Who owns Schwab Strategic Tr sht tm us tres?
- Ticker: SCHO
- CUSIP Number: 808524862
Tip: Access positions for across all investors
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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 23M | $1.2B | 12% | Mar 2021 | ||
| Ameriprise Financial | 7.0M | $367M | -25% | Mar 2021 | ||
| Sei Investments | 5.4M | $278M | 0% | Mar 2021 | ||
| Jpmorgan Chase & Co | 3.3M | $168M | 7% | Mar 2021 | ||
| Franklin Resources | 3.0M | $155M | 1% | Mar 2021 | ||
| NextCapital Advisers | 2.9M | $148M | -4% | Mar 2021 | ||
| Fund Evaluation Group | 2.7M | $139M | 9% | Mar 2021 | ||
| Charles Schwab Investment Management | 1.9M | $99M | 14% | Mar 2021 | ||
| Envestnet Asset Management | 1.6M | $80M | 4% | Mar 2021 | ||
| Wealth Enhancement Advisory Services | 1.1M | $58M | 14% | Mar 2021 | ||
| Stifel Financial | 955k | $49M | 12% | Mar 2021 | ||
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| Pnc Financial Services | 928k | $48M | -3% | Mar 2021 | ||
| Advisor Group Holdings | 908k | $47M | -1% | Mar 2021 | ||
| Tradewinds Capital Management | 847k | $44M | 10% | Mar 2021 | ||
| Edgehill Endowment Partners | 806k | $41M | 0% | Mar 2021 | ||
| Hamilton Capital Management | 736k | $38M | 0% | Mar 2021 | ||
| 55i | 693k | $36M | 10% | Mar 2021 | ||
| Brandywine Oak Private Wealth | 670k | $34M | -6% | Mar 2021 | ||
| Assetmark | 666k | $34M | 22% | Mar 2021 | ||
| Quantum Capital Management | 619k | $32M | 0% | Mar 2021 | ||
| Reliant Wealth Planning | 610k | $31M | 6% | Mar 2021 | ||
| Roof Eidam & Maycock | 574k | $30M | 161% | Mar 2021 | ||
| Branch Banking & Trust Company | 563k | $29M | 335% | Mar 2021 | ||
| Traverso Chambers Private Wealth Management | 552k | $28M | 8% | Mar 2021 | ||
| PBWM Holdings | 516k | $27M | 7% | Mar 2021 | ||
| Morningstar Investment Management | 492k | $25M | 12% | Mar 2021 | ||
| Mercer Global Advisors | 483k | $25M | -16% | Mar 2021 | ||
| Streettalk Advisors | 481k | $25M | 5% | Mar 2021 | ||
| United Capital Financial Advisers | 465k | $24M | -8% | Mar 2021 | ||
| Davenport & Co | 460k | $24M | 6028% | Mar 2021 | ||
| Wells Fargo & Company | 446k | $23M | -23% | Mar 2021 | ||
| Royal Bank of Canada | 443k | $23M | 44% | Mar 2021 | ||
| Act Two Investors | 437k | $22M | 18% | Mar 2021 | ||
| Carnegie Capital Asset Management | 420k | $22M | -4% | Mar 2021 | ||
| Trustcore Financial Services | 408k | $21M | -7% | Mar 2021 | ||
| Sentinel Pension Advisors | 398k | $31M | 180% | Mar 2021 | ||
| Roundview Capital | 395k | $20M | 5% | Mar 2021 | ||
| Valley National Advisers | 387k | $20M | -34% | Mar 2021 | ||
| Vivaldi Capital Management | 376k | $19M | -25% | Mar 2021 | ||
| Cambridge Investment Research Advisors | 369k | $19M | -35% | Mar 2021 | ||
| Marotta Asset Management | 348k | $18M | 22% | Mar 2021 | ||
| Galvin, Gaustad & Stein | 342k | $18M | 2% | Mar 2021 | ||
| Heartwood Wealth Advisors | 324k | $17M | 11% | Mar 2021 | ||
| Renaissance Technologies | 284k | $15M | -31% | Mar 2021 | ||
| Websterrogers Financial Advisors | 268k | $14M | -1% | Mar 2021 | ||
| HighTower Advisors | 267k | $14M | -2% | Mar 2021 | ||
| Courage Miller Partners | 263k | $14M | 3% | Mar 2021 | ||
| Leavell Investment Management | 261k | $13M | 11% | Mar 2021 | ||
| Mariner Wealth Advisors | 261k | $13M | -42% | Mar 2021 | ||
| Sterling Investment Management | 255k | $13M | 15% | Mar 2021 | ||
| Pensionmark Financial Group | 253k | $13M | 15% | Mar 2021 | ||
| Ohe Financial | 250k | $13M | -5% | Mar 2021 | ||
| Qci Asset Management | 247k | $13M | 8% | Mar 2021 | ||
| Raymond James Financial Services Advisors | 245k | $13M | -25% | Mar 2021 | ||
| Harrington Investments | 241k | $12M | 3% | Mar 2021 | ||
| Citigroup | 230k | $12M | -12% | Mar 2021 | ||
| Strategic Wealth Management | 229k | $12M | -18% | Mar 2021 | ||
| Abacus Planning Group | 221k | $11M | 6% | Mar 2021 | ||
| Aurora Private Wealth | 216k | $11M | 8% | Mar 2021 | ||
| Mml Investors Services | 215k | $11M | 11% | Mar 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 211k | $11M | 21% | Mar 2021 | ||
| IFS Advisors | 208k | $11M | 100% | Mar 2021 | ||
| AlphaStar Capital Management | 208k | $11M | 2% | Mar 2021 | ||
| Planned Solutions | 204k | $11M | 37% | Mar 2021 | ||
| DDD Partners | 199k | $10M | 10% | Mar 2021 | ||
| W. E. Donoghue & Co | 198k | $10M | 100% | Mar 2021 | ||
| Buckingham Asset Management | 193k | $9.9M | -4% | Mar 2021 | ||
| Alesco Advisors | 192k | $9.8M | 8% | Mar 2021 | ||
| Asset Planning Corporation | 184k | $9.5M | 8% | Mar 2021 | ||
| Crabel Capital Management | 179k | $9.2M | 16% | Mar 2021 | ||
| Jane Street | 174k | $8.9M | -31% | Mar 2021 | ||
| Hatton Consulting | 173k | $8.9M | 100% | Mar 2021 | ||
| Clarius | 172k | $8.8M | -6% | Mar 2021 | ||
| Bangor Savings Bank | 171k | $8.8M | 7% | Mar 2021 | ||
| Cetera Investment Advisers | 171k | $8.7M | -1% | Mar 2021 | ||
| AdvisorNet Financial | 164k | $8.4M | 9% | Mar 2021 | ||
| Bigelow Investment Advisors | 163k | $8.4M | 1% | Mar 2021 | ||
| Dean Investment Associates | 161k | $8.3M | 1% | Mar 2021 | ||
| Creative Financial Designs | 160k | $8.2M | 31% | Mar 2021 | ||
| UBS Group | 158k | $8.1M | 61% | Mar 2021 | ||
| Krilogy Financial | 149k | $7.7M | 28% | Mar 2021 | ||
| Citadel Advisors | 149k | $7.7M | 24% | Mar 2021 | ||
| D.B. Root & Company | 147k | $7.5M | -27% | Mar 2021 | ||
| Moisand Fitzgerald Tamayo | 143k | $7.3M | 0% | Mar 2021 | ||
| FLC Capital Advisors | 142k | $7.3M | -16% | Mar 2021 | ||
| IMC-Chicago | 142k | $7.3M | 100% | Mar 2021 | ||
| LPL Financial | 141k | $7.2M | 11% | Mar 2021 | ||
| Modus Advisors | 140k | $7.2M | 7% | Mar 2021 | ||
| Eqis Capital Management | 139k | $7.1M | -10% | Mar 2021 | ||
| First National Trust Company | 139k | $7.1M | 10% | Mar 2021 | ||
| Carlton, Hoffferkamp & Jenks Wealth Management | 136k | $7.0M | -2% | Mar 2021 | ||
| Smith & Howard Wealth Management | 135k | $6.9M | 0% | Mar 2021 | ||
| ERTS Wealth Advisors | 133k | $6.8M | 38% | Mar 2021 | ||
| Sheets Smith Wealth Management | 132k | $6.8M | 3% | Mar 2021 | ||
| Foster Victor Wealth Advisors | 132k | $6.8M | 33% | Mar 2021 | ||
| Journey Advisory Group | 130k | $6.7M | 5% | Mar 2021 | ||
| Successful Portfolios | 128k | $6.6M | 4% | Mar 2021 | ||
| LVW Advisors | 120k | $6.2M | 1% | Mar 2021 | ||
| Synovus Financial Corp. | 119k | $6.1M | -1% | Mar 2021 | ||
| Kingfisher Capital | 117k | $6.0M | -2% | Mar 2021 | ||
| Stratos Wealth Advisors | 117k | $6.0M | -22% | Mar 2021 | ||
| Allen Capital Group | 116k | $6.0M | -18% | Mar 2021 | ||
| Raymond James & Associates | 113k | $5.8M | 66% | Mar 2021 | ||
| MinichMacGregor Wealth Management | 112k | $5.7M | -38% | Mar 2021 | ||
| Krane Funds Advisors | 110k | $5.6M | 100% | Mar 2021 | ||
| Private Advisor | 106k | $5.4M | 4% | Mar 2021 | ||
| Change Path | 98k | $5.0M | 25% | Mar 2021 | ||
| Financial Engines Advisors L.L.C | 97k | $5.0M | 0% | Mar 2021 | ||
| Ballast Advisors | 93k | $4.8M | -19% | Mar 2021 | ||
| Lisa Snider | 93k | $4.8M | 25% | Mar 2021 | ||
| Dock Street Asset Managment | 91k | $4.7M | -8% | Mar 2021 | ||
| Strategic Blueprint | 91k | $4.7M | -6% | Mar 2021 | ||
| Islay Capital Management | 90k | $4.6M | 33% | Mar 2021 | ||
| AE Wealth Management | 89k | $4.6M | 14% | Mar 2021 | ||
| Strategic Wealth Advisors | 89k | $4.6M | 2% | Mar 2021 | ||
| Tradition Wealth Management | 84k | $4.3M | 35% | Mar 2021 | ||
| Lionsbridge Wealth Management | 84k | $4.3M | 1% | Mar 2021 | ||
| SignalPoint Asset Management | 83k | $4.3M | -15% | Mar 2021 | ||
| Prairiewood Capital | 76k | $3.9M | 2% | Mar 2021 | ||
| Dynamic Advisors Solutions | 73k | $3.7M | 4% | Mar 2021 | ||
| Lathrop Investment Management Corp | 72k | $3.7M | 0% | Mar 2021 | ||
| Cordant | 71k | $3.7M | 3% | Mar 2021 | ||
| Commonwealth Equity Services | 69k | $3.6M | -5% | Mar 2021 | ||
| Nelson Roberts Investment Advisors | 69k | $3.6M | -16% | Mar 2021 | ||
| National Asset Management | 67k | $3.4M | 100% | Mar 2021 | ||
| Diversified Trust Company | 66k | $3.4M | 37% | Mar 2021 | ||
| LifeSteps Financial | 66k | $3.4M | 37% | Mar 2021 | ||
| Cambridge Associates | 65k | $3.3M | 151% | Mar 2021 | ||
| Parisi Gray Wealth Management | 63k | $3.2M | 82% | Mar 2021 | ||
| Stephens Group Asset Management | 62k | $3.2M | 74% | Mar 2021 | ||
| MBE Wealth Management | 60k | $3.1M | 4% | Mar 2021 | ||
| Hutchinson Capital Management | 60k | $3.1M | 0% | Mar 2021 | ||
| Mutual Advisors | 60k | $3.1M | 18% | Mar 2021 | ||
| Thrivent Financial for Lutherans | 59k | $3.0M | 17% | Mar 2021 | ||
| Parsons Capital Management | 58k | $3.0M | 9% | Mar 2021 | ||
| SFMG Wealth Advisors | 56k | $2.9M | -33% | Mar 2021 | ||
| Juncture Wealth Strategies | 55k | $2.8M | -36% | Mar 2021 | ||
| Deutsche Bank Aktiengesellschaft | 55k | $2.8M | 7% | Mar 2021 | ||
| HPM Partners | 55k | $2.8M | -6% | Mar 2021 | ||
| Northwest Capital Management | 55k | $2.8M | -3% | Mar 2021 | ||
| Koshinski Asset Management | 54k | $2.8M | 24% | Mar 2021 | ||
| Creative Planning | 53k | $2.7M | -8% | Mar 2021 | ||
| Meritage Portfolio Management | 52k | $2.7M | 69% | Mar 2021 | ||
| West Coast Financial | 52k | $2.7M | -16% | Mar 2021 | ||
| Bond & Devick Financial Network | 50k | $2.6M | 41% | Mar 2021 | ||
| Surevest | 50k | $2.6M | -3% | Mar 2021 | ||
| Morningstar Investment Services | 50k | $2.6M | 20% | Mar 2021 | ||
| Peak Asset Management | 50k | $2.5M | -10% | Mar 2021 | ||
| Chicago Partners Investment | 49k | $2.5M | 15% | Mar 2021 | ||
| Weitzel Financial Services | 49k | $2.5M | -6% | Mar 2021 | ||
| HBK Sorce Advisory | 45k | $2.3M | -12% | Mar 2021 | ||
| Black Diamond Financial | 36k | $1.9M | -33% | Mar 2021 | ||
| Kestra Advisory Services | 21k | $1.1M | -57% | Mar 2021 | ||
| USAdvisors Wealth Management | 15k | $773k | -91% | Mar 2021 | ||
| Paradigm Financial Advisors | 7.0k | $360k | -95% | Mar 2021 | ||
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| tru Independence | Dec 2020 | 921k | $47k |
| Rainey & Randall Investment Management | Dec 2020 | 253k | $13M |
| Summit Trail Advisors | Dec 2020 | 204k | $11M |
| Morgan Stanley | Dec 2020 | 168k | $8.6M |
| Lincoln Capital | Dec 2020 | 93k | $4.8M |
| Sawtooth Asset Management | Dec 2020 | 73k | $3.8M |
| First PREMIER Bank | Dec 2020 | 61k | $3.1M |
| Gratus Capital | Dec 2020 | 55k | $2.8M |