Who owns Schwab Strategic Tr intrm trm?
- Ticker: SCHR
- CUSIP Number: 808524854
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr intrm trm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr intrm trm stock
Who bought or sold Schwab Strategic Tr intrm trm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 228M | $5.7B | 3% | Sep 2025 |
|
| Royal Bank of Canada | 20M | $491M | -12% | Sep 2025 |
|
| Ameriprise Financial | 14M | $344M | 12% | Sep 2025 |
|
| Stifel Financial | 8.6M | $217M | 8% | Sep 2025 |
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| Jpmorgan Chase & Co | 4.9M | $123M | 4% | Sep 2025 |
|
| Cornerstone Wealth Advisors | 3.7M | $92M | 5% | Sep 2025 |
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| Envestnet Asset Management | 3.6M | $91M | 45% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 3.5M | $87M | 6% | Sep 2025 |
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| Pacific Sage Partners | 2.9M | $74M | 11% | Sep 2025 |
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| State Street Corporation | 2.9M | $73M | 0% | Sep 2025 |
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| HPM Partners | 2.9M | $73M | 75% | Sep 2025 |
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| Exchange Traded Concepts | 2.7M | $69M | 58% | Sep 2025 |
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| Resonant Capital Advisors | 2.6M | $67M | 13% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.3M | $58M | 2% | Sep 2025 |
|
| Streettalk Advisors | 2.1M | $52M | 4% | Sep 2025 |
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| Intelligence Driven Advisers | 1.9M | $48M | 7% | Sep 2025 |
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| Crane Advisory | 1.8M | $45M | 3% | Sep 2025 |
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| Hartland & Co | 1.7M | $43M | 8% | Sep 2025 |
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| LPL Financial | 1.6M | $39M | 54% | Sep 2025 |
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| Advisory Alpha | 1.5M | $38M | 8% | Sep 2025 |
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| FLC Capital Advisors | 1.5M | $37M | 4% | Sep 2025 |
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| Bouchey Financial | 1.3M | $32M | 5% | Sep 2025 |
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| Beacon Wealthcare | 1.3M | $32M | 8% | Sep 2025 |
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| Morgan Stanley | 1.3M | $32M | 100% | Jun 2025 |
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| Baird Financial | 1.3M | $32M | 12% | Sep 2025 |
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| High Probability Advisors | 1.2M | $30M | 4% | Sep 2025 |
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| Foster & Motley | 1.2M | $30M | -1% | Sep 2025 |
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| Davenport & Co | 1.2M | $29M | 15% | Sep 2025 |
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| First National Trust Company | 1.1M | $29M | 4% | Sep 2025 |
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| Madison Asset Management | 1.1M | $29M | -6% | Sep 2025 |
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| Taddei, Ludwig & Associates | 1.1M | $29M | 7% | Sep 2025 |
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| Creative Planning | 1.1M | $28M | 6% | Sep 2025 |
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| Stokes Family Office | 1.1M | $28M | -2% | Sep 2025 |
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| Galvin, Gaustad & Stein | 1.1M | $27M | 2% | Sep 2025 |
|
| Hanson McClain Advisors | 979k | $25M | -3% | Sep 2025 |
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| Wells Fargo & Company | 971k | $24M | 11% | Sep 2025 |
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| Tradition Wealth Management | 904k | $23M | 5% | Sep 2025 |
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| Midwest Trust | 894k | $23M | 1% | Sep 2025 |
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| HC Advisors | 831k | $21M | 2% | Sep 2025 |
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| Your Advocates | 817k | $21M | 3% | Sep 2025 |
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| Cetera Investment Advisers | 803k | $20M | 25% | Sep 2025 |
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| Diversify Wealth Management | 741k | $19M | 6% | Sep 2025 |
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| Massmutual Trust | 718k | $18M | 2% | Sep 2025 |
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| BlackRock | 667k | $17M | -23% | Sep 2025 |
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| Pure Portfolios Holdings | 664k | $17M | 5% | Sep 2025 |
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| Altiora Financial Group | 635k | $16M | 0% | Sep 2025 |
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| Empowered Funds | 627k | $16M | -45% | Sep 2025 |
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| Jones Financial Companies, L.L | 625k | $16M | 26% | Sep 2025 |
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| SWS Partners | 625k | $16M | 9% | Sep 2025 |
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| Summit Financial | 606k | $15M | -1% | Sep 2025 |
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| Marshall Financial Group | 598k | $15M | 3% | Sep 2025 |
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| Morton Brown Family Wealth | 584k | $15M | 6% | Sep 2025 |
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| Archer Investment Management | 583k | $15M | -16% | Sep 2025 |
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| Burns Wealth Management | 560k | $14M | 12% | Sep 2025 |
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| Vident Advisory | 539k | $14M | 4% | Sep 2025 |
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| Kathmere Capital Management | 525k | $13M | -2% | Sep 2025 |
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| Toroso Investments | 498k | $13M | 100% | Sep 2025 |
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| Keyvantage Wealth | 472k | $12M | 5% | Sep 2025 |
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| Franklin Resources | 470k | $12M | 7% | Sep 2025 |
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| Sentinel Pension Advisors | 469k | $12M | 4% | Sep 2025 |
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| Holcombe Financial | 464k | $12M | 3% | Sep 2025 |
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| Walkner Condon Financial Advisors | 428k | $11M | 1% | Sep 2025 |
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| Fiduciary Alliance | 427k | $11M | 5% | Sep 2025 |
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| Tradewinds Capital Management | 425k | $11M | 16033% | Sep 2025 |
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| Private Advisor | 414k | $10M | 57% | Sep 2025 |
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| Mml Investors Services | 411k | $10M | 244% | Sep 2025 |
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| McAdam | 409k | $10M | 10% | Sep 2025 |
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| David J.Sculati | 407k | $10M | 12% | Sep 2025 |
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| Attessa Capital | 398k | $10M | 6% | Sep 2025 |
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| RWM Asset Management | 393k | $9.9M | 7% | Sep 2025 |
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| Oakwell Private Wealth Management | 376k | $9.4M | 8% | Sep 2025 |
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| Raymond James Financial | 370k | $9.3M | 8% | Sep 2025 |
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| Act Two Investors | 369k | $9.3M | -1% | Sep 2025 |
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| Bank Of Montreal | 364k | $9.1M | 100% | Jun 2025 |
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| Commonwealth Equity Services | 360k | $9.0M | 82% | Sep 2025 |
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| Walker Financial Services | 354k | $8.9M | 100% | Sep 2025 |
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| Darrow Company | 352k | $8.9M | 3% | Sep 2025 |
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| My Personal CFO | 347k | $8.7M | 100% | Sep 2025 |
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| Foundation Wealth Management | 347k | $8.7M | 32% | Sep 2025 |
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| Clarity Wealth Development | 347k | $8.8M | 4% | Sep 2025 |
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| Advocate Group | 336k | $8.5M | 28% | Sep 2025 |
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| Centric Wealth Management | 333k | $8.4M | 2% | Sep 2025 |
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| ValMark Advisers | 332k | $8.3M | -2% | Sep 2025 |
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| Tennessee Valley Asset Management Partners | 331k | $8.3M | 17% | Sep 2025 |
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| One Degree Advisors | 324k | $8.1M | -45% | Sep 2025 |
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| Stratos Wealth Advisors | 305k | $7.7M | -11% | Sep 2025 |
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| Blake Schutter Theil Wealth Advisors | 301k | $7.6M | 9% | Sep 2025 |
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| UBS Group | 296k | $7.4M | 10% | Sep 2025 |
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| Benjamin Edwards | 285k | $7.1M | 9% | Sep 2025 |
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| Advisor Group Holdings | 276k | $6.9M | 39% | Sep 2025 |
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| Change Path | 276k | $6.9M | 7% | Sep 2025 |
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| Kelly Financial Services | 270k | $6.8M | 22% | Sep 2025 |
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| Quest Partners | 258k | $6.5M | 10% | Sep 2025 |
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| Harvest Portfolios Group | 255k | $6.4M | -1% | Sep 2025 |
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| CWM | 253k | $6.4M | -27% | Sep 2025 |
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| Mariner Wealth Advisors | 246k | $6.2M | 4% | Sep 2025 |
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| Colony | 243k | $6.1M | 20% | Sep 2025 |
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| Cambridge Investment Research Advisors | 238k | $6.0M | 2% | Sep 2025 |
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| Stableford Capital Ii | 224k | $5.6M | 0% | Sep 2025 |
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| Independent Solutions Wealth Management | 221k | $5.6M | -1% | Sep 2025 |
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| Inspire Advisors | 214k | $5.4M | 15% | Sep 2025 |
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| BLVD Private Wealth | 213k | $5.3M | 13% | Sep 2025 |
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| Christensen, King & Associates Investment Services | 212k | $5.3M | 0% | Sep 2025 |
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| WT Wealth Management | 211k | $5.3M | -19% | Sep 2025 |
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| W.H. Cornerstone Investments | 211k | $5.3M | 4% | Sep 2025 |
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| Code Waechter | 207k | $5.2M | -3% | Sep 2025 |
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| Myecfo | 203k | $5.1M | 5% | Sep 2025 |
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| Libra Wealth | 202k | $5.1M | 0% | Sep 2025 |
|
| Heritage Wealth Management | 200k | $5.0M | -3% | Sep 2025 |
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| Kestra Advisory Services | 198k | $5.0M | 7% | Sep 2025 |
|
| Maridea Wealth Management | 193k | $4.9M | 100% | Sep 2025 |
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| Foundations Investment Advisors | 192k | $4.8M | 10% | Sep 2025 |
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| North Forty Two & Co. | 180k | $4.5M | -4% | Sep 2025 |
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| Modus Advisors | 177k | $4.5M | 3% | Sep 2025 |
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| Hilltop Partners | 176k | $4.4M | 0% | Sep 2025 |
|
| HighTower Advisors | 167k | $4.2M | 13% | Sep 2025 |
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| Cloud Capital Management | 166k | $4.2M | -7% | Sep 2025 |
|
| L.K. Benson & Company, P.C. | 158k | $4.0M | 27% | Sep 2025 |
|
| Flow Traders US | 157k | $3.9M | 100% | Sep 2025 |
|
| Renaissance Technologies | 154k | $3.9M | 320% | Sep 2025 |
|
| Sym Financial Corporation | 153k | $3.8M | -7% | Sep 2025 |
|
| Upper Left Wealth Management | 152k | $3.8M | 3% | Sep 2025 |
|
| Diversify Advisory Services | 146k | $3.7M | 100% | Sep 2025 |
|
| Assetmark | 145k | $3.6M | -91% | Sep 2025 |
|
| Cobblestone Capital Advisors | 145k | $3.6M | 1% | Sep 2025 |
|
| SCS Capital Management | 136k | $3.4M | -2% | Sep 2025 |
|
| Ausdal Financial Partners | 134k | $3.4M | 12% | Sep 2025 |
|
| Savvy Advisors | 134k | $3.4M | 104% | Sep 2025 |
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| Columbus Macro | 133k | $3.3M | -21% | Sep 2025 |
|
| Krasney Financial | 133k | $3.3M | 36% | Sep 2025 |
|
| Addison Advisors | 132k | $3.3M | 1% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 129k | $3.3M | 2% | Sep 2025 |
|
| Greenline Partners | 124k | $3.1M | -19% | Sep 2025 |
|
| Financial & Tax Architects | 122k | $3.1M | 9% | Sep 2025 |
|
| Fermata Advisors | 119k | $3.0M | 52% | Sep 2025 |
|
| Hendershot Investments | 117k | $2.9M | 4% | Sep 2025 |
|
| Dynamic Advisors Solutions | 115k | $2.9M | -34% | Sep 2025 |
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| Csenge Advisory Group | 114k | $2.9M | 28% | Sep 2025 |
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| Meritage Portfolio Management | 114k | $2.9M | 12% | Sep 2025 |
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| Stratos Wealth Partners | 114k | $2.9M | 1% | Sep 2025 |
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| Atomi Financial Group | 111k | $2.8M | 14% | Sep 2025 |
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| Kathleen S. Wright Associates | 111k | $2.8M | 11% | Sep 2025 |
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| William Blair $ Company | 111k | $2.8M | 19% | Sep 2025 |
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| Salem Investment Counselors | 110k | $2.8M | 0% | Sep 2025 |
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| Citadel Advisors | 110k | $2.8M | 25% | Sep 2025 |
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| Vise Technologies | 109k | $2.7M | -4% | Sep 2025 |
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| Creative Financial Designs | 108k | $2.7M | 17% | Sep 2025 |
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| Brian McDonald | 108k | $2.7M | -19% | Sep 2025 |
|
| Pflug Koory | 107k | $2.7M | 3% | Sep 2025 |
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| Empirical Asset Management | 104k | $2.6M | 100% | Sep 2025 |
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| Spire Wealth Management | 104k | $2.6M | -2% | Sep 2025 |
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| CacheTech | 103k | $2.6M | -14% | Sep 2025 |
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| Adams Wealth Management | 103k | $2.6M | -14% | Sep 2025 |
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| PrairieView Partners | 102k | $2.6M | -3% | Jun 2025 |
|
| Passive Capital Management | 92k | $2.3M | -29% | Sep 2025 |
|
| Northwest Capital Management | 58k | $1.5M | -63% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| West Coast Financial | Mar 2025 | 1.5M | $37M |
| AlphaStar Capital Management | Jun 2025 | 856k | $21M |