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 | 108M | $5.4B | 29% | Sep 2024 |
|
| Royal Bank of Canada | 11M | $540M | 5% | Sep 2024 |
|
| Bank of America Corporation | 4.1M | $207M | 605% | Sep 2024 |
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| Stifel Financial | 3.7M | $182M | 4% | Jun 2024 |
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| Jane Street | 2.0M | $104M | 2033% | Sep 2024 |
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| Cornerstone Wealth Advisors | 1.6M | $79M | 71% | Sep 2024 |
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| State Street Corporation | 1.5M | $71M | 0% | Jun 2024 |
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| Jpmorgan Chase & Co | 1.4M | $71M | -5% | Sep 2024 |
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| Pacific Sage Partners | 1.3M | $64M | -1% | Sep 2024 |
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| Madison Asset Management | 1.1M | $55M | 11% | Sep 2024 |
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| Northwest Capital Management | 1.1M | $55M | 87% | Sep 2024 |
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| CWM | 1.1M | $55M | 90% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 1.0M | $51M | 4% | Jun 2024 |
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| Streettalk Advisors | 1.0M | $51M | 2% | Sep 2024 |
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| Intelligence Driven Advisers | 983k | $50M | -1% | Sep 2024 |
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| Crane Advisory | 980k | $49M | 0% | Sep 2024 |
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| Resonant Capital Advisors | 869k | $44M | 13% | Sep 2024 |
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| Envestnet Asset Management | 860k | $44M | -2% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 764k | $39M | 2% | Sep 2024 |
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| Allspring Global Investments Holdings | 722k | $37M | 0% | Sep 2024 |
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| Creative Planning | 704k | $36M | -13% | Sep 2024 |
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| Hanson McClain Advisors | 686k | $35M | -5% | Sep 2024 |
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| Hartland & Co | 684k | $35M | 8% | Sep 2024 |
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| West Coast Financial | 678k | $34M | 13% | Sep 2024 |
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| Foster & Motley | 644k | $33M | 10% | Sep 2024 |
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| BlackRock | 614k | $31M | 100% | Sep 2024 |
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| Morgan Stanley | 597k | $29M | 28% | Jun 2024 |
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| Diversify Wealth Management | 575k | $14M | 2459% | Sep 2024 |
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| FLC Capital Advisors | 570k | $29M | 2% | Sep 2024 |
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| Busey Trust Company | 564k | $28M | -6% | Jun 2024 |
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| BlackRock | 555k | $27M | 75% | Jun 2024 |
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| Beacon Wealthcare | 529k | $27M | 7% | Sep 2024 |
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| Bouchey Financial | 503k | $25M | 27% | Sep 2024 |
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| Taddei, Ludwig & Associates | 494k | $25M | 4% | Sep 2024 |
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| First National Trust Company | 486k | $25M | 9% | Sep 2024 |
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| Galvin, Gaustad & Stein | 475k | $24M | 4% | Sep 2024 |
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| LPL Financial | 421k | $21M | 20% | Sep 2024 |
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| Davenport & Co | 416k | $21M | 5% | Sep 2024 |
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| Stokes Family Office | 399k | $20M | 19% | Sep 2024 |
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| Tradition Wealth Management | 376k | $19M | 3% | Sep 2024 |
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| Your Advocates | 371k | $19M | -1% | Sep 2024 |
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| WT Wealth Management | 369k | $9.2M | 418% | Sep 2024 |
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| May Louie | 366k | $19M | 100% | Sep 2024 |
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| HC Advisors | 358k | $18M | 13% | Sep 2024 |
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| AlphaStar Capital Management | 354k | $18M | 6% | Sep 2024 |
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| Altiora Financial Group | 340k | $17M | -1% | Sep 2024 |
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| Greenline Partners | 329k | $16M | -11% | Jun 2024 |
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| High Probability Advisors | 316k | $16M | 100% | Sep 2024 |
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| Massmutual Trust | 312k | $16M | 126% | Sep 2024 |
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| Empowered Funds | 306k | $16M | 136% | Sep 2024 |
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| Tennessee Valley Asset Management Partners | 306k | $8.2M | 81% | Sep 2024 |
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| Morningstar Investment Services | 280k | $14M | -2% | Sep 2024 |
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| Marshall Financial Group | 279k | $14M | 1% | Sep 2024 |
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| Cetera Investment Advisers | 263k | $13M | 1% | Jun 2024 |
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| One Degree Advisors | 257k | $13M | 108% | Sep 2024 |
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| Advisory Alpha | 245k | $12M | 7% | Sep 2024 |
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| Stratos Wealth Advisors | 240k | $12M | -3% | Sep 2024 |
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| Pure Portfolios Holdings | 240k | $12M | 100% | Sep 2024 |
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| Stableford Capital Ii | 227k | $5.7M | 100% | Sep 2024 |
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| Lake Street Advisors Group | 219k | $11M | 12% | Sep 2024 |
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| Morton Brown Family Wealth | 218k | $11M | 8% | Sep 2024 |
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| Franklin Resources | 218k | $5.4M | 1% | Sep 2024 |
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| Mariner Wealth Advisors | 208k | $11M | 4% | Sep 2024 |
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| Wells Fargo & Company | 205k | $10M | 3% | Sep 2024 |
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| SWS Partners | 198k | $10M | -1% | Sep 2024 |
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| Financial Counselors | 195k | $9.5M | 475% | Jun 2024 |
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| Sentinel Pension Advisors | 192k | $9.7M | 13% | Sep 2024 |
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| Act Two Investors | 176k | $8.9M | 7% | Sep 2024 |
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| Fiduciary Alliance | 173k | $8.7M | 13% | Sep 2024 |
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| McAdam | 170k | $8.6M | -16% | Sep 2024 |
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| Darrow Company | 155k | $7.8M | 5% | Sep 2024 |
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| Burns Wealth Management | 154k | $7.8M | 11% | Sep 2024 |
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| Focus Financial Network | 153k | $7.8M | 10% | Sep 2024 |
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| Summit Financial | 152k | $7.7M | 100% | Sep 2024 |
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| Creative Financial Designs | 152k | $7.7M | 7482% | Sep 2024 |
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| Kingsview Wealth Management | 142k | $7.2M | -19% | Sep 2024 |
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| Putnam Fl Investment Management | 135k | $6.8M | -50% | Sep 2024 |
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| Change Path | 128k | $6.5M | 11% | Sep 2024 |
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| Oakwell Private Wealth Management | 128k | $6.5M | -17% | Sep 2024 |
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| Independent Solutions Wealth Management | 125k | $6.3M | 11% | Sep 2024 |
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| Libra Wealth | 124k | $6.3M | 0% | Sep 2024 |
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| Advocate Group | 114k | $5.8M | 12% | Sep 2024 |
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| Code Waechter | 113k | $5.7M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 111k | $5.6M | 3% | Sep 2024 |
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| Walkner Condon Financial Advisors | 109k | $5.5M | 12% | Sep 2024 |
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| GenWealth Group | 105k | $5.3M | 8% | Sep 2024 |
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| Benjamin Edwards | 104k | $5.3M | 33744% | Sep 2024 |
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| LexAurum Advisors | 101k | $5.1M | 18% | Sep 2024 |
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| Buckingham Asset Management | 99k | $4.8M | -2% | Jun 2024 |
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| Blake Schutter Theil Wealth Advisors | 99k | $5.0M | 100% | Sep 2024 |
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| Raymond James & Associates | 98k | $5.0M | 57% | Sep 2024 |
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| Advisor Group Holdings | 97k | $4.9M | 43% | Sep 2024 |
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| Heritage Wealth Management | 97k | $4.9M | 0% | Sep 2024 |
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| Myecfo | 93k | $4.7M | 2% | Sep 2024 |
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| Benjamin F. Edwards & Company | 93k | $4.5M | 9% | Jun 2024 |
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| Colony | 92k | $4.6M | 100% | Sep 2024 |
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| Mml Investors Services | 90k | $4.6M | 16% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 90k | $4.5M | -2% | Sep 2024 |
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| Jones Financial Companies, L.L | 89k | $4.5M | 51% | Sep 2024 |
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| Columbus Macro | 89k | $3.2M | 66% | Sep 2024 |
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| Modus Advisors | 85k | $4.3M | 3% | Sep 2024 |
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| W.H. Cornerstone Investments | 83k | $4.2M | 11% | Sep 2024 |
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| Hilltop Partners | 83k | $4.2M | 5% | Sep 2024 |
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| Harvest Portfolios Group | 81k | $4.1M | 106% | Sep 2024 |
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| ValMark Advisers | 76k | $3.8M | 0% | Sep 2024 |
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| Kestra Advisory Services | 74k | $3.7M | 2% | Sep 2024 |
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| Commonwealth Equity Services | 72k | $3.7M | 7% | Sep 2024 |
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| Kuntz Lesher Capital | 70k | $3.5M | -2% | Sep 2024 |
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| Mendota Financial Group | 69k | $3.5M | 10% | Sep 2024 |
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| Foundations Investment Advisors | 65k | $3.3M | 84% | Sep 2024 |
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| Passive Capital Management | 65k | $3.3M | -19% | Sep 2024 |
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| Spire Wealth Management | 63k | $3.2M | -1% | Sep 2024 |
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| Sym Financial Corporation | 57k | $2.8M | 1% | Jun 2024 |
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| PrairieView Partners | 57k | $2.9M | -7% | Sep 2024 |
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| PAX Financial Group | 57k | $2.8M | -16% | Jun 2024 |
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| HighTower Advisors | 56k | $2.7M | -14% | Jun 2024 |
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| TAP Consulting | 55k | $2.8M | 6% | Sep 2024 |
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| Flow Traders US | 55k | $2.8M | -6% | Sep 2024 |
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| Goldman Sachs Group | 54k | $2.6M | -98% | Jun 2024 |
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| We Are One Seven | 53k | $2.7M | 719% | Sep 2024 |
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| Upper Left Wealth Management | 52k | $2.6M | -24% | Sep 2024 |
|
| Jacobson & Schmitt Advisors | 52k | $2.6M | 100% | Sep 2024 |
|
| Vise Technologies | 52k | $2.5M | 23% | Jun 2024 |
|
| Hendershot Investments | 52k | $2.6M | 3% | Sep 2024 |
|
| Csenge Advisory Group | 51k | $1.3M | 117% | Sep 2024 |
|
| Kelly Financial Services | 51k | $2.6M | 100% | Sep 2024 |
|
| Brian McDonald | 50k | $2.5M | 14% | Sep 2024 |
|
| WealthCare Investment Partners | 50k | $2.5M | -24% | Sep 2024 |
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| Salem Investment Counselors | 49k | $2.5M | 4% | Sep 2024 |
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| Prevail Innovative Wealth Advisors | 49k | $2.4M | 100% | Jun 2024 |
|
| Meridian Management | 49k | $2.5M | -8% | Sep 2024 |
|
| Kathleen S. Wright Associates | 48k | $2.4M | 25% | Sep 2024 |
|
| Ausdal Financial Partners | 48k | $2.4M | 7% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 48k | $2.4M | 8% | Sep 2024 |
|
| Financial Consulate | 47k | $2.4M | 0% | Sep 2024 |
|
| Meritage Portfolio Management | 45k | $2.3M | -9% | Sep 2024 |
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| Financial & Tax Architects | 45k | $2.3M | 0% | Sep 2024 |
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| Inspire Advisors | 45k | $2.3M | 23% | Sep 2024 |
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| Addison Advisors | 44k | $2.2M | -1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 43k | $2.2M | -9% | Sep 2024 |
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| Alternative Investment Advisors | 42k | $2.1M | 772% | Sep 2024 |
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| Savvy Advisors | 42k | $2.1M | 387% | Sep 2024 |
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| Barden Capital Management | 42k | $2.1M | 11% | Sep 2024 |
|
| Financial Engines Advisors L.L.C | 41k | $1.7M | -37% | Sep 2024 |
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| McCarthy Grittinger Financial Group | 40k | $2.0M | 0% | Sep 2024 |
|
| William Blair $ Company | 39k | $2.0M | 16% | Sep 2024 |
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| Cobblestone Capital Advisors | 36k | $1.8M | 26% | Sep 2024 |
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| Stratos Wealth Partners | 36k | $1.8M | 15% | Sep 2024 |
|
| National Bank Of Canada /fi/ | 34k | $868k | 14% | Sep 2024 |
|
| SeaCrest Wealth Management | 33k | $1.6M | -6% | Sep 2024 |
|
| Merit Financial Group | 31k | $1.6M | -26% | Sep 2024 |
|
| Td Private Client Wealth | 19k | $934k | -66% | Sep 2024 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Mar 2024 | 128k | $6.3M |
| Cambridge Associates | Jun 2024 | 37k | $1.8M |