Who owns Schwab Strategic Tr long term us?
- Ticker: SCHQ
- CUSIP Number: 808524680
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr long term us with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Schwab Strategic Tr long term us stock
Who bought or sold Schwab Strategic Tr long term us this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Total Investment Management | 2.7M | $96M | 7% | Sep 2024 |
|
| Bank of America Corporation | 2.4M | $83M | 0% | Sep 2024 |
|
| Envestnet Asset Management | 1.8M | $64M | 44% | Sep 2024 |
|
| Mirae Asset Global Investments | 989k | $35M | 66% | Sep 2024 |
|
| SFMG Wealth Advisors | 636k | $21M | -1% | Jun 2024 |
|
| Mml Investors Services | 457k | $16M | 41% | Sep 2024 |
|
| Ambassador Advisors | 411k | $14M | -2% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 326k | $11M | 6% | Sep 2024 |
|
| Jpmorgan Chase & Co | 274k | $9.6M | 25% | Sep 2024 |
|
| LPL Financial | 248k | $8.7M | 154% | Sep 2024 |
|
| Werba Rubin Papier Wealth Management | 215k | $7.5M | 100% | Sep 2024 |
|
| Principal Securities | 184k | $6.4M | -5% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 183k | $6.4M | 16% | Sep 2024 |
|
| Royal Bank of Canada | 182k | $6.3M | 62% | Sep 2024 |
|
| Beacon Bridge Wealth Partners | 161k | $5.6M | -3% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 154k | $5.1M | 801% | Jun 2024 |
|
| B.O.S.S. Retirement Advisors | 150k | $5.2M | 100% | Sep 2024 |
|
| Galvin, Gaustad & Stein | 125k | $4.4M | 1% | Sep 2024 |
|
| Kaizen Financial Strategies | 120k | $4.2M | -3% | Sep 2024 |
|
| Stokes Family Office | 120k | $4.2M | -24% | Sep 2024 |
|
| Goss Wealth Management | 119k | $3.9M | -17% | Jun 2024 |
|
| Park Avenue Securities | 110k | $3.8M | 69% | Sep 2024 |
|
| Collective Family Office | 110k | $3.8M | 64% | Sep 2024 |
|
| WT Wealth Management | 103k | $3.4M | 100% | Sep 2024 |
|
| Northwest Capital Management | 98k | $3.4M | -77% | Sep 2024 |
|
| Proequities | 93k | $3.2B | 17% | Sep 2024 |
|
| TAP Consulting | 82k | $2.9M | 6% | Sep 2024 |
|
| Clear Creek Financial Management | 80k | $2.8M | -1% | Sep 2024 |
|
| Charles Schwab Trust | 72k | $2.5M | 58% | Sep 2024 |
|
| Stratos Wealth Advisors | 68k | $2.4M | 1% | Sep 2024 |
|
| Advisor Group Holdings | 68k | $2.4M | 61% | Sep 2024 |
|
| Wagner Bowman Management | 67k | $2.4M | 16% | Sep 2024 |
|
| Cetera Investment Advisers | 60k | $2.0M | -28% | Jun 2024 |
|
| CWM | 60k | $2.1M | -85% | Sep 2024 |
|
| Flow Traders US | 49k | $1.7M | -43% | Sep 2024 |
|
| Mutual Advisors | 49k | $1.6M | 15% | Sep 2024 |
|
| Morgan Stanley | 49k | $1.6M | -2% | Jun 2024 |
|
| Barden Capital Management | 40k | $1.4M | 12% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 32k | $1.1M | -10% | Sep 2024 |
|
| Greenup Street Wealth Management | 32k | $1.1M | 19% | Sep 2024 |
|
| Prosperity Wealth Management | 31k | $1.1M | 100% | Sep 2024 |
|
| Van Strum & Towne | 31k | $1.1M | 7% | Sep 2024 |
|
| Silver Oak Securities | 31k | $1.1M | 4316% | Sep 2024 |
|
| Wsfs Capital Management | 30k | $1.1M | -5% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 30k | $1.1M | 53% | Sep 2024 |
|
| Trust Point | 30k | $1.1M | -2% | Sep 2024 |
|
| Jane Street | 26k | $922k | 8% | Sep 2024 |
|
| Foundations Investment Advisors | 26k | $916k | 68% | Sep 2024 |
|
| Focus Financial Network | 26k | $907k | 45% | Sep 2024 |
|
| Family Asset Management | 26k | $904k | 86% | Sep 2024 |
|
| Worth Asset Management | 25k | $891k | 100% | Sep 2024 |
|
| Raymond James & Associates | 24k | $854k | 100% | Sep 2024 |
|
| Private Advisor | 21k | $741k | -17% | Sep 2024 |
|
| Citadel Advisors | 20k | $698k | -49% | Sep 2024 |
|
| ValMark Advisers | 18k | $640k | 100% | Sep 2024 |
|
| Claro Advisors | 17k | $589k | 36% | Sep 2024 |
|
| Bank of New York Mellon | 16k | $569k | 64% | Sep 2024 |
|
| Merit Financial Group | 16k | $562k | -15% | Sep 2024 |
|
| Atria Wealth Solutions | 16k | $556k | 47% | Sep 2024 |
|
| Regal Investment Advisors | 14k | $495k | 22% | Sep 2024 |
|
| Creative Financial Designs | 14k | $472k | 126% | Sep 2024 |
|
| Invst | 12k | $372k | -19% | Jun 2024 |
|
| Silverlake Wealth Management | 11k | $374k | 9% | Sep 2024 |
|
| Burns Wealth Management | 11k | $372k | 1% | Sep 2024 |
|
| Hayek-Kallen Investment Management | 10k | $359k | 0% | Sep 2024 |
|
| IFP Advisors | 10k | $336k | 19% | Jun 2024 |
|
| Hrt Financial | 8.7k | $306k | 100% | Sep 2024 |
|
| Magnus Financial Group | 8.7k | $306k | 37% | Sep 2024 |
|
| Wealthgarden F.s | 6.9k | $241k | 100% | Sep 2024 |
|
| Commonwealth Equity Services | 6.4k | $224k | -19% | Sep 2024 |
|
| Captrust Financial Advisors | 6.0k | $211k | -5% | Sep 2024 |
|
| Roger Wittlin Investment Advisory | 5.8k | $204k | 100% | Sep 2024 |
|
| Brookstone Capital Management | 5.8k | $202k | -47% | Sep 2024 |
|
| Pacific Capital Wealth Advisors | 4.0k | $139k | 0% | Sep 2024 |
|
| EverSource Wealth Advisors | 3.8k | $132k | 100% | Sep 2024 |
|
| Tortoise Investment Management | 3.6k | $125k | 271% | Sep 2024 |
|
| GeoWealth Management | 3.5k | $123k | 494% | Sep 2024 |
|
| ZynergyRetirementPlanning | 2.9k | $100k | 100% | Sep 2024 |
|
| Bogart Wealth | 2.1k | $73k | 60% | Sep 2024 |
|
| Harbour Investments | 1.3k | $47k | 26500% | Sep 2024 |
|
| Spectrum Wealth Counsel | 1.3k | $45k | 0% | Sep 2024 |
|
| Cardiff Park Advisors | 1.1k | $37k | 0% | Jun 2024 |
|
| BlackRock | 923.00 | $32k | 100% | Sep 2024 |
|
| Larson Financial Group | 802.00 | $28k | 1% | Sep 2024 |
|
| BlackRock | 801.00 | $26k | -25% | Jun 2024 |
|
| Horizons Wealth Management | 777.00 | $27k | 0% | Sep 2024 |
|
| Park Place Capital Corp | 550.00 | $19k | 38% | Sep 2024 |
|
| Rise Advisors | 550.00 | $19k | 1% | Sep 2024 |
|
| Global Retirement Partners | 487.00 | $17k | -4% | Sep 2024 |
|
| LGT Financial Advisors | 344.00 | $12k | 58% | Sep 2024 |
|
| Assetmark | 287.00 | $10k | 100% | Sep 2024 |
|
| Smartleaf Asset Management | 110.00 | $3.9k | -79% | Sep 2024 |
|
| DT Investment Partners | 106.00 | $3.7k | 100% | Sep 2024 |
|
| Sound Income Strategies | 63.00 | $2.2k | 0% | Sep 2024 |
|
| AdvisorNet Financial | 43.00 | $1.5k | 100% | Sep 2024 |
|
| Signature | 24.00 | $840.000000 | 0% | Sep 2024 |
|
| Farther Finance Advisors | 2.00 | $70.000000 | 0% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.00 | $35.000000 | 100% | Sep 2024 |
|
Who sold out of Schwab Strategic Tr long term us?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sykon Capital | Jun 2024 | 329k | $11M |
| Charles Schwab Investment Management | Jun 2024 | 314k | $10M |
| Acorn Wealth Advisors | Mar 2024 | 34k | $1.2M |
| Susquehanna International | Jun 2024 | 33k | $1.1M |
| Leisure Capital Management | Jun 2024 | 13k | $432k |
| Goldman Sachs Group | Mar 2024 | 9.4k | $318k |
| Fortis Advisors | Jun 2024 | 818.00 | $27k |
| Triad Wealth Partners | Jun 2024 | 2.00 | $82.000000 |