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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 78M | $3.8B | 4% | Sep 2024 |
|
| 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 | 100% | Sep 2024 |
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| MCF Advisors | 2.9M | $71M | 134% | Dec 2024 |
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| Envestnet Asset Management | 2.8M | $135M | -14% | Sep 2024 |
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| West Coast Financial | 2.5M | $59M | 162% | Dec 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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| Bangor Savings Bank | 1.7M | $40M | 109% | Dec 2024 |
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| Fiduciary Financial Group | 1.5M | $36M | 104% | Dec 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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| FLC Capital Advisors | 1.2M | $28M | 103% | Dec 2024 |
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| Bsc Private Wealth Management | 1.2M | $57M | -32% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $55M | 162% | Dec 2024 |
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| High Probability Advisors | 1.1M | $27M | 93% | Dec 2024 |
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| LVW Advisors | 1.1M | $26M | 100% | Dec 2024 |
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| Charles Schwab Trust | 835k | $20M | 114% | Dec 2024 |
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| Massmutual Trust | 824k | $20M | 123% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 822k | $20M | 110% | Dec 2024 |
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| Stephens Group Asset Management | 787k | $19M | 101% | Dec 2024 |
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| Apella Capital | 783k | $19M | 72% | Dec 2024 |
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| Courage Miller Partners | 754k | $18M | 107% | Dec 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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| 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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| AdvisorNet Financial | 672k | $16M | 170% | Dec 2024 |
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| Pure Financial Advisors | 583k | $14M | 114% | Dec 2024 |
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| Galvin, Gaustad & Stein | 575k | $14M | 144% | Dec 2024 |
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| Davenport & Co | 565k | $28M | 0% | Sep 2024 |
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| Marotta Asset Management | 561k | $14M | 95% | Dec 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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| Stratos Wealth Advisors | 531k | $26M | 2% | Sep 2024 |
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| MBM Wealth Consultants | 521k | $13M | 157% | Dec 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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| Diversify Wealth Management | 478k | $12M | -13% | Dec 2024 |
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| Merit Financial Group | 469k | $11M | 144% | Dec 2024 |
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| Leavell Investment Management | 463k | $23M | 9% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 436k | $21M | 52% | Sep 2024 |
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| Williams Financial | 393k | $19M | 3% | 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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| Mutual Advisors | 373k | $9.0M | 13% | Dec 2024 |
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| Prairiewood Capital | 370k | $8.9M | 135% | Dec 2024 |
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| Peterson Wealth Advisors | 367k | $8.9M | 115% | Dec 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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| Oakmont Partners | 338k | $8.1M | 84% | Dec 2024 |
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| First National Trust Company | 306k | $15M | 6% | Sep 2024 |
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| SMI Advisory Services | 299k | $7.2M | 95% | Dec 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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| Rosenberg Matthew Hamilton | 281k | $6.8M | 113% | Dec 2024 |
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| Journey Advisory Group | 272k | $13M | 0% | Sep 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 | 100% | Sep 2024 |
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| Farther Finance Advisors | 253k | $12M | -7% | Sep 2024 |
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| Creative Planning | 245k | $12M | -2% | Sep 2024 |
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| RMR Wealth Builders | 243k | $5.9M | 157% | Dec 2024 |
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| Royal Bank of Canada | 236k | $12M | 1% | 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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| 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 | 100% | Sep 2024 |
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| Successful Portfolios | 203k | $4.9M | 92% | Dec 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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| ERTS Wealth Advisors | 194k | $4.7M | 103% | Dec 2024 |
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| Maltin Wealth Management | 194k | $4.7M | 91% | Dec 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 | 100% | 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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| CliftonLarsonAllen Wealth Advisors | 169k | $4.1M | 105% | Dec 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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| Kades & Cheifetz | 161k | $3.9M | 53% | Dec 2024 |
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| Abacus Planning Group | 160k | $7.8M | 2% | Sep 2024 |
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| Mml Investors Services | 156k | $7.6M | -52% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 155k | $3.7M | 103% | Dec 2024 |
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| Pure Portfolios Holdings | 154k | $7.5M | 100% | 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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| Sheets Smith Wealth Management | 149k | $3.6M | 90% | Dec 2024 |
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| DBK Financial Counsel | 137k | $3.3M | 101% | Dec 2024 |
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| Cambridge Investment Research Advisors | 133k | $6.5M | 2% | Sep 2024 |
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| Breakwater Investment Management | 132k | $3.2M | 59% | Dec 2024 |
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| Wealthcare Advisory Partners | 132k | $3.2M | 217% | Dec 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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| Ahl Investment Management | 118k | $2.8M | 91% | Dec 2024 |
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| NISA Investment Advisors | 118k | $2.8M | -59% | Dec 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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| Aspen Wealth Strategies | 108k | $5.3M | 3% | Sep 2024 |
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| Mendota Financial Group | 107k | $2.6M | 50% | Dec 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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| 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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| Tortoise Investment Management | 99k | $4.8M | 2% | Sep 2024 |
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| Fortis Advisors | 98k | $2.3M | 102% | Dec 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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| 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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| Diversified Trust Company | 89k | $2.1M | 94% | Dec 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 | 100% | Sep 2024 |
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| Brookstone Capital Management | 85k | $2.1M | 129% | Dec 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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| G. W. Henssler & Associates | 81k | $4.0M | -17% | Sep 2024 |
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| Kestra Private Wealth Services | 76k | $3.7M | 5% | Sep 2024 |
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| Forza Wealth Management | 74k | $1.8M | -25% | Dec 2024 |
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| Csenge Advisory Group | 73k | $1.8M | 110% | Sep 2024 |
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| Beacon Pointe Advisors | 72k | $3.5M | 19% | Sep 2024 |
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| Colony | 71k | $3.5M | 100% | Sep 2024 |
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| GLOBALT Investments LLC / GA | 64k | $3.1M | -3% | Sep 2024 |
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| Wagner Bowman Management | 64k | $3.1M | -5% | Sep 2024 |
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| Koshinski Asset Management | 63k | $1.5M | 88% | Dec 2024 |
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| Atria Investments | 62k | $3.0M | 5% | Sep 2024 |
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| Hart & Patterson Financial Group | 61k | $1.5M | 123% | Dec 2024 |
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| SignalPoint Asset Management | 60k | $1.4M | 76% | Dec 2024 |
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| D.B. Root & Company | 59k | $1.4M | 71% | Dec 2024 |
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| Cornerstone Wealth Advisors | 59k | $2.9M | -43% | Sep 2024 |
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| PrairieView Partners | 56k | $2.7M | -19% | Sep 2024 |
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| Cedar Mountain Advisors | 54k | $2.6M | -12% | Sep 2024 |
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| Valley Financial Group | 54k | $2.6M | -77% | Sep 2024 |
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| Lantern Wealth Advisors | 41k | $2.0M | -40% | Sep 2024 |
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| American Capital Advisory | 18k | $862k | -94% | Sep 2024 |
|
| Smith & Howard Wealth Management | 4.6k | $223k | -95% | Sep 2024 |
|
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 |
| Simplicity Wealth | Jun 2024 | 90k | $4.3M |