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 |
|---|---|---|---|---|---|
| Total Investment Management | 2.7M | $96M | 7% | Sep 2024 |
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| Bank of America Corporation | 2.4M | $83M | 0% | Sep 2024 |
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| Envestnet Asset Management | 1.8M | $64M | 44% | Sep 2024 |
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| Mirae Asset Global Investments | 989k | $35M | 66% | Sep 2024 |
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| SFMG Wealth Advisors | 635k | $22M | 0% | Sep 2024 |
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| Mml Investors Services | 457k | $16M | 41% | Sep 2024 |
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| Ambassador Advisors | 411k | $14M | -2% | Sep 2024 |
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| Raymond James Financial Services Advisors | 326k | $11M | 6% | Sep 2024 |
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| Jpmorgan Chase & Co | 274k | $9.6M | 25% | Sep 2024 |
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| LPL Financial | 248k | $8.7M | 154% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 215k | $7.5M | 100% | Sep 2024 |
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| Principal Securities | 184k | $6.4M | -5% | Sep 2024 |
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| Envestnet Portfolio Solutions | 183k | $6.4M | 16% | Sep 2024 |
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| Royal Bank of Canada | 182k | $6.3M | 62% | Sep 2024 |
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| Beacon Bridge Wealth Partners | 161k | $5.6M | -3% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 154k | $5.1M | 801% | Jun 2024 |
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| B.O.S.S. Retirement Advisors | 150k | $5.2M | 100% | Sep 2024 |
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| Galvin, Gaustad & Stein | 125k | $4.4M | 1% | Sep 2024 |
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| Kaizen Financial Strategies | 120k | $4.2M | -3% | Sep 2024 |
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| Stokes Family Office | 120k | $4.2M | -24% | Sep 2024 |
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| Goss Wealth Management | 119k | $3.9M | -17% | Jun 2024 |
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| Park Avenue Securities | 110k | $3.8M | 69% | Sep 2024 |
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| Collective Family Office | 110k | $3.8M | 64% | Sep 2024 |
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| WT Wealth Management | 103k | $3.4M | 100% | Sep 2024 |
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| Northwest Capital Management | 98k | $3.4M | -77% | Sep 2024 |
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| Proequities | 93k | $3.2B | 17% | Sep 2024 |
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| TAP Consulting | 82k | $2.9M | 6% | Sep 2024 |
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| Clear Creek Financial Management | 80k | $2.8M | -1% | Sep 2024 |
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| Charles Schwab Trust | 72k | $2.5M | 58% | Sep 2024 |
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| Stratos Wealth Advisors | 68k | $2.4M | 1% | Sep 2024 |
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| Advisor Group Holdings | 68k | $2.4M | 61% | Sep 2024 |
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| Wagner Bowman Management | 67k | $2.4M | 16% | Sep 2024 |
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| Cetera Investment Advisers | 60k | $2.0M | -28% | Jun 2024 |
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| CWM | 60k | $2.1M | -85% | Sep 2024 |
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| Flow Traders US | 49k | $1.7M | -43% | Sep 2024 |
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| Mutual Advisors | 49k | $1.6M | 15% | Sep 2024 |
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| Morgan Stanley | 49k | $1.6M | -2% | Jun 2024 |
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| Barden Capital Management | 40k | $1.4M | 12% | Sep 2024 |
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| Thrivent Financial for Lutherans | 32k | $1.1M | -10% | Sep 2024 |
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| Greenup Street Wealth Management | 32k | $1.1M | 19% | Sep 2024 |
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| Prosperity Wealth Management | 31k | $1.1M | 100% | Sep 2024 |
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| Van Strum & Towne | 31k | $1.1M | 7% | Sep 2024 |
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| Silver Oak Securities | 31k | $1.1M | 4316% | Sep 2024 |
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| Wsfs Capital Management | 30k | $1.1M | -5% | Sep 2024 |
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| Cambridge Investment Research Advisors | 30k | $1.1M | 53% | Sep 2024 |
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| Trust Point | 30k | $1.1M | -2% | Sep 2024 |
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| Jane Street | 26k | $922k | 8% | Sep 2024 |
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| Foundations Investment Advisors | 26k | $916k | 68% | Sep 2024 |
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| Focus Financial Network | 26k | $907k | 45% | Sep 2024 |
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| Family Asset Management | 26k | $904k | 86% | Sep 2024 |
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| Worth Asset Management | 25k | $891k | 100% | Sep 2024 |
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| Raymond James & Associates | 24k | $854k | 100% | Sep 2024 |
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| Toroso Investments | 24k | $847k | 100% | Sep 2024 |
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| Private Advisor | 21k | $741k | -17% | Sep 2024 |
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| Citadel Advisors | 20k | $698k | -49% | Sep 2024 |
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| Invst | 18k | $645k | 60% | Sep 2024 |
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| ValMark Advisers | 18k | $640k | 100% | Sep 2024 |
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| Claro Advisors | 17k | $589k | 36% | Sep 2024 |
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| Bank of New York Mellon | 16k | $569k | 64% | Sep 2024 |
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| Merit Financial Group | 16k | $562k | -15% | Sep 2024 |
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| Atria Wealth Solutions | 16k | $556k | 47% | Sep 2024 |
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| Regal Investment Advisors | 14k | $495k | 22% | Sep 2024 |
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| Creative Financial Designs | 14k | $472k | 126% | Sep 2024 |
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| Silverlake Wealth Management | 11k | $374k | 9% | Sep 2024 |
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| Burns Wealth Management | 11k | $372k | 1% | Sep 2024 |
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| Hayek-Kallen Investment Management | 10k | $359k | 0% | Sep 2024 |
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| IFP Advisors | 10k | $336k | 19% | Jun 2024 |
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| Hrt Financial | 8.7k | $306k | 100% | Sep 2024 |
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| Magnus Financial Group | 8.7k | $306k | 37% | Sep 2024 |
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| Wealthgarden F.s | 6.9k | $241k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 6.4k | $224k | -19% | Sep 2024 |
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| Captrust Financial Advisors | 6.0k | $211k | -5% | Sep 2024 |
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| Roger Wittlin Investment Advisory | 5.8k | $204k | 100% | Sep 2024 |
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| Brookstone Capital Management | 5.8k | $202k | -47% | Sep 2024 |
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| Pacific Capital Wealth Advisors | 4.0k | $139k | 0% | Sep 2024 |
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| EverSource Wealth Advisors | 3.8k | $132k | 100% | Sep 2024 |
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| Tortoise Investment Management | 3.6k | $125k | 271% | Sep 2024 |
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| GeoWealth Management | 3.5k | $123k | 494% | Sep 2024 |
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| ZynergyRetirementPlanning | 2.9k | $100k | 100% | Sep 2024 |
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| Bogart Wealth | 2.1k | $73k | 60% | Sep 2024 |
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| Harbour Investments | 1.3k | $47k | 26500% | Sep 2024 |
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| Spectrum Wealth Counsel | 1.3k | $45k | 0% | Sep 2024 |
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| Cardiff Park Advisors | 1.1k | $37k | 0% | Jun 2024 |
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| BlackRock | 923.00 | $32k | 100% | Sep 2024 |
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| Larson Financial Group | 802.00 | $28k | 1% | Sep 2024 |
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| BlackRock | 801.00 | $26k | -25% | Jun 2024 |
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| Horizons Wealth Management | 777.00 | $27k | 0% | Sep 2024 |
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| Park Place Capital Corp | 550.00 | $19k | 38% | Sep 2024 |
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| Rise Advisors | 550.00 | $19k | 1% | Sep 2024 |
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| Global Retirement Partners | 487.00 | $17k | -4% | Sep 2024 |
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| LGT Financial Advisors | 344.00 | $12k | 58% | Sep 2024 |
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| Assetmark | 287.00 | $10k | 100% | Sep 2024 |
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| Bryn Mawr Trust | 192.00 | $6.7k | 100% | Sep 2024 |
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| Smartleaf Asset Management | 110.00 | $3.9k | -79% | Sep 2024 |
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| DT Investment Partners | 106.00 | $3.7k | 100% | Sep 2024 |
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| Sound Income Strategies | 63.00 | $2.2k | 0% | Sep 2024 |
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| AdvisorNet Financial | 43.00 | $1.5k | 100% | Sep 2024 |
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| Signature | 24.00 | $840.000000 | 0% | Sep 2024 |
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| Farther Finance Advisors | 2.00 | $70.000000 | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.00 | $35.000000 | 100% | Sep 2024 |
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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 |
| Triad Wealth Partners | Jun 2024 | 2.00 | $82.000000 |