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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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 |
---|---|---|---|---|---|
Bank of America Corporation | 2.6M | $92M | 17% | Dec 2023 |
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Total Investment Management | 2.5M | $88M | 3% | Dec 2023 |
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SFMG Wealth Advisors | 655k | $23M | -3% | Dec 2023 |
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Envestnet Asset Management | 613k | $19M | 49% | Sep 2023 |
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Northwest Capital Management | 507k | $18M | 122% | Dec 2023 |
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CWM | 501k | $18M | 127% | Dec 2023 |
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Ambassador Advisors | 413k | $14M | -23% | Dec 2023 |
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Jpmorgan Chase & Co | 339k | $12M | 120% | Dec 2023 |
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Charles Schwab Investment Management | 316k | $11M | 1% | Dec 2023 |
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Raymond James Financial Services Advisors | 273k | $9.6M | 5% | Dec 2023 |
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Advisor Group Holdings | 231k | $8.1M | 87% | Dec 2023 |
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Envestnet Portfolio Solutions | 207k | $7.3M | 100% | Dec 2023 |
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Trust Point | 200k | $7.0M | 100% | Dec 2023 |
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Stokes Family Office | 175k | $6.1M | 12% | Dec 2023 |
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Principal Securities | 169k | $5.9M | 100% | Dec 2023 |
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Royal Bank of Canada | 161k | $5.6M | 236% | Dec 2023 |
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Mml Investors Services | 133k | $4.2M | 30% | Sep 2023 |
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Proequities | 123k | $4.3B | 139% | Dec 2023 |
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Ameriprise Financial | 118k | $3.6M | 763% | Sep 2023 |
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Beacon Bridge Wealth Partners | 106k | $3.7M | 43% | Dec 2023 |
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Park Avenue Securities | 102k | $3.6M | 159% | Dec 2023 |
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Stratos Wealth Advisors | 101k | $3.5M | 86% | Dec 2023 |
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Wagner Bowman Management | 100k | $3.5M | 112% | Dec 2023 |
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Kaizen Financial Strategies | 94k | $3.3M | 10% | Dec 2023 |
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Galvin, Gaustad & Stein | 84k | $2.9M | 46% | Dec 2023 |
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Clear Creek Financial Management | 83k | $2.9M | -1% | Dec 2023 |
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Wsfs Capital Management | 72k | $2.5M | 100% | Dec 2023 |
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BlackRock | 65k | $2.1M | 79659% | Sep 2023 |
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Smart Money Group | 50k | $1.8M | 100% | Dec 2023 |
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Claro Advisors | 46k | $1.6M | 144% | Dec 2023 |
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Family Asset Management | 44k | $1.5M | 34% | Dec 2023 |
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Goss Wealth Management | 44k | $1.4M | 15811% | Sep 2023 |
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Charles Schwab Trust | 43k | $1.5M | 15% | Dec 2023 |
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Susquehanna International | 42k | $1.3M | 420% | Sep 2023 |
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Collective Family Office | 39k | $1.4M | 100% | Dec 2023 |
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Barden Capital Management | 38k | $1.2M | 34% | Sep 2023 |
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Citadel Advisors | 32k | $1.1M | 100% | Dec 2023 |
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Mutual Advisors | 31k | $1.1M | 56% | Dec 2023 |
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OneAscent Wealth Management | 31k | $1.1M | 100% | Dec 2023 |
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Acorn Wealth Advisors | 30k | $1.0M | 7% | Dec 2023 |
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Van Strum & Towne | 28k | $993k | 0% | Dec 2023 |
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Merit Financial Group | 27k | $958k | 100% | Dec 2023 |
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Greenup Street Wealth Management | 25k | $882k | 6% | Dec 2023 |
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Cambridge Investment Research Advisors | 24k | $831k | 100% | Dec 2023 |
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Cetera Investment Advisers | 24k | $748k | -15% | Sep 2023 |
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Brookstone Capital Management | 23k | $811k | 100% | Dec 2023 |
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Belpointe Asset Management | 23k | $732k | -2% | Sep 2023 |
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Lincoln National | 22k | $777k | 100% | Dec 2023 |
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Focus Financial Network | 20k | $710k | 100% | Dec 2023 |
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Prudential Financial | 18k | $581k | 100% | Sep 2023 |
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Rsm Us Wealth Management | 14k | $474k | 100% | Dec 2023 |
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Goldman Sachs Group | 13k | $462k | 35% | Dec 2023 |
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TSA Wealth Managment | 12k | $411k | 100% | Dec 2023 |
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Invst | 11k | $384k | 100% | Dec 2023 |
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Atria Wealth Solutions | 10k | $363k | 100% | Dec 2023 |
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Hayek-Kallen Investment Management | 9.9k | $346k | 5% | Dec 2023 |
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RDA Financial Network | 9.6k | $337k | 100% | Dec 2023 |
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Silverlake Wealth Management | 9.5k | $333k | 100% | Dec 2023 |
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Wilbanks Smith & Thomas Asset Management | 9.2k | $324k | 100% | Dec 2023 |
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Multi-Financial Securities | 8.4k | $267k | 100% | Sep 2023 |
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Strategic Blueprint | 7.5k | $263k | 100% | Dec 2023 |
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Silver Oak Securities | 7.5k | $262k | 6% | Dec 2023 |
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Jane Street | 6.9k | $244k | -98% | Dec 2023 |
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SevenOneSeven Capital Management | 4.3k | $144k | -93% | Dec 2023 |
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Pacific Capital Wealth Advisors | 4.0k | $140k | 100% | Dec 2023 |
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IFP Advisors | 3.7k | $129k | 100% | Dec 2023 |
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Creative Financial Designs | 3.5k | $124k | 100% | Dec 2023 |
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Sound Income Strategies | 3.4k | $121k | 100% | Dec 2023 |
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Resurgent Financial Advisors | 3.4k | $121k | 81% | Dec 2023 |
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Scarborough Advisors | 3.0k | $106k | 100% | Dec 2023 |
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Advisory Services Network | 3.0k | $104k | 100% | Dec 2023 |
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Park Place Capital Corp | 2.8k | $98k | 100% | Dec 2023 |
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Tortoise Investment Management | 2.4k | $84k | 65% | Dec 2023 |
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Pineridge Advisors | 2.2k | $78k | 100% | Dec 2023 |
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Farther Finance Advisors | 2.1k | $72k | 100% | Dec 2023 |
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Morgan Stanley | 1.7k | $55k | 1644% | Sep 2023 |
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Spectrum Wealth Counsel | 1.4k | $50k | 100% | Dec 2023 |
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Bogart Wealth | 1.3k | $46k | 0% | Dec 2023 |
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Cardiff Park Advisors | 1.1k | $40k | 100% | Dec 2023 |
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Horizons Wealth Management | 777.00 | $25k | 0% | Sep 2023 |
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Fortis Advisors | 700.00 | $22k | 100% | Sep 2023 |
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Wells Fargo & Company | 566.00 | $20k | 100% | Dec 2023 |
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Thompson Investment Management | 538.00 | $19k | 100% | Dec 2023 |
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LGT Financial Advisors | 404.00 | $14k | -22% | Dec 2023 |
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Kozak & Associates | 231.00 | $7.8k | 0% | Dec 2023 |
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Smartleaf Asset Management | 184.00 | $6.5k | 100% | Dec 2023 |
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FMR | 130.00 | $4.1k | 100% | Sep 2023 |
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Asset Dedication | 11.00 | $0 | 100% | Dec 2023 |
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Register Financial Advisors | 10.00 | $351.000000 | 100% | Dec 2023 |
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Who sold out of Schwab Strategic Tr long term us?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Northern Capital Management | Jun 2023 | 158k | $5.7M |
Branch Banking & Trust Company | Sep 2023 | 44k | $1.7M |
David R. Rahn Inc. dba Avalon Capital Management | Sep 2023 | 21k | $673k |
SeaCrest Wealth Management | Sep 2023 | 9.2k | $292k |
Parallel Advisors | Sep 2023 | 511.00 | $16k |
Impact Partnership Wealth | Sep 2023 | 438.00 | $14k |
Geneos Wealth Management | Sep 2023 | 89.00 | $2.8k |
Northwestern Mutual Wealth Management Company | Jun 2023 | 49.00 | $1.8k |