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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 6.1M | $192M | 101% | Dec 2025 |
|
| LPL Financial | 1.9M | $60M | 108% | Dec 2025 |
|
| Mml Investors Services | 1.6M | $52M | 98% | Dec 2025 |
|
| Mirae Asset Global Investments | 1.3M | $41M | -7% | Dec 2025 |
|
| Carolina Wealth Advisors | 580k | $18M | -1% | Dec 2025 |
|
| Cetera Investment Advisers | 497k | $16M | 76% | Dec 2025 |
|
| Werba Rubin Papier Wealth Management | 483k | $15M | -5% | Dec 2025 |
|
| SFMG Wealth Advisors | 477k | $15M | 14% | Dec 2025 |
|
| Park Avenue Securities | 389k | $12M | 110% | Dec 2025 |
|
| Jpmorgan Chase & Co | 375k | $12M | 100% | Sep 2025 |
|
| Wells Fargo & Company | 338k | $11M | 969% | Dec 2025 |
|
| Toroso Investments | 317k | $10M | -28% | Dec 2025 |
|
| Goldman Sachs Group | 279k | $8.9M | -46% | Dec 2025 |
|
| Quadrature Capital | 208k | $6.6M | 100% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 203k | $6.4M | 100% | Dec 2025 |
|
| Beacon Bridge Wealth Partners | 175k | $5.5M | -15% | Dec 2025 |
|
| L2 Asset Management | 162k | $5.1M | 3% | Dec 2025 |
|
| Ameriprise Financial | 159k | $5.0M | 2% | Dec 2025 |
|
| Royal Bank of Canada | 157k | $5.1M | 4% | Sep 2025 |
|
| Centric Wealth Management | 155k | $4.9M | 4% | Dec 2025 |
|
| Gts Securities | 153k | $4.8M | 100% | Dec 2025 |
|
| Bank of New York Mellon | 141k | $4.5M | 202% | Dec 2025 |
|
| Capitolis Liquid Global Markets | 140k | $4.5M | 100% | Sep 2025 |
|
| Wagner Bowman Management | 129k | $4.1M | 47% | Dec 2025 |
|
| Envestnet Portfolio Solutions | 127k | $4.0M | 122% | Dec 2025 |
|
| Attessa Capital | 124k | $3.9M | 8% | Dec 2025 |
|
| Kaizen Financial Strategies | 121k | $3.8M | -9% | Dec 2025 |
|
| WT Wealth Management | 95k | $3.0M | 2% | Dec 2025 |
|
| Principia Wealth Advisory | 89k | $2.8M | 76% | Dec 2025 |
|
| Summit Financial | 88k | $2.8M | 7% | Dec 2025 |
|
| Collective Family Office | 84k | $2.7M | 10% | Dec 2025 |
|
| Sequoia Financial Advisors | 84k | $2.7M | 44% | Dec 2025 |
|
| Galvin, Gaustad & Stein | 77k | $2.4M | 1% | Dec 2025 |
|
| Sanctuary Advisors | 72k | $2.3M | 97% | Dec 2025 |
|
| Mfg Wealth Management | 70k | $2.2M | -1% | Dec 2025 |
|
| Charles Schwab Trust | 69k | $2.2M | 1% | Dec 2025 |
|
| Bank of Nova Scotia | 68k | $2.2M | 0% | Dec 2025 |
|
| NorthRock Partners | 66k | $2.1M | 100% | Dec 2025 |
|
| Citadel Advisors | 63k | $2.0M | 315% | Sep 2025 |
|
| Warren Averett Asset Management | 62k | $2.0M | 5% | Dec 2025 |
|
| Mutual Advisors | 60k | $1.9M | -2% | Dec 2025 |
|
| Pensionmark Financial Group | 58k | $1.8M | 100% | Dec 2025 |
|
| Invst | 52k | $1.7M | 95% | Dec 2025 |
|
| Fermata Advisors | 52k | $1.7M | 35% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 51k | $1.6M | 53% | Dec 2025 |
|
| Raymond James Financial | 46k | $1.5M | -88% | Dec 2025 |
|
| Barden Capital Management | 44k | $1.4M | 7% | Dec 2025 |
|
| Foundations Investment Advisors | 44k | $1.4M | 13% | Dec 2025 |
|
| CWM | 40k | $1.3M | 172% | Dec 2025 |
|
| Jane Street | 40k | $1.3M | 100% | Dec 2025 |
|
| Flow Traders US | 35k | $1.1M | 100% | Dec 2025 |
|
| Van Strum & Towne | 35k | $1.1M | -7% | Dec 2025 |
|
| Seek First | 35k | $1.1M | 2% | Dec 2025 |
|
| Keystone Global Partners | 34k | $1.1M | -34% | Dec 2025 |
|
| Regal Investment Advisors | 30k | $958k | 92% | Dec 2025 |
|
| Antonelli Financial Advisors | 30k | $950k | -2% | Dec 2025 |
|
| Ambassador Advisors | 29k | $913k | -14% | Dec 2025 |
|
| Commonwealth Equity Services | 26k | $808k | 56% | Dec 2025 |
|
| Smart Money Group | 24k | $755k | 30% | Dec 2025 |
|
| Strategic Blueprint | 21k | $675k | 42% | Dec 2025 |
|
| IFP Advisors | 21k | $668k | -1% | Dec 2025 |
|
| Magnus Financial Group | 21k | $656k | 60% | Dec 2025 |
|
| Silverlake Wealth Management | 21k | $654k | 91% | Dec 2025 |
|
| CLS Investments | 20k | $619k | 100% | Dec 2025 |
|
| Advisor Group Holdings | 19k | $605k | -58% | Dec 2025 |
|
| Sellwood Investment Partners | 18k | $567k | 0% | Dec 2025 |
|
| Wsfs Capital Management | 18k | $567k | 0% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 18k | $564k | 67% | Dec 2025 |
|
| O'shaughnessy Asset Management | 17k | $538k | 100% | Dec 2025 |
|
| Meridian Management | 17k | $523k | 1% | Dec 2025 |
|
| Burns Wealth Management | 16k | $514k | 9% | Dec 2025 |
|
| Total Investment Management | 15k | $463k | -16% | Dec 2025 |
|
| Northwest Capital Management | 13k | $421k | -26% | Dec 2025 |
|
| Milestones Private Investment Advisors | 13k | $399k | -7% | Dec 2025 |
|
| Evergreen Wealth Solutions | 12k | $377k | 100% | Dec 2025 |
|
| RDA Financial Network | 12k | $368k | 48% | Dec 2025 |
|
| Worth Asset Management | 11k | $339k | 100% | Dec 2025 |
|
| Hayek-Kallen Investment Management | 11k | $339k | 2% | Sep 2025 |
|
| GeoWealth Management | 10k | $325k | 96% | Dec 2025 |
|
| WNY Asset Management | 9.7k | $313k | 100% | Sep 2025 |
|
| Hrt Financial | 9.4k | $297k | 100% | Dec 2025 |
|
| Transamerica Financial Advisors | 9.1k | $287k | 187% | Dec 2025 |
|
| Wealthgarden F.s | 8.1k | $260k | 13% | Dec 2025 |
|
| Madden Advisory Services | 7.5k | $237k | 1% | Dec 2025 |
|
| Mariner Wealth Advisors | 7.3k | $231k | -15% | Dec 2025 |
|
| Two West Capital Advisors | 7.2k | $229k | 17% | Dec 2025 |
|
| Jacobs Equity | 7.1k | $224k | 100% | Dec 2025 |
|
| Strategic Advocates | 7.1k | $225k | -3% | Dec 2025 |
|
| Ausdal Financial Partners | 6.5k | $206k | 100% | Dec 2025 |
|
| Farther Finance Advisors | 5.0k | $159k | 0% | Dec 2025 |
|
| Creative Financial Designs | 4.8k | $153k | 1% | Dec 2025 |
|
| EverSource Wealth Advisors | 3.9k | $122k | 0% | Dec 2025 |
|
| Aptus Capital Advisors | 3.5k | $113k | 69% | Dec 2025 |
|
| BlackRock | 3.5k | $112k | 65% | Dec 2025 |
|
| Jones Financial Companies, L.L | 1.7k | $54k | 100% | Dec 2025 |
|
| Atlas Capital Advisors | 1.6k | $51k | 0% | Dec 2025 |
|
| Kestra Advisory Services | 1.4k | $45k | 100% | Dec 2025 |
|
| Smartleaf Asset Management | 1.4k | $45k | -49% | Dec 2025 |
|
| Versant Capital Management | 1.2k | $37k | 0% | Dec 2025 |
|
| Cardiff Park Advisors | 1.1k | $36k | 0% | Dec 2025 |
|
| FMR | 910.00 | $29k | 100% | Sep 2025 |
|
| Larson Financial Group | 851.00 | $27k | 1% | Dec 2025 |
|
| Qube Research & Technologies | 821.00 | $26k | 100% | Dec 2025 |
|
| Pnc Financial Services | 797.00 | $25k | 229% | Dec 2025 |
|
| Horizons Wealth Management | 777.00 | $25k | 0% | Dec 2025 |
|
| Sound Income Strategies | 630.00 | $20k | 900% | Dec 2025 |
|
| Private Trust Co Na | 573.00 | $18k | 100% | Dec 2025 |
|
| Park Place Capital Corp | 367.00 | $12k | 38% | Dec 2025 |
|
| Trust Co Of Vermont | 355.00 | $11k | -52% | Dec 2025 |
|
| UBS Group | 339.00 | $11k | 31% | Dec 2025 |
|
| MAI Wealth Advisors | 166.00 | $5.3k | 0% | Dec 2025 |
|
| AE Wealth Management | 133.00 | $4.2k | 1800% | Dec 2025 |
|
| Cornerstone Planning Group | 121.00 | $3.8k | -99% | Dec 2025 |
|
| Armstrong Advisory Group | 70.00 | $2.2k | 0% | Dec 2025 |
|
| Global Retirement Partners | 26.00 | $823.999800 | -95% | Dec 2025 |
|
| Assetmark | 18.00 | $570.999600 | 100% | Dec 2025 |
|
Who sold out of Schwab Strategic Tr long term us?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| National Bank Of Canada /fi/ | Sep 2025 | 183k | $5.9M |
| Prosperity Wealth Management | Jun 2025 | 36k | $1.2M |
| Clear Creek Financial Management | Sep 2025 | 28k | $917k |
| Trust Point | Sep 2025 | 22k | $712k |
| Susquehanna International | Sep 2025 | 22k | $711k |
| Integrated Wealth Concepts | Sep 2025 | 18k | $584k |
| MBE Wealth Management | Sep 2025 | 9.7k | $312k |
| Focus Financial Network | Sep 2025 | 6.7k | $216k |
| Advisory Services Network | Sep 2025 | 6.3k | $204k |
| Tortoise Investment Management | Sep 2025 | 4.4k | $144k |
| Principal Securities | Sep 2025 | 3.4k | $110k |
| LGT Financial Advisors | Sep 2025 | 2.8k | $92k |
| Harbour Investments | Sep 2025 | 150.00 | $4.8k |