Who owns Schwab Strategic Tr 0?
- Ticker: SCHP
- CUSIP Number: 808524870
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr 0 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr 0 stock
Who bought or sold Schwab Strategic Tr 0 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Empower Advisory Group | 46M | $1.2B | 7% | Sep 2025 |
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| Wealthfront Advisers | 36M | $962M | 12% | Sep 2025 |
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| Municipal Employees' Retirement System of Michigan | 16M | $442M | 0% | Sep 2025 |
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| Us Bancorp | 16M | $438M | 900% | Sep 2025 |
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| Jpmorgan Chase & Co | 14M | $382M | -19% | Sep 2025 |
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| Sei Investments | 12M | $319M | 4% | Sep 2025 |
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| Quadratic Capital Management | 12M | $317M | 32% | Sep 2025 |
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| Ing Investment Management | 10M | $271M | -5% | Sep 2025 |
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| HPM Partners | 8.4M | $225M | 8% | Sep 2025 |
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| Lincoln National | 8.3M | $224M | 1% | Sep 2025 |
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| Alliancebernstein | 7.9M | $213M | 1% | Sep 2025 |
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| Evoke Wealth | 7.8M | $209M | 15% | Sep 2025 |
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| Central Trust & Investment | 7.3M | $197M | 14% | Sep 2025 |
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| Jasper Ridge Partners | 7.1M | $193M | -2% | Sep 2025 |
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| Alesco Advisors | 5.7M | $153M | 4% | Sep 2025 |
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| Elm Partners Management | 5.5M | $148M | 23% | Sep 2025 |
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| ARGI Investment Services | 5.5M | $148M | 0% | Sep 2025 |
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| UBS Group | 5.3M | $144M | 1% | Sep 2025 |
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| Envestnet Asset Management | 4.9M | $131M | 2% | Sep 2025 |
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| Adventist Health System Sunbelt Healthcare Corp | 4.6M | $125M | 29955% | Sep 2025 |
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| Nepc | 4.6M | $124M | -8% | Sep 2025 |
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| Envestnet Portfolio Solutions | 3.9M | $106M | 9814% | Sep 2025 |
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| Morgan Stanley | 3.8M | $166M | 100% | Jun 2025 |
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| Sensible Financial Planning & Management | 3.1M | $83M | 2% | Sep 2025 |
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| Ameriprise Financial | 3.0M | $80M | 12% | Sep 2025 |
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| State Street Corporation | 2.6M | $71M | 2% | Sep 2025 |
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| Bank of New York Mellon | 2.4M | $65M | 10% | Sep 2025 |
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| Mercer Global Advisors | 2.2M | $59M | 591% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.1M | $57M | 4% | Sep 2025 |
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| Prime Capital Investment Advisors | 2.1M | $55M | 2% | Sep 2025 |
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| Assetmark | 2.0M | $55M | 5% | Sep 2025 |
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| Lutz Financial Services | 2.0M | $54M | 8% | Sep 2025 |
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| Stephens Group Asset Management | 1.7M | $46M | 9% | Sep 2025 |
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| LifeGuide Financial Advisors | 1.7M | $45M | 0% | Sep 2025 |
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| Full Sail Capital | 1.6M | $44M | -5% | Sep 2025 |
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| Matrix Trust | 1.6M | $43M | -1% | Sep 2025 |
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| Integrated Wealth Concepts | 1.6M | $43M | 11% | Sep 2025 |
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| Wells Fargo & Company | 1.6M | $42M | 0% | Sep 2025 |
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| Diversified Enterprises | 1.6M | $42M | 7001% | Sep 2025 |
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| Willow Creek Wealth Management | 1.5M | $42M | 8% | Sep 2025 |
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| Principal Securities | 1.5M | $41M | 6% | Sep 2025 |
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| Temasek Holdings | 1.4M | $38M | 0% | Sep 2025 |
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| BlueSky Wealth Advisors | 1.4M | $37M | 3% | Sep 2025 |
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| Pure Financial Advisors | 1.4M | $37M | 3% | Sep 2025 |
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| Financial Architects | 1.3M | $36M | 7% | Sep 2025 |
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| LPL Financial | 1.3M | $35M | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 1.3M | $35M | 13% | Sep 2025 |
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| Kohmann Bosshard Financial Services | 1.3M | $35M | 3% | Sep 2025 |
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| Goldman Sachs Group | 1.1M | $30M | -52% | Sep 2025 |
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| Cetera Investment Advisers | 1.1M | $30M | 11% | Sep 2025 |
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| Garde Capital | 1.0M | $28M | -1% | Jun 2025 |
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| Advisory Alpha | 1.0M | $28M | -1% | Sep 2025 |
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| Altfest L J & Co | 1.0M | $27M | 2% | Sep 2025 |
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| Prentice Wealth Management | 987k | $27M | 6% | Sep 2025 |
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| Joseph Group Capital Management | 937k | $25M | 1% | Sep 2025 |
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| Marshall Financial Group | 923k | $25M | 4% | Sep 2025 |
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| Sontag Advisory | 906k | $24M | 101% | Sep 2025 |
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| Sumitomo Life Insurance | 863k | $23M | 384% | Sep 2025 |
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| Raymond James Financial | 851k | $23M | 1% | Sep 2025 |
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| Foster & Motley | 851k | $23M | 2% | Sep 2025 |
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| Tortoise Investment Management | 849k | $23M | 10% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 841k | $23M | 5% | Sep 2025 |
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| HighTower Advisors | 826k | $22M | 3% | Sep 2025 |
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| Fund Evaluation Group | 775k | $21M | 0% | Sep 2025 |
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| Modera Wealth Management | 761k | $21M | 0% | Sep 2025 |
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| Toroso Investments | 711k | $19M | 8% | Sep 2025 |
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| Creative Planning | 653k | $18M | -2% | Sep 2025 |
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| Navalign | 648k | $18M | -36% | Sep 2025 |
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| Greenline Partners | 627k | $17M | -11% | Sep 2025 |
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| Armstrong Advisory Group | 621k | $17M | 6626% | Sep 2025 |
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| Sage Financial | 618k | $17M | 4% | Sep 2025 |
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| Carnegie Capital Asset Management | 615k | $17M | 4% | Sep 2025 |
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| Asset Managment | 578k | $16M | 1% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 573k | $15M | 1% | Sep 2025 |
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| Allen Capital Group | 556k | $15M | 8% | Sep 2025 |
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| Proffitt & Goodson | 536k | $14M | 3% | Sep 2025 |
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| Grove Street Fiduciary | 535k | $14M | -1% | Sep 2025 |
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| Savant Capital Management | 530k | $14M | -4% | Sep 2025 |
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| Advisor Group Holdings | 516k | $14M | 27% | Sep 2025 |
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| FDx Advisors | 505k | $14M | 1% | Sep 2025 |
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| Altiora Financial Group | 495k | $13M | 0% | Sep 2025 |
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| Carolina Wealth Advisors | 486k | $13M | -36% | Sep 2025 |
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| West Family Investments | 486k | $14M | 1% | Sep 2025 |
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| Marotta Asset Management | 483k | $13M | 4% | Sep 2025 |
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| ALM First Financial Advisors | 475k | $13M | 0% | Sep 2025 |
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| Principal Financial Group | 460k | $12M | -19% | Sep 2025 |
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| Prairiewood Capital | 453k | $12M | 13% | Sep 2025 |
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| Eq Wealth Advisors | 450k | $12M | 5% | Sep 2025 |
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| Hirtle Callaghan & Co | 440k | $12M | 12% | Sep 2025 |
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| ZynergyRetirementPlanning | 429k | $12M | 1% | Sep 2025 |
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| MPS Loria Financial Planners | 404k | $11M | 3% | Sep 2025 |
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| Westover Capital Advisors | 397k | $11M | 2% | Sep 2025 |
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| Tradewinds Capital Management | 395k | $11M | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 393k | $11M | -1% | Sep 2025 |
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| Renaissance Technologies | 391k | $11M | 581% | Sep 2025 |
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| Roble, Belko & Company | 386k | $10M | 2% | Sep 2025 |
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| Financeware | 381k | $10M | 6% | Sep 2025 |
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| Silver Coast Investments | 378k | $10M | 2% | Sep 2025 |
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| Beacon Pointe Advisors | 378k | $10M | 279% | Sep 2025 |
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| Frontier Asset Management | 376k | $10M | 7% | Sep 2025 |
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| Capital Analysts | 376k | $10M | 28% | Sep 2025 |
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| Fi3 FINANCIAL ADVISORS | 374k | $10M | 12% | Sep 2025 |
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| Rock Creek Group | 372k | $10M | 0% | Sep 2025 |
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| Golden Bell Financial Planning | 364k | $9.8M | 9% | Sep 2025 |
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| Brightwater Advisory | 354k | $9.5M | -3% | Sep 2025 |
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| Signet Investment Advisory Group | 345k | $9.3M | 5% | Sep 2025 |
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| Apex Investment Services | 339k | $9.0M | -57% | Jun 2025 |
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| Transamerica Financial Advisors | 333k | $9.0M | 1% | Sep 2025 |
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| Focus Financial Network | 329k | $8.9M | 9% | Sep 2025 |
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| Two West Capital Advisors | 324k | $8.8M | -2% | Sep 2025 |
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| McAdam | 323k | $8.7M | 6% | Sep 2025 |
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| Procyon Private Wealth Partners | 323k | $8.7M | 100% | Sep 2025 |
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| VCI Wealth Management | 322k | $8.7M | 6% | Sep 2025 |
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| Peak Financial Management | 321k | $8.7M | -8% | Sep 2025 |
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| BFSG | 320k | $8.6M | 0% | Sep 2025 |
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| Trajan Wealth | 315k | $8.5M | 13% | Sep 2025 |
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| FC Advisory | 312k | $8.4M | 1% | Sep 2025 |
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| Summit Financial | 302k | $8.1M | 1% | Sep 2025 |
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| Theory Financial | 299k | $8.1M | 3% | Sep 2025 |
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| Branch Banking & Trust Company | 297k | $8.0M | 1% | Sep 2025 |
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| Korea Investment Corporation | 297k | $8.0M | -50% | Sep 2025 |
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| MBE Wealth Management | 295k | $8.0M | 2% | Sep 2025 |
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| Mml Investors Services | 292k | $7.9M | 3% | Sep 2025 |
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| Harbour Investments | 276k | $7.4M | 10% | Sep 2025 |
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| Citizens Financial Group | 270k | $7.3M | -5% | Sep 2025 |
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| Cambridge Capital Management | 261k | $7.0M | 8% | Sep 2025 |
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| Signal Advisors Wealth | 259k | $7.0M | 425% | Sep 2025 |
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| Wealthcare Capital Partners | 249k | $6.7M | 7% | Sep 2025 |
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| Platt Investment Counsel | 248k | $6.7M | 100% | Sep 2025 |
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| Charles Schwab Trust | 244k | $6.6M | 7% | Sep 2025 |
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| Arvest Investments | 243k | $6.5M | 32% | Sep 2025 |
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| Aptus Capital Advisors | 241k | $6.5M | 15% | Sep 2025 |
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| Change Path | 239k | $6.4M | -4% | Sep 2025 |
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| Wealthedge Investment Advisors | 232k | $6.2M | -7% | Sep 2025 |
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| Alpha Omega Wealth Management | 229k | $6.2M | 11% | Sep 2025 |
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| Steward Partners Investment Advisory | 224k | $6.0M | 1% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 224k | $6.0M | -1% | Sep 2025 |
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| ValMark Advisers | 222k | $6.0M | 2% | Sep 2025 |
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| Seed Wealth Management | 218k | $5.9M | 0% | Sep 2025 |
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| Fortis Advisors | 215k | $5.8M | 14% | Sep 2025 |
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| Iron Financial | 213k | $5.7M | -5% | Sep 2025 |
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| Cambridge Investment Research Advisors | 211k | $5.7M | 5% | Sep 2025 |
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| Bulwark Capital Corp | 206k | $5.6M | 7% | Sep 2025 |
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| OneAscent Financial Services | 203k | $5.5M | 29% | Sep 2025 |
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| Hoxton Planning & Management | 203k | $5.5M | 9% | Sep 2025 |
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| Riverpoint Wealth Management Holdings | 203k | $5.5M | 42% | Sep 2025 |
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| Rebalance | 201k | $5.4M | 1% | Sep 2025 |
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| Columbus Macro | 200k | $5.4M | 30% | Sep 2025 |
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| FMR | 198k | $5.3M | -1% | Sep 2025 |
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| Vise Technologies | 196k | $5.3M | 12% | Sep 2025 |
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| Warren Averett Asset Management | 191k | $5.2M | -3% | Sep 2025 |
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| Stifel Financial | 184k | $5.0M | -34% | Sep 2025 |
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| Resonant Capital Advisors | 150k | $4.1M | -70% | Sep 2025 |
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| Vestmark Advisory Solutions | 130k | $3.5M | -54% | Sep 2025 |
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| Colony | 83k | $2.2M | -67% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 1.6M | $43M |
| AlphaStar Capital Management | Jun 2025 | 498k | $13M |