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 20M $1.0B 1% Dec 2020
Ameriprise Financial 9.3M $481M 2% Dec 2020
Sei Investments 5.4M $278M 8% Dec 2020
Jpmorgan Chase & Co 3.0M $157M 974% Dec 2020
NextCapital Advisers 3.0M $155M -29% Dec 2020
Franklin Resources 3.0M $153M 5% Dec 2020
Fund Evaluation Group 2.5M $128M 8% Dec 2020
Charles Schwab Investment Management 1.7M $87M 16% Dec 2020
Envestnet Asset Management 1.5M $77M 14% Dec 2020
Wealth Enhancement Advisory Services 989k $51M 12% Dec 2020
Pnc Financial Services 960k $49M 2% Dec 2020

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tru Independence 921k $47k 100% Dec 2020
Advisor Group Holdings 915k $47M 6% Dec 2020
Stifel Financial 852k $44M -9% Dec 2020
Edgehill Endowment Partners 806k $41M 0% Mar 2021
Tradewinds Capital Management 767k $39M 12% Dec 2020
Hamilton Capital Management 735k $38M -1% Dec 2020
Brandywine Oak Private Wealth 716k $37M -10% Dec 2020
55i 631k $32M 47% Dec 2020
Quantum Capital Management 618k $32M 1% Dec 2020
Valley National Advisers 590k $30M -39% Dec 2020
Mercer Global Advisors 577k $30M 16% Dec 2020
Reliant Wealth Planning 577k $30M 3% Dec 2020
Wells Fargo & Company 576k $30M -27% Dec 2020
Cambridge Investment Research Advisors 567k $29M 101% Dec 2020
Assetmark 547k $28M -14% Dec 2020
Traverso Chambers Private Wealth Management 514k $26M 1% Dec 2020
United Capital Financial Advisers 504k $26M 1% Dec 2020
Meridian Wealth Advisors 498k $25M 100% Dec 2020
Vivaldi Capital Management 498k $26M -10% Dec 2020
PBWM Holdings 483k $25M 3% Dec 2020
Streettalk Advisors 459k $24M 71% Dec 2020
Mariner Wealth Advisors 446k $23M 4% Dec 2020
Morningstar Investment Management 441k $23M -19% Dec 2020
Carnegie Capital Asset Management 438k $23M -14% Dec 2020
Trustcore Financial Services 438k $23M 33% Dec 2020
Renaissance Technologies 410k $21M 42% Dec 2020
Taddei, Ludwig & Associates 404k $21M 100% Dec 2020
Roundview Capital 377k $19M 4% Dec 2020
Act Two Investors 371k $19M 13% Dec 2020
Marotta Asset Management 348k $18M 22% Mar 2021
Galvin, Gaustad & Stein 336k $17M 100% Dec 2020
Raymond James Financial Services Advisors 324k $17M -20% Dec 2020
Royal Bank of Canada 309k $16M 23% Dec 2020
Heartwood Wealth Advisors 293k $15M 3% Dec 2020
Strategic Wealth Management 279k $14M 0% Dec 2020
HighTower Advisors 273k $14M 1% Dec 2020
Websterrogers Financial Advisors 271k $14M 100% Dec 2020
Ohe Financial 265k $14M 1% Dec 2020
Citigroup 263k $14M -29% Dec 2020
Courage Miller Partners 255k $13M 5% Dec 2020
Rainey & Randall Investment Management 253k $13M -7% Dec 2020
Jane Street 253k $13M 347% Dec 2020
Meridian Wealth Partners 239k $12M -61% Dec 2020
Leavell Investment Management 235k $12M -35% Dec 2020
Harrington Investments 234k $12M 18% Dec 2020
Qci Asset Management 228k $12M 7% Dec 2020
Sterling Investment Management 222k $11M 5% Dec 2020
Roof Eidam & Maycock 220k $11M 17% Dec 2020
Pensionmark Financial Group 219k $11M 51% Dec 2020
Abacus Planning Group 207k $11M 4% Dec 2020
Summit Trail Advisors 204k $11M -41% Dec 2020
AlphaStar Capital Management 203k $10M 12% Dec 2020
Buckingham Asset Management 201k $10M 24% Dec 2020
Aurora Private Wealth 200k $10M 4% Dec 2020
D.B. Root & Company 200k $10M -27% Dec 2020
Mml Investors Services 193k $9.9M 14% Dec 2020
Clarius 184k $9.4M -2% Dec 2020
DDD Partners 180k $9.2M 909% Dec 2020
MinichMacGregor Wealth Management 180k $9.2M -16% Dec 2020
Alesco Advisors 177k $9.1M 7% Dec 2020
Nelson, Van Denburg & Campbell Wealth Management 174k $9.0M 6% Dec 2020
Homrich Berg 174k $9.0M 5% Dec 2020
Cetera Investment Advisers 171k $8.8M 78% Dec 2020
Asset Planning Corporation 171k $8.8M 100% Dec 2020
FLC Capital Advisors 169k $8.7M -6% Dec 2020
Morgan Stanley 168k $8.6M -7% Dec 2020
USAdvisors Wealth Management 165k $8.5M -42% Dec 2020
Bigelow Investment Advisors 162k $8.3M 17% Dec 2020
Bangor Savings Bank 160k $8.2M -19% Dec 2020
Dean Investment Associates 160k $8.2M -3% Dec 2020
Crabel Capital Management 154k $7.9M 2713% Dec 2020
Eqis Capital Management 154k $7.9M -3% Dec 2020
AdvisorNet Financial 150k $7.7M 38% Dec 2020
Planned Solutions 149k $7.7M 299% Dec 2020
Stratos Wealth Advisors 149k $7.7M 29% Dec 2020
Moisand Fitzgerald Tamayo 143k $7.3M 10% Dec 2020
Sentinel Pension Advisors 142k $7.3M 5% Dec 2020
Paradigm Financial Advisors 142k $7.3M -48% Dec 2020
Allen Capital Group 141k $7.2M -12% Dec 2020
Modus Advisors 140k $7.2M 7% Mar 2021
Carlton, Hoffferkamp & Jenks Wealth Management 138k $7.1M -2% Dec 2020
Smith & Howard Wealth Management 135k $6.9M 6% Dec 2020
Branch Banking & Trust Company 129k $6.7M 1% Dec 2020
Sheets Smith Wealth Management 128k $6.6M 1% Dec 2020
LPL Financial 127k $6.5M 20% Dec 2020
First National Trust Company 126k $6.5M 2% Dec 2020
Successful Portfolios 124k $6.4M 2% Dec 2020
Journey Advisory Group 123k $6.3M 100% Dec 2020
Creative Financial Designs 123k $6.3M 39% Dec 2020
Citadel Advisors 121k $6.2M 93% Dec 2020
Synovus Financial Corp. 120k $6.1M -2% Dec 2020
LVW Advisors 119k $6.1M 14% Dec 2020
Kingfisher Capital 119k $6.1M 0% Dec 2020
Krilogy Financial 116k $6.0M 21% Dec 2020
Ballast Advisors 115k $5.9M 9% Dec 2020
Laidlaw Wealth Management 114k $5.8M 75% Dec 2020
Private Advisor 102k $5.2M 218% Dec 2020
Foster Victor Wealth Advisors 99k $5.1M 7% Dec 2020
Dock Street Asset Managment 99k $5.1M 100% Dec 2020
UBS Group 98k $5.0M -8% Dec 2020
SignalPoint Asset Management 98k $5.0M 4% Dec 2020
Strategic Blueprint 97k $5.0M 100% Dec 2020
Financial Engines Advisors L.L.C 96k $5.0M -5% Dec 2020
ERTS Wealth Advisors 96k $4.9M -49% Dec 2020
Lincoln Capital 93k $4.8M 105% Dec 2020
Financial Architects 90k $4.6M -9% Dec 2020
Strategic Wealth Advisors 88k $4.5M 100% Dec 2020
Millennium Management 87k $4.5M -32% Dec 2020
Juncture Wealth Strategies 86k $4.4M -8% Dec 2020
SFMG Wealth Advisors 84k $4.3M -55% Dec 2020
Lionsbridge Wealth Management 83k $4.3M -7% Dec 2020
Nelson Roberts Investment Advisors 82k $4.2M -32% Dec 2020
AE Wealth Management 78k $4.0M -66% Dec 2020
Change Path 78k $4.0M 50% Dec 2020
Prairiewood Capital 75k $3.8M 100% Dec 2020
Lisa Snider 75k $3.8M 1775% Dec 2020
JD Financial Services 74k $3.8M 100% Dec 2020
Sawtooth Asset Management 73k $3.8M -68% Dec 2020
Commonwealth Equity Services 73k $3.8M -68% Dec 2020
Lathrop Investment Management Corp 71k $3.7M 100% Dec 2020
Dynamic Advisors Solutions 70k $3.6M -3% Dec 2020
Cordant 69k $3.6M -12% Dec 2020
Raymond James & Associates 68k $3.5M 8% Dec 2020
Islay Capital Management 68k $3.5M -2% Dec 2020
Tradition Wealth Management 62k $3.2M 100% Dec 2020
West Coast Financial 62k $3.2M -23% Dec 2020
First PREMIER Bank 61k $3.1M -7% Dec 2020
Hutchinson Capital Management 60k $3.1M -3% Dec 2020
HPM Partners 58k $3.0M 100% Dec 2020
MBE Wealth Management 58k $3.0M 35% Dec 2020
Creative Planning 57k $2.9M 112% Dec 2020
Northwest Capital Management 56k $2.9M 1% Dec 2020
Gratus Capital 55k $2.8M 100% Dec 2020
Peak Asset Management 55k $2.8M -14% Dec 2020
Black Diamond Financial 54k $2.7M 84% Dec 2020
Parsons Capital Management 53k $2.7M 84% Dec 2020
Weitzel Financial Services 52k $2.7M 100% Dec 2020
Surevest 51k $2.6M 5% Dec 2020
Deutsche Bank Aktiengesellschaft 51k $2.6M -57% Dec 2020
HBK Sorce Advisory 51k $2.6M -3% Dec 2020
TrinityPoint Wealth 45k $2.3M -12% Dec 2020
Janney Montgomery Scott 43k $2.2M -33% Dec 2020
Financial Advocates Investment Management 40k $2.1M -88% Dec 2020
Relaxing Retirement Coach 33k $1.7M -78% Dec 2020
Cambridge Associates 26k $1.3M -65% Dec 2020
Gradient Capital Advisors 20k $1.0M -63% Dec 2020
Kingsview Wealth Management 12k $614k -85% Dec 2020

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

Fund or Company Name Date Sold Shares Held Valued At
Kuehl Shepherd Kozlowski & Associates Sep 2020 199k $10M
Columbus Macro Sep 2020 114k $5.9M
IMC-Chicago Sep 2020 102k $5.2M
W. E. Donoghue & Co Sep 2020 86k $4.4M
Luther King Capital Management Corporation Sep 2020 79k $4.1M