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 |