Who owns Schwab Strategic Tr sht tm us tres?
- Ticker: SCHO
- CUSIP Number: 808524862
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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 |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 20M | $482M | -8% | Sep 2025 |
|
| Ameriprise Financial | 19M | $474M | -16% | Sep 2025 |
|
| Sei Investments | 18M | $429M | 3% | Sep 2025 |
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| Envestnet Asset Management | 6.8M | $165M | -16% | Sep 2025 |
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| Stifel Financial | 6.6M | $160M | 7% | Sep 2025 |
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| Wealthfront Advisers | 3.8M | $92M | 6% | Sep 2025 |
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| Pnc Financial Services | 3.8M | $92M | -1% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 3.4M | $84M | 6% | Sep 2025 |
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| Morgan Stanley | 3.3M | $80M | 100% | Jun 2025 |
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| LPL Financial | 3.2M | $79M | -25% | Sep 2025 |
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| State Street Corporation | 3.1M | $76M | 0% | Sep 2025 |
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| HPM Partners | 2.8M | $68M | -15% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.7M | $67M | 89% | Sep 2025 |
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| MCF Advisors | 2.6M | $64M | 7% | Sep 2025 |
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| Bsc Private Wealth Management | 2.6M | $63M | 5% | Sep 2025 |
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| Bangor Savings Bank | 2.2M | $55M | 5% | Sep 2025 |
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| Stephens Group Asset Management | 2.1M | $51M | 11% | Sep 2025 |
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| Wells Fargo & Company | 2.0M | $49M | 3% | Sep 2025 |
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| LVW Advisors | 2.0M | $48M | 8% | Sep 2025 |
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| Fiduciary Financial Group | 1.9M | $47M | 8% | Sep 2025 |
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| TruNorth Capital Management | 1.8M | $45M | 5% | Sep 2025 |
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| Renaissance Technologies | 1.8M | $44M | -25% | Sep 2025 |
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| Morningstar Investment Management | 1.7M | $42M | 3% | Sep 2025 |
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| Davenport & Co | 1.6M | $40M | 9% | Sep 2025 |
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| Mercer Global Advisors | 1.6M | $39M | -15% | Sep 2025 |
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| Merit Financial Group | 1.6M | $38M | 43% | Sep 2025 |
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| FLC Capital Advisors | 1.5M | $37M | 5% | Sep 2025 |
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| High Probability Advisors | 1.4M | $35M | 12% | Sep 2025 |
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| Access Financial Services | 1.3M | $33M | 112% | Sep 2025 |
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| SCS Capital Management | 1.3M | $32M | -1% | Sep 2025 |
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| Leavell Investment Management | 1.2M | $30M | 5% | Sep 2025 |
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| Midwest Trust | 1.2M | $30M | 1% | Sep 2025 |
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| MAI Wealth Advisors | 1.2M | $29M | 9% | Sep 2025 |
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| United Capital Management of KS | 1.1M | $27M | 5% | Sep 2025 |
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| Passive Capital Management | 1.1M | $27M | -1% | Sep 2025 |
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| Holcombe Financial | 1.1M | $26M | 5% | Sep 2025 |
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| Charles Schwab Trust | 1.0M | $25M | 7% | Sep 2025 |
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| Cetera Investment Advisers | 986k | $24M | -6% | Sep 2025 |
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| Williams Financial | 945k | $23M | 1% | Sep 2025 |
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| UBS Group | 944k | $23M | 2% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 901k | $22M | 4% | Sep 2025 |
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| Altiora Financial Group | 883k | $22M | -4% | Sep 2025 |
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| Galvin, Gaustad & Stein | 852k | $21M | 8% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 847k | $21M | 2% | Sep 2025 |
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| Massmutual Trust | 841k | $21M | 2% | Sep 2025 |
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| MBM Wealth Consultants | 807k | $20M | 32% | Sep 2025 |
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| Courage Miller Partners | 798k | $20M | 10% | Sep 2025 |
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| Branch Banking & Trust Company | 788k | $19M | 5% | Sep 2025 |
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| AdvisorNet Financial | 785k | $19M | 2% | Sep 2025 |
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| Fund Evaluation Group | 773k | $19M | 0% | Sep 2025 |
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| Journey Advisory Group | 758k | $19M | 3% | Sep 2025 |
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| Brandywine Oak Private Wealth | 754k | $18M | -46% | Sep 2025 |
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| Novem Group | 720k | $18M | 7% | Sep 2025 |
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| Stratos Wealth Advisors | 706k | $17M | -34% | Sep 2025 |
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| Warren Averett Asset Management | 686k | $17M | 22% | Sep 2025 |
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| JPL Wealth Management | 676k | $17M | 4% | Sep 2025 |
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| Raymond James Financial | 661k | $16M | 7% | Sep 2025 |
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| CWM Advisors | 661k | $16M | 1% | Sep 2025 |
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| Main Street Group | 629k | $15M | 2% | Sep 2025 |
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| Ballast Advisors | 624k | $15M | 9% | Sep 2025 |
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| Alesco Advisors | 600k | $15M | 7% | Sep 2025 |
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| Resonant Capital Advisors | 594k | $15M | 1% | Sep 2025 |
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| Pure Financial Advisors | 588k | $14M | 2% | Sep 2025 |
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| Marotta Asset Management | 585k | $14M | 2% | Sep 2025 |
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| Streettalk Advisors | 578k | $14M | 3% | Sep 2025 |
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| Black Diamond Financial | 573k | $14M | 22% | Sep 2025 |
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| Pure Portfolios Holdings | 572k | $14M | 27% | Sep 2025 |
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| BWM Planning | 563k | $14M | 13% | Sep 2025 |
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| Pensionmark Financial Group | 561k | $14M | -2% | Sep 2025 |
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| Northeast Financial Group | 552k | $14M | 7% | Sep 2025 |
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| Cloud Capital Management | 550k | $13M | -1% | Sep 2025 |
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| RMR Wealth Builders | 547k | $13M | 23% | Sep 2025 |
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| Towneley Capital Management, Inc / DE | 529k | $13M | -1% | Sep 2025 |
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| Vivaldi Capital Management | 500k | $12M | 4% | Sep 2025 |
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| Meridian Wealth Partners | 498k | $12M | 6% | Sep 2025 |
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| Prairiewood Capital | 496k | $12M | 14% | Sep 2025 |
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| Diversify Wealth Management | 494k | $12M | 1% | Sep 2025 |
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| National Bank Of Canada /fi/ | 488k | $12M | -14% | Sep 2025 |
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| Royal Bank of Canada | 484k | $12M | -1% | Sep 2025 |
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| Brown Wealth Management | 482k | $12M | 14% | Sep 2025 |
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| Creative Planning | 481k | $12M | 10% | Sep 2025 |
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| Westover Capital Advisors | 461k | $11M | 2% | Sep 2025 |
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| Mml Investors Services | 437k | $11M | 46% | Sep 2025 |
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| Peterson Wealth Advisors | 424k | $10M | 11% | Sep 2025 |
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| Mutual Advisors | 424k | $10M | 4% | Sep 2025 |
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| Sims Investment Management | 406k | $9.9M | 12% | Sep 2025 |
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| First National Trust Company | 405k | $9.9M | 3% | Sep 2025 |
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| Us Bancorp | 401k | $9.8M | 0% | Sep 2025 |
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| Act Two Investors | 392k | $9.6M | -1% | Sep 2025 |
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| Blue Sky Capital Consultants Group | 390k | $9.5M | 1553% | Sep 2025 |
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| HighTower Advisors | 387k | $9.4M | 3% | Sep 2025 |
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| Phil A. Younker & Associates | 383k | $9.3M | 21% | Sep 2025 |
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| ZynergyRetirementPlanning | 381k | $9.3M | 2% | Sep 2025 |
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| Advisor Group Holdings | 374k | $9.1M | 49% | Sep 2025 |
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| Fifth Third Securities | 366k | $8.9M | 1% | Sep 2025 |
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| Roundview Capital | 364k | $8.9M | 1% | Sep 2025 |
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| SMI Advisory Services | 361k | $8.8M | 1% | Sep 2025 |
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| Milestone Investment Advisors | 357k | $8.7M | 5% | Sep 2025 |
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| Oakwell Private Wealth Management | 336k | $8.2M | 100% | Sep 2025 |
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| Stonebridge Financial Group | 327k | $8.0M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 323k | $7.9M | 14% | Sep 2025 |
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| Eagle Strategies | 316k | $7.7M | 483% | Sep 2025 |
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| Abacus Planning Group | 312k | $7.6M | 2% | Sep 2025 |
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| Greenline Partners | 310k | $7.6M | -1% | Sep 2025 |
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| Rosenberg Matthew Hamilton | 308k | $7.5M | 27% | Sep 2025 |
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| Grove Street Fiduciary | 295k | $7.2M | -1% | Sep 2025 |
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| Asset Planning Corporation | 294k | $7.2M | 11% | Sep 2025 |
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| Apella Capital | 285k | $7.0M | -20% | Sep 2025 |
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| Harbour Investments | 280k | $6.8M | -2% | Sep 2025 |
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| Momentum Wealth Planning | 280k | $6.8M | 100% | Sep 2025 |
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| Bard Associates | 276k | $6.7M | 100% | Sep 2025 |
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| C.M. Bidwell & Associates | 269k | $6.6M | 19% | Sep 2025 |
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| Change Path | 266k | $6.5M | -1% | Sep 2025 |
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| We Are One Seven | 266k | $6.5M | -27% | Sep 2025 |
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| Evensky & Katz | 262k | $6.4M | -2% | Sep 2025 |
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| Integrated Wealth Concepts | 253k | $6.2M | 0% | Sep 2025 |
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| Commerce Bank N A | 252k | $6.2M | 14% | Sep 2025 |
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| Dynamic Advisors Solutions | 248k | $6.0M | -2% | Sep 2025 |
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| WNY Asset Management | 247k | $6.0M | -6% | Sep 2025 |
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| Intl Fcstone | 242k | $5.9M | -8% | Sep 2025 |
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| Farther Finance Advisors | 236k | $5.8M | -9% | Sep 2025 |
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| HB Wealth Management | 235k | $5.7M | 8% | Sep 2025 |
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| Cambridge Investment Research Advisors | 232k | $5.7M | -3% | Sep 2025 |
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| Associated Banc- | 232k | $5.7M | -6% | Sep 2025 |
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| Dean Investment Associates | 231k | $5.6M | -10% | Sep 2025 |
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| Plan A Wealth | 229k | $5.6M | 22% | Sep 2025 |
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| Focus Financial Network | 223k | $5.4M | -6% | Sep 2025 |
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| Red Tortoise | 220k | $5.4M | -19% | Sep 2025 |
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| Principal Securities | 214k | $5.2M | 7% | Sep 2025 |
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| VestGen Advisors | 212k | $5.2M | -15% | Sep 2025 |
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| Farrow Financial | 207k | $5.1M | 14% | Sep 2025 |
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| Flow Traders US | 206k | $5.0M | 100% | Sep 2025 |
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| Islay Capital Management | 206k | $5.0M | 1% | Sep 2025 |
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| Bank of New York Mellon | 205k | $5.0M | -65% | Sep 2025 |
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| Maltin Wealth Management | 204k | $5.0M | -7% | Sep 2025 |
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| Baird Financial | 204k | $5.0M | 22% | Sep 2025 |
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| Savant Capital Management | 204k | $5.0M | -25% | Sep 2025 |
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| Successful Portfolios | 203k | $4.9M | 1% | Sep 2025 |
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| Captrust Financial Advisors | 202k | $4.9M | -4% | Sep 2025 |
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| Valpey Financial Services | 202k | $4.9M | 7% | Sep 2025 |
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| Sand Hill Advisors | 198k | $4.8M | 1% | Sep 2025 |
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| Independent Solutions Wealth Management | 198k | $4.8M | -2% | Sep 2025 |
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| ERTS Wealth Advisors | 192k | $4.7M | 28% | Sep 2025 |
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| Meritage Portfolio Management | 186k | $4.5M | -3% | Sep 2025 |
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| Eaton Financial Holdings Company | 186k | $4.5M | -42% | Sep 2025 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 183k | $4.5M | 0% | Sep 2025 |
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| Harrington Investments | 182k | $4.5M | 1% | Sep 2025 |
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| Commonwealth Equity Services | 176k | $4.3M | -43% | Sep 2025 |
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| Lido Advisors | 171k | $4.2M | 122% | Sep 2025 |
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| Bigelow Investment Advisors | 171k | $4.2M | -6% | Sep 2025 |
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| Hutchinson Capital Management | 170k | $4.2M | -1% | Sep 2025 |
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| BlackRock | 148k | $3.6M | -54% | Sep 2025 |
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| Kestra Private Wealth Services | 135k | $3.3M | -22% | Sep 2025 |
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| WT Wealth Management | 115k | $2.8M | -73% | Sep 2025 |
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| Mission Wealth Management | 97k | $2.4M | -54% | Sep 2025 |
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| Assetmark | 97k | $2.4M | -89% | Sep 2025 |
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| Oakmont Partners | 94k | $2.3M | -48% | Sep 2025 |
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| Citadel Advisors | 65k | $1.6M | -76% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 626.00 | $15k | -100% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| West Coast Financial | Mar 2025 | 3.0M | $74M |
| AlphaStar Capital Management | Jun 2025 | 568k | $14M |
| Diligent Investors | Jun 2025 | 410k | $10M |
| Jane Street | Jun 2025 | 284k | $6.9M |
| Cardinal Point Capital Management, ULC | Jun 2025 | 263k | $263k |
| Hamilton Capital Management | Mar 2025 | 194k | $4.7M |