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 | 37M | $1.8B | 100% | Jun 2022 | ||
| Jpmorgan Chase & Co | 18M | $872M | -4% | Jun 2022 | ||
| Ameriprise Financial | 9.1M | $451M | -3% | Mar 2022 | ||
| Sei Investments | 6.4M | $319M | 1% | Mar 2022 | ||
| Franklin Resources | 2.9M | $142M | 39% | Jun 2022 | ||
| Charles Schwab Investment Management | 2.2M | $108M | -6% | Mar 2022 | ||
| Fund Evaluation Group | 2.0M | $100M | 1427% | Jun 2022 | ||
| Stifel Financial | 2.0M | $100M | 3% | Mar 2022 | ||
| Envestnet Asset Management | 1.8M | $90M | 12% | Jun 2022 | ||
| Alesco Advisors | 1.7M | $83M | 1% | Mar 2022 | ||
| Morningstar Investment Management | 1.6M | $80M | 208% | Jun 2022 | ||
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| Hamilton Capital Management | 1.6M | $79M | 112% | Jun 2022 | ||
| Krane Funds Advisors | 1.5M | $74M | 0% | Jun 2022 | ||
| Assetmark | 1.1M | $54M | 25% | Jun 2022 | ||
| Quantum Capital Management | 1.1M | $52M | 17% | Jun 2022 | ||
| Davenport & Co | 1.1M | $52M | 0% | Jun 2022 | ||
| Colton Groome Financial Advisors | 945k | $47M | 472% | Jun 2022 | ||
| Pnc Financial Services | 905k | $45M | 5% | Jun 2022 | ||
| LPL Financial | 896k | $44M | 98% | Jun 2022 | ||
| Trustcore Financial Services | 891k | $44M | 149% | Jun 2022 | ||
| Advisor Group Holdings | 822k | $41M | 18% | Jun 2022 | ||
| Edgehill Endowment Partners | 811k | $40M | 0% | Jun 2022 | ||
| Reliant Wealth Planning | 728k | $36M | -7% | Jun 2022 | ||
| Brandywine Oak Private Wealth | 693k | $34M | -8% | Jun 2022 | ||
| Compass Ion Advisors | 663k | $33M | 100% | Jun 2022 | ||
| Apella Capital | 644k | $32M | -5% | Jun 2022 | ||
| Roof Eidam & Maycock | 602k | $30M | 0% | Jun 2022 | ||
| Traverso Chambers Private Wealth Management | 596k | $29M | -5% | Jun 2022 | ||
| Morgan Stanley | 593k | $29M | 100% | Mar 2022 | ||
| Mercer Global Advisors | 575k | $28M | 28% | Jun 2022 | ||
| Meridian Wealth Partners | 563k | $28M | 94% | Mar 2022 | ||
| Bell Investment Advisors | 546k | $27M | 1% | Jun 2022 | ||
| WBI Investments | 541k | $27M | 8843% | Jun 2022 | ||
| Thrivent Financial for Lutherans | 478k | $24M | 11% | Jun 2022 | ||
| Heartwood Wealth Advisors | 434k | $21M | 2% | Jun 2022 | ||
| Oak Asset Management | 425k | $21M | 100% | Jun 2022 | ||
| Courage Miller Partners | 425k | $21M | 0% | Jun 2022 | ||
| West Coast Financial | 422k | $21M | 70% | Jun 2022 | ||
| Raymond James Financial Services Advisors | 409k | $20M | 75% | Jun 2022 | ||
| Roundview Capital | 386k | $19M | -1% | Jun 2022 | ||
| Sterling Investment Management | 380k | $19M | 57% | Jun 2022 | ||
| IFS Advisors | 367k | $18M | 1% | Jun 2022 | ||
| G2 Capital Management, Llc / Oh | 365k | $18M | 69% | Jun 2022 | ||
| Commerce Bank N A | 363k | $18M | 7638% | Jun 2022 | ||
| Bangor Savings Bank | 354k | $18M | 368% | Mar 2022 | ||
| Marotta Asset Management | 342k | $17M | 5% | Jun 2022 | ||
| Stephens Group Asset Management | 340k | $17M | -4% | Jun 2022 | ||
| Cambridge Investment Research Advisors | 339k | $17M | 17% | Jun 2022 | ||
| Streettalk Advisors | 337k | $17M | -3% | Jun 2022 | ||
| Creative Planning | 332k | $16M | 17% | Jun 2022 | ||
| Ulrich Consultants & Investment Group | 327k | $16M | 100% | Jun 2022 | ||
| Leavell Investment Management | 324k | $16M | 2% | Jun 2022 | ||
| Carnegie Capital Asset Management | 320k | $16M | -4% | Jun 2022 | ||
| Harvest Group Wealth Management | 311k | $15M | -3% | Jun 2022 | ||
| Goldman Sachs Group | 310k | $15M | 146% | Jun 2022 | ||
| Ambassador Advisors | 305k | $12M | -22% | Jun 2022 | ||
| Journey Advisory Group | 295k | $15M | 6% | Jun 2022 | ||
| United Capital Financial Advisers | 294k | $15M | -21% | Jun 2022 | ||
| First National Trust Company | 293k | $14M | 20% | Jun 2022 | ||
| Members Advisory Group | 285k | $14M | -1% | Jun 2022 | ||
| W. E. Donoghue & Co | 277k | $14M | 42% | Jun 2022 | ||
| Cornerstone Wealth Advisors | 274k | $14M | 3439% | Jun 2022 | ||
| Mason & Associates | 271k | $13M | 100% | Jun 2022 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 269k | $13M | 0% | Jun 2022 | ||
| Wells Fargo & Company | 257k | $13M | 24% | Jun 2022 | ||
| Chicago Wealth Management | 254k | $13M | 100% | Jun 2022 | ||
| Abacus Planning Group | 248k | $12M | -8% | Jun 2022 | ||
| Pensionmark Financial Group | 236k | $12M | 10% | Jun 2022 | ||
| Asset Planning Corporation | 232k | $11M | 4% | Jun 2022 | ||
| AlphaStar Capital Management | 232k | $11M | -33% | Jun 2022 | ||
| Blackhawk Capital Partners | 224k | $11M | 41% | Jun 2022 | ||
| Kestra Advisory Services | 219k | $11M | 586% | Jun 2022 | ||
| Mml Investors Services | 216k | $11M | -4% | Jun 2022 | ||
| Successful Portfolios | 213k | $11M | 18% | Jun 2022 | ||
| UBS Group | 204k | $10M | 28% | Jun 2022 | ||
| Invst | 193k | $9.5M | 100% | Jun 2022 | ||
| ETF Store | 187k | $9.2M | 43% | Jun 2022 | ||
| Mirae Asset Global Investments | 183k | $9.0M | 100% | Jun 2022 | ||
| Soltis Investment Advisors | 178k | $8.8M | 100% | Jun 2022 | ||
| Branch Banking & Trust Company | 177k | $8.7M | -8% | Jun 2022 | ||
| Cetera Investment Advisers | 175k | $8.6M | 8% | Jun 2022 | ||
| Dean Investment Associates | 175k | $8.6M | 1% | Jun 2022 | ||
| Wagner Bowman Management | 171k | $8.4M | 25% | Jun 2022 | ||
| ERTS Wealth Advisors | 171k | $8.4M | 2220% | Jun 2022 | ||
| Islay Capital Management | 168k | $8.3M | 9% | Jun 2022 | ||
| Moisand Fitzgerald Tamayo | 167k | $8.2M | 53% | Jun 2022 | ||
| Buckingham Asset Management | 162k | $8.0M | -2% | Jun 2022 | ||
| Aurora Private Wealth | 155k | $7.6M | 331% | Jun 2022 | ||
| Change Path | 154k | $7.3M | -14% | Jun 2022 | ||
| Cambridge Associates | 143k | $7.0M | 0% | Jun 2022 | ||
| Mid-American Wealth Advisory Group | 141k | $7.0M | -21% | Mar 2022 | ||
| Tradition Wealth Management | 139k | $6.9M | 43% | Jun 2022 | ||
| Smith & Howard Wealth Management | 139k | $6.8M | -6% | Jun 2022 | ||
| Vivaldi Capital Management | 136k | $6.7M | -48% | Mar 2022 | ||
| Carlton, Hoffferkamp & Jenks Wealth Management | 134k | $6.6M | 6% | Jun 2022 | ||
| HighTower Advisors | 134k | $6.6M | 8% | Jun 2022 | ||
| Eudaimonia Advisors | 129k | $6.4M | 100% | Jun 2022 | ||
| Harrington Investments | 129k | $6.3M | -3% | Jun 2022 | ||
| Evensky & Katz | 126k | $6.2M | 100% | Jun 2022 | ||
| Tortoise Investment Management | 126k | $6.2M | 53% | Jun 2022 | ||
| Foster Victor Wealth Advisors | 126k | $6.2M | -3% | Jun 2022 | ||
| Synovus Financial Corp. | 126k | $6.2M | 3% | Jun 2022 | ||
| Private Advisor | 123k | $6.0M | -2% | Jun 2022 | ||
| SMI Advisory Services | 119k | $5.9M | 100% | Jun 2022 | ||
| Bigelow Investment Advisors | 118k | $5.8M | -16% | Jun 2022 | ||
| Red Tortoise | 110k | $5.4M | 75% | Jun 2022 | ||
| Boenning & Scattergood | 110k | $5.4M | 0% | Jun 2022 | ||
| CliftonLarsonAllen Wealth Advisors | 109k | $5.4M | 8% | Jun 2022 | ||
| Eqis Capital Management | 108k | $5.3M | -22% | Jun 2022 | ||
| Baird Financial | 107k | $5.3M | 9% | Jun 2022 | ||
| Modus Advisors | 106k | $5.2M | -2% | Jun 2022 | ||
| Sheets Smith Wealth Management | 106k | $5.2M | -15% | Jun 2022 | ||
| Ahl Investment Management | 103k | $5.0M | 1% | Jun 2022 | ||
| Newman & Schimel | 102k | $5.0M | 100% | Jun 2022 | ||
| Ballast Advisors | 101k | $5.0M | -1% | Jun 2022 | ||
| Galvin, Gaustad & Stein | 101k | $5.0M | -52% | Jun 2022 | ||
| Meritage Portfolio Management | 99k | $4.9M | 2% | Jun 2022 | ||
| Harbour Investments | 98k | $4.8M | 33% | Jun 2022 | ||
| IMC-Chicago | 98k | $4.8M | -7% | Jun 2022 | ||
| Advocate Group | 97k | $4.8M | 100% | Jun 2022 | ||
| Laidlaw Wealth Management | 93k | $4.6M | -50% | Jun 2022 | ||
| Mariner Wealth Advisors | 86k | $4.3M | -39% | Mar 2022 | ||
| Eudaimonia Partners | 85k | $4.2M | 100% | Jun 2022 | ||
| D.B. Root & Company | 84k | $4.1M | 4% | Jun 2022 | ||
| Mutual Advisors | 81k | $4.0M | -7% | Jun 2022 | ||
| Hrt Financial | 80k | $4.0M | 100% | Jun 2022 | ||
| Raymond James & Associates | 79k | $3.9M | 12% | Jun 2022 | ||
| McBroom & Associates | 79k | $3.9M | -15% | Jun 2022 | ||
| LVW Advisors | 78k | $3.8M | -4% | Jun 2022 | ||
| Prairiewood Capital | 78k | $3.8M | -5% | Jun 2022 | ||
| Stratos Wealth Advisors | 76k | $3.7M | -25% | Jun 2022 | ||
| National Asset Management | 76k | $3.7M | 8% | Jun 2022 | ||
| DBK Financial Counsel | 75k | $3.7M | -20% | Jun 2022 | ||
| Pillar Wealth Advisors | 72k | $3.5M | 149% | Jun 2022 | ||
| Merit Financial Group | 72k | $3.5M | 100% | Jun 2022 | ||
| Hutchinson Capital Management | 71k | $3.5M | 1% | Jun 2022 | ||
| Dagco | 71k | $3.5M | -1% | Jun 2022 | ||
| SignalPoint Asset Management | 70k | $3.4M | -2% | Jun 2022 | ||
| Great Valley Advisor Group | 69k | $3.4M | 52% | Jun 2022 | ||
| Lifeworks Advisors | 68k | $3.3M | 0% | Jun 2022 | ||
| Lionsbridge Wealth Management | 66k | $3.3M | -6% | Mar 2022 | ||
| Krilogy Financial | 65k | $3.2M | -60% | Jun 2022 | ||
| Ledge Wealth Management | 63k | $3.1M | 43% | Jun 2022 | ||
| Blume Capital Management | 62k | $3.1M | 17% | Jun 2022 | ||
| Diversified Trust Company | 62k | $3.0M | -11% | Jun 2022 | ||
| Dynamic Advisors Solutions | 62k | $3.0M | -26% | Jun 2022 | ||
| B&D White Capital Company | 60k | $3.0M | 100% | Jun 2022 | ||
| Commonwealth Equity Services | 57k | $2.8M | 24% | Jun 2022 | ||
| PrairieView Partners | 57k | $2.8M | -29% | Jun 2022 | ||
| IFP Advisors | 56k | $2.8M | 0% | Jun 2022 | ||
| Bond & Devick Financial Network | 56k | $2.8M | -22% | Jun 2022 | ||
| Park Avenue Securities | 52k | $2.6M | -15% | Jun 2022 | ||
| Act Two Investors | 47k | $2.3M | -26% | Jun 2022 | ||
| FLC Capital Advisors | 46k | $2.3M | -25% | Jun 2022 | ||
| Diversified Portfolios | 40k | $2.0M | -53% | Jun 2022 | ||
| Jane Street | 36k | $1.8M | -91% | Jun 2022 | ||
| AdvisorNet Financial | 36k | $1.7M | -60% | Jun 2022 | ||
| Blueprint Investment Partners | 32k | $1.6M | -49% | Jun 2022 | ||
| PBWM Holdings | 27k | $1.3M | -92% | Jun 2022 | ||
| Cambridge Trust Company | 20k | $988k | -69% | Jun 2022 | ||
| Tradewinds Capital Management | 15k | $713k | -99% | Jun 2022 | ||
| Valley National Advisers | 14k | $671k | -84% | Jun 2022 | ||
| Frontier Asset Management | 7.9k | $390k | -91% | Jun 2022 | ||
| Creative Financial Designs | 7.8k | $385k | -90% | Jun 2022 | ||
| Shelton Wealth Management | 6.4k | $314k | -95% | Jun 2022 | ||
| Ohe Financial | 4.5k | $203k | -98% | Jun 2022 | ||
| DDD Partners | 4.4k | $216k | -98% | Jun 2022 | ||
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| 55i | Mar 2022 | 1.2M | $59M |
| Jackson Wealth Management | Mar 2022 | 419k | $21M |
| Cabot Money Management | Mar 2022 | 156k | $7.7M |
| Topel & Distasi Wealth Management | Mar 2022 | 141k | $7.0M |
| RFG Advisory | Mar 2022 | 132k | $6.5M |
| Parisi Gray Wealth Management | Mar 2022 | 90k | $4.5M |
| LifeSteps Financial | Mar 2022 | 86k | $4.3M |
| Lincoln Capital | Mar 2022 | 84k | $4.2M |
| Wealth Management Resources | Mar 2022 | 81k | $4.0M |