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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 24M | $1.2B | 100% | Dec 2021 | ||
| Jpmorgan Chase & Co | 19M | $920M | -48% | Mar 2022 | ||
| Sei Investments | 6.4M | $319M | 4% | Mar 2022 | ||
| Charles Schwab Investment Management | 2.2M | $108M | -6% | Mar 2022 | ||
| Franklin Resources | 2.1M | $103M | -4% | Mar 2022 | ||
| Stifel Financial | 2.0M | $100M | 9% | Mar 2022 | ||
| Envestnet Asset Management | 1.6M | $81M | -5% | Mar 2022 | ||
| Krane Funds Advisors | 1.5M | $74M | 115% | Mar 2022 | ||
| Tradewinds Capital Management | 1.4M | $67M | 29% | Mar 2022 | ||
| 55i | 1.2M | $59M | 141% | Mar 2022 | ||
| Davenport & Co | 1.1M | $52M | -29% | Mar 2022 | ||
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| Pnc Financial Services | 969k | $49M | -2% | Dec 2021 | ||
| Quantum Capital Management | 908k | $45M | 46% | Mar 2022 | ||
| Edgehill Endowment Partners | 809k | $40M | 0% | Mar 2022 | ||
| Reliant Wealth Planning | 780k | $39M | 17% | Mar 2022 | ||
| Brandywine Oak Private Wealth | 755k | $37M | -2% | Mar 2022 | ||
| Hamilton Capital Management | 753k | $37M | -5% | Mar 2022 | ||
| Advisor Group Holdings | 694k | $34M | 21% | Mar 2022 | ||
| Apella Capital | 674k | $33M | 1% | Mar 2022 | ||
| Traverso Chambers Private Wealth Management | 627k | $31M | 2% | Mar 2022 | ||
| Morgan Stanley | 593k | $29M | 100% | Mar 2022 | ||
| Meridian Wealth Partners | 563k | $28M | 99% | Mar 2022 | ||
| Morningstar Investment Management | 527k | $26M | 9% | Mar 2022 | ||
| Strategic Wealth Management | 457k | $23M | 0% | Dec 2021 | ||
| Mercer Global Advisors | 449k | $22M | -5% | Mar 2022 | ||
| Ambassador Advisors | 443k | $23M | 100% | Dec 2021 | ||
| Thrivent Financial for Lutherans | 432k | $21M | 892% | Mar 2022 | ||
| Heartwood Wealth Advisors | 427k | $21M | 28% | Mar 2022 | ||
| Courage Miller Partners | 426k | $21M | 12% | Mar 2022 | ||
| Jackson Wealth Management | 419k | $21M | 100% | Mar 2022 | ||
| Jane Street | 399k | $20M | 35% | Mar 2022 | ||
| Roundview Capital | 390k | $19M | -6% | Mar 2022 | ||
| IFS Advisors | 363k | $18M | 3% | Mar 2022 | ||
| Trustcore Financial Services | 357k | $18M | 16% | Mar 2022 | ||
| Stephens Group Asset Management | 356k | $18M | 1% | Mar 2022 | ||
| Bangor Savings Bank | 354k | $18M | 368% | Mar 2022 | ||
| Streettalk Advisors | 349k | $17M | -24% | Mar 2022 | ||
| AlphaStar Capital Management | 344k | $17M | -54% | Mar 2022 | ||
| PBWM Holdings | 336k | $17M | -26% | Mar 2022 | ||
| Carnegie Capital Asset Management | 331k | $16M | 0% | Mar 2022 | ||
| Marotta Asset Management | 328k | $16M | 1% | Mar 2022 | ||
| Harvest Group Wealth Management | 319k | $16M | 100% | Mar 2022 | ||
| Leavell Investment Management | 318k | $16M | 4% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 294k | $15M | -5% | Dec 2021 | ||
| Members Advisory Group | 288k | $14M | 100% | Mar 2022 | ||
| Journey Advisory Group | 278k | $14M | 47% | Mar 2022 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 271k | $13M | 7% | Mar 2022 | ||
| Abacus Planning Group | 270k | $13M | -7% | Mar 2022 | ||
| Vivaldi Capital Management | 262k | $13M | -25% | Dec 2021 | ||
| West Coast Financial | 248k | $12M | 2% | Mar 2022 | ||
| First National Trust Company | 244k | $12M | 48% | Mar 2022 | ||
| Sterling Investment Management | 242k | $12M | -2% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 233k | $12M | 28% | Mar 2022 | ||
| Mml Investors Services | 226k | $11M | -3% | Mar 2022 | ||
| Asset Planning Corporation | 224k | $11M | 0% | Mar 2022 | ||
| G2 Capital Management, Llc / Oh | 215k | $11M | 100% | Mar 2022 | ||
| Pensionmark Financial Group | 214k | $11M | -9% | Mar 2022 | ||
| Galvin, Gaustad & Stein | 210k | $10M | -25% | Mar 2022 | ||
| Wells Fargo & Company | 198k | $10M | -29% | Dec 2021 | ||
| DDD Partners | 195k | $9.7M | -3% | Mar 2022 | ||
| Branch Banking & Trust Company | 193k | $9.6M | 1% | Mar 2022 | ||
| Laidlaw Wealth Management | 186k | $9.2M | 11% | Mar 2022 | ||
| Successful Portfolios | 180k | $8.9M | 13% | Mar 2022 | ||
| Mid-American Wealth Advisory Group | 179k | $9.1M | 100% | Dec 2021 | ||
| Change Path | 178k | $8.8M | 3% | Mar 2022 | ||
| Dean Investment Associates | 174k | $8.6M | 1% | Mar 2022 | ||
| Buckingham Asset Management | 166k | $8.2M | -16% | Mar 2022 | ||
| Cetera Investment Advisers | 163k | $8.1M | -3% | Mar 2022 | ||
| Krilogy Financial | 163k | $8.1M | 3% | Mar 2022 | ||
| Ohe Financial | 159k | $8.1M | -34% | Dec 2021 | ||
| Blackhawk Capital Partners | 159k | $7.9M | 326% | Mar 2022 | ||
| Cabot Money Management | 156k | $7.7M | 801% | Mar 2022 | ||
| Roof Eidam & Maycock | 156k | $7.9M | -72% | Dec 2021 | ||
| Islay Capital Management | 154k | $7.6M | 12% | Mar 2022 | ||
| Smith & Howard Wealth Management | 148k | $7.3M | 1% | Mar 2022 | ||
| Cambridge Associates | 143k | $7.1M | 0% | Mar 2022 | ||
| Topel & Distasi Wealth Management | 141k | $7.0M | 2% | Mar 2022 | ||
| Bigelow Investment Advisors | 140k | $6.9M | -26% | Mar 2022 | ||
| Wagner Bowman Management | 136k | $6.7M | 3% | Mar 2022 | ||
| Shelton Wealth Management | 134k | $6.7M | 100% | Mar 2022 | ||
| Harrington Investments | 133k | $6.6M | -8% | Mar 2022 | ||
| RFG Advisory | 132k | $6.5M | 1800% | Mar 2022 | ||
| ETF Store | 131k | $6.5M | 0% | Mar 2022 | ||
| Smart Portfolios | 131k | $6.6M | 0% | Dec 2021 | ||
| Foster Victor Wealth Advisors | 130k | $6.4M | -20% | Mar 2022 | ||
| Private Advisor | 130k | $6.6M | 0% | Mar 2022 | ||
| Carlton, Hoffferkamp & Jenks Wealth Management | 127k | $6.3M | 2% | Mar 2022 | ||
| Goldman Sachs Group | 126k | $6.3M | 1808% | Mar 2022 | ||
| Modus Advisors | 124k | $6.3M | -12% | Dec 2021 | ||
| HighTower Advisors | 124k | $6.3M | -1% | Dec 2021 | ||
| Sheets Smith Wealth Management | 124k | $6.1M | -4% | Mar 2022 | ||
| Boenning & Scattergood | 110k | $5.4M | -25% | Mar 2022 | ||
| Moisand Fitzgerald Tamayo | 109k | $5.4M | -28% | Mar 2022 | ||
| IMC-Chicago | 105k | $5.2M | 322% | Mar 2022 | ||
| Ballast Advisors | 102k | $5.1M | -1% | Mar 2022 | ||
| Stratos Wealth Advisors | 102k | $5.0M | -2% | Mar 2022 | ||
| Ahl Investment Management | 102k | $5.0M | 0% | Mar 2022 | ||
| CliftonLarsonAllen Wealth Advisors | 101k | $5.0M | 100% | Mar 2022 | ||
| Baird Financial | 98k | $4.9M | 12% | Mar 2022 | ||
| Tradition Wealth Management | 98k | $4.8M | 37% | Mar 2022 | ||
| Meritage Portfolio Management | 97k | $4.8M | -37% | Mar 2022 | ||
| DBK Financial Counsel | 94k | $4.6M | -1% | Mar 2022 | ||
| McBroom & Associates | 93k | $4.6M | 100% | Mar 2022 | ||
| Parisi Gray Wealth Management | 90k | $4.5M | -16% | Mar 2022 | ||
| AdvisorNet Financial | 88k | $4.4M | -44% | Mar 2022 | ||
| Valley National Advisers | 87k | $4.3M | -24% | Mar 2022 | ||
| Mutual Advisors | 87k | $4.3M | 10% | Mar 2022 | ||
| Frontier Asset Management | 87k | $4.4M | 100% | Dec 2021 | ||
| LifeSteps Financial | 86k | $4.3M | -5% | Mar 2022 | ||
| Mariner Wealth Advisors | 86k | $4.3M | -39% | Mar 2022 | ||
| Dynamic Advisors Solutions | 84k | $4.1M | -4% | Mar 2022 | ||
| Tortoise Investment Management | 83k | $4.1M | 784% | Mar 2022 | ||
| Creative Financial Designs | 82k | $4.0M | -71% | Mar 2022 | ||
| Prairiewood Capital | 82k | $4.0M | 12% | Mar 2022 | ||
| LVW Advisors | 81k | $4.0M | -29% | Mar 2022 | ||
| Wealth Management Resources | 81k | $4.0M | 3% | Mar 2022 | ||
| D.B. Root & Company | 80k | $4.0M | -6% | Mar 2022 | ||
| PrairieView Partners | 80k | $4.0M | 92% | Mar 2022 | ||
| Lincoln Capital | 75k | $3.8M | 23% | Dec 2021 | ||
| Harbour Investments | 74k | $3.7M | -91% | Dec 2021 | ||
| Cambridge Trust Company | 73k | $3.7M | 41% | Dec 2021 | ||
| Bond & Devick Financial Network | 72k | $3.6M | 9% | Mar 2022 | ||
| SignalPoint Asset Management | 71k | $3.5M | -4% | Mar 2022 | ||
| Dagco | 71k | $3.5M | 9% | Mar 2022 | ||
| Raymond James & Associates | 71k | $3.5M | 2% | Mar 2022 | ||
| Hutchinson Capital Management | 70k | $3.5M | 33% | Mar 2022 | ||
| National Asset Management | 70k | $3.5M | 7% | Mar 2022 | ||
| Lionsbridge Wealth Management | 70k | $3.5M | -2% | Dec 2021 | ||
| Diversified Trust Company | 69k | $3.4M | 0% | Mar 2022 | ||
| Lifeworks Advisors | 68k | $3.4M | -30% | Mar 2022 | ||
| Act Two Investors | 64k | $3.1M | -85% | Mar 2022 | ||
| Red Tortoise | 63k | $3.1M | 116% | Mar 2022 | ||
| Park Avenue Securities | 62k | $3.1M | 13% | Mar 2022 | ||
| FLC Capital Advisors | 61k | $3.0M | -47% | Mar 2022 | ||
| Bank of New York Mellon | 56k | $2.8M | 426% | Mar 2022 | ||
| Morningstar Investment Services | 52k | $2.6M | 2% | Mar 2022 | ||
| Surevest | 52k | $2.6M | -2% | Dec 2021 | ||
| Juncture Wealth Strategies | 51k | $2.6M | -1% | Dec 2021 | ||
| Koshinski Asset Management | 48k | $2.4M | -1% | Mar 2022 | ||
| Brookstone Capital Management | 48k | $2.4M | 273% | Mar 2022 | ||
| Dorsey & Whitney Trust Company | 47k | $2.3M | -11% | Mar 2022 | ||
| HBK Sorce Advisory | 47k | $2.3M | -5% | Mar 2022 | ||
| Commonwealth Equity Services | 46k | $2.3M | -30% | Mar 2022 | ||
| Cedar Brook Financial Partners | 46k | $2.3M | 1% | Mar 2022 | ||
| Great Valley Advisor Group | 45k | $2.3M | 8% | Mar 2022 | ||
| Riversedge Advisors | 45k | $2.3M | -1% | Dec 2021 | ||
| Ledge Wealth Management | 44k | $2.2M | 100% | Mar 2022 | ||
| Adventist Health System Sunbelt Healthcare Corp | 43k | $2.1M | -1% | Mar 2022 | ||
| Strategic Wealth Advisors | 43k | $2.1M | -1% | Mar 2022 | ||
| Planned Solutions | 43k | $2.1M | -19% | Mar 2022 | ||
| Pacific Capital Wealth Advisors | 42k | $2.1M | -5% | Mar 2022 | ||
| Creative Planning | 41k | $2.1M | -35% | Dec 2021 | ||
| Financial Architects | 38k | $1.9M | -24% | Mar 2022 | ||
| Sovereign Financial Group | 37k | $1.9M | -38% | Dec 2021 | ||
| Aurora Private Wealth | 36k | $1.8M | -47% | Mar 2022 | ||
| Websterrogers Financial Advisors | 36k | $1.8M | -80% | Mar 2022 | ||
| Dock Street Asset Managment | 35k | $1.7M | -57% | Mar 2022 | ||
| Central Trust & Investment | 35k | $1.7M | -65% | Mar 2022 | ||
| Weitzel Financial Services | 33k | $1.6M | -39% | Mar 2022 | ||
| Roberts Wealth Advisors | 31k | $1.5M | -43% | Mar 2022 | ||
| Nelson Roberts Investment Advisors | 29k | $1.4M | -46% | Mar 2022 | ||
| Cordant | 23k | $1.2M | -66% | Mar 2022 | ||
| Monticello Wealth Management | 23k | $1.1M | -57% | Mar 2022 | ||
| Citadel Advisors | 16k | $793k | -96% | Mar 2022 | ||
| Armbruster Capital Management | 10k | $495k | -93% | Mar 2022 | ||
| ERTS Wealth Advisors | 7.4k | $364k | -99% | Mar 2022 | ||
| Allen Capital Group | 4.8k | $240k | -95% | Mar 2022 | ||
| Kingfisher Capital | 4.2k | $210k | -97% | Mar 2022 | ||
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Taddei, Ludwig & Associates | Sep 2021 | 467k | $24M |
| Lisa Snider | Dec 2021 | 208k | $11M |
| MinichMacGregor Wealth Management | Dec 2021 | 208k | $11M |
| Renaissance Technologies | Dec 2021 | 71k | $3.6M |
| Menlo Advisors | Dec 2021 | 63k | $3.2M |
| Capital Planning | Dec 2021 | 55k | $2.8M |
| Fifth Third Securities | Dec 2021 | 47k | $2.4M |