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
Download as csv

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 | 17M | $872M | 2% | Sep 2023 |
|
Quadratic Capital Management | 14M | $721M | 19% | Sep 2023 |
|
Empower Advisory Group | 13M | $632M | 25% | Sep 2023 |
|
Jpmorgan Chase & Co | 7.3M | $369M | 8% | Sep 2023 |
|
Goldman Sachs Group | 5.4M | $274M | 6% | Sep 2023 |
|
Franklin Resources | 5.3M | $267M | 2% | Sep 2023 |
|
Ing Investment Management | 5.3M | $266M | 27% | Sep 2023 |
|
Sei Investments | 5.2M | $264M | 6% | Sep 2023 |
|
Evoke Wealth | 4.1M | $208M | 28% | Sep 2023 |
|
Alliancebernstein | 3.4M | $173M | 0% | Sep 2023 |
|
HPM Partners | 3.1M | $158M | 1% | Sep 2023 |
|
Charles Schwab Investment Management | 2.5M | $124M | -6% | Sep 2023 |
|
Alesco Advisors | 2.4M | $123M | 4% | Sep 2023 |
|
Ameriprise Financial | 2.4M | $119M | -13% | Sep 2023 |
|
Central Trust & Investment | 2.2M | $109M | 9% | Sep 2023 |
|
NinePointTwo Capital | 1.7M | $87M | -3% | Sep 2023 |
|
Morgan Stanley | 1.7M | $85M | 4% | Sep 2023 |
|
Wealth Enhancement Advisory Services | 1.6M | $83M | 12% | Sep 2023 |
|
Goodman & Company, Investment Counsel | 1.6M | $83M | 2% | Sep 2023 |
|
Us Bancorp | 1.5M | $76M | -13% | Sep 2023 |
|
Sensible Financial Planning & Management | 1.4M | $73M | 3% | Sep 2023 |
|
Bank of America Corporation | 1.2M | $60M | -1% | Sep 2023 |
|
Envestnet Asset Management | 1.2M | $58M | 20% | Sep 2023 |
|
Litman Gregory Asset Management | 1.0M | $51M | -1% | Sep 2023 |
|
Bank of New York Mellon | 1.0M | $51M | 90% | Sep 2023 |
|
Elm Partners Management | 917k | $46M | 94% | Sep 2023 |
|
UBS Group | 905k | $46M | -14% | Sep 2023 |
|
State Street Corporation | 850k | $43M | 4% | Sep 2023 |
|
Assetmark | 805k | $41M | 82% | Sep 2023 |
|
Wells Fargo & Company | 785k | $40M | -29% | Sep 2023 |
|
Fund Evaluation Group | 772k | $39M | -2% | Sep 2023 |
|
Lutz Financial Services | 760k | $38M | 13% | Sep 2023 |
|
Wealthcare Advisory Partners | 739k | $37M | 5% | Sep 2023 |
|
Stephens Group Asset Management | 737k | $37M | 55% | Sep 2023 |
|
Temasek Holdings | 705k | $36M | 0% | Sep 2023 |
|
Prime Capital Investment Advisors | 651k | $33M | 1% | Sep 2023 |
|
Cape Cod Five Cents Savings Bank | 641k | $32M | 112% | Sep 2023 |
|
Sumitomo Life Insurance | 629k | $33M | 305% | Sep 2023 |
|
LifeGuide Financial Advisors | 606k | $31M | 16% | Sep 2023 |
|
LVW Advisors | 599k | $30M | -2% | Sep 2023 |
|
BlueSky Wealth Advisors | 589k | $30M | 5% | Sep 2023 |
|
Korea Investment Corporation | 580k | $29M | 100% | Sep 2023 |
|
Matrix Trust | 577k | $29M | 1% | Sep 2023 |
|
Almanack Investment Partners | 572k | $29M | -34% | Sep 2023 |
|
SRS Capital Advisors | 553k | $28M | 9% | Sep 2023 |
|
Creative Planning | 546k | $28M | -2% | Sep 2023 |
|
Savant Capital Management | 543k | $27M | -13% | Sep 2023 |
|
Pure Financial Advisors | 538k | $27M | 9% | Sep 2023 |
|
LPL Financial | 532k | $27M | -5% | Sep 2023 |
|
Citigroup | 501k | $25M | -2% | Sep 2023 |
|
Jane Street | 496k | $25M | 100% | Sep 2023 |
|
Principal Financial Group | 491k | $25M | -16% | Sep 2023 |
|
Advisory Alpha | 435k | $22M | 4% | Sep 2023 |
|
Joseph Group Capital Management | 422k | $21M | 55% | Sep 2023 |
|
Apex Investment Services | 407k | $21M | 5% | Sep 2023 |
|
Alan Leist III | 386k | $20M | -2% | Sep 2023 |
|
Advisor Group Holdings | 385k | $20M | -15% | Sep 2023 |
|
Marshall Financial Group | 377k | $19M | 3% | Sep 2023 |
|
Navalign | 365k | $18M | 3% | Sep 2023 |
|
Raymond James & Associates | 360k | $18M | 5% | Sep 2023 |
|
Pnc Financial Services | 360k | $18M | -3% | Sep 2023 |
|
Modera Wealth Management | 359k | $18M | 0% | Sep 2023 |
|
Carolina Wealth Advisors | 350k | $18M | 9% | Sep 2023 |
|
Allianz Asset Management | 335k | $17M | -25% | Sep 2023 |
|
Altfest L J & Co | 332k | $17M | 2% | Sep 2023 |
|
Foster & Motley | 330k | $17M | -4% | Sep 2023 |
|
Financial Engines Advisors L.L.C | 322k | $16M | 0% | Sep 2023 |
|
Willow Creek Wealth Management | 310k | $16M | -4% | Sep 2023 |
|
HighTower Advisors | 308k | $16M | 21% | Sep 2023 |
|
Morningstar Investment Services | 294k | $15M | -1% | Sep 2023 |
|
Cambridge Investment Research Advisors | 293k | $15M | -11% | Sep 2023 |
|
Asset Managment | 293k | $15M | 3% | Sep 2023 |
|
Wealthfront Advisers | 291k | $15M | -73% | Sep 2023 |
|
McAdam | 291k | $15M | 2% | Sep 2023 |
|
Nelson, Van Denburg & Campbell Wealth Management | 287k | $15M | 5% | Sep 2023 |
|
Fifth Third Bancorp | 273k | $14M | -20% | Sep 2023 |
|
Sage Financial | 264k | $13M | 3% | Sep 2023 |
|
Sontag Advisory | 259k | $13M | -13% | Sep 2023 |
|
Steward Partners Investment Advisory | 257k | $13M | -3% | Sep 2023 |
|
Mercer Global Advisors | 256k | $13M | 76% | Sep 2023 |
|
AE Wealth Management | 254k | $13M | 29% | Sep 2023 |
|
Pacific Capital Wealth Advisors | 249k | $13M | -6% | Sep 2023 |
|
Advanced Research Investment Solutions | 246k | $12M | 4% | Sep 2023 |
|
Peak Financial Management | 245k | $12M | 10% | Sep 2023 |
|
Walker Financial Services | 236k | $12M | 3% | Sep 2023 |
|
Marotta Asset Management | 230k | $12M | 5% | Sep 2023 |
|
HC Advisors | 223k | $11M | -5% | Sep 2023 |
|
Northwestern Mutual Wealth Management Company | 210k | $11M | -17% | Sep 2023 |
|
Wealth Management Resources | 202k | $10M | 10% | Sep 2023 |
|
Streettalk Advisors | 200k | $10M | 12% | Sep 2023 |
|
Raymond James Financial Services Advisors | 197k | $9.9M | 38% | Sep 2023 |
|
Live Oak Investment Partners | 196k | $9.9M | -3% | Sep 2023 |
|
Financeware | 196k | $9.9M | -8% | Sep 2023 |
|
Carlsbad Wealth Advisory Group | 195k | $10M | 100% | Jun 2023 |
|
Adventist Health System Sunbelt Healthcare Corp | 188k | $9.5M | 2% | Sep 2023 |
|
Cetera Investment Advisers | 186k | $9.4M | -20% | Sep 2023 |
|
RE Dickinson Investment Advisors | 185k | $9.3M | 2% | Sep 2023 |
|
Thrivent Financial for Lutherans | 181k | $9.2M | 36% | Sep 2023 |
|
Kohmann Bosshard Financial Services | 180k | $9.1M | 7% | Sep 2023 |
|
Integrated Wealth Concepts | 173k | $8.7M | -32% | Sep 2023 |
|
ALM First Financial Advisors | 170k | $8.6M | 0% | Sep 2023 |
|
West Family Investments | 169k | $8.9M | 100% | Sep 2023 |
|
Signet Investment Advisory Group | 163k | $8.2M | -1% | Sep 2023 |
|
Harbour Investments | 156k | $7.9M | 4% | Sep 2023 |
|
GenTrust | 154k | $7.8M | -3% | Sep 2023 |
|
Fi3 FINANCIAL ADVISORS | 152k | $7.7M | 10% | Sep 2023 |
|
Royal Bank of Canada | 151k | $7.6M | -73% | Sep 2023 |
|
Burns Wealth Management | 150k | $7.6M | 3% | Sep 2023 |
|
Iron Financial | 149k | $7.5M | -12% | Sep 2023 |
|
Summit Trail Advisors | 141k | $7.1M | 18% | Sep 2023 |
|
Resonant Capital Advisors | 140k | $7.0M | 10% | Sep 2023 |
|
Austin Private Wealth | 139k | $7.0M | 100% | Sep 2023 |
|
Venture Visionary Partners | 138k | $7.0M | -4% | Sep 2023 |
|
Allen Capital Group | 137k | $6.9M | 2% | Sep 2023 |
|
Souders Financial Advisors | 137k | $6.9M | 10% | Sep 2023 |
|
Mml Investors Services | 135k | $6.8M | -26% | Sep 2023 |
|
Private Advisor | 135k | $6.8M | 15% | Sep 2023 |
|
Stifel Financial | 134k | $6.8M | -8% | Sep 2023 |
|
BFSG | 131k | $6.6M | 4% | Sep 2023 |
|
Hirtle Callaghan & Co | 131k | $6.6M | 33% | Sep 2023 |
|
Resource Planning Group | 128k | $6.5M | -2% | Sep 2023 |
|
FC Advisory | 125k | $6.3M | 1% | Sep 2023 |
|
Annapolis Financial Services | 125k | $6.3M | -5% | Sep 2023 |
|
Commonwealth Equity Services | 125k | $6.3M | -17% | Sep 2023 |
|
Theory Financial | 124k | $6.2M | -2% | Sep 2023 |
|
Change Path | 123k | $6.2M | -3% | Sep 2023 |
|
ValMark Advisers | 122k | $6.2M | 3% | Sep 2023 |
|
Susquehanna International | 120k | $6.1M | 41% | Sep 2023 |
|
Focused Wealth Management | 118k | $6.0M | -42% | Sep 2023 |
|
Branch Banking & Trust Company | 116k | $5.9M | 128% | Sep 2023 |
|
Hutchinson Capital Management | 115k | $5.8M | -6% | Sep 2023 |
|
Valtinson Bruner Financial Planning | 113k | $5.7M | 11% | Sep 2023 |
|
CliftonLarsonAllen Wealth Advisors | 110k | $5.6M | 7% | Sep 2023 |
|
Tortoise Investment Management | 110k | $5.6M | -17% | Sep 2023 |
|
Fagan Associates | 109k | $5.5M | 0% | Sep 2023 |
|
Ethos Financial Group | 108k | $5.7M | 100% | Sep 2023 |
|
Perfromance Wealth Partners | 108k | $5.4M | 55% | Sep 2023 |
|
Fortis Capital Management | 107k | $5.4M | 15% | Sep 2023 |
|
Prairiewood Capital | 106k | $5.4M | 13% | Sep 2023 |
|
Arden Trust | 104k | $5.3M | 100% | Sep 2023 |
|
FDx Advisors | 101k | $5.1M | -12% | Sep 2023 |
|
Bp Wealth Management | 101k | $5.1M | -16% | Sep 2023 |
|
Vise Technologies | 100k | $5.0M | -16% | Sep 2023 |
|
Curbstone Financial Management | 100k | $5.0M | 0% | Sep 2023 |
|
Virtue Capital Management | 99k | $5.1M | 0% | Sep 2023 |
|
Washington Trust Company | 95k | $4.8M | -1% | Sep 2023 |
|
Stratos Wealth Advisors | 94k | $4.7M | 112% | Sep 2023 |
|
High Note Wealth | 93k | $4.7M | -7% | Sep 2023 |
|
Cambria Investment Management | 91k | $4.6M | -4% | Sep 2023 |
|
Aviance Capital Partners | 89k | $4.5M | -6% | Sep 2023 |
|
IFG Advisory | 86k | $4.3M | -6% | Sep 2023 |
|
Verde Capital Management | 86k | $4.3M | -6% | Sep 2023 |
|
Solitude Financial Services | 54k | $2.7M | -46% | Sep 2023 |
|
Mid-American Wealth Advisory Group | 9.5k | $476k | -92% | Sep 2023 |
|
Who sold out of Schwab Strategic Tr 0?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Reitz Capital Advisors | Jun 2023 | 331k | $24M |
Summit Wealth Group | Jun 2023 | 105k | $5.5M |
Flow Traders US | Jun 2023 | 94k | $4.9M |