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 Actions
Bank of America Corporation 75M $3.6B -7% Mar 2024
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Ameriprise Financial 12M $564M -3% Mar 2024
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Jpmorgan Chase & Co 9.3M $446M -74% Mar 2024
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Sei Investments 7.5M $359M 12% 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 1% 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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Morningstar Investment Management 1.5M $73M -27% Mar 2024
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Morgan Stanley 1.5M $73M 28% Mar 2024
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SCS Capital Management 1.5M $71M -1% Dec 2023
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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 12% Mar 2024
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Financial Counselors 863k $42M 71% Mar 2024
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Bangor Savings Bank 771k $37M 3% Mar 2024
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FLC Capital Advisors 720k $35M 0% Mar 2024
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Massmutual Trust 696k $34M 90% 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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Moisand Fitzgerald Tamayo 642k $31M 39% Mar 2024
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West Coast Financial 638k $31M 44% Mar 2024
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Evermay Wealth Management 619k $30M 87% Dec 2023
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United Capital Management of KS 605k $29M 7% Mar 2024
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Busey Trust Company 597k $29M -6% Mar 2024
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Davenport & Co 569k $27M 9% Mar 2024
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Wells Fargo & Company 536k $26M 6% Mar 2024
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Altiora Financial Group 531k $26M 29% Mar 2024
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Stephens Group Asset Management 471k $23M 2% Mar 2024
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Apella Capital 461k $22M -2% Mar 2024
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Thrivent Financial for Lutherans 433k $21M -43% Mar 2024
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Branch Banking & Trust Company 404k $20M 2% Mar 2024
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Wealth Enhancement Advisory Services 398k $19M 3% Mar 2024
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Traverso Chambers Private Wealth Management 396k $19M -37% Dec 2023
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HighTower Advisors 395k $19M 10% Mar 2024
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Leavell Investment Management 394k $19M 7% Mar 2024
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Williams Financial 383k $18M 100% Mar 2024
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LVW Advisors 374k $18M 14% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 368k $18M 7% Mar 2024
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Towneley Capital Management, Inc / DE 359k $17M 2% Mar 2024
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Courage Miller Partners 348k $17M 1% Mar 2024
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Northeast Financial Group 345k $17M 15% Mar 2024
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First National Trust Company 332k $16M 13% Mar 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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Charles Schwab Trust 299k $14M 10% Mar 2024
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Northwestern Mutual Wealth Management Company 296k $14M 4% Mar 2024
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Marotta Asset Management 291k $14M -8% Dec 2023
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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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New York Life Investment Management 282k $14M 100% Mar 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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Pure Financial Advisors 260k $13M 1% Mar 2024
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Cetera Investment Advisers 259k $13M 51% Mar 2024
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AlphaStar Capital Management 257k $12M 1% Mar 2024
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Bouchey Financial 256k $12M -28% Mar 2024
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Raymond James Financial Services Advisors 251k $12M -28% Mar 2024
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AdvisorNet Financial 242k $12M 17% Mar 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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Townsquare Capital 217k $10M 73% Mar 2024
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Brown Wealth Management 206k $9.9M 66% Mar 2024
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Oakmont Partners 204k $9.8M 37% Mar 2024
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American Capital Advisory 201k $9.8M -31% Mar 2024
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Roundview Capital 196k $9.5M -6% Mar 2024
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Galvin, Gaustad & Stein 192k $9.2M 12% 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 -46% Mar 2024
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Streettalk Advisors 183k $8.8M -54% Mar 2024
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Main Street Group 182k $8.8M 100% Dec 2023
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Alesco Advisors 178k $8.6M -1% Mar 2024
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Harbour Investments 174k $8.4M -3% Dec 2023
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Redhawk Wealth Advisors 173k $8.3M 100% Mar 2024
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Dean Investment Associates 170k $8.2M -6% Dec 2023
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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 156k $7.5M 12% Mar 2024
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SMI Advisory Services 156k $7.5M -5% Mar 2024
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Dynamic Advisors Solutions 156k $7.5M -26% Mar 2024
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Focus Financial Network 152k $7.4M 100% Dec 2023
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Focus Financial Network 143k $6.8M 100% Mar 2024
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Mutual Advisors 137k $6.6M 11% Mar 2024
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Prairiewood Capital 135k $6.5M 4% Mar 2024
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Fund Evaluation Group 133k $6.4M -82% Mar 2024
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Lowery Thomas 129k $6.2M -21% Mar 2024
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Cambridge Investment Research Advisors 129k $6.2M -23% Mar 2024
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Change Path 128k $6.2M -3% Dec 2023
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Baird Financial 126k $6.1M -36% Dec 2023
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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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Smith & Howard Wealth Management 121k $5.8M 3% 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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Strategic Financial 119k $5.8M 42% Dec 2023
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Hanson McClain Advisors 118k $5.7M -30% Mar 2024
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Us Bancorp 115k $5.5M -8% Mar 2024
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Raymond James & Associates 112k $5.4M 4% Mar 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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Successful Portfolios 107k $5.1M 1% Mar 2024
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Aspen Wealth Strategies 106k $5.1M 3% Mar 2024
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Simplicity Wealth 105k $5.0M 100% Mar 2024
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Bleakley Financial Group 105k $5.0M 1% Mar 2024
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Sawtooth Asset Management 104k $5.0M 82% Dec 2023
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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% Mar 2024
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Tortoise Investment Management 96k $4.6M 7% Mar 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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Curran Financial Partners 93k $4.5M 2% Mar 2024
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National Wealth Management Group 92k $4.4M 277% Mar 2024
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ERTS Wealth Advisors 92k $4.4M 1516% Mar 2024
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Integrated Wealth Concepts 90k $4.3M -16% Mar 2024
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Cornerstone Wealth Advisors 87k $4.2M -27% Mar 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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RMR Wealth Builders 82k $4.0M 44% Mar 2024
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Resource Planning Group 82k $4.0M -20% Dec 2023
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CliftonLarsonAllen Wealth Advisors 82k $3.9M 1% Mar 2024
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Studio Investment Management 80k $3.8M 21% Mar 2024
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Eqis Capital Management 79k $3.8M -24% Mar 2024
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DBK Financial Counsel 79k $3.8M -27% Mar 2024
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ETF Store 79k $3.8M -13% Mar 2024
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Southland Equity Partners 79k $3.8M 0% 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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Islay Capital Management 75k $3.7M 32% Dec 2023
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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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Maltin Wealth Management 72k $3.5M 2% Mar 2024
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Wagner Bowman Management 71k $3.4M 0% 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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Assetmark 68k $3.3M 75% Mar 2024
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Ahl Investment Management 68k $3.3M -1% Mar 2024
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Stratos Wealth Advisors 66k $3.2M -3% Mar 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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BlackRock 53k $2.6M -76% Mar 2024
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Strategic Advocates 48k $2.3M -67% Mar 2024
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Cobblestone Capital Advisors 47k $2.3M -49% Mar 2024
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Pasadena Private Wealth 38k $1.8M -48% Mar 2024
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Milestone Investment Advisors 38k $1.8M -57% Dec 2023
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Soltis Investment Advisors 34k $1.6M -81% Mar 2024
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Atria Wealth Solutions 28k $1.4M -63% Mar 2024
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Savant Capital Management 28k $1.4M -86% Mar 2024
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Vista Private Wealth Partners 25k $1.2M -75% Mar 2024
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Goldman Sachs Group 12k $559k -95% Mar 2024
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Advisor Resource Council 9.9k $479k -89% Mar 2024
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Bnp Paribas Arbitrage, Snc 6.2k $299k -92% Mar 2024
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Who sold out of Schwab Strategic Tr sht tm us tres?

Fund or Company Name Date Sold Shares Held Valued At
Merriman Wealth Management Sep 2023 921k $44M
Mirae Asset Global Investments Dec 2023 226k $11M
Pensionmark Financial Group Dec 2023 226k $11M
Comprehensive Wealth Management Dec 2023 205k $9.9M