Who owns Schwab Strategic Tr sht tm us tres?
- Ticker: SCHO
- CUSIP Number: 808524862
Tip: Access positions for across all investors
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 | 20M | $1.0B | 1% | Dec 2020 | ||
| Ameriprise Financial | 9.3M | $481M | 2% | Dec 2020 | ||
| Sei Investments | 5.4M | $278M | 8% | Dec 2020 | ||
| Jpmorgan Chase & Co | 3.0M | $157M | 974% | Dec 2020 | ||
| NextCapital Advisers | 3.0M | $155M | -29% | Dec 2020 | ||
| Franklin Resources | 3.0M | $153M | 5% | Dec 2020 | ||
| Fund Evaluation Group | 2.5M | $128M | 8% | Dec 2020 | ||
| Charles Schwab Investment Management | 1.7M | $87M | 16% | Dec 2020 | ||
| Envestnet Asset Management | 1.5M | $77M | 14% | Dec 2020 | ||
| Wealth Enhancement Advisory Services | 989k | $51M | 12% | Dec 2020 | ||
| Pnc Financial Services | 960k | $49M | 2% | Dec 2020 | ||
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| tru Independence | 921k | $47k | 100% | Dec 2020 | ||
| Advisor Group Holdings | 915k | $47M | 6% | Dec 2020 | ||
| Stifel Financial | 852k | $44M | -9% | Dec 2020 | ||
| Edgehill Endowment Partners | 806k | $41M | 0% | Mar 2021 | ||
| Tradewinds Capital Management | 767k | $39M | 12% | Dec 2020 | ||
| Hamilton Capital Management | 735k | $38M | -1% | Dec 2020 | ||
| Brandywine Oak Private Wealth | 716k | $37M | -10% | Dec 2020 | ||
| 55i | 631k | $32M | 47% | Dec 2020 | ||
| Quantum Capital Management | 618k | $32M | 1% | Dec 2020 | ||
| Valley National Advisers | 590k | $30M | -39% | Dec 2020 | ||
| Mercer Global Advisors | 577k | $30M | 16% | Dec 2020 | ||
| Reliant Wealth Planning | 577k | $30M | 3% | Dec 2020 | ||
| Wells Fargo & Company | 576k | $30M | -27% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 567k | $29M | 101% | Dec 2020 | ||
| Assetmark | 547k | $28M | -14% | Dec 2020 | ||
| Traverso Chambers Private Wealth Management | 514k | $26M | 1% | Dec 2020 | ||
| United Capital Financial Advisers | 504k | $26M | 1% | Dec 2020 | ||
| Meridian Wealth Advisors | 498k | $25M | 100% | Dec 2020 | ||
| Vivaldi Capital Management | 498k | $26M | -10% | Dec 2020 | ||
| PBWM Holdings | 483k | $25M | 3% | Dec 2020 | ||
| Streettalk Advisors | 459k | $24M | 71% | Dec 2020 | ||
| Mariner Wealth Advisors | 446k | $23M | 4% | Dec 2020 | ||
| Morningstar Investment Management | 441k | $23M | -19% | Dec 2020 | ||
| Carnegie Capital Asset Management | 438k | $23M | -14% | Dec 2020 | ||
| Trustcore Financial Services | 438k | $23M | 33% | Dec 2020 | ||
| Renaissance Technologies | 410k | $21M | 42% | Dec 2020 | ||
| Taddei, Ludwig & Associates | 404k | $21M | 100% | Dec 2020 | ||
| Roundview Capital | 377k | $19M | 4% | Dec 2020 | ||
| Act Two Investors | 371k | $19M | 13% | Dec 2020 | ||
| Marotta Asset Management | 348k | $18M | 22% | Mar 2021 | ||
| Galvin, Gaustad & Stein | 336k | $17M | 100% | Dec 2020 | ||
| Raymond James Financial Services Advisors | 324k | $17M | -20% | Dec 2020 | ||
| Royal Bank of Canada | 309k | $16M | 23% | Dec 2020 | ||
| Heartwood Wealth Advisors | 293k | $15M | 3% | Dec 2020 | ||
| Strategic Wealth Management | 279k | $14M | 0% | Dec 2020 | ||
| HighTower Advisors | 273k | $14M | 1% | Dec 2020 | ||
| Websterrogers Financial Advisors | 271k | $14M | 100% | Dec 2020 | ||
| Ohe Financial | 265k | $14M | 1% | Dec 2020 | ||
| Citigroup | 263k | $14M | -29% | Dec 2020 | ||
| Courage Miller Partners | 255k | $13M | 5% | Dec 2020 | ||
| Rainey & Randall Investment Management | 253k | $13M | -7% | Dec 2020 | ||
| Jane Street | 253k | $13M | 347% | Dec 2020 | ||
| Meridian Wealth Partners | 239k | $12M | -61% | Dec 2020 | ||
| Leavell Investment Management | 235k | $12M | -35% | Dec 2020 | ||
| Harrington Investments | 234k | $12M | 18% | Dec 2020 | ||
| Qci Asset Management | 228k | $12M | 7% | Dec 2020 | ||
| Sterling Investment Management | 222k | $11M | 5% | Dec 2020 | ||
| Roof Eidam & Maycock | 220k | $11M | 17% | Dec 2020 | ||
| Pensionmark Financial Group | 219k | $11M | 51% | Dec 2020 | ||
| Abacus Planning Group | 207k | $11M | 4% | Dec 2020 | ||
| Summit Trail Advisors | 204k | $11M | -41% | Dec 2020 | ||
| AlphaStar Capital Management | 203k | $10M | 12% | Dec 2020 | ||
| Buckingham Asset Management | 201k | $10M | 24% | Dec 2020 | ||
| Aurora Private Wealth | 200k | $10M | 4% | Dec 2020 | ||
| D.B. Root & Company | 200k | $10M | -27% | Dec 2020 | ||
| Mml Investors Services | 193k | $9.9M | 14% | Dec 2020 | ||
| Clarius | 184k | $9.4M | -2% | Dec 2020 | ||
| DDD Partners | 180k | $9.2M | 909% | Dec 2020 | ||
| MinichMacGregor Wealth Management | 180k | $9.2M | -16% | Dec 2020 | ||
| Alesco Advisors | 177k | $9.1M | 7% | Dec 2020 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 174k | $9.0M | 6% | Dec 2020 | ||
| Homrich Berg | 174k | $9.0M | 5% | Dec 2020 | ||
| Cetera Investment Advisers | 171k | $8.8M | 78% | Dec 2020 | ||
| Asset Planning Corporation | 171k | $8.8M | 100% | Dec 2020 | ||
| FLC Capital Advisors | 169k | $8.7M | -6% | Dec 2020 | ||
| Morgan Stanley | 168k | $8.6M | -7% | Dec 2020 | ||
| USAdvisors Wealth Management | 165k | $8.5M | -42% | Dec 2020 | ||
| Bigelow Investment Advisors | 162k | $8.3M | 17% | Dec 2020 | ||
| Bangor Savings Bank | 160k | $8.2M | -19% | Dec 2020 | ||
| Dean Investment Associates | 160k | $8.2M | -3% | Dec 2020 | ||
| Crabel Capital Management | 154k | $7.9M | 2713% | Dec 2020 | ||
| Eqis Capital Management | 154k | $7.9M | -3% | Dec 2020 | ||
| AdvisorNet Financial | 150k | $7.7M | 38% | Dec 2020 | ||
| Planned Solutions | 149k | $7.7M | 299% | Dec 2020 | ||
| Stratos Wealth Advisors | 149k | $7.7M | 29% | Dec 2020 | ||
| Moisand Fitzgerald Tamayo | 143k | $7.3M | 10% | Dec 2020 | ||
| Sentinel Pension Advisors | 142k | $7.3M | 5% | Dec 2020 | ||
| Paradigm Financial Advisors | 142k | $7.3M | -48% | Dec 2020 | ||
| Allen Capital Group | 141k | $7.2M | -12% | Dec 2020 | ||
| Modus Advisors | 140k | $7.2M | 7% | Mar 2021 | ||
| Carlton, Hoffferkamp & Jenks Wealth Management | 138k | $7.1M | -2% | Dec 2020 | ||
| Smith & Howard Wealth Management | 135k | $6.9M | 6% | Dec 2020 | ||
| Branch Banking & Trust Company | 129k | $6.7M | 1% | Dec 2020 | ||
| Sheets Smith Wealth Management | 128k | $6.6M | 1% | Dec 2020 | ||
| LPL Financial | 127k | $6.5M | 20% | Dec 2020 | ||
| First National Trust Company | 126k | $6.5M | 2% | Dec 2020 | ||
| Successful Portfolios | 124k | $6.4M | 2% | Dec 2020 | ||
| Journey Advisory Group | 123k | $6.3M | 100% | Dec 2020 | ||
| Creative Financial Designs | 123k | $6.3M | 39% | Dec 2020 | ||
| Citadel Advisors | 121k | $6.2M | 93% | Dec 2020 | ||
| Synovus Financial Corp. | 120k | $6.1M | -2% | Dec 2020 | ||
| LVW Advisors | 119k | $6.1M | 14% | Dec 2020 | ||
| Kingfisher Capital | 119k | $6.1M | 0% | Dec 2020 | ||
| Krilogy Financial | 116k | $6.0M | 21% | Dec 2020 | ||
| Ballast Advisors | 115k | $5.9M | 9% | Dec 2020 | ||
| Laidlaw Wealth Management | 114k | $5.8M | 75% | Dec 2020 | ||
| Private Advisor | 102k | $5.2M | 218% | Dec 2020 | ||
| Foster Victor Wealth Advisors | 99k | $5.1M | 7% | Dec 2020 | ||
| Dock Street Asset Managment | 99k | $5.1M | 100% | Dec 2020 | ||
| UBS Group | 98k | $5.0M | -8% | Dec 2020 | ||
| SignalPoint Asset Management | 98k | $5.0M | 4% | Dec 2020 | ||
| Strategic Blueprint | 97k | $5.0M | 100% | Dec 2020 | ||
| Financial Engines Advisors L.L.C | 96k | $5.0M | -5% | Dec 2020 | ||
| ERTS Wealth Advisors | 96k | $4.9M | -49% | Dec 2020 | ||
| Lincoln Capital | 93k | $4.8M | 105% | Dec 2020 | ||
| Financial Architects | 90k | $4.6M | -9% | Dec 2020 | ||
| Strategic Wealth Advisors | 88k | $4.5M | 100% | Dec 2020 | ||
| Millennium Management | 87k | $4.5M | -32% | Dec 2020 | ||
| Juncture Wealth Strategies | 86k | $4.4M | -8% | Dec 2020 | ||
| SFMG Wealth Advisors | 84k | $4.3M | -55% | Dec 2020 | ||
| Lionsbridge Wealth Management | 83k | $4.3M | -7% | Dec 2020 | ||
| Nelson Roberts Investment Advisors | 82k | $4.2M | -32% | Dec 2020 | ||
| AE Wealth Management | 78k | $4.0M | -66% | Dec 2020 | ||
| Change Path | 78k | $4.0M | 50% | Dec 2020 | ||
| Prairiewood Capital | 75k | $3.8M | 100% | Dec 2020 | ||
| Lisa Snider | 75k | $3.8M | 1775% | Dec 2020 | ||
| JD Financial Services | 74k | $3.8M | 100% | Dec 2020 | ||
| Sawtooth Asset Management | 73k | $3.8M | -68% | Dec 2020 | ||
| Commonwealth Equity Services | 73k | $3.8M | -68% | Dec 2020 | ||
| Lathrop Investment Management Corp | 71k | $3.7M | 100% | Dec 2020 | ||
| Dynamic Advisors Solutions | 70k | $3.6M | -3% | Dec 2020 | ||
| Cordant | 69k | $3.6M | -12% | Dec 2020 | ||
| Raymond James & Associates | 68k | $3.5M | 8% | Dec 2020 | ||
| Islay Capital Management | 68k | $3.5M | -2% | Dec 2020 | ||
| Tradition Wealth Management | 62k | $3.2M | 100% | Dec 2020 | ||
| West Coast Financial | 62k | $3.2M | -23% | Dec 2020 | ||
| First PREMIER Bank | 61k | $3.1M | -7% | Dec 2020 | ||
| Hutchinson Capital Management | 60k | $3.1M | -3% | Dec 2020 | ||
| HPM Partners | 58k | $3.0M | 100% | Dec 2020 | ||
| MBE Wealth Management | 58k | $3.0M | 35% | Dec 2020 | ||
| Creative Planning | 57k | $2.9M | 112% | Dec 2020 | ||
| Northwest Capital Management | 56k | $2.9M | 1% | Dec 2020 | ||
| Gratus Capital | 55k | $2.8M | 100% | Dec 2020 | ||
| Peak Asset Management | 55k | $2.8M | -14% | Dec 2020 | ||
| Black Diamond Financial | 54k | $2.7M | 84% | Dec 2020 | ||
| Parsons Capital Management | 53k | $2.7M | 84% | Dec 2020 | ||
| Weitzel Financial Services | 52k | $2.7M | 100% | Dec 2020 | ||
| Surevest | 51k | $2.6M | 5% | Dec 2020 | ||
| Deutsche Bank Aktiengesellschaft | 51k | $2.6M | -57% | Dec 2020 | ||
| HBK Sorce Advisory | 51k | $2.6M | -3% | Dec 2020 | ||
| TrinityPoint Wealth | 45k | $2.3M | -12% | Dec 2020 | ||
| Janney Montgomery Scott | 43k | $2.2M | -33% | Dec 2020 | ||
| Financial Advocates Investment Management | 40k | $2.1M | -88% | Dec 2020 | ||
| Relaxing Retirement Coach | 33k | $1.7M | -78% | Dec 2020 | ||
| Cambridge Associates | 26k | $1.3M | -65% | Dec 2020 | ||
| Gradient Capital Advisors | 20k | $1.0M | -63% | Dec 2020 | ||
| Kingsview Wealth Management | 12k | $614k | -85% | Dec 2020 | ||
Who sold out of Schwab Strategic Tr sht tm us tres?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kuehl Shepherd Kozlowski & Associates | Sep 2020 | 199k | $10M |
| Columbus Macro | Sep 2020 | 114k | $5.9M |
| IMC-Chicago | Sep 2020 | 102k | $5.2M |
| W. E. Donoghue & Co | Sep 2020 | 86k | $4.4M |
| Luther King Capital Management Corporation | Sep 2020 | 79k | $4.1M |