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 | 50M | $1.3B | 9% | Dec 2025 |
|
| Wealthfront Advisers | 34M | $911M | -1% | Mar 2026 |
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| Municipal Employees' Retirement System of Michigan | 16M | $431M | 6% | Mar 2026 |
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| Quadratic Capital Management | 14M | $377M | -2% | Mar 2026 |
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| Sei Investments | 13M | $345M | 5% | Mar 2026 |
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| Bank of America Corporation | 11M | $302M | 100% | Mar 2026 |
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| HPM Partners | 9.8M | $261M | 5% | Mar 2026 |
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| Alliancebernstein | 9.4M | $250M | 10% | Mar 2026 |
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| Evoke Wealth | 9.0M | $239M | 17% | Dec 2025 |
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| Lincoln National | 8.9M | $237M | 180% | Mar 2026 |
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| Ing Investment Management | 8.6M | $229M | -8% | Mar 2026 |
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| Elm Partners Management | 8.1M | $214M | 14% | Mar 2026 |
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| Central Trust & Investment | 8.1M | $214M | 6% | Mar 2026 |
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| Nepc | 7.9M | $212M | 5% | Mar 2026 |
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| Jasper Ridge Partners | 6.4M | $171M | 9% | Mar 2026 |
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| Us Bancorp | 6.4M | $170M | -61% | Dec 2025 |
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| Alesco Advisors | 6.1M | $163M | 3% | Mar 2026 |
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| Envestnet Asset Management | 6.0M | $160M | 19% | Mar 2026 |
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| UBS Group | 6.0M | $159M | 10% | Mar 2026 |
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| Adventist Health System Sunbelt Healthcare Corp | 5.8M | $153M | 25% | Dec 2025 |
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| ARGI Investment Services | 5.6M | $150M | 28% | Mar 2026 |
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| Morgan Stanley | 4.3M | $168M | 20% | Mar 2026 |
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| Beacon Pointe Advisors | 3.5M | $94M | 839% | Dec 2025 |
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| Armstrong Advisory Group | 3.4M | $91M | 434% | Mar 2026 |
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| Ameriprise Financial | 3.2M | $86M | 1% | Mar 2026 |
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| State Street Corporation | 2.7M | $72M | 2% | Dec 2025 |
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| Assetmark | 2.7M | $72M | 39% | Mar 2026 |
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| Bank of New York Mellon | 2.4M | $64M | 35% | Mar 2026 |
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| Lutz Financial Services | 2.3M | $62M | 6% | Mar 2026 |
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| Prime Capital Investment Advisors | 2.3M | $60M | 6% | Mar 2026 |
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| Principal Securities | 1.9M | $52M | 23% | Mar 2026 |
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| LifeGuide Financial Advisors | 1.9M | $52M | 6% | Mar 2026 |
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| Wells Fargo & Company | 1.8M | $48M | -6% | Mar 2026 |
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| Integrated Wealth Concepts | 1.8M | $47M | 22% | Mar 2026 |
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| Diversified Enterprises | 1.7M | $44M | 6% | Dec 2025 |
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| Advisory Alpha | 1.6M | $42M | 52% | Mar 2026 |
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| Mercer Global Advisors | 1.6M | $42M | -16% | Mar 2026 |
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| Russell Investments | 1.5M | $41M | 0% | Mar 2026 |
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| Financial Architects | 1.5M | $41M | 6% | Mar 2026 |
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| Creative Planning | 1.5M | $41M | -40% | Mar 2026 |
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| LPL Financial | 1.5M | $41M | 7% | Mar 2026 |
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| Pure Financial Advisors | 1.5M | $41M | 7% | Mar 2026 |
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| BlueSky Wealth Advisors | 1.5M | $40M | 1% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 1.5M | $40M | 9% | Mar 2026 |
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| Stephens Group Asset Management | 1.4M | $38M | -17% | Mar 2026 |
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| Wealthcare Advisory Partners | 1.4M | $38M | -1% | Mar 2026 |
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| Matrix Trust | 1.4M | $37M | -7% | Mar 2026 |
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| Pictet Asset Management Holding SA | 1.3M | $34M | 1765% | Mar 2026 |
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| HighTower Advisors | 1.1M | $29M | 8% | Mar 2026 |
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| Altfest L J & Co | 1.1M | $29M | 3% | Mar 2026 |
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| FMR | 1.1M | $28M | 439% | Dec 2025 |
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| Joseph Group Capital Management | 1.0M | $28M | 4% | Mar 2026 |
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| Prentice Wealth Management | 1.0M | $27M | -8% | Mar 2026 |
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| Cetera Investment Advisers | 1.0M | $27M | -13% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 983k | $26M | 8% | Mar 2026 |
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| Foster & Motley | 983k | $26M | 9% | Mar 2026 |
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| Goldman Sachs Group | 955k | $25M | -25% | Mar 2026 |
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| Sumitomo Life Insurance | 935k | $25M | -25% | Mar 2026 |
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| Tortoise Investment Management | 930k | $25M | 4% | Mar 2026 |
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| Seneca Financial Advisors | 926k | $25M | 13% | Mar 2026 |
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| Raymond James Financial | 885k | $24M | 4% | Dec 2025 |
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| Citigroup | 877k | $23M | 100% | Mar 2026 |
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| Toroso Investments | 800k | $21M | 40% | Mar 2026 |
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| SRS Capital Advisors | 787k | $21M | -54% | Mar 2026 |
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| Fund Evaluation Group | 748k | $20M | 0% | Mar 2026 |
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| Modera Wealth Management | 701k | $19M | -7% | Mar 2026 |
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| Navalign | 693k | $18M | 5% | Mar 2026 |
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| Tandemgrowth Financial Advisors | 679k | $18M | 100% | Mar 2026 |
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| Carnegie Capital Asset Management | 636k | $17M | 1% | Mar 2026 |
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| Allen Capital Group | 634k | $17M | 9% | Mar 2026 |
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| Sage Financial | 624k | $17M | 1% | Mar 2026 |
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| West Family Investments | 609k | $17M | 13% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 581k | $15M | 1% | Dec 2025 |
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| Greenline Partners | 581k | $15M | -1% | Mar 2026 |
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| Asset Managment | 571k | $15M | -1% | Dec 2025 |
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| ALM First Financial Advisors | 570k | $15M | 20% | Mar 2026 |
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| FDx Advisors | 542k | $14M | 4% | Mar 2026 |
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| Prairiewood Capital | 537k | $14M | 9% | Mar 2026 |
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| Roble, Belko & Company | 533k | $14M | 35% | Mar 2026 |
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| Grove Street Fiduciary | 530k | $14M | -1% | Mar 2026 |
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| Marotta Asset Management | 508k | $14M | 0% | Mar 2026 |
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| Altiora Financial Group | 507k | $14M | 0% | Mar 2026 |
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| Fi3 FINANCIAL ADVISORS | 481k | $13M | 29% | Mar 2026 |
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| Sontag Advisory | 479k | $13M | 3% | Mar 2026 |
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| Savant Capital Management | 470k | $13M | -6% | Mar 2026 |
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| Carolina Wealth Advisors | 466k | $12M | -3% | Mar 2026 |
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| Hirtle Callaghan & Co | 465k | $12M | 0% | Mar 2026 |
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| Private Advisor | 452k | $12M | 109% | Mar 2026 |
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| ZynergyRetirementPlanning | 452k | $12M | 7% | Mar 2026 |
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| Rsm Us Wealth Management | 437k | $12M | 672% | Mar 2026 |
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| Capital Analysts | 437k | $12M | 8% | Mar 2026 |
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| Advisor Group Holdings | 434k | $12M | -16% | Dec 2025 |
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| Financeware | 430k | $11M | 9% | Mar 2026 |
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| Kestra Private Wealth Services | 429k | $11M | 6% | Mar 2026 |
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| Fifth Third Bancorp | 422k | $11M | 113% | Mar 2026 |
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| Vestmark Advisory Solutions | 415k | $11M | 310% | Mar 2026 |
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| Silver Coast Investments | 410k | $11M | 4% | Mar 2026 |
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| Rock Creek Group | 407k | $11M | 0% | Mar 2026 |
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| Westover Capital Advisors | 404k | $11M | 3% | Mar 2026 |
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| Golden Bell Financial Planning | 402k | $11M | 6% | Mar 2026 |
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| Brightwater Advisory | 399k | $11M | 9% | Mar 2026 |
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| Trajan Wealth | 394k | $11M | 7% | Mar 2026 |
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| Farther Finance Advisors | 392k | $10M | 106% | Mar 2026 |
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| VCI Wealth Management | 392k | $10M | 11% | Mar 2026 |
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| Frontier Asset Management | 389k | $10M | 3% | Mar 2026 |
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| Northeast Financial Group | 380k | $10M | 186% | Mar 2026 |
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| OneAscent Financial Services | 374k | $10M | 47% | Mar 2026 |
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| McAdam | 373k | $9.9M | 5% | Mar 2026 |
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| Thrivent Financial for Lutherans | 361k | $9.6M | 3% | Mar 2026 |
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| Aptus Capital Advisors | 360k | $9.6M | 26% | Mar 2026 |
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| Two West Capital Advisors | 353k | $9.5M | 4% | Mar 2026 |
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| Peak Financial Management | 352k | $9.4M | 6% | Mar 2026 |
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| Amicus Financial Advisors | 351k | $9.3M | 3% | Mar 2026 |
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| Proffitt & Goodson | 347k | $9.2M | -38% | Mar 2026 |
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| Branch Banking & Trust Company | 344k | $9.2M | 13% | Mar 2026 |
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| Eq Wealth Advisors | 342k | $9.1M | -20% | Mar 2026 |
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| MPS Loria Financial Planners | 336k | $8.9M | -20% | Mar 2026 |
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| Focus Financial Network | 336k | $8.9M | 4% | Mar 2026 |
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| FC Advisory | 331k | $8.8M | 2% | Mar 2026 |
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| Summit Financial | 325k | $8.6M | 4% | Mar 2026 |
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| Summit Global Investments | 322k | $8.6M | 1887% | Mar 2026 |
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| BFSG | 321k | $8.5M | 0% | Mar 2026 |
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| Harbour Investments | 316k | $8.4M | 7% | Mar 2026 |
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| Mml Investors Services | 315k | $8.4M | -9% | Mar 2026 |
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| Signal Advisors Wealth | 315k | $8.4M | 8% | Mar 2026 |
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| Signet Investment Advisory Group | 312k | $8.3M | 3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 312k | $8.3M | 36% | Mar 2026 |
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| Cambridge Capital Management | 298k | $7.9M | 6% | Mar 2026 |
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| State Farm Mutual Automobile Insurance Company | 295k | $7.9M | 45% | Mar 2026 |
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| Bulwark Capital Corp | 294k | $7.8M | 18% | Mar 2026 |
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| Arkadios Wealth Advisors | 288k | $7.7M | 2655% | Mar 2026 |
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| MBE Wealth Management | 288k | $7.7M | -7% | Mar 2026 |
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| Transamerica Financial Advisors | 280k | $7.5M | -6% | Mar 2026 |
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| Kastel Capital Advisors | 276k | $7.3M | 0% | Mar 2026 |
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| Charles Schwab Trust | 273k | $7.3M | 8% | Mar 2026 |
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| Riverpoint Wealth Management Holdings | 271k | $7.2M | 12% | Mar 2026 |
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| Procyon Private Wealth Partners | 270k | $7.2M | -15% | Mar 2026 |
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| Dorato Capital Management | 266k | $7.1M | 5% | Mar 2026 |
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| Citizens Financial Group | 263k | $7.0M | -3% | Mar 2026 |
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| Curran Financial Partners | 263k | $7.0M | 189% | Mar 2026 |
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| Arvest Investments | 259k | $6.9M | 7% | Mar 2026 |
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| Evolve Private Wealth | 256k | $6.8M | 100% | Mar 2026 |
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| Wealthcare Capital Partners | 250k | $6.7M | -1% | Mar 2026 |
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| Colony | 250k | $6.6M | 200% | Dec 2025 |
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| Greenspring Advisors | 245k | $6.5M | 10% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 237k | $6.3M | 42% | Mar 2026 |
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| Van Strum & Towne | 236k | $6.3M | 2% | Mar 2026 |
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| ValMark Advisers | 230k | $6.1M | 3% | Mar 2026 |
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| Alpha Omega Wealth Management | 229k | $6.1M | 1% | Mar 2026 |
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| Retirement Management Systems | 227k | $6.0M | 100% | Mar 2026 |
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| Theory Financial | 199k | $5.3M | -13% | Mar 2026 |
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| Wealthedge Investment Advisors | 181k | $4.8M | -32% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr 0?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 14M | $382M |
| Wealth Enhancement Advisory Services | Dec 2025 | 2.6M | $68M |
| Temasek Holdings | Dec 2025 | 1.4M | $37M |
| Principal Financial Group | Dec 2025 | 496k | $13M |
| Renaissance Technologies | Sep 2025 | 391k | $11M |
| Flow Traders US | Dec 2025 | 267k | $7.1M |