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 | 114M | $2.7B | 3% | Jun 2026 |
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| Jpmorgan Chase & Co | 22M | $536M | 100% | Jun 2026 |
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| Ameriprise Financial | 20M | $473M | 27% | Jun 2026 |
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| Sei Investments | 17M | $420M | 4% | Jun 2026 |
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| Envestnet Asset Management | 13M | $320M | 73% | Jun 2026 |
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| Alliancebernstein | 6.2M | $151M | 823% | Jun 2026 |
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| Stifel Financial | 5.6M | $134M | -13% | Jun 2026 |
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| MCF Advisors | 4.4M | $107M | 61% | Jun 2026 |
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| LPL Financial | 4.4M | $105M | 87% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 4.1M | $99M | 100% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 4.1M | $99M | 4% | Jun 2026 |
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| Wells Fargo & Company | 3.6M | $86M | 55% | Jun 2026 |
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| Pnc Financial Services | 3.6M | $86M | -13% | Jun 2026 |
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| State Street Corporation | 3.1M | $75M | 0% | Mar 2026 |
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| Wealthfront Advisers | 3.0M | $72M | 0% | Jun 2026 |
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| Bangor Savings Bank | 2.8M | $67M | 7% | Jun 2026 |
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| UBS Group | 2.6M | $62M | 41% | Jun 2026 |
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| Midwest Trust | 2.5M | $61M | 37% | Jun 2026 |
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| Merit Financial Group | 2.4M | $59M | 19% | Jun 2026 |
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| Fiduciary Financial Group | 2.3M | $56M | 6% | Jun 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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| FLC Capital Advisors | 1.9M | $45M | 8% | Jun 2026 |
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| Mml Investors Services | 1.9M | $45M | 343% | Jun 2026 |
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| High Probability Advisors | 1.8M | $43M | 5% | Jun 2026 |
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| Massmutual Trust | 1.7M | $41M | 48% | Jun 2026 |
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| Warren Averett Asset Management | 1.7M | $41M | 11% | Jun 2026 |
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| RMR Wealth Builders | 1.7M | $40M | 107% | Jun 2026 |
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| Davenport & Co | 1.6M | $40M | 10% | Jun 2026 |
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| Morningstar Investment Management | 1.6M | $39M | 0% | Jun 2026 |
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| Stephens Group Asset Management | 1.6M | $39M | 4% | Jun 2026 |
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| Willis Johnson & Associates | 1.6M | $39M | 10% | Jun 2026 |
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| Cetera Investment Advisers | 1.6M | $38M | 97% | Jun 2026 |
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| HPM Partners | 1.6M | $38M | -8% | Jun 2026 |
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| MAI Wealth Advisors | 1.5M | $35M | 7% | Jun 2026 |
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| Leavell Investment Management | 1.4M | $34M | 4% | Jun 2026 |
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| Access Financial Services | 1.4M | $34M | 1% | Jun 2026 |
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| United Capital Management of KS | 1.2M | $29M | 3% | Jun 2026 |
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| Mercer Global Advisors | 1.2M | $29M | -15% | Jun 2026 |
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| Passive Capital Management | 1.2M | $28M | -6% | Jun 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 | 0% | Jun 2026 |
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| Galvin, Gaustad & Stein | 965k | $23M | 9% | Jun 2026 |
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| Alesco Advisors | 921k | $22M | 22% | Jun 2026 |
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| Savant Capital Management | 904k | $22M | 100% | Jun 2026 |
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| Journey Advisory Group | 901k | $22M | 5% | Jun 2026 |
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| Kestra Investment Management | 891k | $22M | -26% | Jun 2026 |
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| Ballast Advisors | 870k | $21M | 100% | Jun 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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| Novem Group | 826k | $20M | 5% | Jun 2026 |
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| Black Diamond Financial | 822k | $20M | 14% | Jun 2026 |
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| Brandywine Oak Private Wealth | 810k | $20M | 7% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 807k | $20M | 6% | Jun 2026 |
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| Krm Wealth Management | 781k | $19M | 9% | Jun 2026 |
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| Transmarket Holdings | 778k | $19M | 100% | Jun 2026 |
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| Fund Evaluation Group | 773k | $19M | 0% | Jun 2026 |
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| BWM Planning | 743k | $18M | 6% | Jun 2026 |
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| Robinswood Financial | 682k | $17M | 3% | Jun 2026 |
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| Farther Finance Advisors | 677k | $16M | 2% | Jun 2026 |
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| Clear Retirement Advice | 670k | $16M | 12% | Jun 2026 |
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| Bard Associates | 653k | $16M | 28% | Jun 2026 |
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| Streettalk Advisors | 652k | $16M | 2% | Jun 2026 |
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| Raymond James Financial | 649k | $16M | 1% | Jun 2026 |
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| Pure Financial Advisors | 647k | $16M | 3% | Jun 2026 |
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| CWM Advisors | 629k | $15M | -9% | Jun 2026 |
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| Prairiewood Capital | 622k | $15M | 8% | Jun 2026 |
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| JPL Wealth Management | 617k | $15M | -5% | Jun 2026 |
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| Stonebridge Financial Group | 611k | $15M | 6% | Jun 2026 |
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| Advisor Group Holdings | 603k | $15M | 28% | Jun 2026 |
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| Meridian Wealth Partners | 583k | $14M | 7% | Jun 2026 |
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| Pensionmark Financial Group | 568k | $14M | 9% | Jun 2026 |
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| Bank of New York Mellon | 562k | $14M | 6% | Jun 2026 |
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| Marotta Asset Management | 558k | $13M | -1% | Jun 2026 |
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| Towneley Capital Management, Inc / DE | 557k | $13M | 1% | Jun 2026 |
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| Skopos Labs | 553k | $13M | -19% | Mar 2026 |
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| Arnold Financial Planning | 548k | $13M | 6% | Jun 2026 |
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| Nuveen | 547k | $13M | 100% | Jun 2026 |
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| Rsm Us Wealth Management | 528k | $13M | 0% | Jun 2026 |
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| Northeast Financial Group | 523k | $13M | -12% | Mar 2026 |
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| Us Bancorp | 520k | $13M | 4% | Jun 2026 |
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| Westover Capital Advisors | 507k | $12M | 1% | Jun 2026 |
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| Blue Sky Capital Consultants Group | 507k | $12M | -15% | Jun 2026 |
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| Royal Bank of Canada | 491k | $12M | -5% | Jun 2026 |
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| Phillip James Consulting | 489k | $12M | 100% | Jun 2026 |
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| Peterson Wealth Advisors | 488k | $12M | 3% | Jun 2026 |
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| L Roy Papp & Associates | 467k | $11M | -1% | Jun 2026 |
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| First National Trust Company | 465k | $11M | 0% | Jun 2026 |
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| Sims Investment Management | 456k | $11M | 8% | Jun 2026 |
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| ZynergyRetirementPlanning | 449k | $11M | 2% | Jun 2026 |
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| Mutual Advisors | 419k | $10M | -2% | Jun 2026 |
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| Brown Wealth Management | 410k | $9.9M | 3% | Jun 2026 |
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| Milestone Investment Advisors | 408k | $9.8M | 4% | Jun 2026 |
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| Dock Street Asset Managment | 397k | $9.6M | -1% | Jun 2026 |
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| Oakwell Private Wealth Management | 395k | $9.5M | 2% | Jun 2026 |
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| Captrust Financial Advisors | 394k | $9.5M | -12% | Jun 2026 |
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| Rosenberg Matthew Hamilton | 391k | $9.4M | 1% | Jun 2026 |
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| Eaton Financial Holdings Company | 387k | $9.3M | 139% | Jun 2026 |
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| Cloud Capital Management | 385k | $9.3M | 11% | Jun 2026 |
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| Creative Planning | 375k | $9.0M | -6% | Jun 2026 |
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| Western Reserve Capital Management | 374k | $9.0M | 14% | Jun 2026 |
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| C.M. Bidwell & Associates | 366k | $8.8M | 0% | Jun 2026 |
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| We Are One Seven | 359k | $8.7M | -4% | Jun 2026 |
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| Park Avenue Securities | 359k | $8.7M | 1052% | Jun 2026 |
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| Cambridge Investment Research Advisors | 351k | $8.5M | 36% | Jun 2026 |
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| Baird Financial | 348k | $8.4M | 25% | Jun 2026 |
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| Private Advisor | 346k | $8.3M | 16% | Jun 2026 |
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| Greenline Partners | 343k | $8.3M | -1% | Jun 2026 |
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| Clarity Wealth Development | 337k | $8.1M | 100% | Jun 2026 |
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| Commerce Bank N A | 337k | $8.1M | 47% | Jun 2026 |
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| Altiora Financial Group | 333k | $8.0M | -1% | Jun 2026 |
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| Roundview Capital | 327k | $7.9M | -4% | Jun 2026 |
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| Associated Banc- | 326k | $7.9M | 19% | Jun 2026 |
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| SMI Advisory Services | 321k | $7.7M | 1% | Jun 2026 |
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| Momentum Wealth Planning | 315k | $7.6M | -21% | Jun 2026 |
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| Maltin Wealth Management | 312k | $7.5M | 47% | Jun 2026 |
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| Farrow Financial | 302k | $7.3M | 31% | Jun 2026 |
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| Abacus Planning Group | 300k | $7.2M | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 298k | $7.2M | 15% | Jun 2026 |
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| Values First Advisors | 297k | $7.2M | 100% | Jun 2026 |
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| Stratos Wealth Advisors | 293k | $7.1M | -30% | Jun 2026 |
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| Grove Street Fiduciary | 293k | $7.1M | 0% | Jun 2026 |
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| Plan A Wealth | 289k | $7.0M | 7% | Jun 2026 |
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| Resonant Capital Advisors | 287k | $6.9M | 8% | Jun 2026 |
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| Beacon Pointe Advisors | 282k | $6.8M | 0% | Jun 2026 |
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| Red Tortoise | 265k | $6.4M | 15% | Mar 2026 |
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| Fifth Third Securities | 260k | $6.3M | -22% | Jun 2026 |
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| Act Two Investors | 256k | $6.2M | 6% | Jun 2026 |
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| BIP Wealth | 256k | $6.2M | 100% | Jun 2026 |
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| Hutchinson Capital Management | 254k | $6.1M | 6% | Jun 2026 |
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| Principal Securities | 248k | $6.0M | 0% | Jun 2026 |
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| Apella Capital | 246k | $5.9M | 3% | Jun 2026 |
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| Thrivent Financial for Lutherans | 241k | $5.8M | 462% | Jun 2026 |
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| Wagner Bowman Management | 240k | $5.8M | 103% | Jun 2026 |
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| Valpey Financial Services | 236k | $5.7M | 8% | Jun 2026 |
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| Dynamic Advisors Solutions | 235k | $5.7M | 7% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 235k | $5.7M | -4% | Jun 2026 |
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| Successful Portfolios | 230k | $5.5M | 3% | Jun 2026 |
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| Focus Financial Network | 229k | $5.5M | -23% | Jun 2026 |
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| HB Wealth Management | 226k | $5.5M | 0% | Jun 2026 |
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| Evensky & Katz | 223k | $5.4M | -4% | Jun 2026 |
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| Summit Financial | 223k | $5.4M | 3% | Jun 2026 |
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| Colony | 223k | $5.4M | -37% | Jun 2026 |
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| Islay Capital Management | 220k | $5.3M | -2% | Jun 2026 |
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| Goldman Sachs Group | 216k | $5.2M | 168% | Jun 2026 |
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| Chevoit Value Management | 213k | $5.1M | 61% | Jun 2026 |
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| Bigelow Investment Advisors | 207k | $5.0M | 4% | Jun 2026 |
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| BlackRock | 206k | $5.0M | -22% | Jun 2026 |
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| MidFirst Bank | 199k | $4.8M | -5% | Jun 2026 |
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| Branch Banking & Trust Company | 181k | $4.4M | -18% | Jun 2026 |
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| Eagle Strategies | 129k | $3.1M | -63% | Jun 2026 |
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| Mariner Wealth Advisors | 112k | $2.7M | -63% | Jun 2026 |
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| Change Path | 41k | $984k | -85% | Jun 2026 |
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| Diversify Wealth Management | 37k | $884k | -93% | Jun 2026 |
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| AE Wealth Management | 3.7k | $88k | -99% | Jun 2026 |
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| Tower Research Capital | 4.00 | $97.000000 | -100% | Jun 2026 |
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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 |
|---|---|---|---|
| Blackhawk Capital Partners | Mar 2026 | 1.2M | $30M |
| Vivaldi Capital Management | Mar 2026 | 556k | $14M |
| Members Advisory Group | Mar 2026 | 396k | $9.6M |
| Allen Capital Group | Mar 2026 | 275k | $6.7M |
| Jane Street | Mar 2026 | 275k | $6.7M |
| Kovack Advisors | Mar 2026 | 207k | $5.0M |