Who owns Schwab Strategic Tr long term us?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

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