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
Download as Excel
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 | 50M | $1.3B | 9% | Dec 2025 |
|
| Wealthfront Advisers | 35M | $915M | -3% | Dec 2025 |
|
| Municipal Employees' Retirement System of Michigan | 15M | $404M | -7% | Dec 2025 |
|
| Quadratic Capital Management | 14M | $377M | -2% | Mar 2026 |
|
| Sei Investments | 12M | $326M | 4% | Dec 2025 |
|
| Ing Investment Management | 9.4M | $248M | -7% | Dec 2025 |
|
| HPM Partners | 9.3M | $246M | 11% | Dec 2025 |
|
| Evoke Wealth | 9.0M | $239M | 17% | Dec 2025 |
|
| Alliancebernstein | 8.6M | $227M | 8% | Dec 2025 |
|
| Central Trust & Investment | 8.1M | $214M | 6% | Mar 2026 |
|
| Nepc | 7.6M | $201M | 65% | Dec 2025 |
|
| Elm Partners Management | 7.1M | $187M | 28% | Dec 2025 |
|
| Us Bancorp | 6.4M | $170M | -61% | Dec 2025 |
|
| Alesco Advisors | 6.0M | $158M | 5% | Dec 2025 |
|
| Jasper Ridge Partners | 5.9M | $156M | -17% | Dec 2025 |
|
| Adventist Health System Sunbelt Healthcare Corp | 5.8M | $153M | 25% | Dec 2025 |
|
| UBS Group | 5.4M | $144M | 2% | Dec 2025 |
|
| Envestnet Asset Management | 5.0M | $133M | 3% | Dec 2025 |
|
| ARGI Investment Services | 4.4M | $117M | -19% | Dec 2025 |
|
| Beacon Pointe Advisors | 3.5M | $94M | 839% | Dec 2025 |
|
| Armstrong Advisory Group | 3.4M | $91M | 434% | Mar 2026 |
|
| Ameriprise Financial | 3.2M | $85M | 7% | Dec 2025 |
|
| Lincoln National | 3.2M | $84M | -62% | Dec 2025 |
|
| State Street Corporation | 2.7M | $72M | 2% | Dec 2025 |
|
| Creative Planning | 2.5M | $67M | 286% | Dec 2025 |
|
| Lutz Financial Services | 2.2M | $59M | 11% | Dec 2025 |
|
| Prime Capital Investment Advisors | 2.1M | $57M | 4% | Dec 2025 |
|
| LifeGuide Financial Advisors | 1.9M | $52M | 6% | Mar 2026 |
|
| Assetmark | 1.9M | $51M | -6% | Dec 2025 |
|
| Wells Fargo & Company | 1.9M | $51M | 22% | Dec 2025 |
|
| Mercer Global Advisors | 1.9M | $49M | -15% | Dec 2025 |
|
| Bank of New York Mellon | 1.8M | $48M | -25% | Dec 2025 |
|
| SRS Capital Advisors | 1.7M | $46M | 100% | Dec 2025 |
|
| Diversified Enterprises | 1.7M | $44M | 6% | Dec 2025 |
|
| Principal Securities | 1.6M | $42M | 5% | Dec 2025 |
|
| Russell Investments | 1.5M | $41M | 100% | Dec 2025 |
|
| Financial Architects | 1.5M | $41M | 6% | Mar 2026 |
|
| Pure Financial Advisors | 1.5M | $41M | 7% | Mar 2026 |
|
| BlueSky Wealth Advisors | 1.5M | $40M | 1% | Mar 2026 |
|
| Integrated Wealth Concepts | 1.4M | $38M | -9% | Dec 2025 |
|
| Kohmann Bosshard Financial Services | 1.4M | $38M | 5% | Mar 2026 |
|
| Stephens Group Asset Management | 1.4M | $38M | -17% | Mar 2026 |
|
| LPL Financial | 1.4M | $38M | 9% | Dec 2025 |
|
| Wealthcare Advisory Partners | 1.4M | $38M | -1% | Mar 2026 |
|
| Temasek Holdings | 1.4M | $37M | 0% | Dec 2025 |
|
| Matrix Trust | 1.4M | $37M | -7% | Mar 2026 |
|
| Goldman Sachs Group | 1.3M | $34M | 14% | Dec 2025 |
|
| Pictet Asset Management Holding SA | 1.3M | $34M | 1765% | Mar 2026 |
|
| Sumitomo Life Insurance | 1.3M | $33M | 45% | Dec 2025 |
|
| Cetera Investment Advisers | 1.1M | $30M | 3% | Dec 2025 |
|
| FMR | 1.1M | $28M | 439% | Dec 2025 |
|
| Advisory Alpha | 1.0M | $28M | 2% | Dec 2025 |
|
| Altfest L J & Co | 1.0M | $28M | 3% | Dec 2025 |
|
| Prentice Wealth Management | 1.0M | $27M | -8% | Mar 2026 |
|
| Joseph Group Capital Management | 998k | $26M | 6% | Dec 2025 |
|
| HighTower Advisors | 991k | $26M | 20% | Dec 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 983k | $26M | 8% | Mar 2026 |
|
| Foster & Motley | 983k | $26M | 9% | Mar 2026 |
|
| Seneca Financial Advisors | 926k | $25M | 13% | Mar 2026 |
|
| Tortoise Investment Management | 895k | $24M | 5% | Dec 2025 |
|
| Raymond James Financial | 885k | $24M | 4% | Dec 2025 |
|
| Modera Wealth Management | 751k | $20M | -1% | Dec 2025 |
|
| Fund Evaluation Group | 748k | $20M | -3% | Dec 2025 |
|
| Navalign | 660k | $18M | 2% | Dec 2025 |
|
| Carnegie Capital Asset Management | 632k | $17M | 3% | Dec 2025 |
|
| Sage Financial | 619k | $16M | 0% | Dec 2025 |
|
| Greenline Partners | 587k | $16M | -6% | Dec 2025 |
|
| Allen Capital Group | 583k | $15M | 5% | Dec 2025 |
|
| Financial Engines Advisors L.L.C | 581k | $15M | 1% | Dec 2025 |
|
| Toroso Investments | 572k | $15M | -19% | Dec 2025 |
|
| Asset Managment | 571k | $15M | -1% | Dec 2025 |
|
| ALM First Financial Advisors | 570k | $15M | 20% | Mar 2026 |
|
| Proffitt & Goodson | 558k | $15M | 4% | Dec 2025 |
|
| West Family Investments | 541k | $15M | 11% | Dec 2025 |
|
| Prairiewood Capital | 537k | $14M | 9% | Mar 2026 |
|
| Roble, Belko & Company | 533k | $14M | 35% | Mar 2026 |
|
| Grove Street Fiduciary | 530k | $14M | -1% | Mar 2026 |
|
| FDx Advisors | 520k | $14M | 3% | Dec 2025 |
|
| Altiora Financial Group | 507k | $13M | 2% | Dec 2025 |
|
| Marotta Asset Management | 507k | $13M | 5% | Dec 2025 |
|
| Savant Capital Management | 502k | $13M | -5% | Dec 2025 |
|
| Principal Financial Group | 496k | $13M | 8% | Dec 2025 |
|
| Hirtle Callaghan & Co | 466k | $12M | 6% | Dec 2025 |
|
| Carolina Wealth Advisors | 466k | $12M | -3% | Mar 2026 |
|
| Sontag Advisory | 466k | $12M | -49% | Dec 2025 |
|
| ZynergyRetirementPlanning | 452k | $12M | 7% | Mar 2026 |
|
| Advisor Group Holdings | 434k | $12M | -16% | Dec 2025 |
|
| Financeware | 430k | $11M | 9% | Mar 2026 |
|
| Kestra Private Wealth Services | 429k | $11M | 6% | Mar 2026 |
|
| Eq Wealth Advisors | 425k | $11M | -5% | Dec 2025 |
|
| MPS Loria Financial Planners | 420k | $11M | 4% | Dec 2025 |
|
| Silver Coast Investments | 410k | $11M | 4% | Mar 2026 |
|
| Rock Creek Group | 407k | $11M | 9% | Dec 2025 |
|
| Farther Finance Advisors | 392k | $10M | 106% | Mar 2026 |
|
| Westover Capital Advisors | 392k | $10M | -1% | Dec 2025 |
|
| VCI Wealth Management | 392k | $10M | 11% | Mar 2026 |
|
| Golden Bell Financial Planning | 379k | $10M | 4% | Dec 2025 |
|
| Frontier Asset Management | 377k | $10M | 0% | Dec 2025 |
|
| OneAscent Financial Services | 374k | $10M | 47% | Mar 2026 |
|
| Fi3 FINANCIAL ADVISORS | 374k | $9.9M | 0% | Dec 2025 |
|
| Trajan Wealth | 367k | $9.7M | 17% | Dec 2025 |
|
| Brightwater Advisory | 366k | $9.7M | 3% | Dec 2025 |
|
| McAdam | 356k | $9.4M | 10% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 352k | $9.3M | 114% | Dec 2025 |
|
| Amicus Financial Advisors | 351k | $9.3M | 3% | Mar 2026 |
|
| Mml Investors Services | 347k | $9.2M | 19% | Dec 2025 |
|
| Two West Capital Advisors | 339k | $9.0M | 5% | Dec 2025 |
|
| Focus Financial Network | 336k | $8.9M | 4% | Mar 2026 |
|
| Peak Financial Management | 332k | $8.8M | 3% | Dec 2025 |
|
| FC Advisory | 331k | $8.8M | 2% | Mar 2026 |
|
| BFSG | 320k | $8.5M | 0% | Dec 2025 |
|
| Procyon Private Wealth Partners | 317k | $8.4M | -2% | Dec 2025 |
|
| Signal Advisors Wealth | 315k | $8.4M | 8% | Mar 2026 |
|
| Summit Financial | 314k | $8.3M | 4% | Dec 2025 |
|
| Branch Banking & Trust Company | 305k | $8.1M | 3% | Dec 2025 |
|
| Signet Investment Advisory Group | 302k | $8.0M | -13% | Dec 2025 |
|
| Transamerica Financial Advisors | 300k | $7.9M | -10% | Dec 2025 |
|
| Harbour Investments | 294k | $7.8M | 7% | Dec 2025 |
|
| Bulwark Capital Corp | 294k | $7.8M | 18% | Mar 2026 |
|
| MBE Wealth Management | 288k | $7.7M | -7% | Mar 2026 |
|
| Aptus Capital Advisors | 286k | $7.6M | 19% | Dec 2025 |
|
| Cambridge Capital Management | 281k | $7.4M | 8% | Dec 2025 |
|
| Kastel Capital Advisors | 276k | $7.3M | 0% | Mar 2026 |
|
| Charles Schwab Trust | 273k | $7.3M | 8% | Mar 2026 |
|
| Citizens Financial Group | 271k | $7.2M | 0% | Dec 2025 |
|
| Wealthedge Investment Advisors | 267k | $7.1M | 15% | Dec 2025 |
|
| Flow Traders US | 267k | $7.1M | 170% | Dec 2025 |
|
| Dorato Capital Management | 266k | $7.1M | 5% | Mar 2026 |
|
| Curran Financial Partners | 263k | $7.0M | 189% | Mar 2026 |
|
| Arvest Investments | 259k | $6.9M | 7% | Mar 2026 |
|
| Evolve Private Wealth | 256k | $6.8M | 100% | Mar 2026 |
|
| Wealthcare Capital Partners | 250k | $6.7M | -1% | Mar 2026 |
|
| Colony | 250k | $6.6M | 200% | Dec 2025 |
|
| Riverpoint Wealth Management Holdings | 241k | $6.4M | 19% | Dec 2025 |
|
| Van Strum & Towne | 232k | $6.2M | 100% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 230k | $6.1M | 9% | Dec 2025 |
|
| Alpha Omega Wealth Management | 229k | $6.1M | 1% | Mar 2026 |
|
| Theory Financial | 228k | $6.1M | -24% | Dec 2025 |
|
| Retirement Management Systems | 227k | $6.0M | 100% | Mar 2026 |
|
| Steward Partners Investment Advisory | 226k | $6.0M | 1% | Dec 2025 |
|
| Hoxton Planning & Management | 226k | $6.0M | 6% | Mar 2026 |
|
| Vise Technologies | 224k | $5.9M | 0% | Mar 2026 |
|
| ValMark Advisers | 223k | $5.9M | 0% | Dec 2025 |
|
| Seed Wealth Management | 222k | $5.9M | 3% | Mar 2026 |
|
| Greenspring Advisors | 222k | $5.9M | 258% | Dec 2025 |
|
| CliftonLarsonAllen Wealth Advisors | 220k | $5.9M | 3% | Mar 2026 |
|
| Private Advisor | 217k | $5.7M | 18% | Dec 2025 |
|
| Williams Financial | 216k | $5.7M | 0% | Mar 2026 |
|
| Fortis Advisors | 215k | $5.7M | 0% | Dec 2025 |
|
| Curbstone Financial Management | 204k | $5.4M | 3% | Mar 2026 |
|
| Iron Financial | 196k | $5.2M | -8% | Dec 2025 |
|
| Columbus Macro | 177k | $4.7M | -15% | Mar 2026 |
|
| Capital Analysts | 66k | $1.8M | -82% | Dec 2025 |
|
| Envestnet Portfolio Solutions | 29k | $754k | -99% | Dec 2025 |
|
| Change Path | 22k | $571k | -91% | Dec 2025 |
|
Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.6M | $68M |
| Garde Capital | Sep 2025 | 1.2M | $32M |
| Renaissance Technologies | Sep 2025 | 391k | $11M |
| Korea Investment Corporation | Sep 2025 | 297k | $8.0M |
| Capital Insight Partners | Dec 2025 | 226k | $6.0M |