Who owns Schwab Strategic Tr sht tm us tres?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 24M $1.2B 100% Dec 2021
Jpmorgan Chase & Co 19M $920M -48% Mar 2022
Sei Investments 6.4M $319M 4% Mar 2022
Charles Schwab Investment Management 2.2M $108M -6% Mar 2022
Franklin Resources 2.1M $103M -4% Mar 2022
Stifel Financial 2.0M $100M 9% Mar 2022
Envestnet Asset Management 1.6M $81M -5% Mar 2022
Krane Funds Advisors 1.5M $74M 115% Mar 2022
Tradewinds Capital Management 1.4M $67M 29% Mar 2022
55i 1.2M $59M 141% Mar 2022
Davenport & Co 1.1M $52M -29% Mar 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr sht tm us tres?

Pnc Financial Services 969k $49M -2% Dec 2021
Quantum Capital Management 908k $45M 46% Mar 2022
Edgehill Endowment Partners 809k $40M 0% Mar 2022
Reliant Wealth Planning 780k $39M 17% Mar 2022
Brandywine Oak Private Wealth 755k $37M -2% Mar 2022
Hamilton Capital Management 753k $37M -5% Mar 2022
Advisor Group Holdings 694k $34M 21% Mar 2022
Apella Capital 674k $33M 1% Mar 2022
Traverso Chambers Private Wealth Management 627k $31M 2% Mar 2022
Morgan Stanley 593k $29M 100% Mar 2022
Meridian Wealth Partners 563k $28M 99% Mar 2022
Morningstar Investment Management 527k $26M 9% Mar 2022
Strategic Wealth Management 457k $23M 0% Dec 2021
Mercer Global Advisors 449k $22M -5% Mar 2022
Ambassador Advisors 443k $23M 100% Dec 2021
Thrivent Financial for Lutherans 432k $21M 892% Mar 2022
Heartwood Wealth Advisors 427k $21M 28% Mar 2022
Courage Miller Partners 426k $21M 12% Mar 2022
Jackson Wealth Management 419k $21M 100% Mar 2022
Jane Street 399k $20M 35% Mar 2022
Roundview Capital 390k $19M -6% Mar 2022
IFS Advisors 363k $18M 3% Mar 2022
Trustcore Financial Services 357k $18M 16% Mar 2022
Stephens Group Asset Management 356k $18M 1% Mar 2022
Bangor Savings Bank 354k $18M 368% Mar 2022
Streettalk Advisors 349k $17M -24% Mar 2022
AlphaStar Capital Management 344k $17M -54% Mar 2022
PBWM Holdings 336k $17M -26% Mar 2022
Carnegie Capital Asset Management 331k $16M 0% Mar 2022
Marotta Asset Management 328k $16M 1% Mar 2022
Harvest Group Wealth Management 319k $16M 100% Mar 2022
Leavell Investment Management 318k $16M 4% Mar 2022
Cambridge Investment Research Advisors 294k $15M -5% Dec 2021
Members Advisory Group 288k $14M 100% Mar 2022
Journey Advisory Group 278k $14M 47% Mar 2022
Nelson, Van Denburg & Campbell Wealth Management 271k $13M 7% Mar 2022
Abacus Planning Group 270k $13M -7% Mar 2022
Vivaldi Capital Management 262k $13M -25% Dec 2021
West Coast Financial 248k $12M 2% Mar 2022
First National Trust Company 244k $12M 48% Mar 2022
Sterling Investment Management 242k $12M -2% Mar 2022
Raymond James Financial Services Advisors 233k $12M 28% Mar 2022
Mml Investors Services 226k $11M -3% Mar 2022
Asset Planning Corporation 224k $11M 0% Mar 2022
G2 Capital Management, Llc / Oh 215k $11M 100% Mar 2022
Pensionmark Financial Group 214k $11M -9% Mar 2022
Galvin, Gaustad & Stein 210k $10M -25% Mar 2022
Wells Fargo & Company 198k $10M -29% Dec 2021
DDD Partners 195k $9.7M -3% Mar 2022
Branch Banking & Trust Company 193k $9.6M 1% Mar 2022
Laidlaw Wealth Management 186k $9.2M 11% Mar 2022
Successful Portfolios 180k $8.9M 13% Mar 2022
Mid-American Wealth Advisory Group 179k $9.1M 100% Dec 2021
Change Path 178k $8.8M 3% Mar 2022
Dean Investment Associates 174k $8.6M 1% Mar 2022
Buckingham Asset Management 166k $8.2M -16% Mar 2022
Cetera Investment Advisers 163k $8.1M -3% Mar 2022
Krilogy Financial 163k $8.1M 3% Mar 2022
Ohe Financial 159k $8.1M -34% Dec 2021
Blackhawk Capital Partners 159k $7.9M 326% Mar 2022
Cabot Money Management 156k $7.7M 801% Mar 2022
Roof Eidam & Maycock 156k $7.9M -72% Dec 2021
Islay Capital Management 154k $7.6M 12% Mar 2022
Smith & Howard Wealth Management 148k $7.3M 1% Mar 2022
Cambridge Associates 143k $7.1M 0% Mar 2022
Topel & Distasi Wealth Management 141k $7.0M 2% Mar 2022
Bigelow Investment Advisors 140k $6.9M -26% Mar 2022
Wagner Bowman Management 136k $6.7M 3% Mar 2022
Shelton Wealth Management 134k $6.7M 100% Mar 2022
Harrington Investments 133k $6.6M -8% Mar 2022
RFG Advisory 132k $6.5M 1800% Mar 2022
ETF Store 131k $6.5M 0% Mar 2022
Smart Portfolios 131k $6.6M 0% Dec 2021
Foster Victor Wealth Advisors 130k $6.4M -20% Mar 2022
Private Advisor 130k $6.6M 0% Mar 2022
Carlton, Hoffferkamp & Jenks Wealth Management 127k $6.3M 2% Mar 2022
Goldman Sachs Group 126k $6.3M 1808% Mar 2022
Modus Advisors 124k $6.3M -12% Dec 2021
HighTower Advisors 124k $6.3M -1% Dec 2021
Sheets Smith Wealth Management 124k $6.1M -4% Mar 2022
Boenning & Scattergood 110k $5.4M -25% Mar 2022
Moisand Fitzgerald Tamayo 109k $5.4M -28% Mar 2022
IMC-Chicago 105k $5.2M 322% Mar 2022
Ballast Advisors 102k $5.1M -1% Mar 2022
Stratos Wealth Advisors 102k $5.0M -2% Mar 2022
Ahl Investment Management 102k $5.0M 0% Mar 2022
CliftonLarsonAllen Wealth Advisors 101k $5.0M 100% Mar 2022
Baird Financial 98k $4.9M 12% Mar 2022
Tradition Wealth Management 98k $4.8M 37% Mar 2022
Meritage Portfolio Management 97k $4.8M -37% Mar 2022
DBK Financial Counsel 94k $4.6M -1% Mar 2022
McBroom & Associates 93k $4.6M 100% Mar 2022
Parisi Gray Wealth Management 90k $4.5M -16% Mar 2022
AdvisorNet Financial 88k $4.4M -44% Mar 2022
Valley National Advisers 87k $4.3M -24% Mar 2022
Mutual Advisors 87k $4.3M 10% Mar 2022
Frontier Asset Management 87k $4.4M 100% Dec 2021
LifeSteps Financial 86k $4.3M -5% Mar 2022
Mariner Wealth Advisors 86k $4.3M -39% Mar 2022
Dynamic Advisors Solutions 84k $4.1M -4% Mar 2022
Tortoise Investment Management 83k $4.1M 784% Mar 2022
Creative Financial Designs 82k $4.0M -71% Mar 2022
Prairiewood Capital 82k $4.0M 12% Mar 2022
LVW Advisors 81k $4.0M -29% Mar 2022
Wealth Management Resources 81k $4.0M 3% Mar 2022
D.B. Root & Company 80k $4.0M -6% Mar 2022
PrairieView Partners 80k $4.0M 92% Mar 2022
Lincoln Capital 75k $3.8M 23% Dec 2021
Harbour Investments 74k $3.7M -91% Dec 2021
Cambridge Trust Company 73k $3.7M 41% Dec 2021
Bond & Devick Financial Network 72k $3.6M 9% Mar 2022
SignalPoint Asset Management 71k $3.5M -4% Mar 2022
Dagco 71k $3.5M 9% Mar 2022
Raymond James & Associates 71k $3.5M 2% Mar 2022
Hutchinson Capital Management 70k $3.5M 33% Mar 2022
National Asset Management 70k $3.5M 7% Mar 2022
Lionsbridge Wealth Management 70k $3.5M -2% Dec 2021
Diversified Trust Company 69k $3.4M 0% Mar 2022
Lifeworks Advisors 68k $3.4M -30% Mar 2022
Act Two Investors 64k $3.1M -85% Mar 2022
Red Tortoise 63k $3.1M 116% Mar 2022
Park Avenue Securities 62k $3.1M 13% Mar 2022
FLC Capital Advisors 61k $3.0M -47% Mar 2022
Bank of New York Mellon 56k $2.8M 426% Mar 2022
Morningstar Investment Services 52k $2.6M 2% Mar 2022
Surevest 52k $2.6M -2% Dec 2021
Juncture Wealth Strategies 51k $2.6M -1% Dec 2021
Koshinski Asset Management 48k $2.4M -1% Mar 2022
Brookstone Capital Management 48k $2.4M 273% Mar 2022
Dorsey & Whitney Trust Company 47k $2.3M -11% Mar 2022
HBK Sorce Advisory 47k $2.3M -5% Mar 2022
Commonwealth Equity Services 46k $2.3M -30% Mar 2022
Cedar Brook Financial Partners 46k $2.3M 1% Mar 2022
Great Valley Advisor Group 45k $2.3M 8% Mar 2022
Riversedge Advisors 45k $2.3M -1% Dec 2021
Ledge Wealth Management 44k $2.2M 100% Mar 2022
Adventist Health System Sunbelt Healthcare Corp 43k $2.1M -1% Mar 2022
Strategic Wealth Advisors 43k $2.1M -1% Mar 2022
Planned Solutions 43k $2.1M -19% Mar 2022
Pacific Capital Wealth Advisors 42k $2.1M -5% Mar 2022
Creative Planning 41k $2.1M -35% Dec 2021
Financial Architects 38k $1.9M -24% Mar 2022
Sovereign Financial Group 37k $1.9M -38% Dec 2021
Aurora Private Wealth 36k $1.8M -47% Mar 2022
Websterrogers Financial Advisors 36k $1.8M -80% Mar 2022
Dock Street Asset Managment 35k $1.7M -57% Mar 2022
Central Trust & Investment 35k $1.7M -65% Mar 2022
Weitzel Financial Services 33k $1.6M -39% Mar 2022
Roberts Wealth Advisors 31k $1.5M -43% Mar 2022
Nelson Roberts Investment Advisors 29k $1.4M -46% Mar 2022
Cordant 23k $1.2M -66% Mar 2022
Monticello Wealth Management 23k $1.1M -57% Mar 2022
Citadel Advisors 16k $793k -96% Mar 2022
Armbruster Capital Management 10k $495k -93% Mar 2022
ERTS Wealth Advisors 7.4k $364k -99% Mar 2022
Allen Capital Group 4.8k $240k -95% Mar 2022
Kingfisher Capital 4.2k $210k -97% Mar 2022

Who sold out of Schwab Strategic Tr sht tm us tres?

Fund or Company Name Date Sold Shares Held Valued At
Taddei, Ludwig & Associates Sep 2021 467k $24M
Lisa Snider Dec 2021 208k $11M
MinichMacGregor Wealth Management Dec 2021 208k $11M
Renaissance Technologies Dec 2021 71k $3.6M
Menlo Advisors Dec 2021 63k $3.2M
Capital Planning Dec 2021 55k $2.8M
Fifth Third Securities Dec 2021 47k $2.4M