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 | 123M | $5.9B | 2% | Jun 2023 |
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| Jpmorgan Chase & Co | 41M | $2.0B | 140% | Jun 2023 |
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| Ameriprise Financial | 14M | $685M | 4% | Jun 2023 |
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| Sei Investments | 6.5M | $310M | 0% | Jun 2023 |
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| Charles Schwab Investment Management | 4.0M | $191M | 18% | Jun 2023 |
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| Envestnet Asset Management | 3.2M | $154M | 12% | Jun 2023 |
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| Stifel Financial | 2.3M | $109M | 1% | Jun 2023 |
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| Hamilton Capital Management | 1.6M | $79M | 2% | Jun 2023 |
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| Morningstar Investment Management | 1.6M | $79M | -20% | Jun 2023 |
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| State Street Corporation | 1.6M | $75M | 100% | Jun 2023 |
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| SCS Capital Management | 1.5M | $72M | 32% | Jun 2023 |
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| Pacific Sage Partners | 1.3M | $64M | -1% | Jun 2023 |
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| Morgan Stanley | 1.3M | $63M | -21% | Jun 2023 |
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| Mercer Global Advisors | 1.2M | $56M | 7% | Jun 2023 |
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| Greenline Partners | 1.0M | $55M | 553% | Jun 2023 |
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| MCF Advisors | 984k | $47M | 2% | Jun 2023 |
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| Fund Evaluation Group | 970k | $6.4M | 1% | Jun 2023 |
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| Brandywine Oak Private Wealth | 886k | $43M | 3% | Jun 2023 |
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| LPL Financial | 874k | $42M | -5% | Jun 2023 |
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| Thrivent Financial for Lutherans | 863k | $42M | 28% | Jun 2023 |
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| Bell Investment Advisors | 854k | $41M | 3% | Jun 2023 |
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| Pnc Financial Services | 850k | $41M | -4% | Jun 2023 |
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| Royal Bank of Canada | 819k | $39M | 22% | Jun 2023 |
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| Bsc Private Wealth Management | 793k | $38M | 100% | Jun 2023 |
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| Advisor Group Holdings | 780k | $38M | -16% | Jun 2023 |
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| Bangor Savings Bank | 740k | $36M | 3% | Jun 2023 |
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| Evensky & Katz | 727k | $35M | 19% | Jun 2023 |
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| FLC Capital Advisors | 714k | $34M | 6% | Jun 2023 |
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| UBS Group | 684k | $33M | 20% | Jun 2023 |
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| Traverso Chambers Private Wealth Management | 617k | $30M | 5% | Jun 2023 |
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| United Capital Management of KS | 566k | $27M | 9% | Jun 2023 |
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| Stephens Group Asset Management | 541k | $26M | 51% | Jun 2023 |
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| Davenport & Co | 528k | $25M | -49% | Jun 2023 |
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| Apella Capital | 495k | $24M | -10% | Jun 2023 |
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| Commerce Bank N A | 486k | $23M | -58% | Jun 2023 |
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| Raymond James Financial Services Advisors | 482k | $23M | -44% | Jun 2023 |
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| Captrust Financial Advisors | 447k | $22M | 8% | Jun 2023 |
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| Altiora Financial Group | 442k | $21M | 1% | Jun 2023 |
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| Passive Capital Management | 439k | $21M | 2% | Mar 2023 |
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| Leavell Investment Management | 377k | $18M | -3% | Jun 2023 |
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| West Coast Financial | 361k | $17M | 1% | Jun 2023 |
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| Wealthfront Advisers | 353k | $17M | 1502% | Jun 2023 |
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| Courage Miller Partners | 342k | $16M | 0% | Jun 2023 |
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| Streettalk Advisors | 342k | $16M | 6% | Jun 2023 |
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| Northeast Financial Group | 340k | $16M | 19% | Jun 2023 |
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| Roundview Capital | 332k | $16M | -2% | Jun 2023 |
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| Jane Street | 332k | $16M | 100% | Jun 2023 |
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| Meridian Wealth Partners | 327k | $16M | 7% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 321k | $15M | -18% | Jun 2023 |
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| Marotta Asset Management | 316k | $15M | -4% | Jun 2023 |
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| Creative Planning | 314k | $15M | -18% | Jun 2023 |
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| Bouchey Financial | 312k | $15M | 1% | Jun 2023 |
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| LVW Advisors | 312k | $15M | 5% | Jun 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 309k | $15M | 4% | Jun 2023 |
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| First National Trust Company | 309k | $15M | 8% | Jun 2023 |
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| Wells Fargo & Company | 301k | $15M | 4% | Jun 2023 |
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| AlphaStar Capital Management | 291k | $14M | 3% | Jun 2023 |
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| Compass Ion Advisors | 284k | $14M | -5% | Jun 2023 |
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| Vivaldi Capital Management | 261k | $13M | -5% | Jun 2023 |
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| Pensionmark Financial Group | 249k | $12M | -6% | Jun 2023 |
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| Massmutual Trust | 249k | $12M | 3% | Jun 2023 |
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| Goldman Sachs Group | 243k | $12M | 45% | Jun 2023 |
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| Mason & Associates | 243k | $12M | -6% | Jun 2023 |
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| Mirae Asset Global Investments | 237k | $11M | 47% | Jun 2023 |
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| Alesco Advisors | 235k | $11M | -76% | Jun 2023 |
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| Blume Capital Management | 231k | $11M | 3% | Jun 2023 |
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| Charles Schwab Trust | 230k | $11M | 4% | Jun 2023 |
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| Asset Planning Corporation | 216k | $10M | 2% | Jun 2023 |
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| Atria Wealth Solutions | 215k | $10M | 722% | Jun 2023 |
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| Branch Banking & Trust Company | 207k | $9.9M | 3% | Jun 2023 |
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| Abacus Planning Group | 205k | $9.8M | -3% | Jun 2023 |
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| Harvest Group Wealth Management | 200k | $9.8M | -26% | Mar 2023 |
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| Soltis Investment Advisors | 190k | $9.1M | 2% | Jun 2023 |
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| Lowery Thomas | 188k | $9.0M | 7% | Jun 2023 |
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| AdvisorNet Financial | 187k | $9.0M | 39% | Jun 2023 |
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| Moisand Fitzgerald Tamayo | 186k | $8.9M | 1% | Jun 2023 |
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| Dean Investment Associates | 185k | $8.9M | 1% | Jun 2023 |
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| Cornerstone Wealth Advisors | 175k | $8.4M | -5% | Jun 2023 |
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| Pure Financial Advisors | 171k | $8.2M | -3% | Jun 2023 |
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| Harbour Investments | 170k | $8.2M | -1% | Jun 2023 |
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| Mml Investors Services | 165k | $7.9M | -3% | Jun 2023 |
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| Mariner Wealth Advisors | 164k | $7.9M | 0% | Jun 2023 |
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| National Asset Management | 164k | $7.9M | 0% | Jun 2023 |
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| Dynamic Advisors Solutions | 158k | $7.6M | -12% | Jun 2023 |
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| Assetmark | 156k | $7.5M | -43% | Jun 2023 |
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| Journey Advisory Group | 151k | $7.3M | 45% | Jun 2023 |
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| Change Path | 139k | $6.6M | -2% | Jun 2023 |
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| Ballast Advisors | 147k | $7.1M | 0% | Jun 2023 |
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| Successful Portfolios | 137k | $6.6M | -22% | Jun 2023 |
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| Hanson McClain Advisors | 135k | $6.5M | -8% | Jun 2023 |
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| Peterson Wealth Advisors | 133k | $6.4M | 1124% | Jun 2023 |
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| Cetera Investment Advisers | 131k | $6.3M | 30% | Jun 2023 |
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| Mid-American Wealth Advisory Group | 128k | $6.2M | 100% | Jun 2023 |
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| Juncture Wealth Strategies | 128k | $6.2M | 10% | Jun 2023 |
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| BlackRock | 126k | $6.1M | 505228% | Jun 2023 |
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| SMI Advisory Services | 126k | $6.1M | 2% | Mar 2023 |
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| Raymond James & Associates | 123k | $5.9M | 1% | Jun 2023 |
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| AE Wealth Management | 123k | $5.9M | 32% | Jun 2023 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 120k | $5.8M | 1% | Jun 2023 |
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| Inspire Advisors | 118k | $5.7M | 317% | Jun 2023 |
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| Galvin, Gaustad & Stein | 118k | $5.7M | 165% | Jun 2023 |
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| Cambridge Investment Research Advisors | 114k | $5.5M | -29% | Jun 2023 |
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| Act Two Investors | 113k | $5.4M | 13% | Jun 2023 |
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| Eqis Capital Management | 113k | $5.4M | 1% | Jun 2023 |
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| Members Advisory Group | 112k | $5.4M | -3% | Jun 2023 |
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| Meritage Portfolio Management | 112k | $5.4M | -7% | Jun 2023 |
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| G. W. Henssler & Associates | 112k | $5.4M | -1% | Jun 2023 |
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| Integrated Wealth Concepts | 109k | $5.2M | 1% | Jun 2023 |
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| United Capital Financial Advisers | 108k | $5.2M | 3% | Jun 2023 |
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| Mutual Advisors | 108k | $5.2M | 13% | Jun 2023 |
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| Financial & Tax Architects | 107k | $5.2M | -21% | Jun 2023 |
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| Synovus Financial Corp. | 107k | $5.1M | -7% | Jun 2023 |
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| DBK Financial Counsel | 103k | $5.0M | 7% | Jun 2023 |
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| D.B. Root & Company | 103k | $4.9M | -15% | Jun 2023 |
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| Resource Planning Group | 102k | $4.9M | -2% | Jun 2023 |
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| Kades & Cheifetz | 101k | $4.8M | 1% | Jun 2023 |
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| Prairiewood Capital | 100k | $4.8M | 4% | Jun 2023 |
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| Buckingham Asset Management | 100k | $4.8M | -25% | Jun 2023 |
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| Harrington Investments | 100k | $4.8M | -5% | Jun 2023 |
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| Forza Wealth Management | 99k | $4.8M | 0% | Jun 2023 |
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| Valtinson Bruner Financial Planning | 98k | $4.7M | 100% | Jun 2023 |
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| Private Advisor | 98k | $4.7M | 12% | Jun 2023 |
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| Stratos Wealth Advisors | 97k | $4.7M | 11% | Jun 2023 |
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| Milestone Investment Advisors | 96k | $4.6M | 14% | Jun 2023 |
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| W. E. Donoghue & Co | 94k | $4.5M | -53% | Jun 2023 |
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| Vista Private Wealth Partners | 93k | $4.4M | 156% | Jun 2023 |
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| Carnegie Capital Asset Management | 92k | $4.4M | -13% | Jun 2023 |
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| Great Valley Advisor Group | 92k | $4.4M | -2% | Jun 2023 |
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| Rosenberg Matthew Hamilton | 87k | $4.2M | 42% | Jun 2023 |
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| Hutchinson Capital Management | 85k | $4.1M | -2% | Jun 2023 |
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| Cobblestone Capital Advisors | 84k | $4.0M | 7% | Jun 2023 |
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| Smith & Howard Wealth Management | 83k | $4.0M | -9% | Jun 2023 |
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| Financial Network Investment Corporation | 83k | $4.0M | 84% | Jun 2023 |
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| ETF Store | 82k | $3.9M | -33% | Jun 2023 |
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| Curran Financial Partners | 82k | $3.9M | 19% | Jun 2023 |
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| Cedar Wealth Management | 80k | $3.9M | -23% | Jun 2023 |
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| Commonwealth Equity Services | 80k | $3.8M | 2% | Jun 2023 |
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| Associated Banc- | 79k | $3.8M | 6% | Jun 2023 |
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| Rockefeller Capital Management | 79k | $3.8M | 26% | Jun 2023 |
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| Sheets Smith Wealth Management | 78k | $3.8M | 29% | Jun 2023 |
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| CliftonLarsonAllen Wealth Advisors | 78k | $3.7M | -2% | Jun 2023 |
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| McLean Asset Management Corp | 76k | $3.7M | -5% | Jun 2023 |
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| Ahl Investment Management | 75k | $3.6M | 1% | Jun 2023 |
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| Islay Capital Management | 75k | $3.6M | -11% | Jun 2023 |
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| HighTower Advisors | 73k | $3.5M | 7% | Jun 2023 |
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| We Are One Seven | 72k | $3.5M | 4% | Jun 2023 |
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| Tradition Wealth Management | 72k | $3.4M | -55% | Jun 2023 |
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| Roof Eidam & Maycock | 68k | $3.3M | 0% | Jun 2023 |
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| Sawtooth Asset Management | 68k | $3.2M | -3% | Jun 2023 |
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| Bleakley Financial Group | 68k | $3.2M | -3% | Jun 2023 |
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| Aspen Wealth Strategies | 62k | $3.0M | -9% | Jun 2023 |
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| Kovitz Investment Group Partners | 59k | $2.8M | -51% | Jun 2023 |
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| Kingsview Wealth Management | 57k | $2.8M | -27% | Jun 2023 |
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| Total Clarity Wealth Management | 52k | $2.5M | -32% | Jun 2023 |
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| Myecfo | 48k | $2.3M | -30% | Jun 2023 |
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| WT Wealth Management | 24k | $1.1M | -68% | Jun 2023 |
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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 |
|---|---|---|---|
| Edgehill Endowment Partners | Mar 2023 | 1.3M | $61M |
| Heartwood Wealth Advisors | Mar 2023 | 415k | $20M |
| Invst | Mar 2023 | 408k | $20M |
| Manchester Financial | Mar 2023 | 227k | $11M |
| Dfpg Investments | Mar 2023 | 143k | $7.0M |
| Summit Wealth Group | Mar 2023 | 85k | $2.0k |