Who owns Schwab Strategic Tr sht tm us tres?

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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
Envestnet Asset Management 1.8M $86M -2% Sep 2022
Hamilton Capital Management 1.6M $78M 1% Sep 2022
Pacific Sage Partners 1.3M $65M 100% Dec 2022
Jane Street 1.3M $61M 3369% Sep 2022
Fund Evaluation Group 1.2M $60M -39% Sep 2022
Commerce Bank N A 1.0M $50M 185% Sep 2022
Davenport & Co 1.0M $48M -4% Dec 2022
Brandywine Oak Private Wealth 999k $48M 44% Dec 2022
Pnc Financial Services 955k $46M 6% Sep 2022
Alesco Advisors 938k $45M 100% Dec 2022
MCF Advisors 875k $42M 35% Dec 2022

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Assetmark 834k $40M -25% Sep 2022
Reliant Wealth Planning 752k $36M 3% Sep 2022
Mercer Global Advisors 738k $36M 28% Sep 2022
Bangor Savings Bank 715k $35M -5% Dec 2022
Colton Groome Financial Advisors 701k $34M -35% Dec 2022
FLC Capital Advisors 684k $33M 122% Dec 2022
Compass Ion Advisors 684k $33M 5% Dec 2022
Bell Investment Advisors 646k $31M 18% Sep 2022
Traverso Chambers Private Wealth Management 585k $28M 29% Dec 2022
Apella Capital 548k $26M -9% Dec 2022
United Capital Management of KS 480k $23M 4406% Dec 2022
West Coast Financial 471k $23M 12% Sep 2022
Evensky & Katz 435k $21M 41% Dec 2022
Raymond James Financial Services Advisors 435k $21M 6% Sep 2022
Trustcore Financial Services 425k $21M -52% Sep 2022
W. E. Donoghue & Co 418k $20M 51% Sep 2022
Invst 409k $20M 5% Dec 2022
Cambridge Investment Research Advisors 407k $20M 20% Sep 2022
Heartwood Wealth Advisors 404k $20M -7% Dec 2022
IFS Advisors 372k $18M 4% Dec 2022
Leavell Investment Management 366k $18M -1% Dec 2022
Stephens Group Asset Management 348k $17M -2% Dec 2022
UBS Group 345k $17M 69% Sep 2022
Courage Miller Partners 333k $16M -21% Dec 2022
Roundview Capital 331k $16M -14% Sep 2022
Marotta Asset Management 329k $16M -5% Dec 2022
Creative Planning 324k $16M -2% Sep 2022
Empowered Funds 319k $15M 100% Dec 2022
Meridian Wealth Partners 293k $14M 100% Sep 2022
Bouchey Financial 290k $14M 100% Dec 2022
Members Advisory Group 287k $14M 1% Sep 2022
Journey Advisory Group 286k $14M -3% Sep 2022
Nelson, Van Denburg & Campbell Wealth Management 286k $14M 6% Sep 2022
First National Trust Company 275k $13M -11% Dec 2022
Harvest Group Wealth Management 270k $13M -9% Dec 2022
Mason & Associates 267k $13M -4% Dec 2022
Abacus Planning Group 243k $12M -2% Sep 2022
Edgehill Endowment Partners 233k $11M -71% Sep 2022
Blackhawk Capital Partners 226k $11M 1% Sep 2022
Asset Planning Corporation 220k $11M 4% Dec 2022
ERTS Wealth Advisors 203k $9.8M -69% Dec 2022
LVW Advisors 200k $9.7M 157% Sep 2022
AlphaStar Capital Management 198k $9.5M -15% Sep 2022
Successful Portfolios 187k $9.0M 1% Dec 2022
Pure Financial Advisors 185k $8.9M 683% Dec 2022
Charles Schwab Trust 180k $8.7M 147% Dec 2022
Dean Investment Associates 179k $8.6M 2% Sep 2022
Mirae Asset Global Investments 178k $8.6M -3% Sep 2022
Cornerstone Wealth Advisors 177k $8.5M -22% Dec 2022
Branch Banking & Trust Company 175k $8.7M -1% Sep 2022
Hanson McClain Advisors 173k $8.4M 1363% Dec 2022
Moisand Fitzgerald Tamayo 173k $8.3M 10% Dec 2022
Smith & Howard Wealth Management 168k $8.1M 21% Sep 2022
ETF Store 167k $8.1M -11% Sep 2022
Royal Bank of Canada 167k $8.0M 100% Sep 2022
Dynamic Advisors Solutions 163k $7.9M 118% Dec 2022
Buckingham Asset Management 160k $7.7M -1% Sep 2022
United Capital Financial Advisers 157k $7.6M -47% Sep 2022
Carnegie Capital Asset Management 155k $7.5M -34% Dec 2022
Change Path 152k $7.3M -1% Sep 2022
Tradition Wealth Management 151k $7.3M 8% Dec 2022
National Asset Management 135k $6.5M 79% Sep 2022
Dfpg Investments 134k $6.5M 100% Dec 2022
Newman & Schimel 133k $6.4M 25% Dec 2022
Meritage Portfolio Management 131k $6.3M 15% Dec 2022
HighTower Advisors 124k $6.0M -7% Sep 2022
SMI Advisory Services 123k $5.9M 0% Dec 2022
Harrington Investments 122k $5.9M -3% Dec 2022
Synovus Financial Corp. 122k $5.9M -1% Dec 2022
Carlton, Hoffferkamp & Jenks Wealth Management 122k $5.9M -2% Dec 2022
Cabot Money Management 118k $5.7M 31% Dec 2022
D.B. Root & Company 116k $5.6M 17% Dec 2022
Resources Investment Advisors 116k $5.6M 414% Dec 2022
Eudaimonia Advisors 114k $5.5M -16% Dec 2022
Private Advisor 112k $5.4M -9% Sep 2022
Boenning & Scattergood 110k $5.4M 3% Dec 2022
Resource Planning Group 109k $5.3M 2410% Dec 2022
Raymond James & Associates 105k $5.1M 32% Sep 2022
Eqis Capital Management 102k $4.9M -5% Sep 2022
Cape Cod Five Cents Savings Bank 101k $4.9M 352% Sep 2022
Kades & Cheifetz 99k $4.8M 100% Dec 2022
Forza Wealth Management 99k $4.8M 100% Dec 2022
Harbour Investments 98k $4.8M 0% Sep 2022
Mutual Advisors 97k $4.7M 3% Dec 2022
Advocate Group 97k $4.7M 208% Dec 2022
Galvin, Gaustad & Stein 96k $4.6M -5% Sep 2022
Mariner Wealth Advisors 95k $4.6M 100% Sep 2022
Ballast Advisors 93k $4.5M -8% Dec 2022
Hutchinson Capital Management 90k $4.3M 26% Sep 2022
Sheets Smith Wealth Management 89k $4.3M -15% Sep 2022
Worth Asset Management 89k $4.3M 704% Dec 2022
Zimmermann Investment Management & Planning 86k $4.1M 8% Dec 2022
Foster Victor Wealth Advisors 84k $4.1M -26% Dec 2022
Prairiewood Capital 84k $4.1M -17% Dec 2022
Baird Financial 83k $4.0M -22% Sep 2022
Ahl Investment Management 75k $3.6M -25% Dec 2022
Pillar Wealth Advisors 75k $3.6M 4% Sep 2022
Total Clarity Wealth Management 74k $3.6M 31% Dec 2022
Islay Capital Management 74k $3.6M -15% Dec 2022
Bigelow Investment Advisors 73k $3.5M -25% Dec 2022
Stratos Wealth Advisors 72k $3.5M -5% Sep 2022
Dagco 67k $3.2M -5% Sep 2022
Eudaimonia Partners 67k $3.2M -2% Dec 2022
Wagner Bowman Management 64k $3.1M -63% Sep 2022
Krilogy Financial 63k $3.0M -3% Sep 2022
Seven Post Investment Office 61k $2.9M 408% Dec 2022
Consolidated Planning Corp 61k $2.9M 100% Sep 2022
Diversified Trust Company 60k $2.9M -3% Dec 2022
We Are One Seven 59k $2.8M 1092% Dec 2022
Cedar Mountain Advisors 57k $2.8M 100% Dec 2022
Ledge Wealth Management 55k $2.7M 35% Dec 2022
IFP Advisors 55k $2.7M -2% Sep 2022
Streettalk Advisors 55k $2.7M -10% Dec 2022
Alliance Wealth Management 55k $2.6M 166% Sep 2022
Bond & Devick Financial Network 53k $2.6M -11% Dec 2022
Diversified Portfolios 53k $2.5M -27% Dec 2022
Merit Financial Group 52k $2.5M -24% Dec 2022
Dopkins Wealth Management 51k $2.5M -2% Sep 2022
B&D White Capital Company 51k $2.4M -16% Sep 2022
WT Wealth Management 48k $2.3M 213% Sep 2022
SignalPoint Asset Management 48k $2.3M -28% Dec 2022
Lodestar Private Asset Management 47k $2.3M 100% Dec 2022
Koshinski Asset Management 47k $2.2M 2% Dec 2022
Act Two Investors 47k $2.2M -1% Sep 2022
Red Tortoise 46k $2.2M -58% Dec 2022
Riversedge Advisors 46k $2.2M -10% Dec 2022
Fortis Advisors 46k $2.2M 100% Sep 2022
Great Waters Wealth Management 44k $2.1M 100% Dec 2022
McBroom & Associates 43k $2.1M -27% Dec 2022
American Investment Services 43k $2.1M 100% Dec 2022
Lake Hills Wealth Management 43k $2.1M 352% Dec 2022
PrairieView Partners 42k $2.0M -21% Dec 2022
Strategic Wealth Advisors 42k $2.0M 2% Sep 2022
Bluesphere Advisors 42k $2.0M 100% Dec 2022
Atria Investments 41k $2.0M -9% Dec 2022
Bridge Advisory 41k $2.0M 100% Dec 2022
DBK Financial Counsel 40k $2.0M -52% Dec 2022
Strategic Advisors 38k $1.8M -4% Dec 2022
Tortoise Investment Management 37k $1.8M -31% Dec 2022
Bank of Marin 37k $1.8M -5% Sep 2022
Planned Solutions 34k $1.6M -12% Dec 2022
Blume Capital Management 28k $1.3M -56% Sep 2022
Modus Advisors 8.8k $426k -92% Dec 2022
Ambassador Advisors 6.7k $321k -98% Sep 2022
WBI Investments 4.8k $228k -99% Sep 2022

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

Fund or Company Name Date Sold Shares Held Valued At
Pasadena Private Wealth Sep 2022 448k $22M
Oak Asset Management Jun 2022 425k $21M
Chicago Wealth Management Jun 2022 254k $13M
Johnson Financial Sep 2022 235k $11M
Aurora Private Wealth Sep 2022 160k $7.7M
CliftonLarsonAllen Wealth Advisors Jun 2022 109k $5.4M
Great Valley Advisor Group Sep 2022 102k $4.9M
IMC-Chicago Jun 2022 98k $4.8M
JFG Wealth Management Sep 2022 45k $2.2M
ARGI Investment Services Sep 2022 41k $2.0M