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 | 18M | $951M | 5% | Sep 2024 |
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| Quadratic Capital Management | 11M | $613M | 13% | Sep 2024 |
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| Jpmorgan Chase & Co | 10M | $535M | 17% | Sep 2024 |
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| Sei Investments | 5.4M | $288M | 1% | Sep 2024 |
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| Ing Investment Management | 5.4M | $288M | 4% | Sep 2024 |
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| Lincoln National | 4.1M | $220M | 1% | Sep 2024 |
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| HPM Partners | 3.9M | $210M | 20% | Sep 2024 |
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| Jasper Ridge Partners | 3.7M | $193M | 11% | Jun 2024 |
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| Alliancebernstein | 3.6M | $188M | 8% | Jun 2024 |
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| Central Trust & Investment | 3.1M | $164M | 8% | Sep 2024 |
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| Nepc | 3.0M | $159M | 0% | Sep 2024 |
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| Alesco Advisors | 2.7M | $145M | 4% | Sep 2024 |
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| Goldman Sachs Group | 2.6M | $135M | -37% | Jun 2024 |
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| Evoke Wealth | 2.5M | $136M | 31527% | Sep 2024 |
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| ARGI Investment Services | 2.5M | $135M | 0% | Sep 2024 |
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| Elm Partners Management | 1.7M | $45M | -5% | Sep 2024 |
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| Sensible Financial Planning & Management | 1.5M | $80M | 2% | Sep 2024 |
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| Morgan Stanley | 1.4M | $120M | 1% | Jun 2024 |
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| Envestnet Asset Management | 1.3M | $70M | -12% | Sep 2024 |
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| Wealthfront Advisers | 1.2M | $66M | 6% | Sep 2024 |
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| Bank of New York Mellon | 1.2M | $63M | 5% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 1.0M | $53M | -21% | Jun 2024 |
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| Prime Capital Investment Advisors | 976k | $52M | 3% | Sep 2024 |
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| Bank of America Corporation | 940k | $50M | -1% | Sep 2024 |
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| Lutz Financial Services | 887k | $48M | 4% | Sep 2024 |
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| Greenline Partners | 878k | $45M | 100% | Jun 2024 |
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| Us Bancorp | 856k | $46M | -43% | Sep 2024 |
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| Stephens Group Asset Management | 824k | $44M | 10% | Sep 2024 |
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| LifeGuide Financial Advisors | 744k | $40M | 9% | Sep 2024 |
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| Litman Gregory Asset Management | 738k | $40M | -14% | Sep 2024 |
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| Vatera Holdings | 734k | $38M | 100% | Jun 2024 |
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| State Street Corporation | 715k | $37M | 5% | Jun 2024 |
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| Simplify Asset Management | 711k | $38M | 17% | Sep 2024 |
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| Full Sail Capital | 702k | $38M | 6% | Sep 2024 |
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| SRS Capital Advisors | 701k | $38M | 17% | Sep 2024 |
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| Fund Evaluation Group | 687k | $37M | -5% | Sep 2024 |
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| Wells Fargo & Company | 684k | $37M | -4% | Sep 2024 |
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| Pure Financial Advisors | 671k | $36M | 1% | Sep 2024 |
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| BlueSky Wealth Advisors | 661k | $36M | 8% | Sep 2024 |
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| Financial Architects | 579k | $31M | 1% | Sep 2024 |
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| Matrix Trust | 554k | $30M | 0% | Sep 2024 |
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| Kohmann Bosshard Financial Services | 551k | $30M | 4% | Sep 2024 |
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| Wealthcare Advisory Partners | 513k | $28M | -21% | Sep 2024 |
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| Advisory Alpha | 512k | $28M | 6% | Sep 2024 |
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| Joseph Group Capital Management | 503k | $27M | 1% | Sep 2024 |
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| Morningstar Investment Services | 487k | $26M | 80% | Sep 2024 |
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| Navalign | 466k | $25M | 3% | Sep 2024 |
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| LPL Financial | 458k | $25M | 2% | Sep 2024 |
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| Marshall Financial Group | 428k | $23M | 7% | Sep 2024 |
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| Assetmark | 424k | $23M | -43% | Sep 2024 |
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| Carolina Wealth Advisors | 397k | $21M | 0% | Sep 2024 |
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| Creative Planning | 388k | $21M | -7% | Sep 2024 |
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| Apex Investment Services | 382k | $21M | 0% | Sep 2024 |
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| Hirtle Callaghan & Co | 373k | $19M | 228% | Jun 2024 |
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| Foster & Motley | 369k | $20M | 5% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 366k | $20M | 4% | Sep 2024 |
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| Citigroup | 359k | $19M | 1% | Sep 2024 |
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| Cetera Investment Advisers | 356k | $19M | 12% | Jun 2024 |
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| Altfest L J & Co | 354k | $19M | 1% | Sep 2024 |
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| Savant Capital Management | 318k | $17M | -31% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 307k | $16M | -4% | Sep 2024 |
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| Asset Managment | 292k | $16M | 1% | Sep 2024 |
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| FDx Advisors | 292k | $16M | -7% | Sep 2024 |
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| Raymond James Financial Services Advisors | 285k | $15M | 4% | Sep 2024 |
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| Almanack Investment Partners | 282k | $15M | 1% | Sep 2024 |
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| Sanctuary Advisors | 275k | $7.2M | 104% | Sep 2024 |
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| Sage Financial | 262k | $14M | 3% | Sep 2024 |
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| Altiora Financial Group | 255k | $14M | -2% | Sep 2024 |
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| Eagle Ridge Investment Management | 252k | $14M | 6% | Sep 2024 |
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| Sontag Advisory | 246k | $13M | -3% | Sep 2024 |
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| Marotta Asset Management | 245k | $13M | 6% | Sep 2024 |
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| Thrivent Financial for Lutherans | 237k | $13M | 18% | Sep 2024 |
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| Peak Financial Management | 233k | $13M | 2% | Sep 2024 |
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| Proffitt & Goodson | 232k | $12M | 2% | Sep 2024 |
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| Theory Financial | 231k | $6.1M | 108% | Sep 2024 |
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| Adventist Health System Sunbelt Healthcare Corp | 215k | $11M | -64% | Jun 2024 |
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| ZynergyRetirementPlanning | 205k | $11M | 4% | Sep 2024 |
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| Annapolis Financial Services | 200k | $11M | 6% | Sep 2024 |
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| West Family Investments | 197k | $11M | 0% | Sep 2024 |
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| Branch Banking & Trust Company | 193k | $10M | -2% | Jun 2024 |
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| ALM First Financial Advisors | 188k | $10M | 11% | Sep 2024 |
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| Mercer Global Advisors | 187k | $9.7M | -9% | Jun 2024 |
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| Resonant Capital Advisors | 184k | $9.9M | 11% | Sep 2024 |
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| Modera Wealth Management | 181k | $9.7M | -1% | Sep 2024 |
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| HighTower Advisors | 177k | $9.2M | -1% | Jun 2024 |
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| Allen Capital Group | 177k | $9.5M | 9% | Sep 2024 |
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| Principal Financial Group | 174k | $9.3M | 6% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 173k | $9.3M | 4% | Sep 2024 |
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| Financeware | 172k | $9.2M | -2% | Sep 2024 |
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| Brightwater Advisory | 168k | $9.0M | 9% | Sep 2024 |
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| Transamerica Financial Advisors | 167k | $9.0M | 5% | Sep 2024 |
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| Signet Investment Advisory Group | 159k | $8.3M | -5% | Jun 2024 |
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| GenTrust | 154k | $8.2M | 0% | Sep 2024 |
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| BFSG | 152k | $8.2M | 0% | Sep 2024 |
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| Prairiewood Capital | 152k | $8.1M | 7% | Sep 2024 |
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| Pacific Capital Wealth Advisors | 146k | $7.8M | -38% | Sep 2024 |
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| Kestra Private Wealth Services | 144k | $7.7M | 10% | Sep 2024 |
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| FC Advisory | 142k | $7.6M | 7% | Sep 2024 |
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| Fortis Capital Management | 141k | $7.5M | 12% | Sep 2024 |
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| McAdam | 141k | $7.5M | -28% | Sep 2024 |
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| Empowered Funds | 137k | $7.3M | 343% | Sep 2024 |
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| Kestra Advisory Services | 136k | $7.3M | -18% | Sep 2024 |
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| Iron Financial | 134k | $7.2M | -4% | Sep 2024 |
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| Summit Wealth Group | 132k | $7.1M | 10% | Sep 2024 |
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| Hart & Patterson Financial Group | 131k | $7.0M | -1% | Sep 2024 |
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| Flow Traders US | 130k | $6.9M | 315% | Sep 2024 |
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| Trajan Wealth | 129k | $6.9M | 24% | Sep 2024 |
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| Two West Capital Advisors | 128k | $6.9M | -2% | Sep 2024 |
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| Mml Investors Services | 127k | $6.8M | 8% | Sep 2024 |
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| Change Path | 127k | $6.8M | 15% | Sep 2024 |
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| Raymond James & Associates | 127k | $6.8M | 49% | Sep 2024 |
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| H D Vest Advisory Services | 127k | $6.6M | 4% | Jun 2024 |
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| Fi3 FINANCIAL ADVISORS | 126k | $6.8M | 7% | Sep 2024 |
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| VCI Wealth Management | 126k | $6.8M | 10% | Sep 2024 |
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| Harbour Investments | 126k | $6.7M | -3% | Sep 2024 |
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| ValMark Advisers | 119k | $6.4M | -1% | Sep 2024 |
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| Goodwin Investment Advisory | 119k | $6.4M | 6% | Sep 2024 |
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| Arden Trust | 116k | $6.0M | 1% | Jun 2024 |
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| Steward Partners Investment Advisory | 114k | $5.9M | -58% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 113k | $6.1M | 1% | Sep 2024 |
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| Fifth Third Bancorp | 112k | $6.0M | -23% | Sep 2024 |
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| Cambridge Associates | 109k | $5.9M | 142% | Sep 2024 |
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| Burns Wealth Management | 109k | $5.9M | -2% | Sep 2024 |
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| Pnc Financial Services | 109k | $5.8M | -10% | Sep 2024 |
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| Summit Financial | 104k | $5.6M | 396% | Sep 2024 |
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| Fortis Advisors | 102k | $5.5M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 102k | $5.5M | -27% | Sep 2024 |
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| MBE Wealth Management | 102k | $5.4M | 0% | Sep 2024 |
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| Charles Schwab Trust | 100k | $5.3M | 109% | Sep 2024 |
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| Rebalance | 98k | $5.2M | 0% | Sep 2024 |
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| Curbstone Financial Management | 96k | $5.1M | 0% | Sep 2024 |
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| Virtue Capital Management | 95k | $5.1M | 4% | Sep 2024 |
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| Tortoise Investment Management | 94k | $5.0M | -2% | Sep 2024 |
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| AlphaStar Capital Management | 93k | $5.0M | 11% | Sep 2024 |
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| Atria Investments | 92k | $5.0M | -2% | Sep 2024 |
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| Arvest Investments | 92k | $4.9M | 0% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 91k | $4.9M | -1% | Sep 2024 |
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| Cape Cod Five Cents Savings Bank | 87k | $4.5M | -75% | Sep 2024 |
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| Sagace Wealth Management | 86k | $2.3M | 116% | Sep 2024 |
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| Hoxton Planning & Management | 85k | $4.6M | 3% | Sep 2024 |
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| Kure Advisory | 85k | $4.6M | 2% | Sep 2024 |
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| Physician Wealth Solutions | 84k | $2.2M | 109% | Sep 2024 |
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| Perfromance Wealth Partners | 84k | $4.5M | -1% | Sep 2024 |
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| Vise Technologies | 82k | $4.3M | 24% | Jun 2024 |
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| High Note Wealth | 82k | $4.4M | -7% | Sep 2024 |
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| Trustmark National Bank - Trust Department | 80k | $4.3M | 27% | Sep 2024 |
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| RE Dickinson Investment Advisors | 79k | $4.2M | 0% | Sep 2024 |
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| Stratos Wealth Advisors | 78k | $4.2M | -7% | Sep 2024 |
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| MPS Loria Financial Planners | 78k | $4.2M | 2% | Sep 2024 |
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| Private Advisor | 75k | $4.0M | -12% | Sep 2024 |
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| Sumitomo Life Insurance | 75k | $4.0M | -89% | Sep 2024 |
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| Advisor Group Holdings | 74k | $4.0M | -54% | Sep 2024 |
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| Royal Bank of Canada | 73k | $3.9M | -53% | Sep 2024 |
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| Envestnet Portfolio Solutions | 51k | $2.8M | -76% | Sep 2024 |
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| Strategic Financial Concepts | 8.6k | $461k | -98% | Sep 2024 |
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| HCR Wealth Advisors | 4.2k | $227k | -96% | Sep 2024 |
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| Kestra Investment Management | 3.8k | $201k | -99% | Sep 2024 |
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Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 21M | $1.1B |
| Temasek Holdings | Mar 2024 | 705k | $37M |
| Walker Financial Services | Jun 2024 | 243k | $13M |
| Austin Private Wealth | Jun 2024 | 118k | $6.1M |
| Madison Asset Management | Jun 2024 | 103k | $5.4M |