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 | 4.0M | $125M | -34% | Mar 2026 |
|
| LPL Financial | 1.4M | $43M | -29% | Mar 2026 |
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| Mirae Asset Global Investments | 978k | $31M | -24% | Mar 2026 |
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| Mml Investors Services | 976k | $31M | -41% | Mar 2026 |
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| Toroso Investments | 676k | $21M | 113% | Mar 2026 |
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| Carolina Wealth Advisors | 564k | $18M | -3% | Mar 2026 |
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| SFMG Wealth Advisors | 541k | $17M | 13% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 479k | $15M | -1% | Mar 2026 |
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| Wells Fargo & Company | 469k | $15M | 39% | Mar 2026 |
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| Cetera Investment Advisers | 373k | $12M | -25% | Mar 2026 |
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| Morgan Stanley | 313k | $9.8M | -34% | Mar 2026 |
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| Bank of New York Mellon | 286k | $9.0M | 103% | Mar 2026 |
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| Park Avenue Securities | 250k | $7.8M | -36% | Mar 2026 |
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| Quadrature Capital | 208k | $6.6M | 100% | Dec 2025 |
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| Summit Financial | 189k | $5.9M | 115% | Mar 2026 |
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| Beacon Bridge Wealth Partners | 177k | $5.6M | 1% | Mar 2026 |
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| Centric Wealth Management | 165k | $5.1M | 6% | Mar 2026 |
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| L2 Asset Management | 162k | $5.1M | 3% | Dec 2025 |
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| Ameriprise Financial | 161k | $5.1M | 1% | Mar 2026 |
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| Gts Securities | 153k | $4.8M | 100% | Dec 2025 |
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| Royal Bank of Canada | 150k | $4.7M | -4% | Mar 2026 |
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| Attessa Capital | 124k | $3.9M | -1% | Mar 2026 |
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| Goldman Sachs Group | 119k | $3.7M | -57% | Mar 2026 |
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| Professional Financial Management | 102k | $3.2M | 6% | Mar 2026 |
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| Wagner Bowman Management | 95k | $3.0M | -26% | Mar 2026 |
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| WT Wealth Management | 91k | $2.9M | -4% | Mar 2026 |
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| Envestnet Portfolio Solutions | 91k | $2.8M | -29% | Mar 2026 |
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| Principia Wealth Advisory | 89k | $2.8M | 76% | Dec 2025 |
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| Charles Schwab Trust | 85k | $2.7M | 24% | Mar 2026 |
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| Collective Family Office | 79k | $2.5M | -6% | Mar 2026 |
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| Bank of America Corporation | 78k | $2.4M | 100% | Mar 2026 |
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| Galvin, Gaustad & Stein | 77k | $2.4M | 1% | Dec 2025 |
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| Mfg Wealth Management | 73k | $2.3M | 5% | Mar 2026 |
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| Bank of Nova Scotia | 68k | $2.1M | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 62k | $2.0M | -26% | Mar 2026 |
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| Warren Averett Asset Management | 62k | $2.0M | 5% | Dec 2025 |
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| Sanctuary Advisors | 58k | $1.8M | -20% | Mar 2026 |
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| Mutual Advisors | 53k | $1.7M | -11% | Mar 2026 |
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| Fermata Advisors | 53k | $1.7M | 1% | Mar 2026 |
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| NorthRock Partners | 49k | $1.5M | -25% | Mar 2026 |
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| Foundations Investment Advisors | 48k | $1.5M | 9% | Mar 2026 |
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| Raymond James Financial | 46k | $1.5M | -88% | Dec 2025 |
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| O'shaughnessy Asset Management | 45k | $1.4M | 165% | Mar 2026 |
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| Barden Capital Management | 44k | $1.4M | 1% | Mar 2026 |
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| CWM | 40k | $1.3M | 172% | Dec 2025 |
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| Seek First | 37k | $1.2M | 8% | Mar 2026 |
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| Ambassador Advisors | 37k | $1.1M | 27% | Mar 2026 |
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| Pensionmark Financial Group | 36k | $1.1M | 100% | Mar 2026 |
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| Smart Money Group | 35k | $1.1M | 47% | Mar 2026 |
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| Antonelli Financial Advisors | 32k | $1.0M | 8% | Mar 2026 |
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| Frisch Financial Group | 32k | $1.0M | 100% | Mar 2026 |
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| IFP Advisors | 31k | $977k | 48% | Mar 2026 |
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| Regal Investment Advisors | 30k | $958k | 92% | Dec 2025 |
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| Invst | 30k | $945k | -43% | Mar 2026 |
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| Granville Capital | 24k | $759k | 100% | Mar 2026 |
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| Jane Street | 23k | $712k | -43% | Mar 2026 |
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| Integrated Wealth Concepts | 22k | $689k | 100% | Mar 2026 |
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| Sellwood Investment Partners | 21k | $673k | 20% | Mar 2026 |
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| Downshift Financial | 21k | $658k | 2% | Mar 2026 |
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| Strategic Blueprint | 21k | $651k | -3% | Mar 2026 |
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| Advisor Group Holdings | 19k | $605k | -58% | Dec 2025 |
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| Burns Wealth Management | 16k | $511k | 0% | Mar 2026 |
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| Silverlake Wealth Management | 15k | $468k | -28% | Mar 2026 |
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| Wsfs Capital Management | 15k | $464k | -17% | Mar 2026 |
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| Total Investment Management | 15k | $459k | 0% | Mar 2026 |
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| Northwest Capital Management | 13k | $421k | -26% | Dec 2025 |
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| Milestones Private Investment Advisors | 13k | $396k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 13k | $394k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 12k | $379k | -32% | Mar 2026 |
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| Keystone Global Partners | 11k | $349k | -67% | Mar 2026 |
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| Comprehensive Portfolio Management | 11k | $339k | 100% | Mar 2026 |
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| Transamerica Financial Advisors | 11k | $338k | 19% | Mar 2026 |
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| Hayek-Kallen Investment Management | 11k | $333k | 100% | Mar 2026 |
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| Wealthgarden F.s | 9.6k | $303k | 19% | Mar 2026 |
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| Hrt Financial | 9.6k | $301k | 2% | Mar 2026 |
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| Creative Financial Designs | 8.4k | $263k | 73% | Mar 2026 |
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| Independent Advisor Alliance | 8.1k | $255k | 100% | Mar 2026 |
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| Madden Advisory Services | 8.1k | $255k | 8% | Mar 2026 |
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| CLS Investments | 7.9k | $249k | -59% | Mar 2026 |
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| Strategic Advocates | 7.6k | $239k | 8% | Mar 2026 |
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| RDA Financial Network | 7.2k | $227k | -38% | Mar 2026 |
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| Commonwealth Equity Services | 7.2k | $227k | -72% | Mar 2026 |
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| Jacobs Equity | 7.1k | $224k | 100% | Dec 2025 |
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| Triumph Capital Management | 6.3k | $199k | 100% | Mar 2026 |
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| Farther Finance Advisors | 6.0k | $187k | 19% | Mar 2026 |
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| United Financial Planning Group | 5.7k | $180k | 100% | Mar 2026 |
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| GeoWealth Management | 5.7k | $179k | -45% | Mar 2026 |
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| EverSource Wealth Advisors | 3.9k | $121k | 0% | Mar 2026 |
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| Scarborough Advisors | 3.5k | $110k | 100% | Mar 2026 |
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| SCBT Financial Corporation | 3.0k | $94k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.8k | $88k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 2.2k | $71k | -37% | Mar 2026 |
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| BlackRock | 2.0k | $63k | -43% | Mar 2026 |
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| Union Bankshares | 1.9k | $59k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.7k | $54k | 100% | Dec 2025 |
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| Atlas Capital Advisors | 1.6k | $51k | 0% | Mar 2026 |
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| Smartleaf Asset Management | 1.4k | $43k | -4% | Mar 2026 |
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| Versant Capital Management | 1.2k | $37k | 0% | Mar 2026 |
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| Cardiff Park Advisors | 1.1k | $36k | 0% | Mar 2026 |
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| Larson Financial Group | 851.00 | $27k | 1% | Dec 2025 |
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| Qube Research & Technologies | 821.00 | $26k | 100% | Dec 2025 |
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| FMR | 789.00 | $25k | -13% | Dec 2025 |
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| Horizons Wealth Management | 777.00 | $24k | 0% | Mar 2026 |
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| Pnc Financial Services | 750.00 | $24k | -6% | Mar 2026 |
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| Signature Equity Partners | 453.00 | $14k | 100% | Mar 2026 |
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| Sound Income Strategies | 403.00 | $13k | -36% | Mar 2026 |
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| Trust Co Of Vermont | 355.00 | $11k | -52% | Dec 2025 |
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| Bank Of Montreal | 246.00 | $7.7k | 100% | Mar 2026 |
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| UBS Group | 171.00 | $5.4k | -50% | Mar 2026 |
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| Dogwood Wealth Management | 167.00 | $5.2k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 159.00 | $5.0k | -4% | Mar 2026 |
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| Mather Group | 108.00 | $3.4k | 100% | Mar 2026 |
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| AE Wealth Management | 104.00 | $3.3k | -22% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 32.00 | $1.0k | 100% | Mar 2026 |
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| Heritage Wealth Advisors | 31.00 | $974.001400 | 100% | Mar 2026 |
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| Global Retirement Partners | 26.00 | $823.999800 | -95% | Dec 2025 |
|
| Assetmark | 18.00 | $565.999200 | 0% | Mar 2026 |
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