Who owns Schwab Strategic Tr 0?

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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 18M $951M 5% Sep 2024
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Quadratic Capital Management 11M $613M 13% Sep 2024
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Jpmorgan Chase & Co 10M $535M 17% Sep 2024
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Sei Investments 5.4M $288M 1% Sep 2024
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Ing Investment Management 5.4M $288M 4% Sep 2024
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Lincoln National 4.1M $220M 1% Sep 2024
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HPM Partners 3.9M $210M 20% Sep 2024
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Jasper Ridge Partners 3.7M $193M 11% Jun 2024
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Alliancebernstein 3.6M $188M 8% Jun 2024
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Central Trust & Investment 3.1M $164M 8% Sep 2024
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Nepc 3.0M $159M 0% Sep 2024
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Alesco Advisors 2.7M $145M 4% Sep 2024
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Goldman Sachs Group 2.6M $135M -37% Jun 2024
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Evoke Wealth 2.5M $136M 31527% Sep 2024
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ARGI Investment Services 2.5M $135M 0% Sep 2024
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Elm Partners Management 1.7M $45M -5% Sep 2024
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Sensible Financial Planning & Management 1.5M $80M 2% Sep 2024
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Morgan Stanley 1.4M $120M 1% Jun 2024
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Envestnet Asset Management 1.3M $70M -12% Sep 2024
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Wealthfront Advisers 1.2M $66M 6% Sep 2024
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Bank of New York Mellon 1.2M $63M 5% Sep 2024
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Wealth Enhancement Advisory Services 1.0M $53M -21% Jun 2024
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Prime Capital Investment Advisors 976k $52M 3% Sep 2024
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Bank of America Corporation 940k $50M -1% Sep 2024
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Lutz Financial Services 887k $48M 4% Sep 2024
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Greenline Partners 878k $45M 100% Jun 2024
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Us Bancorp 856k $46M -43% Sep 2024
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Stephens Group Asset Management 824k $44M 10% Sep 2024
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LifeGuide Financial Advisors 744k $40M 9% Sep 2024
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Litman Gregory Asset Management 738k $40M -14% Sep 2024
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Vatera Holdings 734k $38M 100% Jun 2024
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State Street Corporation 715k $37M 5% Jun 2024
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Simplify Asset Management 711k $38M 17% Sep 2024
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Full Sail Capital 702k $38M 6% Sep 2024
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SRS Capital Advisors 701k $38M 17% Sep 2024
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Fund Evaluation Group 687k $37M -5% Sep 2024
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Wells Fargo & Company 684k $37M -4% Sep 2024
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Pure Financial Advisors 671k $36M 1% Sep 2024
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BlueSky Wealth Advisors 661k $36M 8% Sep 2024
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Financial Architects 579k $31M 1% Sep 2024
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Matrix Trust 554k $30M 0% Sep 2024
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Kohmann Bosshard Financial Services 551k $30M 4% Sep 2024
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Wealthcare Advisory Partners 513k $28M -21% Sep 2024
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Advisory Alpha 512k $28M 6% Sep 2024
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Joseph Group Capital Management 503k $27M 1% Sep 2024
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Morningstar Investment Services 487k $26M 80% Sep 2024
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Navalign 466k $25M 3% Sep 2024
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LPL Financial 458k $25M 2% Sep 2024
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Marshall Financial Group 428k $23M 7% Sep 2024
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Assetmark 424k $23M -43% Sep 2024
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Carolina Wealth Advisors 397k $21M 0% Sep 2024
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Creative Planning 388k $21M -7% Sep 2024
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Apex Investment Services 382k $21M 0% Sep 2024
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Hirtle Callaghan & Co 373k $19M 228% Jun 2024
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Foster & Motley 369k $20M 5% Sep 2024
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Nelson, Van Denburg & Campbell Wealth Management 366k $20M 4% Sep 2024
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Citigroup 359k $19M 1% Sep 2024
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Cetera Investment Advisers 356k $19M 12% Jun 2024
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Altfest L J & Co 354k $19M 1% Sep 2024
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Savant Capital Management 318k $17M -31% Sep 2024
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Financial Engines Advisors L.L.C 307k $16M -4% Sep 2024
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Asset Managment 292k $16M 1% Sep 2024
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FDx Advisors 292k $16M -7% Sep 2024
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Raymond James Financial Services Advisors 285k $15M 4% Sep 2024
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Almanack Investment Partners 282k $15M 1% Sep 2024
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Sanctuary Advisors 275k $7.2M 104% Sep 2024
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Sage Financial 262k $14M 3% Sep 2024
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Altiora Financial Group 255k $14M -2% Sep 2024
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Eagle Ridge Investment Management 252k $14M 6% Sep 2024
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Sontag Advisory 246k $13M -3% Sep 2024
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Marotta Asset Management 245k $13M 6% Sep 2024
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Thrivent Financial for Lutherans 237k $13M 18% Sep 2024
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Peak Financial Management 233k $13M 2% Sep 2024
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Proffitt & Goodson 232k $12M 2% Sep 2024
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Theory Financial 231k $6.1M 108% Sep 2024
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Adventist Health System Sunbelt Healthcare Corp 215k $11M -64% Jun 2024
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ZynergyRetirementPlanning 205k $11M 4% Sep 2024
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Annapolis Financial Services 200k $11M 6% Sep 2024
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West Family Investments 197k $11M 0% Sep 2024
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Branch Banking & Trust Company 193k $10M -2% Jun 2024
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ALM First Financial Advisors 188k $10M 11% Sep 2024
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Mercer Global Advisors 187k $9.7M -9% Jun 2024
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Resonant Capital Advisors 184k $9.9M 11% Sep 2024
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Modera Wealth Management 181k $9.7M -1% Sep 2024
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HighTower Advisors 177k $9.2M -1% Jun 2024
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Allen Capital Group 177k $9.5M 9% Sep 2024
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Principal Financial Group 174k $9.3M 6% Sep 2024
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Northwestern Mutual Wealth Management Company 173k $9.3M 4% Sep 2024
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Financeware 172k $9.2M -2% Sep 2024
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Brightwater Advisory 168k $9.0M 9% Sep 2024
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Transamerica Financial Advisors 167k $9.0M 5% Sep 2024
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Signet Investment Advisory Group 159k $8.3M -5% Jun 2024
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GenTrust 154k $8.2M 0% Sep 2024
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BFSG 152k $8.2M 0% Sep 2024
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Prairiewood Capital 152k $8.1M 7% Sep 2024
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Pacific Capital Wealth Advisors 146k $7.8M -38% Sep 2024
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Kestra Private Wealth Services 144k $7.7M 10% Sep 2024
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FC Advisory 142k $7.6M 7% Sep 2024
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Fortis Capital Management 141k $7.5M 12% Sep 2024
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McAdam 141k $7.5M -28% Sep 2024
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Empowered Funds 137k $7.3M 343% Sep 2024
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Kestra Advisory Services 136k $7.3M -18% Sep 2024
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Iron Financial 134k $7.2M -4% Sep 2024
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Summit Wealth Group 132k $7.1M 10% Sep 2024
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Hart & Patterson Financial Group 131k $7.0M -1% Sep 2024
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Flow Traders US 130k $6.9M 315% Sep 2024
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Trajan Wealth 129k $6.9M 24% Sep 2024
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Two West Capital Advisors 128k $6.9M -2% Sep 2024
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Mml Investors Services 127k $6.8M 8% Sep 2024
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Change Path 127k $6.8M 15% Sep 2024
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Raymond James & Associates 127k $6.8M 49% Sep 2024
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H D Vest Advisory Services 127k $6.6M 4% Jun 2024
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Fi3 FINANCIAL ADVISORS 126k $6.8M 7% Sep 2024
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VCI Wealth Management 126k $6.8M 10% Sep 2024
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Harbour Investments 126k $6.7M -3% Sep 2024
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ValMark Advisers 119k $6.4M -1% Sep 2024
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Goodwin Investment Advisory 119k $6.4M 6% Sep 2024
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Arden Trust 116k $6.0M 1% Jun 2024
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Steward Partners Investment Advisory 114k $5.9M -58% Jun 2024
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CliftonLarsonAllen Wealth Advisors 113k $6.1M 1% Sep 2024
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Fifth Third Bancorp 112k $6.0M -23% Sep 2024
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Cambridge Associates 109k $5.9M 142% Sep 2024
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Burns Wealth Management 109k $5.9M -2% Sep 2024
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Pnc Financial Services 109k $5.8M -10% Sep 2024
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Summit Financial 104k $5.6M 396% Sep 2024
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Fortis Advisors 102k $5.5M 100% Sep 2024
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Cambridge Investment Research Advisors 102k $5.5M -27% Sep 2024
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MBE Wealth Management 102k $5.4M 0% Sep 2024
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Charles Schwab Trust 100k $5.3M 109% Sep 2024
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Rebalance 98k $5.2M 0% Sep 2024
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Curbstone Financial Management 96k $5.1M 0% Sep 2024
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Virtue Capital Management 95k $5.1M 4% Sep 2024
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Tortoise Investment Management 94k $5.0M -2% Sep 2024
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AlphaStar Capital Management 93k $5.0M 11% Sep 2024
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Atria Investments 92k $5.0M -2% Sep 2024
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Arvest Investments 92k $4.9M 0% Sep 2024
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Christensen, King & Associates Investment Services 91k $4.9M -1% Sep 2024
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Cape Cod Five Cents Savings Bank 87k $4.5M -75% Sep 2024
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Sagace Wealth Management 86k $2.3M 116% Sep 2024
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Hoxton Planning & Management 85k $4.6M 3% Sep 2024
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Kure Advisory 85k $4.6M 2% Sep 2024
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Physician Wealth Solutions 84k $2.2M 109% Sep 2024
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Perfromance Wealth Partners 84k $4.5M -1% Sep 2024
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Vise Technologies 82k $4.3M 24% Jun 2024
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High Note Wealth 82k $4.4M -7% Sep 2024
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Trustmark National Bank - Trust Department 80k $4.3M 27% Sep 2024
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RE Dickinson Investment Advisors 79k $4.2M 0% Sep 2024
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Stratos Wealth Advisors 78k $4.2M -7% Sep 2024
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MPS Loria Financial Planners 78k $4.2M 2% Sep 2024
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Private Advisor 75k $4.0M -12% Sep 2024
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Sumitomo Life Insurance 75k $4.0M -89% Sep 2024
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Advisor Group Holdings 74k $4.0M -54% Sep 2024
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Royal Bank of Canada 73k $3.9M -53% Sep 2024
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Envestnet Portfolio Solutions 51k $2.8M -76% Sep 2024
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Strategic Financial Concepts 8.6k $461k -98% Sep 2024
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HCR Wealth Advisors 4.2k $227k -96% Sep 2024
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Kestra Investment Management 3.8k $201k -99% Sep 2024
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Who sold out of Schwab Strategic Tr 0?

Fund or Company Name Date Sold Shares Held Valued At
Charles Schwab Investment Management Jun 2024 21M $1.1B
Temasek Holdings Mar 2024 705k $37M
Walker Financial Services Jun 2024 243k $13M
Austin Private Wealth Jun 2024 118k $6.1M
Madison Asset Management Jun 2024 103k $5.4M