 2024
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Stratos Wealth Advisors 531k $26M 2% Sep 2024
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LVW Advisors 528k $26M 5% Sep 2024
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Altiora Financial Group 512k $25M -4% Sep 2024
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WT Wealth Management 507k $12M 316% Sep 2024
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Wells Fargo & Company 491k $24M -7% Sep 2024
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Leavell Investment Management 463k $23M 9% Sep 2024
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Apella Capital 455k $22M -1% Sep 2024
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Northwestern Mutual Wealth Management Company 436k $21M 52% Sep 2024
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Wealth Enhancement Advisory Services 431k $21M 8% Jun 2024
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Branch Banking & Trust Company 421k $20M 4% Jun 2024
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HighTower Advisors 405k $20M 2% Jun 2024
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Williams Financial 393k $19M 3% Sep 2024
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Nelson, Van Denburg & Campbell Wealth Management 392k $19M 4% Sep 2024
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Stephens Group Asset Management 391k $19M -20% Sep 2024
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Charles Schwab Trust 391k $19M 19% Sep 2024
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Fund Evaluation Group 387k $19M 190% Sep 2024
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Towneley Capital Management, Inc / DE 383k $19M 2% Sep 2024
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Massmutual Trust 369k $18M -35% Sep 2024
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Courage Miller Partners 363k $18M 5% Sep 2024
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Westover Capital Advisors 359k $18M 100% Sep 2024
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Pensionmark Financial Group 347k $17M 1% Sep 2024
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Mutual Advisors 329k $8.0M 110% Sep 2024
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Greenline Partners 322k $15M -74% Jun 2024
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First National Trust Company 306k $15M 6% Sep 2024
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Bnp Paribas Arbitrage, Snc 298k $15M 5% Sep 2024
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Resonant Capital Advisors 295k $14M 15% Sep 2024
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NISA Investment Advisors 290k $14M 100% Sep 2024
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Marotta Asset Management 287k $14M 0% Sep 2024
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Pure Financial Advisors 273k $13M 2% Sep 2024
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Journey Advisory Group 272k $13M 0% Sep 2024
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Cetera Investment Advisers 270k $13M 4% Jun 2024
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Ballast Advisors 258k $13M 2% Sep 2024
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AlphaStar Capital Management 258k $13M 3% Sep 2024
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Townsquare Capital 253k $12M 17% Sep 2024
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Farther Finance Advisors 253k $12M -7% Sep 2024
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AdvisorNet Financial 249k $12M 3% Sep 2024
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Creative Planning 245k $12M -2% Sep 2024
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Royal Bank of Canada 236k $12M 1% Sep 2024
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Galvin, Gaustad & Stein 235k $12M 18% Sep 2024
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Northeast Financial Group 229k $11M -38% Sep 2024
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Main Street Group 226k $11M 13% Sep 2024
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Vivaldi Capital Management 224k $11M -12% Sep 2024
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Brown Wealth Management 224k $11M 9% Jun 2024
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Carlton, Hoffferkamp & Jenks Wealth Management 222k $5.4M 107% Sep 2024
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Meridian Wealth Partners 215k $11M 12% Sep 2024
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Advisor Group Holdings 203k $10M -33% Sep 2024
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MBM Wealth Consultants 203k $9.9M 34% Sep 2024
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Mariner Wealth Advisors 202k $9.9M 3% Sep 2024
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Harbour Investments 201k $9.8M -4% Sep 2024
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Bouchey Financial 195k $9.6M -11% Sep 2024
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Merit Financial Group 193k $9.4M -33% Sep 2024
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Roundview Capital 192k $9.2M -2% Jun 2024
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Citadel Advisors 191k $9.3M 151% Sep 2024
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BlackRock 190k $9.3M 100% Sep 2024
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Hamilton Capital Management 189k $4.6M 100% Sep 2024
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Streettalk Advisors 188k $9.2M 2% Sep 2024
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Evensky & Katz 188k $9.2M -7% Sep 2024
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Raymond James Financial Services Advisors 186k $9.1M -51% Sep 2024
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Alesco Advisors 185k $9.0M 4% Sep 2024
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Oakmont Partners 184k $9.0M -8% Sep 2024
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Dean Investment Associates 178k $8.7M 2% Sep 2024
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Savant Capital Management 172k $8.4M -8% Sep 2024
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ZynergyRetirementPlanning 171k $8.4M 14% Sep 2024
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Peterson Wealth Advisors 171k $8.4M 8% Sep 2024
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National Asset Management 167k $8.2M -2% Sep 2024
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Captrust Financial Advisors 165k $8.1M -19% Sep 2024
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Abacus Planning Group 160k $7.8M 2% Sep 2024
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Prairiewood Capital 158k $7.7M 8% Sep 2024
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Mml Investors Services 156k $7.6M -52% Sep 2024
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Pure Portfolios Holdings 154k $7.5M 100% Sep 2024
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SMI Advisory Services 154k $7.5M 0% Sep 2024
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Dynamic Advisors Solutions 153k $7.5M -2% Sep 2024
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We Are One Seven 151k $7.4M 122% Sep 2024
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Cambridge Investment Research Advisors 133k $6.5M 2% Sep 2024
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Rosenberg Matthew Hamilton 132k $6.5M 11% Sep 2024
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Change Path 131k $6.4M 11% Sep 2024
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BWM Planning 130k $6.4M 100% Sep 2024
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Associated Banc- 125k $6.0M 4% Jun 2024
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Us Bancorp 117k $5.8M 25% Sep 2024
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Frontier Asset Management 117k $5.7M 13% Sep 2024
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Raymond James & Associates 115k $5.6M 2% Sep 2024
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JPL Wealth Management 112k $5.4M 156% Jun 2024
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Aspen Wealth Strategies 108k $5.3M 3% Sep 2024
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Successful Portfolios 106k $5.2M 1% Sep 2024
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Kades & Cheifetz 105k $5.1M 4% Sep 2024
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Independent Solutions Wealth Management 105k $5.1M 15% Sep 2024
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Curran Financial Partners 104k $5.1M 8% Sep 2024
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Maltin Wealth Management 101k $5.0M -3% Sep 2024
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Commonwealth Equity Services 100k $4.9M 6% Sep 2024
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Bank of Nova Scotia 100k $4.9M 100% Sep 2024
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Forza Wealth Management 99k $4.8M 0% Sep 2024
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Tortoise Investment Management 99k $4.8M 2% Sep 2024
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National Wealth Management Group 97k $4.8M 7% Sep 2024
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Meritage Portfolio Management 97k $4.8M -2% Sep 2024
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ERTS Wealth Advisors 96k $4.7M 5% Sep 2024
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RMR Wealth Builders 95k $4.6M 9% Sep 2024
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Studio Investment Management 94k $4.6M 3% Sep 2024
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Bleakley Financial Group 94k $4.6M 4% Sep 2024
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Harrington Investments 93k $4.6M 0% Sep 2024
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Red Tortoise 92k $4.5M 5% Sep 2024
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Integrated Wealth Concepts 92k $4.5M 1% Sep 2024
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Commerce Bank N A 92k $4.5M -11% Sep 2024
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Hanson McClain Advisors 91k $4.4M -5% Sep 2024
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Tradition Wealth Management 90k $4.4M 3% Sep 2024
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Focus Financial Network 88k $4.3M -39% Sep 2024
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Thrivent Financial for Lutherans 87k $4.3M -80% Sep 2024
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Breakwater Investment Management 87k $4.2M 0% Sep 2024
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Flow Traders US 85k $4.1M 100% Sep 2024
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Lowery Thomas 83k $4.1M -32% Sep 2024
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Hutchinson Capital Management 83k $4.1M 6% Sep 2024
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CliftonLarsonAllen Wealth Advisors 82k $4.0M 0% Sep 2024
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G. W. Henssler & Associates 81k $4.0M -17% Sep 2024
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Sheets Smith Wealth Management 79k $3.9M -3% Sep 2024
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Christensen, King & Associates Investment Services 77k $3.8M -3% Sep 2024
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Buckingham Asset Management 77k $3.7M 1% Jun 2024
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Kestra Private Wealth Services 76k $3.7M 5% Sep 2024
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Csenge Advisory Group 73k $1.8M 110% Sep 2024
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Cornerstone Wealth Advisors 59k $2.9M -43% Sep 2024
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Valley Financial Group 54k $2.6M -77% Sep 2024
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American Capital Advisory 18k $862k -94% Sep 2024
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Smith & Howard Wealth Management 4.6k $223k -95% Sep 2024
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Who sold out of Schwab Strategic Tr sht tm us tres?

Fund or Company Name Date Sold Shares Held Valued At
Charles Schwab Investment Management Jun 2024 2.9M $137M
Toronto-Dominion Bank Jun 2024 200k $9.6M
Redhawk Wealth Advisors Jun 2024 102k $4.9M
Simplicity Wealth Jun 2024 90k $4.3M