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 | 57M | $1.5B | 7% | Jun 2026 |
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| Wealthfront Advisers | 35M | $935M | 3% | Jun 2026 |
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| Jpmorgan Chase & Co | 28M | $742M | 100% | Jun 2026 |
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| Municipal Employees' Retirement System of Michigan | 16M | $429M | 0% | Jun 2026 |
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| Sei Investments | 14M | $362M | 5% | Jun 2026 |
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| MAI Wealth Advisors | 12M | $306M | 100216% | Jun 2026 |
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| HPM Partners | 11M | $280M | 8% | Jun 2026 |
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| Lincoln National | 9.4M | $250M | 6% | Jun 2026 |
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| Alliancebernstein | 9.3M | $247M | -1% | Jun 2026 |
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| Ing Investment Management | 8.8M | $233M | 2% | Jun 2026 |
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| Virginia Estate & Retirement Planning Advisors | 8.7M | $8.7M | 100% | Jun 2026 |
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| Nepc | 8.3M | $221M | 5% | Jun 2026 |
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| Central Trust & Investment | 8.2M | $216M | 1% | Jun 2026 |
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| Quadratic Capital Management | 8.1M | $213M | -43% | Jun 2026 |
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| Alesco Advisors | 6.5M | $171M | 6% | Jun 2026 |
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| Envestnet Asset Management | 6.3M | $167M | 5% | Jun 2026 |
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| ARGI Investment Services | 5.6M | $149M | 0% | Jun 2026 |
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| UBS Group | 5.3M | $141M | -11% | Jun 2026 |
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| Elm Partners Management | 4.8M | $127M | -41% | Jun 2026 |
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| Morgan Stanley | 4.3M | $168M | 20% | Mar 2026 |
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| Us Bancorp | 3.7M | $98M | -42% | Jun 2026 |
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| Beacon Pointe Advisors | 3.7M | $97M | -1% | Jun 2026 |
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| Bank of America Corporation | 3.6M | $95M | -68% | Jun 2026 |
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| Armstrong Advisory Group | 3.5M | $94M | 4% | Jun 2026 |
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| Ameriprise Financial | 3.4M | $91M | 6% | Jun 2026 |
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| Adventist Health System Sunbelt Healthcare Corp | 3.0M | $79M | -49% | Jun 2026 |
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| State Street Corporation | 2.9M | $76M | 6% | Mar 2026 |
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| Lutz Financial Services | 2.4M | $65M | 4% | Jun 2026 |
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| Bank of New York Mellon | 2.4M | $64M | 0% | Jun 2026 |
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| Prime Capital Investment Advisors | 2.3M | $62M | 3% | Jun 2026 |
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| Wealthcare Advisory Partners | 2.1M | $55M | 48% | Jun 2026 |
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| Assetmark | 2.1M | $55M | -23% | Jun 2026 |
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| LifeGuide Financial Advisors | 2.1M | $55M | 7% | Jun 2026 |
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| Principal Securities | 2.0M | $52M | 1% | Jun 2026 |
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| Integrated Wealth Concepts | 2.0M | $52M | 12% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.9M | $50M | 100% | Jun 2026 |
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| Wells Fargo & Company | 1.9M | $49M | 2% | Jun 2026 |
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| Diversified Enterprises | 1.8M | $48M | 4% | Jun 2026 |
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| FMR | 1.7M | $45M | 15% | Jun 2026 |
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| Kohmann Bosshard Financial Services | 1.7M | $44M | 12% | Jun 2026 |
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| Sumitomo Life Insurance | 1.7M | $44M | 78% | Jun 2026 |
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| LPL Financial | 1.7M | $44M | 9% | Jun 2026 |
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| BlueSky Wealth Advisors | 1.6M | $43M | 7% | Jun 2026 |
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| Pure Financial Advisors | 1.6M | $42M | 5% | Jun 2026 |
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| Advisory Alpha | 1.6M | $42M | 0% | Jun 2026 |
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| Financial Architects | 1.6M | $42M | 3% | Jun 2026 |
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| Russell Investments | 1.5M | $41M | 0% | Jun 2026 |
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| Stephens Group Asset Management | 1.5M | $40M | 5% | Jun 2026 |
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| Garde Capital | 1.5M | $39M | 100% | Jun 2026 |
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| Pictet Asset Management Holding SA | 1.5M | $39M | 15% | Jun 2026 |
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| Matrix Trust | 1.3M | $35M | -5% | Jun 2026 |
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| Creative Planning | 1.3M | $35M | -15% | Jun 2026 |
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| Raymond James Financial | 1.3M | $34M | 10% | Jun 2026 |
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| Altfest L J & Co | 1.1M | $29M | 4% | Jun 2026 |
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| Foster & Motley | 1.1M | $29M | 12% | Jun 2026 |
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| Savant Capital Management | 1.1M | $29M | 132% | Jun 2026 |
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| Prentice Wealth Management | 1.1M | $28M | 4% | Jun 2026 |
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| Joseph Group Capital Management | 1.0M | $28M | 1% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.0M | $27M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 1.0M | $27M | 0% | Jun 2026 |
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| Seneca Financial Advisors | 999k | $27M | 8% | Jun 2026 |
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| Tortoise Investment Management | 979k | $26M | 5% | Jun 2026 |
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| Citigroup | 877k | $23M | 100% | Mar 2026 |
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| SRS Capital Advisors | 829k | $22M | 5% | Jun 2026 |
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| HighTower Advisors | 796k | $21M | -26% | Jun 2026 |
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| Fund Evaluation Group | 748k | $20M | 0% | Jun 2026 |
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| Mercer Global Advisors | 743k | $20M | -52% | Jun 2026 |
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| Navalign | 726k | $19M | 5% | Jun 2026 |
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| Tandemgrowth Financial Advisors | 705k | $19M | 4% | Jun 2026 |
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| Modera Wealth Management | 696k | $18M | -1% | Jun 2026 |
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| Toroso Investments | 664k | $18M | -17% | Jun 2026 |
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| Sage Financial | 657k | $17M | 5% | Jun 2026 |
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| Goldman Sachs Group | 646k | $17M | -32% | Jun 2026 |
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| Allen Capital Group | 633k | $17M | 0% | Jun 2026 |
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| Carnegie Capital Asset Management | 624k | $17M | -2% | Jun 2026 |
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| Asset Managment | 618k | $16M | 0% | Jun 2026 |
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| Fifth Third Bancorp | 600k | $16M | 42% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 595k | $16M | 2% | Jun 2026 |
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| McAdam | 593k | $16M | 59% | Jun 2026 |
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| Prairiewood Capital | 584k | $16M | 9% | Jun 2026 |
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| Ccg Wealth Management | 581k | $15M | 100% | Jun 2026 |
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| Greenline Partners | 548k | $15M | -6% | Jun 2026 |
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| Marotta Asset Management | 534k | $14M | 5% | Jun 2026 |
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| Renaissance Technologies | 531k | $14M | 12% | Jun 2026 |
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| Advisor Group Holdings | 529k | $14M | 24% | Jun 2026 |
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| Grove Street Fiduciary | 527k | $14M | -1% | Jun 2026 |
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| FDx Advisors | 524k | $14M | -3% | Jun 2026 |
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| Sontag Advisory | 493k | $13M | 3% | Jun 2026 |
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| Roble, Belko & Company | 488k | $13M | -8% | Jun 2026 |
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| ALM First Financial Advisors | 488k | $13M | -14% | Jun 2026 |
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| Capital Analysts | 486k | $13M | 11% | Jun 2026 |
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| Fi3 FINANCIAL ADVISORS | 481k | $13M | 29% | Mar 2026 |
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| ZynergyRetirementPlanning | 474k | $13M | 5% | Jun 2026 |
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| Carolina Wealth Advisors | 473k | $13M | 1% | Jun 2026 |
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| Robinswood Financial | 469k | $12M | 1% | Jun 2026 |
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| Fortis Advisors | 468k | $12M | 1% | Jun 2026 |
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| Manning & Napier Advisors | 438k | $12M | 379% | Jun 2026 |
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| Rsm Us Wealth Management | 438k | $12M | 0% | Jun 2026 |
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| Altiora Financial Group | 436k | $12M | -14% | Jun 2026 |
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| State Farm Mutual Automobile Insurance Company | 433k | $12M | 47% | Jun 2026 |
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| Financeware | 432k | $11M | 0% | Jun 2026 |
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| Golden Bell Financial Planning | 430k | $11M | 7% | Jun 2026 |
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| Silver Coast Investments | 429k | $11M | 4% | Jun 2026 |
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| Kestra Private Wealth Services | 425k | $11M | -1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 423k | $11M | 79% | Jun 2026 |
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| Westover Capital Advisors | 419k | $11M | 4% | Jun 2026 |
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| Trajan Wealth | 417k | $11M | 6% | Jun 2026 |
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| Rock Creek Group | 407k | $11M | 0% | Jun 2026 |
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| Signal Advisors Wealth | 406k | $11M | 29% | Jun 2026 |
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| Brightwater Advisory | 402k | $11M | 1% | Jun 2026 |
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| OneAscent Financial Services | 400k | $11M | 7% | Jun 2026 |
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| Proffitt & Goodson | 398k | $11M | 15% | Jun 2026 |
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| Aptus Capital Advisors | 394k | $10M | 9% | Jun 2026 |
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| Frontier Asset Management | 391k | $10M | 1% | Jun 2026 |
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| VCI Wealth Management | 389k | $10M | -1% | Jun 2026 |
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| Two West Capital Advisors | 383k | $10M | 9% | Jun 2026 |
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| Northeast Financial Group | 380k | $10M | 186% | Mar 2026 |
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| Mml Investors Services | 377k | $10M | 19% | Jun 2026 |
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| Farther Finance Advisors | 375k | $9.9M | -5% | Jun 2026 |
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| Focus Financial Network | 368k | $9.8M | 10% | Jun 2026 |
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| Peak Financial Management | 368k | $9.7M | 5% | Jun 2026 |
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| Branch Banking & Trust Company | 355k | $9.4M | 3% | Jun 2026 |
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| Summit Global Investments | 349k | $9.3M | 8% | Jun 2026 |
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| Amicus Financial Advisors | 345k | $9.1M | -2% | Jun 2026 |
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| BFSG | 343k | $9.1M | 7% | Jun 2026 |
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| MPS Loria Financial Planners | 341k | $9.0M | 1% | Jun 2026 |
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| FC Advisory | 340k | $9.0M | 3% | Jun 2026 |
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| Arvest Investments | 339k | $9.0M | 31% | Jun 2026 |
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| Summit Financial | 335k | $8.9M | 3% | Jun 2026 |
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| Bulwark Capital Corp | 334k | $8.9M | 14% | Jun 2026 |
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| Cambridge Investment Research Advisors | 333k | $8.8M | 7% | Jun 2026 |
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| Envision Financial Planning | 333k | $8.8M | 100% | Jun 2026 |
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| Harbour Investments | 323k | $8.6M | 2% | Jun 2026 |
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| Atria Investments | 318k | $8.4M | 446% | Jun 2026 |
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| Signet Investment Advisory Group | 313k | $8.3M | 0% | Jun 2026 |
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| GenTrust | 311k | $8.2M | 42% | Jun 2026 |
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| Cambridge Capital Management | 309k | $8.2M | 4% | Jun 2026 |
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| Vestmark Advisory Solutions | 302k | $8.0M | -27% | Jun 2026 |
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| Riverpoint Wealth Management Holdings | 301k | $8.0M | 11% | Jun 2026 |
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| Arkadios Wealth Advisors | 297k | $7.9M | 3% | Jun 2026 |
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| MBE Wealth Management | 294k | $7.8M | 2% | Jun 2026 |
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| Kastel Capital Advisors | 290k | $7.7M | 5% | Jun 2026 |
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| Eq Wealth Advisors | 280k | $7.4M | -18% | Jun 2026 |
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| Commerce Bank N A | 274k | $7.2M | 38% | Jun 2026 |
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| Charles Schwab Trust | 273k | $7.2M | 0% | Jun 2026 |
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| Vise Technologies | 272k | $7.2M | 21% | Jun 2026 |
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| Dorato Capital Management | 270k | $7.1M | 2% | Jun 2026 |
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| Evolve Private Wealth | 270k | $7.2M | 5% | Jun 2026 |
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| Transamerica Financial Advisors | 267k | $7.1M | -5% | Jun 2026 |
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| Range Advisory | 266k | $7.1M | 54% | Jun 2026 |
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| Procyon Private Wealth Partners | 250k | $6.6M | -7% | Jun 2026 |
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| Thrivent Financial for Lutherans | 231k | $6.1M | -36% | Jun 2026 |
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| Private Advisor | 50k | $1.3M | -89% | Jun 2026 |
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Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Evoke Wealth | Mar 2026 | 10M | $277M |
| Jasper Ridge Partners | Mar 2026 | 6.4M | $171M |
| West Family Investments | Mar 2026 | 609k | $17M |
| Hirtle Callaghan & Co | Mar 2026 | 465k | $12M |