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 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