Who owns Schwab Strategic Tr intrm trm?
- Ticker: SCHR
- CUSIP Number: 808524854
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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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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 Advisory | 80M | $4.0B | 3% | Dec 2023 |
|
Royal Bank of Canada | 10M | $513M | 0% | Dec 2023 |
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Stifel Financial | 2.9M | $146M | 0% | Dec 2023 |
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Goldman Sachs Group | 2.6M | $128M | 9% | Dec 2023 |
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Jpmorgan Chase & Co | 1.8M | $91M | -68% | Dec 2023 |
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Creative Planning | 1.6M | $79M | -1% | Dec 2023 |
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Crane Advisory | 1.5M | $73M | 223% | Mar 2024 |
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Pacific Sage Partners | 1.2M | $61M | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 1.0M | $49M | 4% | Mar 2024 |
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Hilton Capital Management | 969k | $48M | 1% | Dec 2023 |
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Cornerstone Wealth Advisors | 885k | $43M | 6% | Mar 2024 |
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Allspring Global Investments Holdings | 722k | $35M | 0% | Mar 2024 |
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Northwest Capital Management | 710k | $35M | -8% | Mar 2024 |
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Moisand Fitzgerald Tamayo | 697k | $34M | 9% | Mar 2024 |
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CWM | 694k | $34M | -9% | Mar 2024 |
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Resonant Capital Advisors | 624k | $31M | 9% | Dec 2023 |
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Busey Trust Company | 602k | $30M | -7% | Mar 2024 |
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Hanson McClain Advisors | 600k | $29M | -2% | Mar 2024 |
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Advisor Group Holdings | 567k | $28M | 117% | Dec 2023 |
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Madison Asset Management | 531k | $26M | 3% | Dec 2023 |
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Bank of America Corporation | 516k | $26M | -45% | Dec 2023 |
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Foster & Motley | 508k | $25M | 7% | Mar 2024 |
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Hartland & Co | 508k | $25M | 120% | Dec 2023 |
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West Coast Financial | 506k | $25M | 34% | Mar 2024 |
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FLC Capital Advisors | 495k | $25M | 32% | Dec 2023 |
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Streettalk Advisors | 493k | $25M | 7% | Dec 2023 |
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Your Advocates | 489k | $24M | 164% | Dec 2023 |
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Taddei, Ludwig & Associates | 467k | $23M | 5% | Mar 2024 |
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Galvin, Gaustad & Stein | 459k | $23M | 6% | Mar 2024 |
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First National Trust Company | 444k | $22M | 17% | Mar 2024 |
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Bouchey Financial | 436k | $21M | 14% | Mar 2024 |
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Beacon Wealthcare | 430k | $21M | 14% | Mar 2024 |
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Greenline Partners | 402k | $20M | -6% | Dec 2023 |
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Financial Counselors | 373k | $19M | -13% | Dec 2023 |
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HC Advisors | 307k | $15M | 22% | Dec 2023 |
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Charles Schwab Investment Management | 304k | $15M | -2% | Dec 2023 |
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AlphaStar Capital Management | 301k | $15M | -2% | Dec 2023 |
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Tradition Wealth Management | 299k | $15M | 54% | Dec 2023 |
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Intelligence Driven Advisers | 286k | $14M | -4% | Dec 2023 |
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Wells Fargo & Company | 268k | $13M | 141% | Dec 2023 |
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Marshall Financial Group | 265k | $13M | 16% | Mar 2024 |
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Sequoia Financial Advisors | 258k | $13M | -5% | Dec 2023 |
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Davenport & Co | 255k | $13M | 4% | Dec 2023 |
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Tradewinds Capital Management | 241k | $12M | 30183% | Mar 2024 |
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Orion Portfolio Solutions | 235k | $12M | -10% | Dec 2023 |
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Stokes Family Office | 231k | $12M | 3% | Dec 2023 |
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Franklin Resources | 218k | $11M | -16% | Dec 2023 |
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Altiora Financial Group | 214k | $11M | 164% | Mar 2024 |
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GenTrust | 206k | $10M | -1% | Mar 2024 |
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Morton Brown Family Wealth | 188k | $9.2M | 2% | Mar 2024 |
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McAdam | 188k | $9.2M | 11% | Mar 2024 |
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Kingsview Wealth Management | 180k | $9.0M | -12% | Dec 2023 |
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Mariner Wealth Advisors | 169k | $8.4M | 40% | Dec 2023 |
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Bank Of Montreal | 154k | $7.7M | -8% | Dec 2023 |
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Vident Advisory | 141k | $7.0M | -10% | Dec 2023 |
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Oakwell Private Wealth Management | 140k | $6.9M | 15% | Mar 2024 |
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Kestra Advisory Services | 134k | $6.6M | -52% | Dec 2023 |
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Focus Financial Network | 133k | $6.4M | 100% | Mar 2024 |
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One Degree Advisors | 132k | $6.5M | 100% | Dec 2023 |
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Envestnet Portfolio Solutions | 128k | $6.4M | 100% | Dec 2023 |
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Libra Wealth | 126k | $6.3M | 9% | Dec 2023 |
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Change Path | 125k | $6.2M | -3% | Dec 2023 |
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Janney Montgomery Scott | 124k | $6.1M | 6% | Dec 2023 |
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LexAurum Advisors | 121k | $6.0M | 4% | Dec 2023 |
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Fiduciary Alliance | 119k | $5.8M | 38% | Mar 2024 |
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Advisory Alpha | 112k | $5.6M | -3% | Dec 2023 |
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Branch Banking & Trust Company | 106k | $5.3M | 0% | Dec 2023 |
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Benjamin F. Edwards & Company | 104k | $5.2M | 137% | Dec 2023 |
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Advocate Group | 100k | $4.9M | 35% | Mar 2024 |
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Buckingham Asset Management | 99k | $4.9M | 27% | Dec 2023 |
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Private Advisor | 98k | $4.9M | 22% | Dec 2023 |
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Myecfo | 95k | $4.7M | 3% | Mar 2024 |
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Focus Financial Network | 92k | $4.6M | 100% | Dec 2023 |
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Darrow Company | 88k | $4.4M | 100% | Dec 2023 |
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Walkner Condon Financial Advisors | 86k | $4.2M | 18% | Mar 2024 |
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GenWealth Group | 85k | $4.2M | 16% | Mar 2024 |
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Heritage Wealth Management | 82k | $4.1M | 100% | Dec 2023 |
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Benjamin Edwards | 81k | $4.0M | -2% | Dec 2023 |
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UBS Group | 80k | $4.0M | -35% | Dec 2023 |
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ValMark Advisers | 78k | $3.9M | 22% | Dec 2023 |
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PAX Financial Group | 77k | $3.8M | -14% | Dec 2023 |
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Hilltop Partners | 73k | $3.6M | 8% | Dec 2023 |
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Modus Advisors | 73k | $3.6M | 100% | Dec 2023 |
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Merit Financial Group | 73k | $3.6M | 100% | Dec 2023 |
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Kuntz Lesher Capital | 71k | $3.5M | -10% | Dec 2023 |
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Stratos Wealth Advisors | 70k | $3.4M | 30% | Mar 2024 |
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Upper Left Wealth Management | 70k | $3.4M | -22% | Mar 2024 |
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Spire Wealth Management | 68k | $3.3M | 1% | Mar 2024 |
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Meridian Management | 67k | $3.3M | -44% | Dec 2023 |
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WealthCare Investment Partners | 67k | $3.3M | 9% | Mar 2024 |
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Commonwealth Equity Services | 67k | $3.3M | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 66k | $3.2M | 21% | Mar 2024 |
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HighTower Advisors | 63k | $3.1M | -52% | Dec 2023 |
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Raymond James & Associates | 58k | $2.9M | -9% | Mar 2024 |
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Kaizen Financial Strategies | 58k | $2.9M | -1% | Dec 2023 |
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PrairieView Partners | 58k | $2.9M | 153% | Dec 2023 |
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Mendota Financial Group | 56k | $2.7M | 124% | Mar 2024 |
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AE Wealth Management | 55k | $2.7M | 100% | Dec 2023 |
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Columbus Macro | 53k | $2.6M | 2% | Mar 2024 |
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Meritage Portfolio Management | 53k | $2.6M | 30% | Dec 2023 |
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Sym Financial Corporation | 49k | $2.4M | 55% | Dec 2023 |
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Diligent Investors | 49k | $2.4M | -20% | Dec 2023 |
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Hendershot Investments | 48k | $2.4M | -41% | Mar 2024 |
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Brookstone Capital Management | 48k | $2.3M | -11% | Mar 2024 |
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Warren Averett Asset Management | 47k | $2.3M | 95% | Dec 2023 |
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Financial Consulate | 46k | $2.3M | -2% | Mar 2024 |
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Salem Investment Counselors | 46k | $2.3M | -1% | Mar 2024 |
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Manhattan West Asset Management | 45k | $2.2M | 7% | Dec 2023 |
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Vise Technologies | 45k | $2.2M | -7% | Dec 2023 |
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Hrt Financial | 44k | $2.2M | 894% | Dec 2023 |
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Sentinel Pension Advisors | 44k | $2.2M | 4% | Dec 2023 |
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SeaCrest Wealth Management | 41k | $2.0M | -10% | Mar 2024 |
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Ausdal Financial Partners | 41k | $2.0M | 5% | Mar 2024 |
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Axxcess Wealth Management | 40k | $2.0M | 21% | Dec 2023 |
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McCarthy Grittinger Financial Group | 40k | $2.0M | 0% | Mar 2024 |
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Kathleen S. Wright Associates | 38k | $1.9M | -1% | Mar 2024 |
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Commerce Bank N A | 32k | $1.6M | -2% | Dec 2023 |
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Proequities | 31k | $1.6B | 167% | Dec 2023 |
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William Blair $ Company | 31k | $1.5M | 21% | Dec 2023 |
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Massmutual Trust | 30k | $1.5M | -91% | Mar 2024 |
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National Bank Of Canada /fi/ | 30k | $1.5M | -22% | Dec 2023 |
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North Ridge Wealth Advisors | 29k | $1.4M | 1% | Mar 2024 |
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Inspire Advisors | 29k | $1.5M | -58% | Dec 2023 |
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Stratos Wealth Partners | 29k | $1.4M | -2% | Mar 2024 |
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W.H. Cornerstone Investments | 29k | $1.4M | 100% | Dec 2023 |
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Baird Financial | 28k | $1.4M | -63% | Dec 2023 |
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Mendel Capital Management | 28k | $1.4M | -1% | Dec 2023 |
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Cobblestone Capital Advisors | 28k | $1.4M | 85% | Dec 2023 |
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Equita Financial Network | 27k | $1.3M | 51% | Dec 2023 |
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Successful Portfolios | 26k | $1.3M | 8% | Mar 2024 |
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Hutchinson Capital Management | 26k | $1.3M | 8% | Dec 2023 |
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Trust Point | 26k | $1.2M | -27% | Mar 2024 |
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Apollon Wealth Management | 24k | $1.2M | -12% | Dec 2023 |
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Atria Wealth Solutions | 24k | $1.2M | 43% | Dec 2023 |
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Addison Advisors | 23k | $1.2M | 138% | Dec 2023 |
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Bangor Savings Bank | 23k | $1.1M | -1% | Mar 2024 |
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Lido Advisors | 22k | $1.1M | -32% | Dec 2023 |
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Raymond James Financial Services Advisors | 22k | $1.1M | -11% | Mar 2024 |
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Venture Visionary Partners | 22k | $1.1M | 5% | Dec 2023 |
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Lincoln National | 21k | $0 | 7% | Dec 2023 |
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Tennessee Valley Asset Management Partners | 20k | $1000k | 5% | Mar 2024 |
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ETF Store | 19k | $930k | 111% | Dec 2023 |
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Principal Securities | 19k | $920k | 100% | Dec 2023 |
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SignalPoint Asset Management | 18k | $884k | -4% | Mar 2024 |
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Charles Schwab Trust | 17k | $848k | 13% | Mar 2024 |
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Horizon Financial Services | 17k | $840k | -25% | Mar 2024 |
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WNY Asset Management | 17k | $834k | -5% | Dec 2023 |
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Foster Group | 17k | $820k | -19% | Mar 2024 |
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Lateef Investment Management | 10k | $497k | -59% | Mar 2024 |
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D.B. Root & Company | 4.8k | $234k | -81% | Mar 2024 |
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Who sold out of Schwab Strategic Tr intrm trm?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Assetmark | Sep 2023 | 640k | $31M |
True North Advisors | Dec 2023 | 539k | $27M |
Toroso Investments | Sep 2023 | 216k | $10M |
Jane Street | Sep 2023 | 199k | $9.5M |
Gts Securities | Sep 2023 | 160k | $7.7M |
W. E. Donoghue & Co | Sep 2023 | 99k | $4.8M |
Coldstream Capital Management | Sep 2023 | 89k | $4.3M |
Asio Capital | Dec 2023 | 79k | $3.9M |
Flow Traders US | Sep 2023 | 65k | $3.1M |
Capital Asset Advisory Services | Dec 2023 | 35k | $1.8M |
Koshinski Asset Management | Sep 2023 | 29k | $1.4M |
Main Street Financial Solutions | Dec 2023 | 28k | $1.4M |
Opus Capital Group | Dec 2023 | 27k | $1.3M |
Bank of New York Mellon | Dec 2023 | 25k | $1.3M |