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 |
|---|---|---|---|---|---|
| Toroso Investments | 1.4M | $43M | 106% | Jun 2026 |
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| Envestnet Asset Management | 1.4M | $43M | -65% | Jun 2026 |
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| Mirae Asset Global Investments | 978k | $31M | -24% | Mar 2026 |
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| SFMG Wealth Advisors | 622k | $20M | 15% | Jun 2026 |
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| LPL Financial | 602k | $19M | -56% | Jun 2026 |
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| Carolina Wealth Advisors | 580k | $18M | 3% | Jun 2026 |
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| Werba Rubin Papier Wealth Management | 466k | $15M | -3% | Jun 2026 |
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| Mml Investors Services | 401k | $13M | -59% | Jun 2026 |
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| Bank of New York Mellon | 320k | $10M | 12% | Jun 2026 |
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| Morgan Stanley | 313k | $9.8M | -34% | Mar 2026 |
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| Wells Fargo & Company | 264k | $8.3M | -44% | Jun 2026 |
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| Cetera Investment Advisers | 237k | $7.4M | -36% | Jun 2026 |
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| AllGen Financial Advisors | 222k | $6.9M | 100% | Jun 2026 |
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| Summit Financial | 207k | $6.5M | 10% | Jun 2026 |
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| Beacon Bridge Wealth Partners | 170k | $5.3M | -4% | Jun 2026 |
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| Ameriprise Financial | 167k | $5.2M | 4% | Jun 2026 |
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| L2 Asset Management | 166k | $5.2M | -49% | Jun 2026 |
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| Centric Wealth Management | 165k | $5.1M | 0% | Jun 2026 |
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| Royal Bank of Canada | 144k | $4.5M | -4% | Jun 2026 |
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| Attessa Capital | 133k | $4.2M | 7% | Jun 2026 |
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| Professional Financial Management | 111k | $3.5M | 9% | Jun 2026 |
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| Jpmorgan Chase & Co | 109k | $3.4M | 100% | Jun 2026 |
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| WT Wealth Management | 104k | $3.2M | 14% | Jun 2026 |
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| O'shaughnessy Asset Management | 100k | $3.1M | 122% | Jun 2026 |
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| Fermata Advisors | 98k | $3.1M | 87% | Jun 2026 |
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| Charles Schwab Trust | 90k | $2.8M | 5% | Jun 2026 |
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| Goldman Sachs Group | 89k | $2.8M | -25% | Jun 2026 |
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| Bank of America Corporation | 83k | $2.6M | 7% | Jun 2026 |
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| Principia Wealth Advisory | 83k | $2.6M | -37% | Jun 2026 |
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| Mfg Wealth Management | 79k | $2.5M | 7% | Jun 2026 |
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| Park Avenue Securities | 75k | $2.3M | -70% | Jun 2026 |
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| Susquehanna International | 71k | $2.2M | 49% | Jun 2026 |
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| Bank of Nova Scotia | 68k | $2.1M | 0% | Jun 2026 |
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| Collective Family Office | 56k | $1.8M | -29% | Jun 2026 |
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| IFP Advisors | 55k | $1.7M | 77% | Jun 2026 |
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| Raymond James Financial | 53k | $1.7M | -1% | Jun 2026 |
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| Quadrature Capital | 52k | $1.6M | 100% | Jun 2026 |
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| Foundations Investment Advisors | 51k | $1.6M | 7% | Jun 2026 |
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| Mutual Advisors | 51k | $1.6M | -5% | Jun 2026 |
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| Galvin, Gaustad & Stein | 51k | $1.6M | 6% | Jun 2026 |
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| Compass Financial Management | 50k | $1.6M | 100% | Jun 2026 |
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| Barden Capital Management | 43k | $1.4M | -2% | Jun 2026 |
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| CWM | 39k | $1.2M | -3% | Mar 2026 |
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| Envestnet Portfolio Solutions | 37k | $1.2M | -59% | Jun 2026 |
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| Smart Money Group | 37k | $1.2M | 6% | Jun 2026 |
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| Ambassador Advisors | 36k | $1.1M | -2% | Jun 2026 |
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| Wagner Bowman Management | 36k | $1.1M | -63% | Jun 2026 |
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| Seek First | 35k | $1.1M | -6% | Jun 2026 |
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| Frisch Financial Group | 30k | $927k | -7% | Jun 2026 |
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| Antonelli Financial Advisors | 27k | $855k | -15% | Jun 2026 |
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| Sigma Planning | 27k | $854k | 100% | Jun 2026 |
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| Granville Capital | 26k | $823k | 9% | Jun 2026 |
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| Keystone Global Partners | 26k | $814k | 134% | Jun 2026 |
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| Comprehensive Portfolio Management | 26k | $814k | 141% | Jun 2026 |
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| Sellwood Investment Partners | 24k | $736k | 10% | Jun 2026 |
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| Downshift Financial | 23k | $722k | 10% | Jun 2026 |
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| Warren Averett Asset Management | 18k | $573k | -67% | Jun 2026 |
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| Savant Capital Management | 16k | $493k | 100% | Jun 2026 |
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| NorthRock Partners | 16k | $509k | -67% | Jun 2026 |
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| Burns Wealth Management | 16k | $511k | 0% | Mar 2026 |
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| Citadel Advisors | 15k | $472k | 100% | Jun 2026 |
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| Total Investment Management | 15k | $438k | 0% | Jun 2026 |
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| Vise Technologies | 14k | $433k | 100% | Jun 2026 |
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| Wsfs Capital Management | 13k | $419k | -9% | Jun 2026 |
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| Sanctuary Advisors | 13k | $404k | -78% | Jun 2026 |
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| Strategic Blueprint | 13k | $397k | -39% | Jun 2026 |
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| Pensionmark Financial Group | 13k | $395k | -65% | Jun 2026 |
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| Milestones Private Investment Advisors | 13k | $394k | 0% | Jun 2026 |
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| Talisman Wealth Advisors | 12k | $284k | 100% | Jun 2026 |
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| Atomi Financial Group | 12k | $378k | 64% | Jun 2026 |
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| Invst | 12k | $361k | -62% | Jun 2026 |
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| Pathstone Holdings | 11k | $348k | 100% | Jun 2026 |
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| Sequoia Financial Advisors | 11k | $341k | -82% | Jun 2026 |
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| Integrated Wealth Concepts | 10k | $317k | -54% | Jun 2026 |
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| Hayek-Kallen Investment Management | 10k | $313k | -6% | Jun 2026 |
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| Ascent Group | 9.1k | $286k | 100% | Jun 2026 |
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| Madden Advisory Services | 8.5k | $265k | 4% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 8.4k | $257k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 8.3k | $259k | 15% | Jun 2026 |
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| Blalock Williams | 7.9k | $249k | 100% | Jun 2026 |
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| Advisor Group Holdings | 6.9k | $217k | -65% | Jun 2026 |
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| Transamerica Financial Advisors | 6.9k | $215k | -36% | Jun 2026 |
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| Gts Securities | 6.8k | $213k | -90% | Jun 2026 |
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| Founders Grove Wealth Partners | 6.8k | $212k | 100% | Jun 2026 |
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| Greenup Street Wealth Management | 6.7k | $209k | 100% | Jun 2026 |
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| Farther Finance Advisors | 6.7k | $208k | 12% | Jun 2026 |
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| Clark Asset Management | 6.6k | $208k | 100% | Jun 2026 |
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| Balboa Wealth Partners | 6.5k | $205k | 100% | Jun 2026 |
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| Triumph Capital Management | 6.3k | $199k | 100% | Mar 2026 |
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| Strategic Advocates | 5.8k | $180k | -24% | Jun 2026 |
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| EverSource Wealth Advisors | 3.9k | $121k | 0% | Jun 2026 |
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| SCBT Financial Corporation | 3.0k | $94k | 0% | Jun 2026 |
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| Creative Financial Designs | 2.7k | $85k | -68% | Jun 2026 |
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| Qube Research & Technologies | 2.3k | $73k | 135% | Jun 2026 |
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| AdvisorNet Financial | 2.2k | $68k | 100% | Jun 2026 |
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| Larson Financial Group | 2.1k | $66k | 147% | Jun 2026 |
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| Dogwood Wealth Management | 1.9k | $60k | 1050% | Jun 2026 |
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| Union Bankshares | 1.7k | $55k | -7% | Jun 2026 |
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| Atlas Capital Advisors | 1.6k | $51k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 1.4k | $43k | 0% | Jun 2026 |
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| Versant Capital Management | 1.2k | $36k | 0% | Jun 2026 |
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| Cardiff Park Advisors | 1.1k | $36k | 0% | Jun 2026 |
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| BlackRock | 973.00 | $31k | -52% | Jun 2026 |
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| Horizons Wealth Management | 777.00 | $24k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 731.00 | $23k | -67% | Jun 2026 |
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| Fifth Third Bancorp | 491.00 | $15k | 100% | Jun 2026 |
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| Pnc Financial Services | 481.00 | $15k | -36% | Jun 2026 |
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| Trust Co Of Vermont | 355.00 | $11k | 0% | Jun 2026 |
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| Signature Equity Partners | 296.00 | $9.3k | -35% | Jun 2026 |
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| Institute For Wealth Management | 290.00 | $9.1k | 100% | Jun 2026 |
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| Bank Of Montreal | 246.00 | $7.7k | 100% | Mar 2026 |
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| Global Retirement Partners | 235.00 | $7.4k | 804% | Jun 2026 |
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| Continuum Advisory | 178.00 | $5.6k | 100% | Jun 2026 |
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| Nvest Wealth Strategies | 161.00 | $5.0k | 100% | Jun 2026 |
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| Mercer Global Advisors | 145.00 | $4.5k | 100% | Jun 2026 |
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| FMR | 100.00 | $3.1k | -85% | Jun 2026 |
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| UBS Group | 81.00 | $2.5k | -53% | Jun 2026 |
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| Harbour Investments | 69.00 | $2.2k | 100% | Jun 2026 |
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| IFG Advisory | 54.00 | $1.7k | 100% | Jun 2026 |
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| Highline Wealth Partners | 46.00 | $1.4k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 43.00 | $1.3k | 100% | Jun 2026 |
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| Action Point Financial Planning | 24.00 | $751.000800 | 100% | Jun 2026 |
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| Assetmark | 18.00 | $563.000400 | 0% | Jun 2026 |
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Who sold out of Schwab Strategic Tr long term us?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tower Research Capital | Mar 2026 | 50k | $1.6M |
| Jane Street | Mar 2026 | 23k | $712k |
| Regal Investment Advisors | Mar 2026 | 21k | $673k |
| Silverlake Wealth Management | Mar 2026 | 15k | $468k |
| Rockefeller Capital Management | Mar 2026 | 13k | $394k |
| Cambridge Investment Research Advisors | Mar 2026 | 12k | $379k |
| Wealthgarden F.s | Mar 2026 | 9.6k | $303k |
| Hrt Financial | Mar 2026 | 9.6k | $301k |
| XTX Topco | Mar 2026 | 8.2k | $257k |
| Independent Advisor Alliance | Mar 2026 | 8.1k | $255k |
| CLS Investments | Mar 2026 | 7.9k | $249k |
| Jacobs Equity | Mar 2026 | 7.4k | $234k |
| RDA Financial Network | Mar 2026 | 7.2k | $227k |
| United Financial Planning Group | Mar 2026 | 5.7k | $180k |
| GeoWealth Management | Mar 2026 | 5.7k | $179k |
| Advisory Services Network | Mar 2026 | 5.2k | $162k |
| Scarborough Advisors | Mar 2026 | 3.5k | $110k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 2.8k | $88k |
| Windsor Advisory Group | Mar 2026 | 880.00 | $28k |
| Sound Income Strategies | Mar 2026 | 403.00 | $13k |
| MAI Wealth Advisors | Mar 2026 | 159.00 | $5.0k |
| Mather Group | Mar 2026 | 108.00 | $3.4k |
| AE Wealth Management | Mar 2026 | 104.00 | $3.3k |
| Twin Peaks Wealth Advisors | Mar 2026 | 32.00 | $1.0k |
| Heritage Wealth Advisors | Mar 2026 | 31.00 | $974.001400 |