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 | 38M | $989M | 116% | Dec 2024 |
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| Municipal Employees' Retirement System of Michigan | 16M | $402M | 100% | Dec 2024 |
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| Quadratic Capital Management | 14M | $368M | 25% | Dec 2024 |
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| Sei Investments | 11M | $290M | 109% | Dec 2024 |
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| Ing Investment Management | 11M | $283M | 104% | Dec 2024 |
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| Lincoln National | 8.2M | $213M | 100% | Dec 2024 |
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| HPM Partners | 8.0M | $207M | 104% | Dec 2024 |
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| Alliancebernstein | 7.6M | $197M | 110% | Dec 2024 |
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| Nepc | 7.6M | $197M | 157% | Dec 2024 |
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| Jasper Ridge Partners | 7.5M | $194M | 98% | Dec 2024 |
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| Central Trust & Investment | 5.9M | $152M | 92% | Dec 2024 |
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| Alesco Advisors | 5.6M | $144M | 106% | Dec 2024 |
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| ARGI Investment Services | 5.0M | $130M | 100% | Dec 2024 |
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| Evoke Wealth | 4.9M | $126M | 92% | Dec 2024 |
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| Envestnet Asset Management | 4.0M | $103M | 207% | Dec 2024 |
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| Morgan Stanley | 3.8M | $136M | 166% | Dec 2024 |
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| Elm Partners Management | 3.8M | $97M | 125% | Dec 2024 |
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| UBS Group | 3.4M | $89M | 103% | Dec 2024 |
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| Ameriprise Financial | 3.1M | $81M | 92% | Dec 2024 |
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| Sensible Financial Planning & Management | 2.9M | $76M | 96% | Dec 2024 |
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| Goldman Sachs Group | 2.6M | $66M | 9% | Dec 2024 |
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| State Street Corporation | 2.5M | $65M | 110% | Dec 2024 |
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| Bank of New York Mellon | 2.3M | $60M | 97% | Dec 2024 |
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| Prime Capital Investment Advisors | 2.0M | $52M | 107% | Dec 2024 |
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| Bank of America Corporation | 1.9M | $48M | 98% | Dec 2024 |
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| Lutz Financial Services | 1.8M | $47M | 106% | Dec 2024 |
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| Greenline Partners | 1.7M | $45M | 95% | Dec 2024 |
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| Stephens Group Asset Management | 1.7M | $44M | 106% | Dec 2024 |
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| Wells Fargo & Company | 1.7M | $43M | 141% | Dec 2024 |
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| Full Sail Capital | 1.6M | $42M | 129% | Dec 2024 |
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| LifeGuide Financial Advisors | 1.6M | $41M | 111% | Dec 2024 |
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| Assetmark | 1.5M | $40M | 265% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 1.5M | $38M | 44% | Dec 2024 |
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| Us Bancorp | 1.4M | $37M | 67% | Dec 2024 |
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| Temasek Holdings | 1.4M | $36M | 100% | Dec 2024 |
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| SRS Capital Advisors | 1.4M | $36M | 98% | Dec 2024 |
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| Pure Financial Advisors | 1.4M | $35M | 105% | Dec 2024 |
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| Principal Securities | 1.4M | $35M | 3311% | Dec 2024 |
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| BlueSky Wealth Advisors | 1.3M | $34M | 100% | Dec 2024 |
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| Jpmorgan Chase & Co | 1.3M | $34M | -87% | Dec 2024 |
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| Financial Architects | 1.2M | $31M | 109% | Dec 2024 |
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| Kohmann Bosshard Financial Services | 1.2M | $31M | 115% | Dec 2024 |
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| Korea Investment Corporation | 1.2M | $30M | 100% | Dec 2024 |
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| Matrix Trust | 1.2M | $30M | 108% | Dec 2024 |
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| Willow Creek Wealth Management | 1.1M | $29M | 100% | Dec 2024 |
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| Adventist Health System Sunbelt Healthcare Corp | 1.1M | $28M | 81% | Dec 2024 |
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| Wealthcare Advisory Partners | 1.0M | $27M | 104% | Dec 2024 |
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| LPL Financial | 1.0M | $27M | 126% | Dec 2024 |
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| Advisory Alpha | 981k | $25M | 91% | Dec 2024 |
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| Navalign | 973k | $25M | 109% | Dec 2024 |
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| Joseph Group Capital Management | 904k | $23M | 80% | Dec 2024 |
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| Marshall Financial Group | 849k | $22M | 98% | Dec 2024 |
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| Citigroup | 841k | $22M | 134% | Dec 2024 |
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| Apex Investment Services | 810k | $21M | 112% | Dec 2024 |
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| Cetera Investment Advisers | 801k | $21M | 101% | Dec 2024 |
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| Carolina Wealth Advisors | 791k | $20M | 99% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 768k | $20M | 110% | Dec 2024 |
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| Modera Wealth Management | 765k | $20M | 322% | Dec 2024 |
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| Fund Evaluation Group | 748k | $19M | 9% | Dec 2024 |
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| Foster & Motley | 741k | $19M | 101% | Dec 2024 |
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| Raymond James Financial | 737k | $19M | 100% | Dec 2024 |
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| Creative Planning | 729k | $19M | 88% | Dec 2024 |
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| Altfest L J & Co | 714k | $18M | 102% | Dec 2024 |
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| Hirtle Callaghan & Co | 685k | $18M | 81% | Dec 2024 |
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| Savant Capital Management | 603k | $16M | 90% | Dec 2024 |
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| FDx Advisors | 585k | $15M | 101% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 579k | $15M | 89% | Dec 2024 |
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| Asset Managment | 572k | $15M | 96% | Dec 2024 |
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| Sumitomo Life Insurance | 568k | $15M | 659% | Dec 2024 |
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| Grove Street Fiduciary | 547k | $14M | 100% | Dec 2024 |
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| Eagle Ridge Investment Management | 519k | $13M | 106% | Dec 2024 |
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| Altiora Financial Group | 517k | $13M | 103% | Dec 2024 |
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| Sage Financial | 511k | $13M | 95% | Dec 2024 |
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| Principal Financial Group | 510k | $13M | 194% | Dec 2024 |
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| Thrivent Financial for Lutherans | 496k | $13M | 109% | Dec 2024 |
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| Sontag Advisory | 490k | $13M | 99% | Dec 2024 |
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| Marotta Asset Management | 483k | $13M | 97% | Dec 2024 |
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| Proffitt & Goodson | 476k | $12M | 105% | Dec 2024 |
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| Peak Financial Management | 472k | $12M | 103% | Dec 2024 |
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| Tortoise Investment Management | 467k | $12M | 398% | Dec 2024 |
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| ALM First Financial Advisors | 448k | $12M | 138% | Dec 2024 |
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| West Family Investments | 427k | $11M | 117% | Dec 2024 |
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| Resonant Capital Advisors | 416k | $11M | 126% | Dec 2024 |
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| HighTower Advisors | 390k | $10M | 126% | Dec 2024 |
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| Allen Capital Group | 385k | $9.9M | 117% | Dec 2024 |
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| Kestra Private Wealth Services | 373k | $9.6M | 159% | Dec 2024 |
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| Financeware | 359k | $9.3M | 108% | Dec 2024 |
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| Prairiewood Capital | 351k | $9.1M | 131% | Dec 2024 |
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| Brightwater Advisory | 347k | $9.0M | 107% | Dec 2024 |
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| Mercer Global Advisors | 337k | $8.7M | 22% | Dec 2024 |
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| Signet Investment Advisory Group | 321k | $8.3M | 100% | Dec 2024 |
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| BFSG | 318k | $8.2M | 108% | Dec 2024 |
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| Transamerica Financial Advisors | 317k | $8.2M | 90% | Dec 2024 |
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| Branch Banking & Trust Company | 316k | $8.2M | 94% | Dec 2024 |
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| Eq Wealth Advisors | 306k | $7.9M | 100% | Dec 2024 |
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| Royal Bank of Canada | 299k | $7.7M | 311% | Dec 2024 |
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| Summit Financial | 297k | $7.7M | 185% | Dec 2024 |
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| FC Advisory | 297k | $7.7M | 109% | Dec 2024 |
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| Raymond James Financial Services Advisors | 285k | $15M | 4% | Sep 2024 |
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| Sanctuary Advisors | 285k | $7.4M | 3% | Dec 2024 |
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| McAdam | 285k | $7.3M | 102% | Dec 2024 |
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| Summit Wealth Group | 275k | $7.1M | 109% | Dec 2024 |
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| GenTrust | 272k | $7.0M | 77% | Dec 2024 |
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| Hart & Patterson Financial Group | 271k | $7.0M | 107% | Dec 2024 |
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| Mml Investors Services | 267k | $6.9M | 110% | Dec 2024 |
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| Fortis Capital Management | 266k | $6.9M | 89% | Dec 2024 |
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| Focus Financial Network | 263k | $6.8M | 665% | Dec 2024 |
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| Two West Capital Advisors | 262k | $6.8M | 104% | Dec 2024 |
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| Trajan Wealth | 260k | $6.7M | 101% | Dec 2024 |
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| Goodwin Investment Advisory | 258k | $6.7M | 117% | Dec 2024 |
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| Stifel Financial | 258k | $6.7M | 283% | Dec 2024 |
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| VCI Wealth Management | 252k | $6.5M | 100% | Dec 2024 |
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| Iron Financial | 245k | $6.3M | 83% | Dec 2024 |
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| MBE Wealth Management | 245k | $6.3M | 141% | Dec 2024 |
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| Change Path | 244k | $6.3M | 93% | Dec 2024 |
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| Theory Financial | 242k | $6.3M | 5% | Dec 2024 |
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| Wealthcare Capital Partners | 239k | $6.2M | 100% | Dec 2024 |
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| Harbour Investments | 238k | $6.2M | 90% | Dec 2024 |
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| Fi3 FINANCIAL ADVISORS | 234k | $6.0M | 85% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 234k | $6.0M | 107% | Dec 2024 |
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| ValMark Advisers | 230k | $5.9M | 93% | Dec 2024 |
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| Jane Street | 222k | $5.7M | 100% | Dec 2024 |
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| American Trust Investment Advisors | 215k | $5.6M | 99% | Dec 2024 |
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| Steward Partners Investment Advisory | 214k | $5.5M | 87% | Dec 2024 |
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| Fortis Advisors | 212k | $5.5M | 107% | Dec 2024 |
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| H D Vest Advisory Services | 212k | $5.5M | 61% | Dec 2024 |
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| Pacific Capital Wealth Advisors | 212k | $5.5M | 45% | Dec 2024 |
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| Alpha Omega Wealth Management | 209k | $5.4M | 206% | Dec 2024 |
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| Fifth Third Bancorp | 206k | $5.3M | 83% | Dec 2024 |
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| ZynergyRetirementPlanning | 205k | $11M | 0% | Dec 2024 |
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| Pnc Financial Services | 204k | $5.3M | 87% | Dec 2024 |
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| Annapolis Financial Services | 200k | $11M | 6% | Sep 2024 |
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| Cambridge Investment Research Advisors | 199k | $5.1M | 95% | Dec 2024 |
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| Charles Schwab Trust | 198k | $5.1M | 99% | Dec 2024 |
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| M Wealth Management | 198k | $5.1M | 100% | Dec 2024 |
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| Virtue Capital Management | 195k | $5.0M | 105% | Dec 2024 |
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| Curbstone Financial Management | 191k | $4.9M | 99% | Dec 2024 |
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| Almanack Investment Partners | 189k | $4.9M | -33% | Dec 2024 |
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| Ethos Financial Group | 188k | $4.9M | 1780% | Dec 2024 |
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| Burns Wealth Management | 188k | $4.9M | 72% | Dec 2024 |
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| Rebalance | 182k | $4.7M | 87% | Dec 2024 |
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| Arvest Investments | 181k | $4.7M | 98% | Dec 2024 |
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| Flow Traders US | 178k | $4.6M | 38% | Dec 2024 |
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| Christensen, King & Associates Investment Services | 175k | $4.5M | 92% | Dec 2024 |
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| Morningstar Investment Services | 175k | $4.5M | -64% | Dec 2024 |
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| Seed Wealth Management | 171k | $4.4M | 160% | Dec 2024 |
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| FMR | 171k | $4.4M | 111% | Dec 2024 |
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| Columbus Macro | 170k | $4.4M | 641% | Dec 2024 |
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| Cambria Investment Management | 167k | $4.3M | 97% | Dec 2024 |
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| MPS Loria Financial Planners | 160k | $4.1M | 104% | Dec 2024 |
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| Litman Gregory Asset Management | 101k | $2.6M | -86% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 27k | $701k | -84% | Dec 2024 |
|
Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealthfront Advisers | Sep 2024 | 1.2M | $66M |
| Simplify Asset Management | Sep 2024 | 711k | $38M |