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 Actions
Bank of America Corporation 123M $5.9B 2% Jun 2023
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Jpmorgan Chase & Co 41M $2.0B 140% Jun 2023
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Ameriprise Financial 14M $685M 4% Jun 2023
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Sei Investments 6.5M $310M 0% Jun 2023
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Charles Schwab Investment Management 4.0M $191M 18% Jun 2023
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Envestnet Asset Management 3.2M $154M 12% Jun 2023
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Stifel Financial 2.3M $109M 1% Jun 2023
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Hamilton Capital Management 1.6M $79M 2% Jun 2023
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Morningstar Investment Management 1.6M $79M -20% Jun 2023
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State Street Corporation 1.6M $75M 100% Jun 2023
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SCS Capital Management 1.5M $72M 32% Jun 2023
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Pacific Sage Partners 1.3M $64M -1% Jun 2023
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Morgan Stanley 1.3M $63M -21% Jun 2023
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Mercer Global Advisors 1.2M $56M 7% Jun 2023
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Greenline Partners 1.0M $55M 553% Jun 2023
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MCF Advisors 984k $47M 2% Jun 2023
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Fund Evaluation Group 970k $6.4M 1% Jun 2023
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Brandywine Oak Private Wealth 886k $43M 3% Jun 2023
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LPL Financial 874k $42M -5% Jun 2023
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Thrivent Financial for Lutherans 863k $42M 28% Jun 2023
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Bell Investment Advisors 854k $41M 3% Jun 2023
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Pnc Financial Services 850k $41M -4% Jun 2023
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Royal Bank of Canada 819k $39M 22% Jun 2023
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Bsc Private Wealth Management 793k $38M 100% Jun 2023
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Advisor Group Holdings 780k $38M -16% Jun 2023
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Bangor Savings Bank 740k $36M 3% Jun 2023
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Evensky & Katz 727k $35M 19% Jun 2023
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FLC Capital Advisors 714k $34M 6% Jun 2023
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UBS Group 684k $33M 20% Jun 2023
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Traverso Chambers Private Wealth Management 617k $30M 5% Jun 2023
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United Capital Management of KS 566k $27M 9% Jun 2023
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Stephens Group Asset Management 541k $26M 51% Jun 2023
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Davenport & Co 528k $25M -49% Jun 2023
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Apella Capital 495k $24M -10% Jun 2023
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Commerce Bank N A 486k $23M -58% Jun 2023
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Raymond James Financial Services Advisors 482k $23M -44% Jun 2023
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Captrust Financial Advisors 447k $22M 8% Jun 2023
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Altiora Financial Group 442k $21M 1% Jun 2023
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Passive Capital Management 439k $21M 2% Mar 2023
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Leavell Investment Management 377k $18M -3% Jun 2023
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West Coast Financial 361k $17M 1% Jun 2023
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Wealthfront Advisers 353k $17M 1502% Jun 2023
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Courage Miller Partners 342k $16M 0% Jun 2023
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Streettalk Advisors 342k $16M 6% Jun 2023
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Northeast Financial Group 340k $16M 19% Jun 2023
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Roundview Capital 332k $16M -2% Jun 2023
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Jane Street 332k $16M 100% Jun 2023
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Meridian Wealth Partners 327k $16M 7% Jun 2023
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Northwestern Mutual Wealth Management Company 321k $15M -18% Jun 2023
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Marotta Asset Management 316k $15M -4% Jun 2023
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Creative Planning 314k $15M -18% Jun 2023
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Bouchey Financial 312k $15M 1% Jun 2023
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LVW Advisors 312k $15M 5% Jun 2023
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Nelson, Van Denburg & Campbell Wealth Management 309k $15M 4% Jun 2023
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First National Trust Company 309k $15M 8% Jun 2023
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Wells Fargo & Company 301k $15M 4% Jun 2023
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AlphaStar Capital Management 291k $14M 3% Jun 2023
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Compass Ion Advisors 284k $14M -5% Jun 2023
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Vivaldi Capital Management 261k $13M -5% Jun 2023
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Pensionmark Financial Group 249k $12M -6% Jun 2023
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Massmutual Trust 249k $12M 3% Jun 2023
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Goldman Sachs Group 243k $12M 45% Jun 2023
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Mason & Associates 243k $12M -6% Jun 2023
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Mirae Asset Global Investments 237k $11M 47% Jun 2023
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Alesco Advisors 235k $11M -76% Jun 2023
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Blume Capital Management 231k $11M 3% Jun 2023
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Charles Schwab Trust 230k $11M 4% Jun 2023
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Asset Planning Corporation 216k $10M 2% Jun 2023
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Atria Wealth Solutions 215k $10M 722% Jun 2023
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Branch Banking & Trust Company 207k $9.9M 3% Jun 2023
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Abacus Planning Group 205k $9.8M -3% Jun 2023
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Harvest Group Wealth Management 200k $9.8M -26% Mar 2023
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Soltis Investment Advisors 190k $9.1M 2% Jun 2023
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Lowery Thomas 188k $9.0M 7% Jun 2023
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AdvisorNet Financial 187k $9.0M 39% Jun 2023
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Moisand Fitzgerald Tamayo 186k $8.9M 1% Jun 2023
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Dean Investment Associates 185k $8.9M 1% Jun 2023
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Cornerstone Wealth Advisors 175k $8.4M -5% Jun 2023
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Pure Financial Advisors 171k $8.2M -3% Jun 2023
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Harbour Investments 170k $8.2M -1% Jun 2023
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Mml Investors Services 165k $7.9M -3% Jun 2023
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Mariner Wealth Advisors 164k $7.9M 0% Jun 2023
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National Asset Management 164k $7.9M 0% Jun 2023
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Dynamic Advisors Solutions 158k $7.6M -12% Jun 2023
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Assetmark 156k $7.5M -43% Jun 2023
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Journey Advisory Group 151k $7.3M 45% Jun 2023
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Change Path 139k $6.6M -2% Jun 2023
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Ballast Advisors 147k $7.1M 0% Jun 2023
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Successful Portfolios 137k $6.6M -22% Jun 2023
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Hanson McClain Advisors 135k $6.5M -8% Jun 2023
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Peterson Wealth Advisors 133k $6.4M 1124% Jun 2023
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Cetera Investment Advisers 131k $6.3M 30% Jun 2023
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Mid-American Wealth Advisory Group 128k $6.2M 100% Jun 2023
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Juncture Wealth Strategies 128k $6.2M 10% Jun 2023
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BlackRock 126k $6.1M 505228% Jun 2023
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SMI Advisory Services 126k $6.1M 2% Mar 2023
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Raymond James & Associates 123k $5.9M 1% Jun 2023
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AE Wealth Management 123k $5.9M 32% Jun 2023
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Carlton, Hoffferkamp & Jenks Wealth Management 120k $5.8M 1% Jun 2023
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Inspire Advisors 118k $5.7M 317% Jun 2023
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Galvin, Gaustad & Stein 118k $5.7M 165% Jun 2023
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Cambridge Investment Research Advisors 114k $5.5M -29% Jun 2023
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Act Two Investors 113k $5.4M 13% Jun 2023
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Eqis Capital Management 113k $5.4M 1% Jun 2023
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Members Advisory Group 112k $5.4M -3% Jun 2023
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Meritage Portfolio Management 112k $5.4M -7% Jun 2023
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G. W. Henssler & Associates 112k $5.4M -1% Jun 2023
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Integrated Wealth Concepts 109k $5.2M 1% Jun 2023
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United Capital Financial Advisers 108k $5.2M 3% Jun 2023
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Mutual Advisors 108k $5.2M 13% Jun 2023
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Financial & Tax Architects 107k $5.2M -21% Jun 2023
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Synovus Financial Corp. 107k $5.1M -7% Jun 2023
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DBK Financial Counsel 103k $5.0M 7% Jun 2023
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D.B. Root & Company 103k $4.9M -15% Jun 2023
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Resource Planning Group 102k $4.9M -2% Jun 2023
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Kades & Cheifetz 101k $4.8M 1% Jun 2023
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Prairiewood Capital 100k $4.8M 4% Jun 2023
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Buckingham Asset Management 100k $4.8M -25% Jun 2023
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Harrington Investments 100k $4.8M -5% Jun 2023
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Forza Wealth Management 99k $4.8M 0% Jun 2023
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Valtinson Bruner Financial Planning 98k $4.7M 100% Jun 2023
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Private Advisor 98k $4.7M 12% Jun 2023
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Stratos Wealth Advisors 97k $4.7M 11% Jun 2023
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Milestone Investment Advisors 96k $4.6M 14% Jun 2023
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W. E. Donoghue & Co 94k $4.5M -53% Jun 2023
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Vista Private Wealth Partners 93k $4.4M 156% Jun 2023
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Carnegie Capital Asset Management 92k $4.4M -13% Jun 2023
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Great Valley Advisor Group 92k $4.4M -2% Jun 2023
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Rosenberg Matthew Hamilton 87k $4.2M 42% Jun 2023
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Hutchinson Capital Management 85k $4.1M -2% Jun 2023
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Cobblestone Capital Advisors 84k $4.0M 7% Jun 2023
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Smith & Howard Wealth Management 83k $4.0M -9% Jun 2023
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Financial Network Investment Corporation 83k $4.0M 84% Jun 2023
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ETF Store 82k $3.9M -33% Jun 2023
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Curran Financial Partners 82k $3.9M 19% Jun 2023
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Cedar Wealth Management 80k $3.9M -23% Jun 2023
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Commonwealth Equity Services 80k $3.8M 2% Jun 2023
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Associated Banc- 79k $3.8M 6% Jun 2023
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Rockefeller Capital Management 79k $3.8M 26% Jun 2023
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Sheets Smith Wealth Management 78k $3.8M 29% Jun 2023
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CliftonLarsonAllen Wealth Advisors 78k $3.7M -2% Jun 2023
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McLean Asset Management Corp 76k $3.7M -5% Jun 2023
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Ahl Investment Management 75k $3.6M 1% Jun 2023
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Islay Capital Management 75k $3.6M -11% Jun 2023
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HighTower Advisors 73k $3.5M 7% Jun 2023
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We Are One Seven 72k $3.5M 4% Jun 2023
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Tradition Wealth Management 72k $3.4M -55% Jun 2023
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Roof Eidam & Maycock 68k $3.3M 0% Jun 2023
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Sawtooth Asset Management 68k $3.2M -3% Jun 2023
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Bleakley Financial Group 68k $3.2M -3% Jun 2023
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Aspen Wealth Strategies 62k $3.0M -9% Jun 2023
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Kovitz Investment Group Partners 59k $2.8M -51% Jun 2023
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Kingsview Wealth Management 57k $2.8M -27% Jun 2023
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Total Clarity Wealth Management 52k $2.5M -32% Jun 2023
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Myecfo 48k $2.3M -30% Jun 2023
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WT Wealth Management 24k $1.1M -68% Jun 2023
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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
Edgehill Endowment Partners Mar 2023 1.3M $61M
Heartwood Wealth Advisors Mar 2023 415k $20M
Invst Mar 2023 408k $20M
Manchester Financial Mar 2023 227k $11M
Dfpg Investments Mar 2023 143k $7.0M
Summit Wealth Group Mar 2023 85k $2.0k