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 | ||
---|---|---|---|---|---|---|
Envestnet Asset Management | 1.8M | $86M | -2% | Sep 2022 | ||
Hamilton Capital Management | 1.6M | $78M | 1% | Sep 2022 | ||
Pacific Sage Partners | 1.3M | $65M | 100% | Dec 2022 | ||
Jane Street | 1.3M | $61M | 3369% | Sep 2022 | ||
Fund Evaluation Group | 1.2M | $60M | -39% | Sep 2022 | ||
Commerce Bank N A | 1.0M | $50M | 185% | Sep 2022 | ||
Davenport & Co | 1.0M | $48M | -4% | Dec 2022 | ||
Brandywine Oak Private Wealth | 999k | $48M | 44% | Dec 2022 | ||
Pnc Financial Services | 955k | $46M | 6% | Sep 2022 | ||
Alesco Advisors | 938k | $45M | 100% | Dec 2022 | ||
MCF Advisors | 875k | $42M | 35% | Dec 2022 | ||
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Assetmark | 834k | $40M | -25% | Sep 2022 | ||
Reliant Wealth Planning | 752k | $36M | 3% | Sep 2022 | ||
Mercer Global Advisors | 738k | $36M | 28% | Sep 2022 | ||
Bangor Savings Bank | 715k | $35M | -5% | Dec 2022 | ||
Colton Groome Financial Advisors | 701k | $34M | -35% | Dec 2022 | ||
FLC Capital Advisors | 684k | $33M | 122% | Dec 2022 | ||
Compass Ion Advisors | 684k | $33M | 5% | Dec 2022 | ||
Bell Investment Advisors | 646k | $31M | 18% | Sep 2022 | ||
Traverso Chambers Private Wealth Management | 585k | $28M | 29% | Dec 2022 | ||
Apella Capital | 548k | $26M | -9% | Dec 2022 | ||
United Capital Management of KS | 480k | $23M | 4406% | Dec 2022 | ||
West Coast Financial | 471k | $23M | 12% | Sep 2022 | ||
Evensky & Katz | 435k | $21M | 41% | Dec 2022 | ||
Raymond James Financial Services Advisors | 435k | $21M | 6% | Sep 2022 | ||
Trustcore Financial Services | 425k | $21M | -52% | Sep 2022 | ||
W. E. Donoghue & Co | 418k | $20M | 51% | Sep 2022 | ||
Invst | 409k | $20M | 5% | Dec 2022 | ||
Cambridge Investment Research Advisors | 407k | $20M | 20% | Sep 2022 | ||
Heartwood Wealth Advisors | 404k | $20M | -7% | Dec 2022 | ||
IFS Advisors | 372k | $18M | 4% | Dec 2022 | ||
Leavell Investment Management | 366k | $18M | -1% | Dec 2022 | ||
Stephens Group Asset Management | 348k | $17M | -2% | Dec 2022 | ||
UBS Group | 345k | $17M | 69% | Sep 2022 | ||
Courage Miller Partners | 333k | $16M | -21% | Dec 2022 | ||
Roundview Capital | 331k | $16M | -14% | Sep 2022 | ||
Marotta Asset Management | 329k | $16M | -5% | Dec 2022 | ||
Creative Planning | 324k | $16M | -2% | Sep 2022 | ||
Empowered Funds | 319k | $15M | 100% | Dec 2022 | ||
Meridian Wealth Partners | 293k | $14M | 100% | Sep 2022 | ||
Bouchey Financial | 290k | $14M | 100% | Dec 2022 | ||
Members Advisory Group | 287k | $14M | 1% | Sep 2022 | ||
Journey Advisory Group | 286k | $14M | -3% | Sep 2022 | ||
Nelson, Van Denburg & Campbell Wealth Management | 286k | $14M | 6% | Sep 2022 | ||
First National Trust Company | 275k | $13M | -11% | Dec 2022 | ||
Harvest Group Wealth Management | 270k | $13M | -9% | Dec 2022 | ||
Mason & Associates | 267k | $13M | -4% | Dec 2022 | ||
Abacus Planning Group | 243k | $12M | -2% | Sep 2022 | ||
Edgehill Endowment Partners | 233k | $11M | -71% | Sep 2022 | ||
Blackhawk Capital Partners | 226k | $11M | 1% | Sep 2022 | ||
Asset Planning Corporation | 220k | $11M | 4% | Dec 2022 | ||
ERTS Wealth Advisors | 203k | $9.8M | -69% | Dec 2022 | ||
LVW Advisors | 200k | $9.7M | 157% | Sep 2022 | ||
AlphaStar Capital Management | 198k | $9.5M | -15% | Sep 2022 | ||
Successful Portfolios | 187k | $9.0M | 1% | Dec 2022 | ||
Pure Financial Advisors | 185k | $8.9M | 683% | Dec 2022 | ||
Charles Schwab Trust | 180k | $8.7M | 147% | Dec 2022 | ||
Dean Investment Associates | 179k | $8.6M | 2% | Sep 2022 | ||
Mirae Asset Global Investments | 178k | $8.6M | -3% | Sep 2022 | ||
Cornerstone Wealth Advisors | 177k | $8.5M | -22% | Dec 2022 | ||
Branch Banking & Trust Company | 175k | $8.7M | -1% | Sep 2022 | ||
Hanson McClain Advisors | 173k | $8.4M | 1363% | Dec 2022 | ||
Moisand Fitzgerald Tamayo | 173k | $8.3M | 10% | Dec 2022 | ||
Smith & Howard Wealth Management | 168k | $8.1M | 21% | Sep 2022 | ||
ETF Store | 167k | $8.1M | -11% | Sep 2022 | ||
Royal Bank of Canada | 167k | $8.0M | 100% | Sep 2022 | ||
Dynamic Advisors Solutions | 163k | $7.9M | 118% | Dec 2022 | ||
Buckingham Asset Management | 160k | $7.7M | -1% | Sep 2022 | ||
United Capital Financial Advisers | 157k | $7.6M | -47% | Sep 2022 | ||
Carnegie Capital Asset Management | 155k | $7.5M | -34% | Dec 2022 | ||
Change Path | 152k | $7.3M | -1% | Sep 2022 | ||
Tradition Wealth Management | 151k | $7.3M | 8% | Dec 2022 | ||
National Asset Management | 135k | $6.5M | 79% | Sep 2022 | ||
Dfpg Investments | 134k | $6.5M | 100% | Dec 2022 | ||
Newman & Schimel | 133k | $6.4M | 25% | Dec 2022 | ||
Meritage Portfolio Management | 131k | $6.3M | 15% | Dec 2022 | ||
HighTower Advisors | 124k | $6.0M | -7% | Sep 2022 | ||
SMI Advisory Services | 123k | $5.9M | 0% | Dec 2022 | ||
Harrington Investments | 122k | $5.9M | -3% | Dec 2022 | ||
Synovus Financial Corp. | 122k | $5.9M | -1% | Dec 2022 | ||
Carlton, Hoffferkamp & Jenks Wealth Management | 122k | $5.9M | -2% | Dec 2022 | ||
Cabot Money Management | 118k | $5.7M | 31% | Dec 2022 | ||
D.B. Root & Company | 116k | $5.6M | 17% | Dec 2022 | ||
Resources Investment Advisors | 116k | $5.6M | 414% | Dec 2022 | ||
Eudaimonia Advisors | 114k | $5.5M | -16% | Dec 2022 | ||
Private Advisor | 112k | $5.4M | -9% | Sep 2022 | ||
Boenning & Scattergood | 110k | $5.4M | 3% | Dec 2022 | ||
Resource Planning Group | 109k | $5.3M | 2410% | Dec 2022 | ||
Raymond James & Associates | 105k | $5.1M | 32% | Sep 2022 | ||
Eqis Capital Management | 102k | $4.9M | -5% | Sep 2022 | ||
Cape Cod Five Cents Savings Bank | 101k | $4.9M | 352% | Sep 2022 | ||
Kades & Cheifetz | 99k | $4.8M | 100% | Dec 2022 | ||
Forza Wealth Management | 99k | $4.8M | 100% | Dec 2022 | ||
Harbour Investments | 98k | $4.8M | 0% | Sep 2022 | ||
Mutual Advisors | 97k | $4.7M | 3% | Dec 2022 | ||
Advocate Group | 97k | $4.7M | 208% | Dec 2022 | ||
Galvin, Gaustad & Stein | 96k | $4.6M | -5% | Sep 2022 | ||
Mariner Wealth Advisors | 95k | $4.6M | 100% | Sep 2022 | ||
Ballast Advisors | 93k | $4.5M | -8% | Dec 2022 | ||
Hutchinson Capital Management | 90k | $4.3M | 26% | Sep 2022 | ||
Sheets Smith Wealth Management | 89k | $4.3M | -15% | Sep 2022 | ||
Worth Asset Management | 89k | $4.3M | 704% | Dec 2022 | ||
Zimmermann Investment Management & Planning | 86k | $4.1M | 8% | Dec 2022 | ||
Foster Victor Wealth Advisors | 84k | $4.1M | -26% | Dec 2022 | ||
Prairiewood Capital | 84k | $4.1M | -17% | Dec 2022 | ||
Baird Financial | 83k | $4.0M | -22% | Sep 2022 | ||
Ahl Investment Management | 75k | $3.6M | -25% | Dec 2022 | ||
Pillar Wealth Advisors | 75k | $3.6M | 4% | Sep 2022 | ||
Total Clarity Wealth Management | 74k | $3.6M | 31% | Dec 2022 | ||
Islay Capital Management | 74k | $3.6M | -15% | Dec 2022 | ||
Bigelow Investment Advisors | 73k | $3.5M | -25% | Dec 2022 | ||
Stratos Wealth Advisors | 72k | $3.5M | -5% | Sep 2022 | ||
Dagco | 67k | $3.2M | -5% | Sep 2022 | ||
Eudaimonia Partners | 67k | $3.2M | -2% | Dec 2022 | ||
Wagner Bowman Management | 64k | $3.1M | -63% | Sep 2022 | ||
Krilogy Financial | 63k | $3.0M | -3% | Sep 2022 | ||
Seven Post Investment Office | 61k | $2.9M | 408% | Dec 2022 | ||
Consolidated Planning Corp | 61k | $2.9M | 100% | Sep 2022 | ||
Diversified Trust Company | 60k | $2.9M | -3% | Dec 2022 | ||
We Are One Seven | 59k | $2.8M | 1092% | Dec 2022 | ||
Cedar Mountain Advisors | 57k | $2.8M | 100% | Dec 2022 | ||
Ledge Wealth Management | 55k | $2.7M | 35% | Dec 2022 | ||
IFP Advisors | 55k | $2.7M | -2% | Sep 2022 | ||
Streettalk Advisors | 55k | $2.7M | -10% | Dec 2022 | ||
Alliance Wealth Management | 55k | $2.6M | 166% | Sep 2022 | ||
Bond & Devick Financial Network | 53k | $2.6M | -11% | Dec 2022 | ||
Diversified Portfolios | 53k | $2.5M | -27% | Dec 2022 | ||
Merit Financial Group | 52k | $2.5M | -24% | Dec 2022 | ||
Dopkins Wealth Management | 51k | $2.5M | -2% | Sep 2022 | ||
B&D White Capital Company | 51k | $2.4M | -16% | Sep 2022 | ||
WT Wealth Management | 48k | $2.3M | 213% | Sep 2022 | ||
SignalPoint Asset Management | 48k | $2.3M | -28% | Dec 2022 | ||
Lodestar Private Asset Management | 47k | $2.3M | 100% | Dec 2022 | ||
Koshinski Asset Management | 47k | $2.2M | 2% | Dec 2022 | ||
Act Two Investors | 47k | $2.2M | -1% | Sep 2022 | ||
Red Tortoise | 46k | $2.2M | -58% | Dec 2022 | ||
Riversedge Advisors | 46k | $2.2M | -10% | Dec 2022 | ||
Fortis Advisors | 46k | $2.2M | 100% | Sep 2022 | ||
Great Waters Wealth Management | 44k | $2.1M | 100% | Dec 2022 | ||
McBroom & Associates | 43k | $2.1M | -27% | Dec 2022 | ||
American Investment Services | 43k | $2.1M | 100% | Dec 2022 | ||
Lake Hills Wealth Management | 43k | $2.1M | 352% | Dec 2022 | ||
PrairieView Partners | 42k | $2.0M | -21% | Dec 2022 | ||
Strategic Wealth Advisors | 42k | $2.0M | 2% | Sep 2022 | ||
Bluesphere Advisors | 42k | $2.0M | 100% | Dec 2022 | ||
Atria Investments | 41k | $2.0M | -9% | Dec 2022 | ||
Bridge Advisory | 41k | $2.0M | 100% | Dec 2022 | ||
DBK Financial Counsel | 40k | $2.0M | -52% | Dec 2022 | ||
Strategic Advisors | 38k | $1.8M | -4% | Dec 2022 | ||
Tortoise Investment Management | 37k | $1.8M | -31% | Dec 2022 | ||
Bank of Marin | 37k | $1.8M | -5% | Sep 2022 | ||
Planned Solutions | 34k | $1.6M | -12% | Dec 2022 | ||
Blume Capital Management | 28k | $1.3M | -56% | Sep 2022 | ||
Modus Advisors | 8.8k | $426k | -92% | Dec 2022 | ||
Ambassador Advisors | 6.7k | $321k | -98% | Sep 2022 | ||
WBI Investments | 4.8k | $228k | -99% | Sep 2022 |
Who sold out of Schwab Strategic Tr sht tm us tres?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pasadena Private Wealth | Sep 2022 | 448k | $22M |
Oak Asset Management | Jun 2022 | 425k | $21M |
Chicago Wealth Management | Jun 2022 | 254k | $13M |
Johnson Financial | Sep 2022 | 235k | $11M |
Aurora Private Wealth | Sep 2022 | 160k | $7.7M |
CliftonLarsonAllen Wealth Advisors | Jun 2022 | 109k | $5.4M |
Great Valley Advisor Group | Sep 2022 | 102k | $4.9M |
IMC-Chicago | Jun 2022 | 98k | $4.8M |
JFG Wealth Management | Sep 2022 | 45k | $2.2M |
ARGI Investment Services | Sep 2022 | 41k | $2.0M |