Who owns Schwab Strategic Tr sht tm us tres?
- Ticker: SCHO
- CUSIP Number: 808524862
Tip: Access positions for across all investors
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 | 23M | $1.2B | 1% | Jun 2021 | ||
| Ameriprise Financial | 6.6M | $333M | -5% | Jun 2021 | ||
| Sei Investments | 5.9M | $301M | 9% | Jun 2021 | ||
| NextCapital Advisers | 3.3M | $169M | 14% | Jun 2021 | ||
| Franklin Resources | 3.2M | $162M | 5% | Jun 2021 | ||
| Fund Evaluation Group | 2.7M | $139M | 1% | Jun 2021 | ||
| Charles Schwab Investment Management | 2.1M | $109M | 10% | Jun 2021 | ||
| Envestnet Asset Management | 1.9M | $95M | -3% | Sep 2021 | ||
| Edgehill Endowment Partners | 1.4M | $71M | 73% | Jun 2021 | ||
| Wealth Enhancement Advisory Services | 1.2M | $60M | 4% | Jun 2021 | ||
| Pnc Financial Services | 1.0M | $53M | 12% | Jun 2021 | ||
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| Harbour Investments | 986k | $51M | 104% | Jun 2021 | ||
| Stifel Financial | 968k | $50M | 1% | Jun 2021 | ||
| Tradewinds Capital Management | 931k | $48M | 10% | Jun 2021 | ||
| Advisor Group Holdings | 814k | $42M | -10% | Jun 2021 | ||
| Hamilton Capital Management | 760k | $39M | 3% | Jun 2021 | ||
| Brandywine Oak Private Wealth | 750k | $38M | 12% | Jun 2021 | ||
| 55i | 654k | $34M | -6% | Jun 2021 | ||
| Reliant Wealth Planning | 642k | $33M | 5% | Jun 2021 | ||
| Mercer Global Advisors | 630k | $32M | 28% | Jun 2021 | ||
| Quantum Capital Management | 619k | $32M | 0% | Jun 2021 | ||
| Traverso Chambers Private Wealth Management | 614k | $31M | 5% | Sep 2021 | ||
| Roof Eidam & Maycock | 561k | $29M | -2% | Jun 2021 | ||
| Royal Bank of Canada | 541k | $28M | 22% | Jun 2021 | ||
| Davenport & Co | 536k | $28M | 17% | Jun 2021 | ||
| PBWM Holdings | 475k | $24M | -8% | Jun 2021 | ||
| Morningstar Investment Management | 475k | $24M | -4% | Jun 2021 | ||
| Streettalk Advisors | 466k | $24M | -3% | Jun 2021 | ||
| United Capital Financial Advisers | 457k | $23M | -2% | Jun 2021 | ||
| Wells Fargo & Company | 445k | $23M | 0% | Jun 2021 | ||
| Act Two Investors | 442k | $23M | 1% | Jun 2021 | ||
| Roundview Capital | 408k | $21M | 3% | Jun 2021 | ||
| Trustcore Financial Services | 404k | $21M | -1% | Jun 2021 | ||
| Renaissance Technologies | 400k | $21M | 40% | Jun 2021 | ||
| Carnegie Capital Asset Management | 371k | $19M | -12% | Sep 2021 | ||
| Vivaldi Capital Management | 343k | $18M | -9% | Jun 2021 | ||
| Heartwood Wealth Advisors | 327k | $17M | 1% | Jun 2021 | ||
| Galvin, Gaustad & Stein | 324k | $17M | -5% | Jun 2021 | ||
| Marotta Asset Management | 323k | $17M | 0% | Sep 2021 | ||
| Valley National Advisers | 291k | $15M | -25% | Jun 2021 | ||
| Courage Miller Partners | 277k | $14M | 5% | Jun 2021 | ||
| Meridian Wealth Partners | 274k | $14M | 5% | Jun 2021 | ||
| Sterling Investment Management | 267k | $14M | 5% | Jun 2021 | ||
| Boenning & Scattergood | 263k | $14M | -7% | Sep 2021 | ||
| Leavell Investment Management | 261k | $13M | 0% | Jun 2021 | ||
| Cambridge Investment Research Advisors | 259k | $13M | -30% | Jun 2021 | ||
| Websterrogers Financial Advisors | 259k | $13M | -3% | Jun 2021 | ||
| Qci Asset Management | 258k | $13M | 4% | Jun 2021 | ||
| Creative Financial Designs | 257k | $13M | 10% | Sep 2021 | ||
| Pensionmark Financial Group | 252k | $13M | 0% | Jun 2021 | ||
| Ohe Financial | 248k | $13M | -1% | Jun 2021 | ||
| Abacus Planning Group | 248k | $13M | 12% | Jun 2021 | ||
| Assetmark | 235k | $12M | -65% | Jun 2021 | ||
| Strategic Wealth Management | 229k | $12M | 0% | Jun 2021 | ||
| ERTS Wealth Advisors | 228k | $12M | 72% | Jun 2021 | ||
| Mml Investors Services | 227k | $12M | 6% | Jun 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 227k | $12M | 7% | Jun 2021 | ||
| Mariner Wealth Advisors | 226k | $12M | -13% | Jun 2021 | ||
| Smith & Howard Wealth Management | 224k | $12M | 10% | Sep 2021 | ||
| AlphaStar Capital Management | 222k | $11M | 7% | Jun 2021 | ||
| Planned Solutions | 220k | $11M | 8% | Jun 2021 | ||
| Lisa Snider | 216k | $11M | 51% | Sep 2021 | ||
| IFS Advisors | 215k | $11M | 3% | Jun 2021 | ||
| DDD Partners | 206k | $11M | 9% | Sep 2021 | ||
| Hatton Consulting | 201k | $10M | 16% | Jun 2021 | ||
| Alesco Advisors | 194k | $9.9M | 1% | Jun 2021 | ||
| Branch Banking & Trust Company | 194k | $9.9M | -66% | Jun 2021 | ||
| Asset Planning Corporation | 189k | $9.7M | 3% | Jun 2021 | ||
| Buckingham Asset Management | 187k | $9.6M | -3% | Jun 2021 | ||
| Raymond James Financial Services Advisors | 183k | $9.4M | -25% | Jun 2021 | ||
| Laidlaw Wealth Management | 182k | $9.3M | 15% | Jun 2021 | ||
| Krilogy Financial | 177k | $9.1M | -1% | Sep 2021 | ||
| Foster Victor Wealth Advisors | 174k | $8.9M | 13% | Sep 2021 | ||
| Morgan Stanley | 170k | $8.7M | 100% | Jun 2021 | ||
| Cetera Investment Advisers | 168k | $8.6M | -2% | Jun 2021 | ||
| Dean Investment Associates | 167k | $8.5M | 4% | Jun 2021 | ||
| AdvisorNet Financial | 166k | $8.5M | 2% | Jun 2021 | ||
| Bigelow Investment Advisors | 163k | $8.3M | 0% | Jun 2021 | ||
| Harrington Investments | 159k | $8.1M | -34% | Jun 2021 | ||
| Journey Advisory Group | 155k | $7.9M | 19% | Jun 2021 | ||
| First National Trust Company | 153k | $7.8M | 10% | Jun 2021 | ||
| UBS Group | 153k | $7.8M | -3% | Jun 2021 | ||
| Moisand Fitzgerald Tamayo | 148k | $7.6M | 3% | Jun 2021 | ||
| AE Wealth Management | 146k | $7.5M | 63% | Jun 2021 | ||
| Cambridge Associates | 143k | $7.3M | 120% | Jun 2021 | ||
| Homrich Berg | 141k | $7.2M | -1% | Jun 2021 | ||
| Bangor Savings Bank | 141k | $7.2M | -18% | Jun 2021 | ||
| Modus Advisors | 141k | $7.2M | -3% | Sep 2021 | ||
| LPL Financial | 139k | $7.1M | -2% | Jun 2021 | ||
| Change Path | 136k | $6.9M | 39% | Jun 2021 | ||
| Eqis Capital Management | 133k | $6.8M | -4% | Jun 2021 | ||
| Successful Portfolios | 131k | $6.7M | 2% | Jun 2021 | ||
| Sheets Smith Wealth Management | 128k | $6.6M | -3% | Jun 2021 | ||
| HighTower Advisors | 126k | $6.5M | -53% | Jun 2021 | ||
| Raymond James & Associates | 124k | $6.3M | 9% | Jun 2021 | ||
| Private Advisor | 120k | $6.1M | 13% | Jun 2021 | ||
| Synovus Financial Corp. | 119k | $6.1M | 1% | Jun 2021 | ||
| Meritage Portfolio Management | 119k | $6.1M | 129% | Jun 2021 | ||
| Kingfisher Capital | 119k | $6.1M | 2% | Jun 2021 | ||
| LVW Advisors | 119k | $6.1M | -1% | Jun 2021 | ||
| D.B. Root & Company | 117k | $6.0M | -15% | Sep 2021 | ||
| Clarius | 116k | $5.9M | -32% | Jun 2021 | ||
| Stratos Wealth Advisors | 114k | $5.8M | -2% | Jun 2021 | ||
| Jane Street | 114k | $5.8M | -35% | Jun 2021 | ||
| Carlton, Hoffferkamp & Jenks Wealth Management | 113k | $5.8M | -17% | Jun 2021 | ||
| FLC Capital Advisors | 111k | $5.7M | -22% | Jun 2021 | ||
| Krane Funds Advisors | 110k | $5.6M | 0% | Jun 2021 | ||
| Allen Capital Group | 105k | $5.4M | -6% | Sep 2021 | ||
| MinichMacGregor Wealth Management | 104k | $5.3M | -7% | Jun 2021 | ||
| Ballast Advisors | 97k | $5.0M | 4% | Jun 2021 | ||
| Islay Capital Management | 91k | $4.7M | 1% | Jun 2021 | ||
| Stephens Group Asset Management | 91k | $4.7M | 48% | Jun 2021 | ||
| SignalPoint Asset Management | 86k | $4.4M | 3% | Jun 2021 | ||
| IMC-Chicago | 85k | $4.4M | -40% | Jun 2021 | ||
| Dock Street Asset Managment | 85k | $4.4M | -6% | Jun 2021 | ||
| LifeSteps Financial | 81k | $4.1M | 23% | Jun 2021 | ||
| Unio Capital | 80k | $4.1M | 100% | Jun 2021 | ||
| Mutual Advisors | 77k | $3.9M | 28% | Jun 2021 | ||
| Prairiewood Capital | 76k | $3.9M | 0% | Jun 2021 | ||
| Dynamic Advisors Solutions | 75k | $3.8M | 3% | Jun 2021 | ||
| Financial Architects | 72k | $3.7M | -13% | Jun 2021 | ||
| Lionsbridge Wealth Management | 71k | $3.6M | -15% | Jun 2021 | ||
| Diversified Trust Company | 71k | $3.6M | 7% | Jun 2021 | ||
| Cordant | 70k | $3.6M | -2% | Jun 2021 | ||
| Commonwealth Equity Services | 67k | $3.4M | -3% | Jun 2021 | ||
| Tradition Wealth Management | 66k | $3.4M | -21% | Jun 2021 | ||
| Menlo Advisors | 64k | $3.3M | 152% | Jun 2021 | ||
| National Asset Management | 64k | $3.3M | -3% | Jun 2021 | ||
| Strategic Wealth Advisors | 60k | $3.1M | -33% | Jun 2021 | ||
| Morningstar Investment Services | 59k | $3.0M | 18% | Jun 2021 | ||
| Park Avenue Securities | 58k | $3.0M | 30% | Sep 2021 | ||
| Parsons Capital Management | 57k | $2.9M | -1% | Jun 2021 | ||
| Aurora Private Wealth | 57k | $2.9M | -74% | Jun 2021 | ||
| Parisi Gray Wealth Management | 56k | $2.9M | -12% | Jun 2021 | ||
| Weitzel Financial Services | 55k | $2.8M | -98% | Sep 2021 | ||
| SFMG Wealth Advisors | 54k | $2.8M | -2% | Jun 2021 | ||
| Hutchinson Capital Management | 54k | $2.8M | -9% | Jun 2021 | ||
| Nelson Roberts Investment Advisors | 53k | $2.7M | -24% | Jun 2021 | ||
| West Coast Financial | 53k | $2.7M | 2% | Jun 2021 | ||
| Bond & Devick Financial Network | 52k | $2.7M | 4% | Jun 2021 | ||
| Monticello Wealth Management | 52k | $2.7M | 57% | Jun 2021 | ||
| Juncture Wealth Strategies | 52k | $2.6M | -6% | Jun 2021 | ||
| Surevest | 51k | $2.6M | 2% | Jun 2021 | ||
| HBK Sorce Advisory | 51k | $2.6M | 15% | Jun 2021 | ||
| Dorsey & Whitney Trust Company | 51k | $2.6M | 100% | Jun 2021 | ||
| Fifth Third Securities | 50k | $2.6M | 100% | Sep 2021 | ||
| Northwest Capital Management | 49k | $2.5M | -2% | Sep 2021 | ||
| HPM Partners | 49k | $2.5M | -5% | Sep 2021 | ||
| Chicago Partners Investment | 48k | $2.5M | -1% | Jun 2021 | ||
| Blackhawk Capital Partners | 48k | $2.5M | 100% | Jun 2021 | ||
| Financial Engines Advisors L.L.C | 47k | $2.4M | -52% | Jun 2021 | ||
| Creative Planning | 46k | $2.3M | -13% | Jun 2021 | ||
| Koshinski Asset Management | 44k | $2.3M | -19% | Jun 2021 | ||
| Thrivent Financial for Lutherans | 44k | $2.2M | -26% | Jun 2021 | ||
| Peak Asset Management | 42k | $2.2M | -15% | Jun 2021 | ||
| Citadel Advisors | 41k | $2.1M | -73% | Jun 2021 | ||
| Strategic Blueprint | 30k | $1.5M | -67% | Jun 2021 | ||
| Sentinel Pension Advisors | 28k | $1.4M | -93% | Jun 2021 | ||
| Deutsche Bank Aktiengesellschaft | 13k | $643k | -77% | Jun 2021 | ||
| Millennium Management | 9.8k | $504k | -80% | Jun 2021 | ||
| Crabel Capital Management | 5.8k | $296k | -97% | Jun 2021 | ||
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| W. E. Donoghue & Co | Mar 2021 | 198k | $10M |
| Lathrop Investment Management Corp | Mar 2021 | 72k | $3.7M |
| JD Financial Services | Mar 2021 | 59k | $3.0M |