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 |
|---|---|---|---|---|---|
| Ameriprise Financial | 19M | $463M | -2% | Dec 2025 |
|
| Sei Investments | 19M | $453M | 6% | Dec 2025 |
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| Envestnet Asset Management | 7.5M | $182M | 10% | Dec 2025 |
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| Stifel Financial | 6.0M | $147M | -8% | Dec 2025 |
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| Wealthfront Advisers | 4.1M | $99M | 8% | Dec 2025 |
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| Moisand Fitzgerald Tamayo | 3.9M | $95M | 7% | Mar 2026 |
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| Pnc Financial Services | 3.9M | $95M | 3% | Dec 2025 |
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| State Street Corporation | 3.1M | $76M | 0% | Dec 2025 |
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| MCF Advisors | 2.7M | $66M | 4% | Dec 2025 |
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| Bangor Savings Bank | 2.6M | $63M | 5% | Mar 2026 |
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| Fiduciary Financial Group | 2.2M | $53M | 12% | Mar 2026 |
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| Wells Fargo & Company | 2.2M | $53M | 8% | Dec 2025 |
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| LVW Advisors | 2.1M | $51M | 2% | Mar 2026 |
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| HPM Partners | 2.1M | $51M | -24% | Dec 2025 |
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| Merit Financial Group | 2.1M | $50M | 9% | Mar 2026 |
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| TruNorth Capital Management | 2.0M | $48M | 1% | Mar 2026 |
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| LPL Financial | 1.7M | $42M | -46% | Dec 2025 |
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| Morningstar Investment Management | 1.7M | $42M | 0% | Dec 2025 |
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| High Probability Advisors | 1.7M | $41M | 15% | Mar 2026 |
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| FLC Capital Advisors | 1.6M | $40M | 7% | Dec 2025 |
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| Stephens Group Asset Management | 1.5M | $38M | -26% | Mar 2026 |
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| Davenport & Co | 1.5M | $36M | -14% | Mar 2026 |
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| Willis Johnson & Associates | 1.5M | $35M | 7% | Mar 2026 |
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| Mercer Global Advisors | 1.4M | $35M | -9% | Dec 2025 |
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| SCS Capital Management | 1.4M | $34M | 6% | Dec 2025 |
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| Access Financial Services | 1.4M | $34M | 0% | Mar 2026 |
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| Midwest Trust | 1.3M | $32M | 9% | Dec 2025 |
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| Leavell Investment Management | 1.3M | $31M | 4% | Dec 2025 |
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| MAI Wealth Advisors | 1.3M | $31M | 8% | Dec 2025 |
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| Passive Capital Management | 1.2M | $28M | 6% | Dec 2025 |
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| Massmutual Trust | 1.1M | $28M | 35% | Mar 2026 |
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| United Capital Management of KS | 1.1M | $28M | 2% | Dec 2025 |
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| UBS Group | 1.1M | $27M | 19% | Dec 2025 |
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| Charles Schwab Trust | 1.1M | $27M | 6% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.1M | $26M | 8% | Mar 2026 |
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| Cetera Investment Advisers | 1.1M | $26M | 7% | Dec 2025 |
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| Holcombe Financial | 1.0M | $25M | 7% | Mar 2026 |
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| MBM Wealth Consultants | 963k | $23M | 7% | Mar 2026 |
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| Savant Capital Management | 933k | $23M | 358% | Dec 2025 |
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| Galvin, Gaustad & Stein | 883k | $22M | 4% | Dec 2025 |
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| Warren Averett Asset Management | 878k | $21M | 28% | Dec 2025 |
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| Branch Banking & Trust Company | 846k | $21M | 7% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 813k | $20M | -4% | Dec 2025 |
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| RMR Wealth Builders | 796k | $19M | 21% | Mar 2026 |
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| Journey Advisory Group | 795k | $19M | 5% | Dec 2025 |
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| Courage Miller Partners | 795k | $19M | 0% | Dec 2025 |
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| Novem Group | 791k | $19M | 4% | Mar 2026 |
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| AdvisorNet Financial | 780k | $19M | -1% | Mar 2026 |
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| Fund Evaluation Group | 773k | $19M | 0% | Dec 2025 |
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| Brandywine Oak Private Wealth | 754k | $18M | 0% | Mar 2026 |
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| Raymond James Financial | 734k | $18M | 11% | Dec 2025 |
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| Krm Wealth Management | 714k | $17M | 14% | Mar 2026 |
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| BWM Planning | 704k | $17M | 12% | Mar 2026 |
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| Black Diamond Financial | 697k | $17M | 22% | Dec 2025 |
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| CWM Advisors | 689k | $17M | -7% | Mar 2026 |
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| Skopos Labs | 685k | $17M | 100% | Dec 2025 |
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| Resonant Capital Advisors | 671k | $16M | 13% | Dec 2025 |
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| Stratos Wealth Advisors | 667k | $16M | -6% | Dec 2025 |
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| Farther Finance Advisors | 664k | $16M | 25% | Mar 2026 |
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| Ballast Advisors | 650k | $16M | 4% | Dec 2025 |
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| Pure Financial Advisors | 629k | $15M | 5% | Mar 2026 |
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| Alesco Advisors | 619k | $15M | 3% | Dec 2025 |
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| JPL Wealth Management | 613k | $15M | -9% | Dec 2025 |
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| Northeast Financial Group | 594k | $15M | 8% | Dec 2025 |
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| Marotta Asset Management | 593k | $14M | 1% | Dec 2025 |
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| Pure Portfolios Holdings | 592k | $14M | 3% | Dec 2025 |
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| Streettalk Advisors | 592k | $14M | 2% | Dec 2025 |
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| Clear Retirement Advice | 589k | $14M | 100% | Dec 2025 |
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| Stonebridge Financial Group | 578k | $14M | 66% | Mar 2026 |
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| Prairiewood Capital | 576k | $14M | 7% | Mar 2026 |
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| Pensionmark Financial Group | 565k | $14M | 1% | Dec 2025 |
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| Bsc Private Wealth Management | 552k | $14M | -79% | Dec 2025 |
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| Cloud Capital Management | 550k | $13M | 0% | Dec 2025 |
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| Towneley Capital Management, Inc / DE | 549k | $13M | 2% | Mar 2026 |
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| Vivaldi Capital Management | 543k | $13M | 9% | Dec 2025 |
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| Meridian Wealth Partners | 520k | $13M | 4% | Dec 2025 |
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| Arnold Financial Planning | 518k | $13M | 19% | Mar 2026 |
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| Diversify Wealth Management | 517k | $13M | 5% | Dec 2025 |
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| Us Bancorp | 499k | $12M | 24% | Dec 2025 |
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| Westover Capital Advisors | 489k | $12M | 6% | Dec 2025 |
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| Mml Investors Services | 482k | $12M | 10% | Dec 2025 |
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| Peterson Wealth Advisors | 473k | $12M | -2% | Mar 2026 |
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| L Roy Papp & Associates | 473k | $12M | 168% | Mar 2026 |
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| ZynergyRetirementPlanning | 439k | $11M | -9% | Mar 2026 |
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| Mutual Advisors | 429k | $11M | 1% | Dec 2025 |
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| Creative Planning | 428k | $10M | -11% | Dec 2025 |
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| Blue Sky Capital Consultants Group | 424k | $10M | 9% | Dec 2025 |
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| Sims Investment Management | 423k | $10M | 3% | Mar 2026 |
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| First National Trust Company | 413k | $10M | 2% | Dec 2025 |
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| Advisor Group Holdings | 408k | $9.9M | 9% | Dec 2025 |
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| HighTower Advisors | 403k | $9.8M | 4% | Dec 2025 |
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| Dock Street Asset Managment | 403k | $9.8M | 24% | Mar 2026 |
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| Brown Wealth Management | 397k | $9.6M | 3% | Mar 2026 |
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| Rosenberg Matthew Hamilton | 386k | $9.4M | 6% | Mar 2026 |
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| Oakwell Private Wealth Management | 372k | $9.1M | 10% | Dec 2025 |
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| Milestone Investment Advisors | 367k | $8.9M | 3% | Dec 2025 |
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| Roundview Capital | 356k | $8.7M | -2% | Dec 2025 |
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| Eagle Strategies | 345k | $8.4M | 8% | Mar 2026 |
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| Colony | 340k | $8.3M | 121% | Dec 2025 |
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| Altiora Financial Group | 339k | $8.3M | -62% | Dec 2025 |
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| Fifth Third Securities | 336k | $8.1M | -8% | Mar 2026 |
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| Greenline Partners | 318k | $7.7M | 2% | Dec 2025 |
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| SMI Advisory Services | 317k | $7.7M | -5% | Mar 2026 |
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| Mariner Wealth Advisors | 311k | $7.6M | -4% | Dec 2025 |
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| Flow Traders US | 306k | $7.4M | 48% | Dec 2025 |
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| Abacus Planning Group | 301k | $7.3M | -4% | Mar 2026 |
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| C.M. Bidwell & Associates | 299k | $7.3M | 11% | Dec 2025 |
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| Focus Financial Network | 297k | $7.2M | -7% | Mar 2026 |
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| We Are One Seven | 294k | $7.2M | 10% | Dec 2025 |
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| Grove Street Fiduciary | 293k | $7.1M | -1% | Mar 2026 |
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| Act Two Investors | 286k | $7.0M | -27% | Dec 2025 |
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| Captrust Financial Advisors | 285k | $6.9M | 41% | Dec 2025 |
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| Bard Associates | 278k | $6.8M | 0% | Dec 2025 |
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| Assetmark | 276k | $6.7M | 186% | Dec 2025 |
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| Baird Financial | 274k | $6.7M | 34% | Dec 2025 |
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| Momentum Wealth Planning | 265k | $6.5M | -5% | Dec 2025 |
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| Red Tortoise | 265k | $6.4M | 15% | Mar 2026 |
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| Commerce Bank N A | 248k | $6.0M | -2% | Dec 2025 |
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| Associated Banc- | 248k | $6.0M | 7% | Dec 2025 |
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| Private Advisor | 247k | $6.0M | 120% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 245k | $5.9M | 60% | Mar 2026 |
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| Plan A Wealth | 243k | $5.9M | 6% | Dec 2025 |
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| Cambridge Investment Research Advisors | 241k | $5.9M | 3% | Dec 2025 |
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| Apella Capital | 240k | $5.8M | -8% | Mar 2026 |
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| Evensky & Katz | 233k | $5.7M | -7% | Mar 2026 |
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| Farrow Financial | 231k | $5.6M | 12% | Dec 2025 |
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| Principal Securities | 231k | $5.6M | 8% | Dec 2025 |
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| Main Street Group | 227k | $5.5M | -64% | Dec 2025 |
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| HB Wealth Management | 225k | $5.5M | -4% | Dec 2025 |
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| Successful Portfolios | 223k | $5.4M | 3% | Mar 2026 |
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| Dynamic Advisors Solutions | 221k | $5.4M | -3% | Mar 2026 |
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| Valpey Financial Services | 215k | $5.2M | 7% | Dec 2025 |
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| Maltin Wealth Management | 212k | $5.1M | 2% | Mar 2026 |
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| Sand Hill Advisors | 202k | $4.9M | 2% | Dec 2025 |
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| Dean Investment Associates | 201k | $4.9M | -13% | Dec 2025 |
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| BlackRock | 199k | $4.8M | 35% | Dec 2025 |
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| Independent Solutions Wealth Management | 199k | $4.8M | 1% | Dec 2025 |
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| Bigelow Investment Advisors | 198k | $4.8M | -2% | Mar 2026 |
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| Sankala Group | 197k | $4.8M | 2% | Mar 2026 |
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| Islay Capital Management | 195k | $4.7M | -5% | Dec 2025 |
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| MidFirst Bank | 193k | $4.7M | 100% | Dec 2025 |
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| Pflug Koory | 192k | $4.6M | 3% | Mar 2026 |
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| Meritage Portfolio Management | 191k | $4.6M | 2% | Dec 2025 |
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| Lido Advisors | 185k | $4.5M | 8% | Dec 2025 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 183k | $4.5M | 0% | Dec 2025 |
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| Harrington Investments | 183k | $4.4M | 0% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 182k | $4.4M | 5% | Mar 2026 |
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| Summit Financial | 174k | $4.2M | 28% | Dec 2025 |
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| Cornerstone Wealth Advisors | 171k | $4.1M | 15% | Mar 2026 |
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| Hutchinson Capital Management | 169k | $4.1M | -1% | Dec 2025 |
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| Eaton Financial Holdings Company | 162k | $3.9M | -10% | Mar 2026 |
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| VestGen Advisors | 152k | $3.7M | -28% | Dec 2025 |
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| Commonwealth Equity Services | 147k | $3.6M | -16% | Dec 2025 |
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| Integrated Wealth Concepts | 141k | $3.4M | -44% | Dec 2025 |
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| Harbour Investments | 126k | $3.1M | -55% | Dec 2025 |
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| Triad Wealth Partners | 102k | $2.5M | -75% | Mar 2026 |
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| ERTS Wealth Advisors | 69k | $1.7M | -66% | Mar 2026 |
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| Bank of New York Mellon | 43k | $1.1M | -79% | Dec 2025 |
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| Renaissance Technologies | 40k | $971k | -98% | Dec 2025 |
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| Change Path | 26k | $626k | -90% | Dec 2025 |
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| Intl Fcstone | 10k | $251k | -96% | Dec 2025 |
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| National Bank Of Canada /fi/ | 3.00 | $72.999900 | -100% | Dec 2025 |
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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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 3.2M | $78M |
| Phil A. Younker & Associates | Dec 2025 | 402k | $9.8M |