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 | 111M | $2.7B | 100% | Mar 2026 |
|
| Sei Investments | 17M | $406M | -10% | Mar 2026 |
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| Ameriprise Financial | 15M | $363M | -19% | Mar 2026 |
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| Envestnet Asset Management | 7.7M | $186M | 3% | Mar 2026 |
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| Stifel Financial | 6.4M | $154M | 5% | Mar 2026 |
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| Pnc Financial Services | 4.1M | $100M | 6% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 3.9M | $95M | 7% | Mar 2026 |
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| State Street Corporation | 3.1M | $75M | 0% | Mar 2026 |
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| Wealthfront Advisers | 3.0M | $72M | -27% | Mar 2026 |
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| Bangor Savings Bank | 2.8M | $67M | 7% | Jun 2026 |
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| MCF Advisors | 2.8M | $67M | 2% | Mar 2026 |
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| Merit Financial Group | 2.4M | $59M | 19% | Jun 2026 |
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| LPL Financial | 2.3M | $56M | 34% | Mar 2026 |
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| Fiduciary Financial Group | 2.3M | $56M | 6% | Jun 2026 |
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| Wells Fargo & Company | 2.3M | $56M | 7% | Mar 2026 |
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| LVW Advisors | 2.1M | $51M | 2% | Mar 2026 |
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| TruNorth Capital Management | 2.1M | $51M | 8% | Jun 2026 |
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| Morgan Stanley | 1.9M | $46M | 23% | Mar 2026 |
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| Midwest Trust | 1.8M | $45M | 40% | Mar 2026 |
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| UBS Group | 1.8M | $44M | 63% | Mar 2026 |
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| FLC Capital Advisors | 1.7M | $42M | 6% | Mar 2026 |
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| Massmutual Trust | 1.7M | $41M | 48% | Jun 2026 |
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| HPM Partners | 1.7M | $41M | -20% | Mar 2026 |
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| High Probability Advisors | 1.7M | $41M | 15% | Mar 2026 |
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| RMR Wealth Builders | 1.7M | $40M | 107% | Jun 2026 |
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| Morningstar Investment Management | 1.6M | $39M | -7% | Mar 2026 |
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| Stephens Group Asset Management | 1.6M | $39M | 4% | Jun 2026 |
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| Warren Averett Asset Management | 1.5M | $37M | 73% | Mar 2026 |
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| Davenport & Co | 1.5M | $36M | -14% | Mar 2026 |
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| Willis Johnson & Associates | 1.5M | $35M | 7% | Mar 2026 |
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| Leavell Investment Management | 1.4M | $34M | 4% | Jun 2026 |
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| Mercer Global Advisors | 1.4M | $34M | -3% | Mar 2026 |
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| Access Financial Services | 1.4M | $34M | 1% | Jun 2026 |
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| MAI Wealth Advisors | 1.4M | $33M | 8% | Mar 2026 |
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| Blackhawk Capital Partners | 1.2M | $30M | 100% | Mar 2026 |
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| Passive Capital Management | 1.2M | $30M | 6% | Mar 2026 |
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| Kestra Investment Management | 1.2M | $29M | 100% | Mar 2026 |
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| United Capital Management of KS | 1.2M | $29M | 4% | Mar 2026 |
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| Charles Schwab Trust | 1.1M | $28M | 3% | Jun 2026 |
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| MBM Wealth Consultants | 1.1M | $27M | 15% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.1M | $26M | 2% | Jun 2026 |
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| Holcombe Financial | 1.0M | $25M | 7% | Mar 2026 |
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| Galvin, Gaustad & Stein | 887k | $22M | 0% | Mar 2026 |
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| Journey Advisory Group | 860k | $21M | 8% | Mar 2026 |
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| Courage Miller Partners | 851k | $21M | 4% | Jun 2026 |
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| AdvisorNet Financial | 848k | $21M | 9% | Jun 2026 |
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| Brandywine Oak Private Wealth | 810k | $20M | 7% | Jun 2026 |
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| Cetera Investment Advisers | 805k | $20M | -24% | Mar 2026 |
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| Novem Group | 791k | $19M | 4% | Mar 2026 |
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| Fund Evaluation Group | 773k | $19M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 761k | $19M | -6% | Mar 2026 |
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| Alesco Advisors | 752k | $18M | 22% | Mar 2026 |
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| BWM Planning | 743k | $18M | 6% | Jun 2026 |
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| Black Diamond Financial | 723k | $18M | 4% | Mar 2026 |
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| Krm Wealth Management | 714k | $17M | 14% | Mar 2026 |
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| CWM Advisors | 689k | $17M | -7% | Mar 2026 |
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| Farther Finance Advisors | 677k | $16M | 2% | Jun 2026 |
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| Alliancebernstein | 672k | $16M | 100% | Mar 2026 |
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| Robinswood Financial | 660k | $16M | 100% | Mar 2026 |
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| Streettalk Advisors | 652k | $16M | 2% | Jun 2026 |
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| JPL Wealth Management | 650k | $16M | 6% | Mar 2026 |
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| Raymond James Financial | 643k | $16M | -12% | Mar 2026 |
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| Pure Financial Advisors | 629k | $15M | 5% | Mar 2026 |
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| Stonebridge Financial Group | 611k | $15M | 6% | Jun 2026 |
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| Clear Retirement Advice | 598k | $15M | 2% | Mar 2026 |
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| Blue Sky Capital Consultants Group | 596k | $15M | 40% | Mar 2026 |
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| AE Wealth Management | 581k | $14M | 11397% | Mar 2026 |
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| Prairiewood Capital | 576k | $14M | 7% | Mar 2026 |
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| Marotta Asset Management | 558k | $13M | -1% | Jun 2026 |
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| Vivaldi Capital Management | 556k | $14M | 2% | Mar 2026 |
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| Skopos Labs | 553k | $13M | -19% | Mar 2026 |
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| Towneley Capital Management, Inc / DE | 549k | $13M | 2% | Mar 2026 |
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| Meridian Wealth Partners | 543k | $13M | 4% | Mar 2026 |
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| Diversify Wealth Management | 534k | $13M | 3% | Mar 2026 |
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| Bank of New York Mellon | 533k | $13M | 1131% | Mar 2026 |
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| Rsm Us Wealth Management | 529k | $13M | 100% | Mar 2026 |
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| Northeast Financial Group | 523k | $13M | -12% | Mar 2026 |
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| Pensionmark Financial Group | 520k | $13M | -8% | Mar 2026 |
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| Royal Bank of Canada | 519k | $13M | 100% | Mar 2026 |
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| Arnold Financial Planning | 518k | $13M | 19% | Mar 2026 |
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| Bard Associates | 509k | $12M | 83% | Mar 2026 |
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| Westover Capital Advisors | 504k | $12M | 3% | Mar 2026 |
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| Peterson Wealth Advisors | 473k | $12M | -2% | Mar 2026 |
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| Advisor Group Holdings | 469k | $11M | 15% | Mar 2026 |
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| L Roy Papp & Associates | 467k | $11M | -1% | Jun 2026 |
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| First National Trust Company | 466k | $11M | 13% | Mar 2026 |
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| Savant Capital Management | 452k | $11M | -52% | Mar 2026 |
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| ZynergyRetirementPlanning | 449k | $11M | 2% | Jun 2026 |
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| Captrust Financial Advisors | 447k | $11M | 57% | Mar 2026 |
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| Mutual Advisors | 426k | $10M | -1% | Mar 2026 |
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| Sims Investment Management | 423k | $10M | 3% | Mar 2026 |
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| Mml Investors Services | 418k | $10M | -13% | Mar 2026 |
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| Stratos Wealth Advisors | 417k | $10M | -37% | Mar 2026 |
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| Dock Street Asset Managment | 403k | $9.8M | 24% | Mar 2026 |
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| Momentum Wealth Planning | 400k | $9.7M | 51% | Mar 2026 |
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| Creative Planning | 399k | $9.7M | -7% | Mar 2026 |
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| Brown Wealth Management | 397k | $9.6M | 3% | Mar 2026 |
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| Members Advisory Group | 396k | $9.6M | 100% | Mar 2026 |
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| Rosenberg Matthew Hamilton | 391k | $9.4M | 1% | Jun 2026 |
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| Milestone Investment Advisors | 390k | $9.5M | 6% | Mar 2026 |
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| Oakwell Private Wealth Management | 387k | $9.4M | 4% | Mar 2026 |
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| We Are One Seven | 376k | $9.1M | 28% | Mar 2026 |
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| C.M. Bidwell & Associates | 366k | $8.9M | 22% | Mar 2026 |
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| Colony | 351k | $8.5M | 3% | Mar 2026 |
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| Cloud Capital Management | 348k | $8.4M | -37% | Mar 2026 |
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| Greenline Partners | 345k | $8.4M | 9% | Mar 2026 |
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| Eagle Strategies | 345k | $8.4M | 8% | Mar 2026 |
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| Roundview Capital | 339k | $8.2M | -5% | Mar 2026 |
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| Altiora Financial Group | 338k | $8.2M | 0% | Mar 2026 |
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| Fifth Third Securities | 336k | $8.1M | -8% | Mar 2026 |
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| Western Reserve Capital Management | 328k | $8.0M | 100% | Mar 2026 |
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| SMI Advisory Services | 321k | $7.7M | 1% | Jun 2026 |
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| Abacus Planning Group | 301k | $7.3M | -4% | Mar 2026 |
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| Mariner Wealth Advisors | 301k | $7.3M | -3% | Mar 2026 |
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| Private Advisor | 298k | $7.2M | 21% | Mar 2026 |
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| Grove Street Fiduciary | 293k | $7.1M | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 282k | $6.9M | 73% | Mar 2026 |
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| Baird Financial | 278k | $6.8M | 1% | Mar 2026 |
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| Associated Banc- | 275k | $6.7M | 11% | Mar 2026 |
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| Allen Capital Group | 275k | $6.7M | 100% | Mar 2026 |
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| Jane Street | 275k | $6.7M | 100% | Mar 2026 |
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| Plan A Wealth | 269k | $6.5M | 10% | Mar 2026 |
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| Change Path | 269k | $6.5M | 946% | Mar 2026 |
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| BlackRock | 266k | $6.4M | 33% | Mar 2026 |
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| Red Tortoise | 265k | $6.4M | 15% | Mar 2026 |
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| Resonant Capital Advisors | 265k | $6.4M | -61% | Mar 2026 |
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| Integrated Wealth Concepts | 259k | $6.3M | 83% | Mar 2026 |
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| Cambridge Investment Research Advisors | 257k | $6.2M | 7% | Mar 2026 |
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| Principal Securities | 249k | $6.0M | 8% | Mar 2026 |
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| Apella Capital | 246k | $5.9M | 3% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 245k | $5.9M | 60% | Mar 2026 |
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| Act Two Investors | 243k | $5.9M | -15% | Mar 2026 |
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| Hutchinson Capital Management | 241k | $5.8M | 42% | Mar 2026 |
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| Dynamic Advisors Solutions | 235k | $5.7M | 7% | Jun 2026 |
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| Evensky & Katz | 233k | $5.7M | -7% | Mar 2026 |
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| Farrow Financial | 230k | $5.6M | -1% | Mar 2026 |
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| Commerce Bank N A | 229k | $5.6M | -7% | Mar 2026 |
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| Focus Financial Network | 229k | $5.5M | -23% | Jun 2026 |
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| HB Wealth Management | 227k | $5.5M | 1% | Mar 2026 |
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| Islay Capital Management | 223k | $5.4M | 15% | Mar 2026 |
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| Successful Portfolios | 223k | $5.4M | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 220k | $5.3M | -74% | Mar 2026 |
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| Valpey Financial Services | 218k | $5.3M | 1% | Mar 2026 |
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| Summit Financial | 217k | $5.3M | 25% | Mar 2026 |
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| Tower Research Capital | 216k | $5.2M | 38987% | Mar 2026 |
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| Maltin Wealth Management | 212k | $5.1M | 2% | Mar 2026 |
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| MidFirst Bank | 209k | $5.1M | 8% | Mar 2026 |
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| Kovack Advisors | 207k | $5.0M | 100% | Mar 2026 |
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| CFG Wealth Management Services | 207k | $5.0M | 1% | Mar 2026 |
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| Sand Hill Advisors | 202k | $4.9M | 0% | Mar 2026 |
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| Bsc Private Wealth Management | 194k | $4.7M | -65% | Mar 2026 |
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| HighTower Advisors | 190k | $4.6M | -53% | Mar 2026 |
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| Triad Wealth Partners | 102k | $2.5M | -75% | Mar 2026 |
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| SCS Capital Management | 26k | $630k | -98% | Mar 2026 |
|
| Assetmark | 17k | $416k | -94% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 3.2M | $78M |
| Ballast Advisors | Dec 2025 | 650k | $16M |
| Phil A. Younker & Associates | Dec 2025 | 402k | $9.8M |
| Flow Traders US | Dec 2025 | 306k | $7.4M |