Who owns Schwab Strategic Tr 0?

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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
Charles Schwab Investment Advisory 18M $915M 1% Dec 2023
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HPM Partners 13M $164M 327% Dec 2023
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Empower Advisory Group 12M $641M -2% Dec 2023
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Quadratic Capital Management 12M $640M -15% Mar 2024
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Goldman Sachs Group 5.8M $304M 7% Dec 2023
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Jpmorgan Chase & Co 5.0M $262M -31% Dec 2023
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Franklin Resources 4.3M $225M -18% Dec 2023
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Alliancebernstein 3.4M $179M 1% Dec 2023
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Evoke Wealth 3.2M $167M -23% Dec 2023
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Charles Schwab Investment Management 2.6M $133M 4% Dec 2023
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Alesco Advisors 2.5M $133M 4% Dec 2023
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Jasper Ridge Partners 2.5M $132M 100% Dec 2023
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Central Trust & Investment 2.3M $121M 7% Dec 2023
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Perella Weinberg Partners Capital Management 2.0M $103M 100% Dec 2023
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UBS Group 1.7M $91M 93% Dec 2023
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Nepc 1.5M $78M 5% Dec 2023
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Sensible Financial Planning & Management 1.4M $72M -4% Dec 2023
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Wealth Enhancement Advisory Services 1.3M $68M -3% Mar 2024
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Wealthfront Advisers 1.2M $64M -1% Mar 2024
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Us Bancorp 1.2M $63M -20% Dec 2023
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Elm Partners Management 1.2M $61M 28% Dec 2023
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NinePointTwo Capital 1.1M $59M -34% Dec 2023
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Bank of New York Mellon 1.0M $52M 0% Dec 2023
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Litman Gregory Asset Management 969k $51M -4% Dec 2023
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Bank of America Corporation 904k $47M -23% Dec 2023
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Lutz Financial Services 825k $43M 9% Dec 2023
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Prime Capital Investment Advisors 781k $41M 20% Dec 2023
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Fund Evaluation Group 772k $40M 0% Dec 2023
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Wells Fargo & Company 764k $40M -3% Dec 2023
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Stephens Group Asset Management 747k $39M 1% Mar 2024
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Wealthcare Advisory Partners 666k $35M 1% Mar 2024
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LifeGuide Financial Advisors 641k $33M 6% Mar 2024
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Pure Financial Advisors 633k $33M 7% Mar 2024
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SRS Capital Advisors 553k $29M 0% Dec 2023
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Matrix Trust 542k $28M -6% Dec 2023
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Savant Capital Management 501k $26M -8% Dec 2023
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Creative Planning 487k $25M -11% Dec 2023
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Financial Architects 482k $25M 100% Dec 2023
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Citigroup 462k $24M -8% Dec 2023
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Assetmark 451k $24M -44% Dec 2023
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Advisory Alpha 443k $23M 2% Dec 2023
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Navalign 430k $22M 17% Mar 2024
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Carolina Wealth Advisors 376k $20M 7% Mar 2024
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Marshall Financial Group 374k $20M -1% Dec 2023
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Apex Investment Services 368k $19M -10% Dec 2023
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Pnc Financial Services 352k $18M -2% Dec 2023
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Kohmann Bosshard Financial Services 346k $18M 56% Mar 2024
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Foster & Motley 335k $18M 13% Mar 2024
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Advisor Group Holdings 328k $17M -15% Dec 2023
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Cape Cod Five Cents Savings Bank 327k $17M -49% Dec 2023
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Sumitomo Life Insurance 316k $17M -50% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 312k $16M 9% Dec 2023
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Nottingham Advisors 301k $12M 100% Dec 2023
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Raymond James & Associates 300k $16M -17% Dec 2023
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Principal Financial Group 277k $14M -44% Dec 2023
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Fifth Third Bancorp 267k $14M -2% Dec 2023
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AE Wealth Management 250k $13M -1% Dec 2023
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Sage Financial 249k $13M -6% Dec 2023
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Raymond James Financial Services Advisors 246k $13M 25% Dec 2023
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Altfest L J & Co 238k $12M -28% Dec 2023
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HighTower Advisors 236k $12M -23% Dec 2023
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Steward Partners Investment Advisory 231k $12M -10% Dec 2023
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Peak Financial Management 231k $12M -6% Dec 2023
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Walker Financial Services 230k $12M 9% Mar 2024
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Pacific Capital Wealth Advisors 229k $12M -8% Dec 2023
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Cambridge Investment Research Advisors 228k $12M -22% Dec 2023
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Eagle Ridge Investment Management 227k $12M 2% Mar 2024
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Proffitt & Goodson 227k $12M 100% Dec 2023
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Wealth Management Resources 227k $12M 2% Mar 2024
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Marotta Asset Management 225k $12M -2% Dec 2023
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Streettalk Advisors 212k $11M 6% Dec 2023
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Sontag Advisory 202k $11M -22% Dec 2023
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Mercer Global Advisors 201k $11M -21% Dec 2023
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Branch Banking & Trust Company 184k $9.6M 59% Dec 2023
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Adventist Health System Sunbelt Healthcare Corp 183k $9.5M -3% Dec 2023
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Annapolis Financial Services 177k $9.2M -14% Mar 2024
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McAdam 176k $9.2M -40% Dec 2023
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Modera Wealth Management 175k $9.1M -51% Dec 2023
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Summit Trail Advisors 174k $9.1M 23% Dec 2023
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Financeware 173k $9.0M 2% Mar 2024
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ALM First Financial Advisors 170k $8.9M 0% Dec 2023
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West Family Investments 169k $9.2M 0% Dec 2023
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Altiora Financial Group 167k $8.7M 2524% Mar 2024
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Signet Investment Advisory Group 165k $8.6M 1% Dec 2023
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Allen Capital Group 158k $8.2M 9% Mar 2024
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GenTrust 154k $8.0M 0% Mar 2024
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Harbour Investments 153k $8.0M -2% Dec 2023
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Flow Traders US 148k $7.7M 100% Dec 2023
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BFSG 147k $7.7M 12% Dec 2023
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Resonant Capital Advisors 146k $7.6M 4% Dec 2023
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Venture Visionary Partners 146k $7.6M 5% Dec 2023
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Citizens Financial Group 145k $7.6M 100% Dec 2023
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Iron Financial 143k $7.5M -4% Dec 2023
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Hart & Patterson Financial Group 131k $6.8M 2% Mar 2024
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Rebalance 127k $6.6M 65% Dec 2023
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FC Advisory 125k $6.5M 0% Dec 2023
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Theory Financial 124k $6.5M 0% Dec 2023
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ValMark Advisers 122k $6.4M 0% Dec 2023
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Prairiewood Capital 122k $6.3M 14% Dec 2023
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Austin Private Wealth 119k $6.1M -7% Mar 2024
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HCR Wealth Advisors 118k $6.2M 42% Dec 2023
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Change Path 118k $6.1M -4% Dec 2023
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Bp Wealth Management 116k $6.1M 16% Dec 2023
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Arden Trust 115k $6.0M 3% Mar 2024
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CliftonLarsonAllen Wealth Advisors 111k $5.8M 0% Dec 2023
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Focused Wealth Management 111k $5.8M -6% Dec 2023
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Fortis Capital Management 108k $5.6M 1% Dec 2023
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Perfromance Wealth Partners 106k $5.5M -2% Dec 2023
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Fagan Associates 105k $5.5M -4% Dec 2023
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Fi3 FINANCIAL ADVISORS 104k $5.4M -31% Dec 2023
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AlphaStar Capital Management 100k $5.2M 17% Dec 2023
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Goodwin Investment Advisory 100k $5.2M 100% Dec 2023
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Curbstone Financial Management 97k $5.1M -2% Mar 2024
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Private Advisor 96k $5.0M -29% Dec 2023
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Kestra Private Wealth Services 95k $5.0M 56% Dec 2023
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Washington Trust Company 95k $4.9M -1% Dec 2023
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Tortoise Investment Management 93k $4.9M -15% Dec 2023
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Jane Street 90k $4.7M -82% Dec 2023
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High Note Wealth 90k $4.7M -3% Dec 2023
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VCI Wealth Management 90k $4.7M 100% Dec 2023
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Virtue Capital Management 89k $4.6M -10% Dec 2023
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Allianz Asset Management 88k $4.6M -74% Dec 2023
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Commonwealth Equity Services 86k $4.5M -31% Dec 2023
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Resource Planning Group 86k $4.5M -33% Dec 2023
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Stratos Wealth Advisors 82k $4.3M 11% Mar 2024
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Aviance Capital Partners 80k $4.2M 0% Mar 2024
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Hoxton Planning & Management 80k $4.2M 6% Mar 2024
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H D Vest Advisory Services 79k $4.1M 31% Dec 2023
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Kure Advisory 77k $4.0M 0% Dec 2023
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Global Retirement Partners 73k $3.8M 264% Dec 2023
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Royal Bank of Canada 72k $3.8M -52% Dec 2023
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MPS Loria Financial Planners 72k $3.7M 100% Mar 2024
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Stifel Financial 71k $3.7M -47% Dec 2023
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JTC Employer Solutions Trustee 71k $3.7M 0% Mar 2024
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OneAscent Financial Services 70k $3.7M 17% Mar 2024
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OLIO Financial Planning 70k $3.6M 0% Mar 2024
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Upper Left Wealth Management 69k $3.6M -4% Dec 2023
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Verde Capital Management 69k $3.6M -4% Mar 2024
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Allspring Global Investments Holdings 68k $3.5M 0% Mar 2024
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Stratos Wealth Partners 67k $3.5M 25% Mar 2024
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Moser Wealth Advisors 66k $3.5M -14% Dec 2023
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Ellenbecker Investment Group 66k $3.5M 8% Mar 2024
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Alpha Omega Wealth Management 66k $3.5M 2% Mar 2024
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Vise Technologies 66k $3.4M -34% Dec 2023
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McLean Asset Management Corp 65k $3.4M 17% Mar 2024
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Washington Trust Advisors 64k $3.3M -13% Dec 2023
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Horizon Financial Services 62k $3.3M 5% Dec 2023
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Red Tortoise 60k $3.1M 0% Mar 2024
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Arvest Investments 60k $3.1M -31% Mar 2024
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J.w. Cole Advisors 59k $3.1M 20% Dec 2023
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Almanack Investment Partners 58k $3.0M -90% Dec 2023
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Visionary Wealth Advisors 58k $3.0M -6% Dec 2023
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Ethos Financial Group 57k $3.0M -47% Dec 2023
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Creative Financial Designs 56k $2.9M -16% Dec 2023
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Mariner Wealth Advisors 56k $2.9M -7% Dec 2023
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Atria Investments 55k $2.9M -17% Dec 2023
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American Financial Advisors 50k $2.6M -19% Dec 2023
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TrinityPoint Wealth 46k $2.4M -33% Dec 2023
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Moody National Bank Trust Division 45k $2.4M -52% Mar 2024
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Financial Freedom 40k $2.1M -33% Dec 2023
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Fifth Third Securities 36k $1.9M -54% Mar 2024
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Citadel Advisors 32k $1.7M -45% Dec 2023
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IFG Advisory 30k $1.6M -65% Dec 2023
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Hutchinson Capital Management 25k $1.3M -78% Dec 2023
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National Asset Management 8.4k $439k -86% Dec 2023
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Bank Of Montreal 7.7k $405k -91% Dec 2023
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Alan Leist III 5.5k $285k -99% Dec 2023
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Valtinson Bruner Financial Planning 4.0k $208k -96% Dec 2023
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Live Oak Investment Partners 104.00 $5.4k -100% Dec 2023
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Who sold out of Schwab Strategic Tr 0?

Fund or Company Name Date Sold Shares Held Valued At
BlueSky Wealth Advisors Dec 2023 601k $31M
HC Advisors Sep 2023 223k $11M
Souders Financial Advisors Sep 2023 137k $6.9M