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 | 75M | $3.6B | -7% | Mar 2024 |
|
| Williams Financial | 24M | $1.2B | 6168% | Jun 2024 |
|
| Ameriprise Financial | 12M | $564M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 9.3M | $446M | -74% | Mar 2024 |
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| Sei Investments | 7.5M | $359M | 100% | Mar 2024 |
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| Charles Schwab Investment Management | 3.2M | $152M | -12% | Mar 2024 |
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| Envestnet Asset Management | 3.0M | $145M | 100% | Mar 2024 |
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| Stifel Financial | 2.8M | $133M | 15% | Mar 2024 |
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| Wealthfront Advisers | 1.8M | $87M | 19% | Mar 2024 |
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| Bsc Private Wealth Management | 1.7M | $82M | 5% | Mar 2024 |
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| State Street Corporation | 1.6M | $75M | 0% | Mar 2024 |
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| Morningstar Investment Management | 1.5M | $73M | 100% | Mar 2024 |
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| Morgan Stanley | 1.5M | $73M | 100% | Mar 2024 |
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| SCS Capital Management | 1.4M | $67M | -5% | Mar 2024 |
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| Mercer Global Advisors | 1.4M | $67M | 5% | Mar 2024 |
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| Pnc Financial Services | 1.3M | $61M | -11% | Mar 2024 |
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| Greenline Partners | 1.2M | $64M | 7% | Mar 2024 |
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| MCF Advisors | 1.1M | $54M | 4% | Mar 2024 |
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| LPL Financial | 1.0M | $50M | 100% | Mar 2024 |
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| Renaissance Technologies | 864k | $42M | 74% | Mar 2024 |
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| Financial Counselors | 863k | $42M | 71% | Mar 2024 |
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| Bangor Savings Bank | 787k | $38M | 2% | Jun 2024 |
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| West Coast Financial | 786k | $38M | 23% | Jun 2024 |
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| Evermay Wealth Management | 762k | $37M | 23% | Mar 2024 |
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| Royal Bank of Canada | 683k | $33M | -1% | Mar 2024 |
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| Brandywine Oak Private Wealth | 682k | $33M | -1% | Mar 2024 |
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| Fiduciary Financial Group | 662k | $32M | 100% | Jun 2024 |
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| Moisand Fitzgerald Tamayo | 642k | $31M | 39% | Mar 2024 |
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| TruNorth Capital Management | 621k | $30M | 10% | Jun 2024 |
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| United Capital Management of KS | 605k | $29M | 7% | Mar 2024 |
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| Massmutual Trust | 569k | $27M | -18% | Jun 2024 |
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| Davenport & Co | 569k | $27M | 9% | Mar 2024 |
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| FLC Capital Advisors | 567k | $27M | -21% | Jun 2024 |
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| Busey Trust Company | 538k | $26M | -10% | Jun 2024 |
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| Wells Fargo & Company | 536k | $26M | 6% | Mar 2024 |
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| Altiora Financial Group | 531k | $26M | 100% | Mar 2024 |
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| Stratos Wealth Advisors | 518k | $25M | 679% | Jun 2024 |
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| Wellington Management Company | 506k | $24M | 100% | Mar 2024 |
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| LVW Advisors | 503k | $24M | 35% | Jun 2024 |
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| Stephens Group Asset Management | 487k | $23M | 3% | Jun 2024 |
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| Apella Capital | 462k | $22M | 0% | Jun 2024 |
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| Thrivent Financial for Lutherans | 433k | $21M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 431k | $21M | 8% | Jun 2024 |
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| Leavell Investment Management | 424k | $20M | 8% | Jun 2024 |
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| Branch Banking & Trust Company | 404k | $20M | 2% | Mar 2024 |
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| HighTower Advisors | 395k | $19M | 10% | Mar 2024 |
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| Raymond James Financial Services Advisors | 383k | $18M | 53% | Jun 2024 |
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| Towneley Capital Management, Inc / DE | 374k | $18M | 4% | Jun 2024 |
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| Northeast Financial Group | 372k | $18M | 8% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 368k | $18M | 7% | Mar 2024 |
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| Courage Miller Partners | 346k | $17M | -1% | Jun 2024 |
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| First National Trust Company | 332k | $16M | 13% | Mar 2024 |
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| Mml Investors Services | 329k | $16M | 9% | Mar 2024 |
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| Charles Schwab Trust | 329k | $16M | 10% | Jun 2024 |
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| UBS Group | 325k | $16M | -34% | Mar 2024 |
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| Johnson Financial | 322k | $16M | -1% | Mar 2024 |
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| Advisor Group Holdings | 303k | $15M | -11% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 296k | $14M | 100% | Mar 2024 |
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| Captrust Financial Advisors | 288k | $14M | -21% | Mar 2024 |
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| Merit Financial Group | 287k | $14M | 410% | Mar 2024 |
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| Marotta Asset Management | 286k | $14M | -5% | Jun 2024 |
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| New York Life Investment Management | 282k | $14M | 100% | Mar 2024 |
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| Pure Financial Advisors | 267k | $13M | 3% | Jun 2024 |
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| Vivaldi Capital Management | 265k | $13M | 1% | Mar 2024 |
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| Creative Planning | 262k | $13M | -5% | Mar 2024 |
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| Farther Finance Advisors | 261k | $13M | 119% | Mar 2024 |
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| Cetera Investment Advisers | 259k | $13M | 100% | Mar 2024 |
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| AlphaStar Capital Management | 257k | $12M | 1% | Mar 2024 |
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| AdvisorNet Financial | 242k | $12M | 0% | Jun 2024 |
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| Tradition Wealth Management | 236k | $11M | 7% | Mar 2024 |
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| Warren Averett Asset Management | 234k | $11M | 149% | Mar 2024 |
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| Resonant Capital Advisors | 233k | $11M | 26% | Mar 2024 |
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| Journey Advisory Group | 232k | $11M | 13% | Mar 2024 |
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| Valley Financial Group | 228k | $11M | 100% | Mar 2024 |
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| Evensky & Katz | 220k | $11M | -14% | Mar 2024 |
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| Bouchey Financial | 219k | $11M | -14% | Jun 2024 |
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| Townsquare Capital | 217k | $10M | 73% | Mar 2024 |
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| Brown Wealth Management | 206k | $9.9M | 66% | Mar 2024 |
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| American Capital Advisory | 201k | $9.8M | -31% | Mar 2024 |
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| Oakmont Partners | 200k | $9.6M | -2% | Jun 2024 |
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| Galvin, Gaustad & Stein | 199k | $9.6M | 4% | Jun 2024 |
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| Roundview Capital | 196k | $9.5M | -6% | Mar 2024 |
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| Main Street Group | 193k | $9.3M | 6% | Mar 2024 |
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| Mariner Wealth Advisors | 188k | $9.0M | -3% | Mar 2024 |
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| Meridian Wealth Partners | 185k | $8.9M | 100% | Mar 2024 |
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| Streettalk Advisors | 183k | $8.8M | -54% | Mar 2024 |
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| Harbour Investments | 182k | $8.8M | 5% | Mar 2024 |
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| Dean Investment Associates | 178k | $8.6M | 5% | Mar 2024 |
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| Alesco Advisors | 178k | $8.6M | -1% | Mar 2024 |
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| National Asset Management | 163k | $7.8M | 0% | Mar 2024 |
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| MBM Wealth Consultants | 159k | $7.7M | 4% | Mar 2024 |
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| Abacus Planning Group | 158k | $7.6M | -2% | Mar 2024 |
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| Peterson Wealth Advisors | 158k | $7.6M | 1% | Jun 2024 |
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| Dynamic Advisors Solutions | 156k | $7.5M | 0% | Jun 2024 |
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| SMI Advisory Services | 154k | $7.4M | -1% | Jun 2024 |
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| ZynergyRetirementPlanning | 150k | $7.2M | 100% | Jun 2024 |
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| Prairiewood Capital | 146k | $7.0M | 8% | Jun 2024 |
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| Focus Financial Network | 143k | $6.9M | 0% | Jun 2024 |
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| Mutual Advisors | 137k | $6.6M | 11% | Mar 2024 |
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| Fund Evaluation Group | 133k | $6.4M | -82% | Mar 2024 |
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| Change Path | 131k | $7.3M | 2% | Mar 2024 |
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| Lowery Thomas | 129k | $6.2M | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 129k | $6.2M | -23% | Mar 2024 |
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| Act Two Investors | 123k | $5.9M | 3% | Mar 2024 |
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| Ballast Advisors | 121k | $5.8M | 6% | Mar 2024 |
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| Commerce Bank N A | 120k | $5.8M | -31% | Mar 2024 |
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| Associated Banc- | 120k | $5.8M | 6% | Mar 2024 |
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| Us Bancorp | 115k | $5.5M | -8% | Mar 2024 |
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| Raymond James & Associates | 112k | $5.4M | 1% | Jun 2024 |
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| Rosenberg Matthew Hamilton | 111k | $5.3M | 6% | Mar 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 109k | $5.2M | 3% | Mar 2024 |
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| G. W. Henssler & Associates | 108k | $5.2M | -1% | Mar 2024 |
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| Frontier Asset Management | 106k | $5.1M | 499% | Mar 2024 |
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| Aspen Wealth Strategies | 105k | $5.1M | -1% | Jun 2024 |
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| Maltin Wealth Management | 105k | $5.0M | 45% | Jun 2024 |
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| Bleakley Financial Group | 105k | $5.0M | 1% | Mar 2024 |
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| Successful Portfolios | 105k | $5.0M | -2% | Jun 2024 |
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| Cornerstone Wealth Advisors | 102k | $4.9M | 18% | Jun 2024 |
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| Redhawk Wealth Advisors | 102k | $4.9M | -41% | Jun 2024 |
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| Meritage Portfolio Management | 102k | $4.9M | -5% | Mar 2024 |
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| Kades & Cheifetz | 100k | $4.8M | 2% | Mar 2024 |
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| Forza Wealth Management | 99k | $4.8M | 0% | Jun 2024 |
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| Curran Financial Partners | 96k | $4.6M | 4% | Jun 2024 |
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| Tortoise Investment Management | 96k | $4.6M | 7% | Mar 2024 |
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| Breakwater Investment Management | 96k | $4.6M | 100% | Mar 2024 |
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| Hanson McClain Advisors | 95k | $4.6M | -19% | Jun 2024 |
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| Harrington Investments | 94k | $4.5M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 93k | $4.5M | -61% | Mar 2024 |
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| Hamilton Capital Management | 93k | $4.5M | -3% | Mar 2024 |
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| National Wealth Management Group | 92k | $4.4M | 277% | Mar 2024 |
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| ERTS Wealth Advisors | 91k | $4.4M | 0% | Jun 2024 |
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| Simplicity Wealth | 90k | $4.3M | -14% | Jun 2024 |
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| Smith & Howard Wealth Management | 90k | $4.3M | -26% | Jun 2024 |
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| Integrated Wealth Concepts | 90k | $4.3M | 100% | Mar 2024 |
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| RMR Wealth Builders | 87k | $4.2M | 6% | Jun 2024 |
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| Red Tortoise | 87k | $4.2M | 0% | Mar 2024 |
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| JFG Wealth Management | 84k | $4.0M | 1% | Mar 2024 |
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| Islay Capital Management | 82k | $4.0M | 9% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 82k | $4.0M | 1% | Jun 2024 |
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| Studio Investment Management | 80k | $3.8M | 21% | Mar 2024 |
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| Eqis Capital Management | 79k | $3.8M | 100% | Mar 2024 |
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| ETF Store | 79k | $3.8M | -13% | Mar 2024 |
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| Hutchinson Capital Management | 78k | $3.8M | 0% | Mar 2024 |
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| Sheets Smith Wealth Management | 76k | $3.7M | -2% | Mar 2024 |
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| Buckingham Asset Management | 76k | $3.7M | -12% | Mar 2024 |
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| GLOBALT Investments LLC / GA | 73k | $3.5M | -3% | Mar 2024 |
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| Blume Capital Management | 73k | $3.5M | -1% | Mar 2024 |
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| Kestra Private Wealth Services | 70k | $3.4M | 28% | Mar 2024 |
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| Vantage Financial Partners | 70k | $3.4M | 4% | Mar 2024 |
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| PrairieView Partners | 70k | $3.4M | -5% | Mar 2024 |
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| Wagner Bowman Management | 67k | $3.2M | -5% | Jun 2024 |
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| DBK Financial Counsel | 65k | $3.1M | -19% | Jun 2024 |
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| Valtinson Bruner Financial Planning | 63k | $3.0M | -20% | Mar 2024 |
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| Private Advisor | 58k | $2.8M | -42% | Mar 2024 |
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| Cobblestone Capital Advisors | 47k | $2.3M | -49% | Mar 2024 |
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| Morningstar Investment Services | 41k | $2.0M | -53% | Mar 2024 |
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| Baird Financial | 39k | $1.9M | -69% | Mar 2024 |
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| Soltis Investment Advisors | 34k | $1.6M | -81% | Mar 2024 |
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| Savant Capital Management | 28k | $1.4M | -86% | Mar 2024 |
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| Goldman Sachs Group | 12k | $559k | -95% | Mar 2024 |
|
| Bnp Paribas Arbitrage, Snc | 6.2k | $299k | -92% | Mar 2024 |
|
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mirae Asset Global Investments | Dec 2023 | 226k | $11M |
| Pensionmark Financial Group | Dec 2023 | 226k | $11M |
| Comprehensive Wealth Management | Dec 2023 | 205k | $9.9M |
| Southland Equity Partners | Mar 2024 | 79k | $3.8M |