Who owns Schwab Strategic Tr sht tm us tres?

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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 23M $1.2B 12% Mar 2021
Ameriprise Financial 7.0M $367M -25% Mar 2021
Sei Investments 5.4M $278M 0% Mar 2021
Jpmorgan Chase & Co 3.3M $168M 7% Mar 2021
Franklin Resources 3.0M $155M 1% Mar 2021
NextCapital Advisers 2.9M $148M -4% Mar 2021
Fund Evaluation Group 2.7M $139M 9% Mar 2021
Charles Schwab Investment Management 1.9M $99M 14% Mar 2021
Envestnet Asset Management 1.6M $80M 4% Mar 2021
Wealth Enhancement Advisory Services 1.1M $58M 14% Mar 2021
Stifel Financial 955k $49M 12% Mar 2021

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Pnc Financial Services 928k $48M -3% Mar 2021
Advisor Group Holdings 908k $47M -1% Mar 2021
Tradewinds Capital Management 847k $44M 10% Mar 2021
Edgehill Endowment Partners 806k $41M 0% Mar 2021
Hamilton Capital Management 736k $38M 0% Mar 2021
55i 693k $36M 10% Mar 2021
Brandywine Oak Private Wealth 670k $34M -6% Mar 2021
Assetmark 666k $34M 22% Mar 2021
Quantum Capital Management 619k $32M 0% Mar 2021
Reliant Wealth Planning 610k $31M 6% Mar 2021
Roof Eidam & Maycock 574k $30M 161% Mar 2021
Branch Banking & Trust Company 563k $29M 335% Mar 2021
Traverso Chambers Private Wealth Management 552k $28M 8% Mar 2021
PBWM Holdings 516k $27M 7% Mar 2021
Morningstar Investment Management 492k $25M 12% Mar 2021
Mercer Global Advisors 483k $25M -16% Mar 2021
Streettalk Advisors 481k $25M 5% Mar 2021
United Capital Financial Advisers 465k $24M -8% Mar 2021
Davenport & Co 460k $24M 6028% Mar 2021
Wells Fargo & Company 446k $23M -23% Mar 2021
Royal Bank of Canada 443k $23M 44% Mar 2021
Act Two Investors 437k $22M 18% Mar 2021
Carnegie Capital Asset Management 420k $22M -4% Mar 2021
Trustcore Financial Services 408k $21M -7% Mar 2021
Sentinel Pension Advisors 398k $31M 180% Mar 2021
Roundview Capital 395k $20M 5% Mar 2021
Valley National Advisers 387k $20M -34% Mar 2021
Vivaldi Capital Management 376k $19M -25% Mar 2021
Cambridge Investment Research Advisors 369k $19M -35% Mar 2021
Marotta Asset Management 348k $18M 22% Mar 2021
Galvin, Gaustad & Stein 342k $18M 2% Mar 2021
Heartwood Wealth Advisors 324k $17M 11% Mar 2021
Renaissance Technologies 284k $15M -31% Mar 2021
Websterrogers Financial Advisors 268k $14M -1% Mar 2021
HighTower Advisors 267k $14M -2% Mar 2021
Courage Miller Partners 263k $14M 3% Mar 2021
Leavell Investment Management 261k $13M 11% Mar 2021
Mariner Wealth Advisors 261k $13M -42% Mar 2021
Sterling Investment Management 255k $13M 15% Mar 2021
Pensionmark Financial Group 253k $13M 15% Mar 2021
Ohe Financial 250k $13M -5% Mar 2021
Qci Asset Management 247k $13M 8% Mar 2021
Raymond James Financial Services Advisors 245k $13M -25% Mar 2021
Harrington Investments 241k $12M 3% Mar 2021
Citigroup 230k $12M -12% Mar 2021
Strategic Wealth Management 229k $12M -18% Mar 2021
Abacus Planning Group 221k $11M 6% Mar 2021
Aurora Private Wealth 216k $11M 8% Mar 2021
Mml Investors Services 215k $11M 11% Mar 2021
Nelson, Van Denburg & Campbell Wealth Management 211k $11M 21% Mar 2021
IFS Advisors 208k $11M 100% Mar 2021
AlphaStar Capital Management 208k $11M 2% Mar 2021
Planned Solutions 204k $11M 37% Mar 2021
DDD Partners 199k $10M 10% Mar 2021
W. E. Donoghue & Co 198k $10M 100% Mar 2021
Buckingham Asset Management 193k $9.9M -4% Mar 2021
Alesco Advisors 192k $9.8M 8% Mar 2021
Asset Planning Corporation 184k $9.5M 8% Mar 2021
Crabel Capital Management 179k $9.2M 16% Mar 2021
Jane Street 174k $8.9M -31% Mar 2021
Hatton Consulting 173k $8.9M 100% Mar 2021
Clarius 172k $8.8M -6% Mar 2021
Bangor Savings Bank 171k $8.8M 7% Mar 2021
Cetera Investment Advisers 171k $8.7M -1% Mar 2021
AdvisorNet Financial 164k $8.4M 9% Mar 2021
Bigelow Investment Advisors 163k $8.4M 1% Mar 2021
Dean Investment Associates 161k $8.3M 1% Mar 2021
Creative Financial Designs 160k $8.2M 31% Mar 2021
UBS Group 158k $8.1M 61% Mar 2021
Krilogy Financial 149k $7.7M 28% Mar 2021
Citadel Advisors 149k $7.7M 24% Mar 2021
D.B. Root & Company 147k $7.5M -27% Mar 2021
Moisand Fitzgerald Tamayo 143k $7.3M 0% Mar 2021
FLC Capital Advisors 142k $7.3M -16% Mar 2021
IMC-Chicago 142k $7.3M 100% Mar 2021
LPL Financial 141k $7.2M 11% Mar 2021
Modus Advisors 140k $7.2M 7% Mar 2021
Eqis Capital Management 139k $7.1M -10% Mar 2021
First National Trust Company 139k $7.1M 10% Mar 2021
Carlton, Hoffferkamp & Jenks Wealth Management 136k $7.0M -2% Mar 2021
Smith & Howard Wealth Management 135k $6.9M 0% Mar 2021
ERTS Wealth Advisors 133k $6.8M 38% Mar 2021
Sheets Smith Wealth Management 132k $6.8M 3% Mar 2021
Foster Victor Wealth Advisors 132k $6.8M 33% Mar 2021
Journey Advisory Group 130k $6.7M 5% Mar 2021
Successful Portfolios 128k $6.6M 4% Mar 2021
LVW Advisors 120k $6.2M 1% Mar 2021
Synovus Financial Corp. 119k $6.1M -1% Mar 2021
Kingfisher Capital 117k $6.0M -2% Mar 2021
Stratos Wealth Advisors 117k $6.0M -22% Mar 2021
Allen Capital Group 116k $6.0M -18% Mar 2021
Raymond James & Associates 113k $5.8M 66% Mar 2021
MinichMacGregor Wealth Management 112k $5.7M -38% Mar 2021
Krane Funds Advisors 110k $5.6M 100% Mar 2021
Private Advisor 106k $5.4M 4% Mar 2021
Change Path 98k $5.0M 25% Mar 2021
Financial Engines Advisors L.L.C 97k $5.0M 0% Mar 2021
Ballast Advisors 93k $4.8M -19% Mar 2021
Lisa Snider 93k $4.8M 25% Mar 2021
Dock Street Asset Managment 91k $4.7M -8% Mar 2021
Strategic Blueprint 91k $4.7M -6% Mar 2021
Islay Capital Management 90k $4.6M 33% Mar 2021
AE Wealth Management 89k $4.6M 14% Mar 2021
Strategic Wealth Advisors 89k $4.6M 2% Mar 2021
Tradition Wealth Management 84k $4.3M 35% Mar 2021
Lionsbridge Wealth Management 84k $4.3M 1% Mar 2021
SignalPoint Asset Management 83k $4.3M -15% Mar 2021
Prairiewood Capital 76k $3.9M 2% Mar 2021
Dynamic Advisors Solutions 73k $3.7M 4% Mar 2021
Lathrop Investment Management Corp 72k $3.7M 0% Mar 2021
Cordant 71k $3.7M 3% Mar 2021
Commonwealth Equity Services 69k $3.6M -5% Mar 2021
Nelson Roberts Investment Advisors 69k $3.6M -16% Mar 2021
National Asset Management 67k $3.4M 100% Mar 2021
Diversified Trust Company 66k $3.4M 37% Mar 2021
LifeSteps Financial 66k $3.4M 37% Mar 2021
Cambridge Associates 65k $3.3M 151% Mar 2021
Parisi Gray Wealth Management 63k $3.2M 82% Mar 2021
Stephens Group Asset Management 62k $3.2M 74% Mar 2021
MBE Wealth Management 60k $3.1M 4% Mar 2021
Hutchinson Capital Management 60k $3.1M 0% Mar 2021
Mutual Advisors 60k $3.1M 18% Mar 2021
Thrivent Financial for Lutherans 59k $3.0M 17% Mar 2021
Parsons Capital Management 58k $3.0M 9% Mar 2021
SFMG Wealth Advisors 56k $2.9M -33% Mar 2021
Juncture Wealth Strategies 55k $2.8M -36% Mar 2021
Deutsche Bank Aktiengesellschaft 55k $2.8M 7% Mar 2021
HPM Partners 55k $2.8M -6% Mar 2021
Northwest Capital Management 55k $2.8M -3% Mar 2021
Koshinski Asset Management 54k $2.8M 24% Mar 2021
Creative Planning 53k $2.7M -8% Mar 2021
Meritage Portfolio Management 52k $2.7M 69% Mar 2021
West Coast Financial 52k $2.7M -16% Mar 2021
Bond & Devick Financial Network 50k $2.6M 41% Mar 2021
Surevest 50k $2.6M -3% Mar 2021
Morningstar Investment Services 50k $2.6M 20% Mar 2021
Peak Asset Management 50k $2.5M -10% Mar 2021
Chicago Partners Investment 49k $2.5M 15% Mar 2021
Weitzel Financial Services 49k $2.5M -6% Mar 2021
HBK Sorce Advisory 45k $2.3M -12% Mar 2021
Black Diamond Financial 36k $1.9M -33% Mar 2021
Kestra Advisory Services 21k $1.1M -57% Mar 2021
USAdvisors Wealth Management 15k $773k -91% Mar 2021
Paradigm Financial Advisors 7.0k $360k -95% Mar 2021

Who sold out of Schwab Strategic Tr sht tm us tres?

Fund or Company Name Date Sold Shares Held Valued At
tru Independence Dec 2020 921k $47k
Rainey & Randall Investment Management Dec 2020 253k $13M
Summit Trail Advisors Dec 2020 204k $11M
Morgan Stanley Dec 2020 168k $8.6M
Lincoln Capital Dec 2020 93k $4.8M
Sawtooth Asset Management Dec 2020 73k $3.8M
First PREMIER Bank Dec 2020 61k $3.1M
Gratus Capital Dec 2020 55k $2.8M