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
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 3.0M | $97M | -4% | Sep 2025 |
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| Mirae Asset Global Investments | 1.4M | $45M | -1% | Sep 2025 |
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| LPL Financial | 914k | $30M | -4% | Sep 2025 |
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| Mml Investors Services | 830k | $27M | 2% | Sep 2025 |
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| Carolina Wealth Advisors | 586k | $19M | 1886% | Sep 2025 |
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| Goldman Sachs Group | 518k | $17M | 445% | Sep 2025 |
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| Werba Rubin Papier Wealth Management | 507k | $16M | -12% | Sep 2025 |
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| Toroso Investments | 444k | $14M | -35% | Sep 2025 |
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| SFMG Wealth Advisors | 418k | $14M | 26% | Sep 2025 |
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| Jpmorgan Chase & Co | 375k | $12M | -23% | Sep 2025 |
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| Raymond James Financial | 371k | $12M | 5% | Sep 2025 |
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| Morgan Stanley | 346k | $11M | 100% | Jun 2025 |
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| Cetera Investment Advisers | 283k | $9.1M | 12% | Sep 2025 |
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| Beacon Bridge Wealth Partners | 206k | $6.6M | 1% | Sep 2025 |
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| Park Avenue Securities | 185k | $6.0M | -7% | Sep 2025 |
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| National Bank Of Canada /fi/ | 183k | $5.9M | 87% | Sep 2025 |
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| Royal Bank of Canada | 157k | $5.1M | 4% | Sep 2025 |
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| L2 Asset Management | 157k | $5.1M | 0% | Sep 2025 |
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| Ameriprise Financial | 156k | $5.0M | -46% | Sep 2025 |
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| Centric Wealth Management | 149k | $4.9M | 4% | Sep 2025 |
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| Capitolis Liquid Global Markets | 140k | $4.5M | 100% | Sep 2025 |
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| Kaizen Financial Strategies | 133k | $4.3M | 12% | Sep 2025 |
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| Attessa Capital | 115k | $3.7M | 10% | Sep 2025 |
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| WT Wealth Management | 94k | $3.0M | 2% | Sep 2025 |
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| Wagner Bowman Management | 87k | $2.8M | 2% | Sep 2025 |
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| Summit Financial | 82k | $2.7M | 100% | Sep 2025 |
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| Collective Family Office | 77k | $2.5M | 1% | Sep 2025 |
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| Galvin, Gaustad & Stein | 76k | $2.5M | 5% | Sep 2025 |
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| Mfg Wealth Management | 71k | $2.3M | 100% | Sep 2025 |
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| Bank of Nova Scotia | 68k | $2.2M | 100% | Sep 2025 |
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| Charles Schwab Trust | 68k | $2.2M | 11% | Sep 2025 |
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| Citadel Advisors | 63k | $2.0M | 315% | Sep 2025 |
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| Mutual Advisors | 61k | $2.0M | 5% | Sep 2025 |
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| Warren Averett Asset Management | 59k | $1.9M | 10% | Sep 2025 |
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| Sequoia Financial Advisors | 58k | $1.9M | 27% | Sep 2025 |
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| Envestnet Portfolio Solutions | 57k | $1.9M | -1% | Sep 2025 |
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| Keystone Global Partners | 51k | $1.6M | -28% | Sep 2025 |
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| Bank of New York Mellon | 47k | $1.5M | -69% | Sep 2025 |
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| Advisor Group Holdings | 45k | $1.5M | 24% | Sep 2025 |
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| Barden Capital Management | 41k | $1.3M | -3% | Sep 2025 |
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| Foundations Investment Advisors | 39k | $1.3M | 7% | Sep 2025 |
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| Fermata Advisors | 39k | $1.3M | 3% | Sep 2025 |
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| Van Strum & Towne | 37k | $1.2M | 7% | Sep 2025 |
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| Seek First | 34k | $1.1M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 34k | $1.1M | -11% | Sep 2025 |
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| Ambassador Advisors | 34k | $1.1M | -92% | Sep 2025 |
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| Wells Fargo & Company | 32k | $1.0M | 100% | Sep 2025 |
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| Invst | 31k | $986k | -20% | Jun 2025 |
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| Antonelli Financial Advisors | 30k | $983k | -21% | Sep 2025 |
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| Clear Creek Financial Management | 28k | $917k | -49% | Sep 2025 |
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| Trust Point | 22k | $712k | -31% | Sep 2025 |
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| Susquehanna International | 22k | $711k | -20% | Sep 2025 |
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| IFP Advisors | 21k | $690k | -4% | Sep 2025 |
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| Smart Money Group | 18k | $593k | 100% | Sep 2025 |
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| Integrated Wealth Concepts | 18k | $584k | 4% | Sep 2025 |
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| Northwest Capital Management | 18k | $581k | 7% | Sep 2025 |
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| Wsfs Capital Management | 18k | $578k | 5% | Sep 2025 |
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| Sellwood Investment Partners | 18k | $578k | 20% | Sep 2025 |
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| Total Investment Management | 17k | $564k | 0% | Sep 2025 |
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| Cornerstone Planning Group | 17k | $443k | 100% | Sep 2025 |
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| Commonwealth Equity Services | 16k | $526k | 9% | Sep 2025 |
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| Meridian Management | 16k | $526k | 1% | Sep 2025 |
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| Regal Investment Advisors | 16k | $508k | -4% | Sep 2025 |
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| Strategic Blueprint | 15k | $483k | -14% | Sep 2025 |
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| Burns Wealth Management | 15k | $482k | 12% | Sep 2025 |
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| CWM | 15k | $478k | 9% | Sep 2025 |
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| Milestones Private Investment Advisors | 14k | $436k | 100% | Sep 2025 |
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| Magnus Financial Group | 13k | $419k | -8% | Sep 2025 |
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| Silverlake Wealth Management | 11k | $348k | -3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 11k | $344k | -19% | Sep 2025 |
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| Hayek-Kallen Investment Management | 11k | $339k | 2% | Sep 2025 |
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| WNY Asset Management | 9.7k | $313k | 100% | Sep 2025 |
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| MBE Wealth Management | 9.7k | $312k | -1% | Sep 2025 |
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| Mariner Wealth Advisors | 8.5k | $276k | 9% | Sep 2025 |
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| RDA Financial Network | 7.8k | $252k | -16% | Sep 2025 |
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| Madden Advisory Services | 7.4k | $240k | 100% | Sep 2025 |
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| Strategic Advocates | 7.3k | $234k | 1% | Sep 2025 |
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| Wealthgarden F.s | 7.2k | $237k | -5% | Sep 2025 |
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| Focus Financial Network | 6.7k | $216k | -2% | Sep 2025 |
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| Advisory Services Network | 6.3k | $204k | 100% | Sep 2025 |
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| Two West Capital Advisors | 6.2k | $204k | 100% | Sep 2025 |
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| GeoWealth Management | 5.2k | $170k | 100% | Sep 2025 |
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| Farther Finance Advisors | 5.0k | $162k | 6% | Sep 2025 |
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| Creative Financial Designs | 4.8k | $155k | 63% | Sep 2025 |
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| Tortoise Investment Management | 4.4k | $144k | 17% | Sep 2025 |
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| Principia Wealth Advisory | 4.1k | $132k | 100% | Jun 2025 |
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| EverSource Wealth Advisors | 3.9k | $124k | 2% | Sep 2025 |
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| Principal Securities | 3.4k | $110k | 14% | Sep 2025 |
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| Transamerica Financial Advisors | 3.2k | $102k | 100% | Sep 2025 |
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| LGT Financial Advisors | 2.8k | $92k | 315% | Sep 2025 |
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| Smartleaf Asset Management | 2.7k | $89k | 11843% | Sep 2025 |
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| BlackRock | 2.1k | $69k | -53% | Sep 2025 |
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| Aptus Capital Advisors | 2.1k | $68k | -28% | Sep 2025 |
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| Atlas Capital Advisors | 1.6k | $51k | 100% | Jun 2025 |
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| Versant Capital Management | 1.2k | $38k | 0% | Sep 2025 |
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| Cardiff Park Advisors | 1.1k | $37k | 0% | Sep 2025 |
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| FMR | 910.00 | $29k | 100% | Sep 2025 |
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| Larson Financial Group | 839.00 | $27k | 1% | Sep 2025 |
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| Horizons Wealth Management | 777.00 | $25k | 0% | Sep 2025 |
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| Trust Co Of Vermont | 747.00 | $24k | 101% | Sep 2025 |
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| Global Retirement Partners | 475.00 | $15k | 2% | Sep 2025 |
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| Park Place Capital Corp | 266.00 | $8.6k | -70% | Sep 2025 |
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| UBS Group | 258.00 | $8.3k | 100% | Sep 2025 |
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| Pnc Financial Services | 242.00 | $7.8k | 149% | Sep 2025 |
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| MAI Wealth Advisors | 166.00 | $5.4k | 0% | Sep 2025 |
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| Harbour Investments | 150.00 | $4.8k | -58% | Sep 2025 |
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| Armstrong Advisory Group | 70.00 | $2.3k | 0% | Sep 2025 |
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| Sound Income Strategies | 63.00 | $2.0k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 10.00 | $335.000000 | 100% | Sep 2025 |
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| AE Wealth Management | 7.00 | $225.999900 | 0% | Sep 2025 |
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Who sold out of Schwab Strategic Tr long term us?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Birmingham Capital Management | Jun 2025 | 120k | $3.8M |
| Jane Street | Jun 2025 | 70k | $2.2M |
| Thrivent Financial for Lutherans | Jun 2025 | 63k | $2.0M |
| Atria Wealth Solutions | Mar 2025 | 47k | $1.5M |
| Prosperity Wealth Management | Jun 2025 | 36k | $1.2M |
| Silver Oak Securities | Jun 2025 | 31k | $986k |
| Hrt Financial | Jun 2025 | 24k | $774k |
| IHT Wealth Management | Jun 2025 | 17k | $540k |
| Merit Financial Group | Jun 2025 | 9.4k | $298k |
| Brookstone Capital Management | Jun 2025 | 7.0k | $222k |
| Bogart Wealth | Jun 2025 | 1.3k | $42k |
| Twin Peaks Wealth Advisors | Jun 2025 | 372.00 | $12k |