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
Bank of America Corporation 37M $1.8B 100% Jun 2022
Jpmorgan Chase & Co 18M $872M -4% Jun 2022
Ameriprise Financial 9.1M $451M -3% Mar 2022
Sei Investments 6.4M $319M 1% Mar 2022
Franklin Resources 2.9M $142M 39% Jun 2022
Charles Schwab Investment Management 2.2M $108M -6% Mar 2022
Fund Evaluation Group 2.0M $100M 1427% Jun 2022
Stifel Financial 2.0M $100M 3% Mar 2022
Envestnet Asset Management 1.8M $90M 12% Jun 2022
Alesco Advisors 1.7M $83M 1% Mar 2022
Morningstar Investment Management 1.6M $80M 208% Jun 2022

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Hamilton Capital Management 1.6M $79M 112% Jun 2022
Krane Funds Advisors 1.5M $74M 0% Jun 2022
Assetmark 1.1M $54M 25% Jun 2022
Quantum Capital Management 1.1M $52M 17% Jun 2022
Davenport & Co 1.1M $52M 0% Jun 2022
Colton Groome Financial Advisors 945k $47M 472% Jun 2022
Pnc Financial Services 905k $45M 5% Jun 2022
LPL Financial 896k $44M 98% Jun 2022
Trustcore Financial Services 891k $44M 149% Jun 2022
Advisor Group Holdings 822k $41M 18% Jun 2022
Edgehill Endowment Partners 811k $40M 0% Jun 2022
Reliant Wealth Planning 728k $36M -7% Jun 2022
Brandywine Oak Private Wealth 693k $34M -8% Jun 2022
Compass Ion Advisors 663k $33M 100% Jun 2022
Apella Capital 644k $32M -5% Jun 2022
Roof Eidam & Maycock 602k $30M 0% Jun 2022
Traverso Chambers Private Wealth Management 596k $29M -5% Jun 2022
Morgan Stanley 593k $29M 100% Mar 2022
Mercer Global Advisors 575k $28M 28% Jun 2022
Meridian Wealth Partners 563k $28M 94% Mar 2022
Bell Investment Advisors 546k $27M 1% Jun 2022
WBI Investments 541k $27M 8843% Jun 2022
Thrivent Financial for Lutherans 478k $24M 11% Jun 2022
Heartwood Wealth Advisors 434k $21M 2% Jun 2022
Oak Asset Management 425k $21M 100% Jun 2022
Courage Miller Partners 425k $21M 0% Jun 2022
West Coast Financial 422k $21M 70% Jun 2022
Raymond James Financial Services Advisors 409k $20M 75% Jun 2022
Roundview Capital 386k $19M -1% Jun 2022
Sterling Investment Management 380k $19M 57% Jun 2022
IFS Advisors 367k $18M 1% Jun 2022
G2 Capital Management, Llc / Oh 365k $18M 69% Jun 2022
Commerce Bank N A 363k $18M 7638% Jun 2022
Bangor Savings Bank 354k $18M 368% Mar 2022
Marotta Asset Management 342k $17M 5% Jun 2022
Stephens Group Asset Management 340k $17M -4% Jun 2022
Cambridge Investment Research Advisors 339k $17M 17% Jun 2022
Streettalk Advisors 337k $17M -3% Jun 2022
Creative Planning 332k $16M 17% Jun 2022
Ulrich Consultants & Investment Group 327k $16M 100% Jun 2022
Leavell Investment Management 324k $16M 2% Jun 2022
Carnegie Capital Asset Management 320k $16M -4% Jun 2022
Harvest Group Wealth Management 311k $15M -3% Jun 2022
Goldman Sachs Group 310k $15M 146% Jun 2022
Ambassador Advisors 305k $12M -22% Jun 2022
Journey Advisory Group 295k $15M 6% Jun 2022
United Capital Financial Advisers 294k $15M -21% Jun 2022
First National Trust Company 293k $14M 20% Jun 2022
Members Advisory Group 285k $14M -1% Jun 2022
W. E. Donoghue & Co 277k $14M 42% Jun 2022
Cornerstone Wealth Advisors 274k $14M 3439% Jun 2022
Mason & Associates 271k $13M 100% Jun 2022
Nelson, Van Denburg & Campbell Wealth Management 269k $13M 0% Jun 2022
Wells Fargo & Company 257k $13M 24% Jun 2022
Chicago Wealth Management 254k $13M 100% Jun 2022
Abacus Planning Group 248k $12M -8% Jun 2022
Pensionmark Financial Group 236k $12M 10% Jun 2022
Asset Planning Corporation 232k $11M 4% Jun 2022
AlphaStar Capital Management 232k $11M -33% Jun 2022
Blackhawk Capital Partners 224k $11M 41% Jun 2022
Kestra Advisory Services 219k $11M 586% Jun 2022
Mml Investors Services 216k $11M -4% Jun 2022
Successful Portfolios 213k $11M 18% Jun 2022
UBS Group 204k $10M 28% Jun 2022
Invst 193k $9.5M 100% Jun 2022
ETF Store 187k $9.2M 43% Jun 2022
Mirae Asset Global Investments 183k $9.0M 100% Jun 2022
Soltis Investment Advisors 178k $8.8M 100% Jun 2022
Branch Banking & Trust Company 177k $8.7M -8% Jun 2022
Cetera Investment Advisers 175k $8.6M 8% Jun 2022
Dean Investment Associates 175k $8.6M 1% Jun 2022
Wagner Bowman Management 171k $8.4M 25% Jun 2022
ERTS Wealth Advisors 171k $8.4M 2220% Jun 2022
Islay Capital Management 168k $8.3M 9% Jun 2022
Moisand Fitzgerald Tamayo 167k $8.2M 53% Jun 2022
Buckingham Asset Management 162k $8.0M -2% Jun 2022
Aurora Private Wealth 155k $7.6M 331% Jun 2022
Change Path 154k $7.3M -14% Jun 2022
Cambridge Associates 143k $7.0M 0% Jun 2022
Mid-American Wealth Advisory Group 141k $7.0M -21% Mar 2022
Tradition Wealth Management 139k $6.9M 43% Jun 2022
Smith & Howard Wealth Management 139k $6.8M -6% Jun 2022
Vivaldi Capital Management 136k $6.7M -48% Mar 2022
Carlton, Hoffferkamp & Jenks Wealth Management 134k $6.6M 6% Jun 2022
HighTower Advisors 134k $6.6M 8% Jun 2022
Eudaimonia Advisors 129k $6.4M 100% Jun 2022
Harrington Investments 129k $6.3M -3% Jun 2022
Evensky & Katz 126k $6.2M 100% Jun 2022
Tortoise Investment Management 126k $6.2M 53% Jun 2022
Foster Victor Wealth Advisors 126k $6.2M -3% Jun 2022
Synovus Financial Corp. 126k $6.2M 3% Jun 2022
Private Advisor 123k $6.0M -2% Jun 2022
SMI Advisory Services 119k $5.9M 100% Jun 2022
Bigelow Investment Advisors 118k $5.8M -16% Jun 2022
Red Tortoise 110k $5.4M 75% Jun 2022
Boenning & Scattergood 110k $5.4M 0% Jun 2022
CliftonLarsonAllen Wealth Advisors 109k $5.4M 8% Jun 2022
Eqis Capital Management 108k $5.3M -22% Jun 2022
Baird Financial 107k $5.3M 9% Jun 2022
Modus Advisors 106k $5.2M -2% Jun 2022
Sheets Smith Wealth Management 106k $5.2M -15% Jun 2022
Ahl Investment Management 103k $5.0M 1% Jun 2022
Newman & Schimel 102k $5.0M 100% Jun 2022
Ballast Advisors 101k $5.0M -1% Jun 2022
Galvin, Gaustad & Stein 101k $5.0M -52% Jun 2022
Meritage Portfolio Management 99k $4.9M 2% Jun 2022
Harbour Investments 98k $4.8M 33% Jun 2022
IMC-Chicago 98k $4.8M -7% Jun 2022
Advocate Group 97k $4.8M 100% Jun 2022
Laidlaw Wealth Management 93k $4.6M -50% Jun 2022
Mariner Wealth Advisors 86k $4.3M -39% Mar 2022
Eudaimonia Partners 85k $4.2M 100% Jun 2022
D.B. Root & Company 84k $4.1M 4% Jun 2022
Mutual Advisors 81k $4.0M -7% Jun 2022
Hrt Financial 80k $4.0M 100% Jun 2022
Raymond James & Associates 79k $3.9M 12% Jun 2022
McBroom & Associates 79k $3.9M -15% Jun 2022
LVW Advisors 78k $3.8M -4% Jun 2022
Prairiewood Capital 78k $3.8M -5% Jun 2022
Stratos Wealth Advisors 76k $3.7M -25% Jun 2022
National Asset Management 76k $3.7M 8% Jun 2022
DBK Financial Counsel 75k $3.7M -20% Jun 2022
Pillar Wealth Advisors 72k $3.5M 149% Jun 2022
Merit Financial Group 72k $3.5M 100% Jun 2022
Hutchinson Capital Management 71k $3.5M 1% Jun 2022
Dagco 71k $3.5M -1% Jun 2022
SignalPoint Asset Management 70k $3.4M -2% Jun 2022
Great Valley Advisor Group 69k $3.4M 52% Jun 2022
Lifeworks Advisors 68k $3.3M 0% Jun 2022
Lionsbridge Wealth Management 66k $3.3M -6% Mar 2022
Krilogy Financial 65k $3.2M -60% Jun 2022
Ledge Wealth Management 63k $3.1M 43% Jun 2022
Blume Capital Management 62k $3.1M 17% Jun 2022
Diversified Trust Company 62k $3.0M -11% Jun 2022
Dynamic Advisors Solutions 62k $3.0M -26% Jun 2022
B&D White Capital Company 60k $3.0M 100% Jun 2022
Commonwealth Equity Services 57k $2.8M 24% Jun 2022
PrairieView Partners 57k $2.8M -29% Jun 2022
IFP Advisors 56k $2.8M 0% Jun 2022
Bond & Devick Financial Network 56k $2.8M -22% Jun 2022
Park Avenue Securities 52k $2.6M -15% Jun 2022
Act Two Investors 47k $2.3M -26% Jun 2022
FLC Capital Advisors 46k $2.3M -25% Jun 2022
Diversified Portfolios 40k $2.0M -53% Jun 2022
Jane Street 36k $1.8M -91% Jun 2022
AdvisorNet Financial 36k $1.7M -60% Jun 2022
Blueprint Investment Partners 32k $1.6M -49% Jun 2022
PBWM Holdings 27k $1.3M -92% Jun 2022
Cambridge Trust Company 20k $988k -69% Jun 2022
Tradewinds Capital Management 15k $713k -99% Jun 2022
Valley National Advisers 14k $671k -84% Jun 2022
Frontier Asset Management 7.9k $390k -91% Jun 2022
Creative Financial Designs 7.8k $385k -90% Jun 2022
Shelton Wealth Management 6.4k $314k -95% Jun 2022
Ohe Financial 4.5k $203k -98% Jun 2022
DDD Partners 4.4k $216k -98% Jun 2022

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

Fund or Company Name Date Sold Shares Held Valued At
55i Mar 2022 1.2M $59M
Jackson Wealth Management Mar 2022 419k $21M
Cabot Money Management Mar 2022 156k $7.7M
Topel & Distasi Wealth Management Mar 2022 141k $7.0M
RFG Advisory Mar 2022 132k $6.5M
Parisi Gray Wealth Management Mar 2022 90k $4.5M
LifeSteps Financial Mar 2022 86k $4.3M
Lincoln Capital Mar 2022 84k $4.2M
Wealth Management Resources Mar 2022 81k $4.0M