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