Who owns Schwab Strategic Tr intrm trm?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Charles Schwab Investment Advisory 77M $3.8B -3% Dec 2022
Jpmorgan Chase & Co 10M $502M -3% Dec 2022
LPL Financial 9.9M $490M 0% Dec 2022
Royal Bank of Canada 4.4M $217M 6% Dec 2022
Stifel Financial 2.5M $125M -2% Dec 2022
Ameriprise Financial 2.3M $115M 22% Dec 2022
Goldman Sachs Group 2.1M $105M 375% Dec 2022
BerganKDV Wealth Management 1.7M $81M -2% Dec 2022
State Street Corporation 1.5M $72M 0% Dec 2022
Madison Asset Management 821k $40M -46% Dec 2022
Hilton Capital Management 809k $40M 0% Dec 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr intrm trm?

Morgan Stanley 726k $36M 95% Dec 2022
Your Advocates 725k $36M -11% Dec 2022
Allspring Global Investments Holdings 722k $36M 0% Dec 2022
Jane Street 716k $35M 4% Dec 2022
Envestnet Asset Management 631k $31M -30% Dec 2022
Cornerstone Wealth Advisors 584k $29M -3% Dec 2022
Charles Schwab Investment Management 581k $29M -48% Dec 2022
Bank of America Corporation 502k $25M 82% Dec 2022
Moisand Fitzgerald Tamayo 461k $23M 12% Dec 2022
Streettalk Advisors 451k $22M -6% Dec 2022
Foster & Motley 423k $21M -2% Dec 2022
Taddei, Ludwig & Associates 418k $21M -2% Dec 2022
Wealth Enhancement Advisory Services 413k $21M -20% Dec 2022
Lake Street Advisors Group 380k $19M -9% Dec 2022
FLC Capital Advisors 380k $19M 42% Dec 2022
Greenline Partners 370k $18M 16736% Dec 2022
New York Life Investment Management 333k $16M -19% Dec 2022
West Coast Financial 324k $16M -4% Dec 2022
Sequoia Financial Advisors 323k $16M -7% Dec 2022
Morningstar Investment Services 323k $16M -2% Dec 2022
Resonant Capital Advisors 323k $16M 9% Dec 2022
Toroso Investments 299k $15M -38% Dec 2022
Libra Wealth 270k $13M 1% Dec 2022
Galvin, Gaustad & Stein 270k $13M 9% Dec 2022
Thrivent Financial for Lutherans 268k $13M -11% Dec 2022
Beacon Wealthcare 245k $12M -8% Dec 2022
Wells Fargo & Company 245k $12M -23% Dec 2022
Advisor Group Holdings 242k $12M -19% Dec 2022
CLS Investments 236k $12M -1% Dec 2022
Franklin Resources 236k $12M 12% Dec 2022
HC Advisors 227k $11M -6% Dec 2022
Kingsview Wealth Management 225k $11M -3% Dec 2022
Bouchey Financial 203k $10M 100% Dec 2022
AlphaStar Capital Management 185k $9.1M 100% Dec 2022
McAdam 185k $10M 38% Dec 2022
First National Trust Company 184k $9.1M 58% Dec 2022
Change Path 181k $9.3M 3% Dec 2022
Creative Planning 177k $8.7M -4% Dec 2022
Spectrum Asset Management 175k $8.6M 2068% Dec 2022
SWS Partners 160k $7.9M -4% Dec 2022
Multi-Financial Securities 148k $7.3M 34% Dec 2022
Bank Of Montreal 148k $7.3M 0% Dec 2022
Financial Consulate 143k $7.1M -11% Dec 2022
Morton Brown Family Wealth 137k $6.8M -3% Dec 2022
Harvest Group Wealth Management 137k $6.7M -1% Dec 2022
Davenport & Co 135k $6.6M -2% Dec 2022
Marshall Financial Group 128k $6.3M 100% Dec 2022
Wagner Bowman Management 117k $5.7M -29% Sep 2022
Integrated Wealth Concepts 116k $5.7M 1% Dec 2022
Oakwell Private Wealth Management 110k $5.4M 1% Dec 2022
W. E. Donoghue & Co 109k $5.3M -10% Dec 2022
Meridian Management 107k $5.2M 100% Dec 2022
Cambridge Investment Research Advisors 105k $5.2M -5% Dec 2022
Advisory Alpha 94k $4.6M -19% Dec 2022
Janney Montgomery Scott 87k $4.3M 5% Dec 2022
SeaCrest Wealth Management 84k $4.1M -4% Dec 2022
Hanson McClain Advisors 84k $4.1M 87% Dec 2022
Hendershot Investments 81k $4.0M -2% Dec 2022
Diligent Investors 80k $3.9M -2% Dec 2022
Kuntz Lesher Capital 80k $3.9M -3% Dec 2022
Inspire Advisors 79k $3.9M -5% Dec 2022
Bank of New York Mellon 73k $2.5M 52% Dec 2022
Northwest Capital Management 73k $3.6M -11% Dec 2022
Garrett Investment Advisors 69k $3.4M 100% Dec 2022
UBS Group 67k $3.3M 20% Dec 2022
Branch Banking & Trust Company 66k $3.3M 16% Dec 2022
Coldstream Capital Management 66k $3.3M 147% Dec 2022
Kaizen Financial Strategies 64k $3.2M 60% Dec 2022
Buckingham Asset Management 63k $3.1M -34% Dec 2022
Mariner Wealth Advisors 63k $3.1M 86% Dec 2022
Stratos Wealth Advisors 62k $3.1M -64% Dec 2022
Baird Financial 60k $2.9M 1274% Dec 2022
HighTower Advisors 59k $2.9M 279% Dec 2022
Eqis Capital Management 58k $2.9M -4% Dec 2022
Barden Capital Management 57k $2.8M 4% Dec 2022
BSW Wealth Partners 57k $2.8M 100% Dec 2022
CWM Advisors 56k $2.8M 10% Dec 2022
PAX Financial Group 56k $2.8M 10% Dec 2022
ValMark Advisers 56k $2.7M 32% Dec 2022
Benjamin Edwards 54k $2.7M 19% Dec 2022
Mml Investors Services 52k $2.6M -19% Dec 2022
Financial Advocates Investment Management 50k $2.4M 4% Dec 2022
Ausdal Financial Partners 49k $2.4M -5% Dec 2022
American Portfolios Advisors 47k $2.3M 45% Sep 2022
Salem Investment Counselors 46k $2.3M 10% Dec 2022
WNY Asset Management 46k $2.2M -21% Dec 2022
GenWealth Group 45k $2.2M 290% Dec 2022
Bangor Savings Bank 45k $1.7M -7% Dec 2022
National Bank Of Canada /fi/ 42k $2.1M -14% Dec 2022
Global Retirement Partners 41k $2.0M -2% Dec 2022
Cobblestone Capital Advisors 41k $2.0M 64% Dec 2022
Meritage Portfolio Management 39k $1.9M 6% Dec 2022
Commonwealth Equity Services 39k $1.9M -7% Dec 2022
Proequities 38k $1.9B -64% Dec 2022
RHS Financial 37k $1.8M -46% Dec 2022
Susquehanna International 37k $1.8M -37% Dec 2022
Juncture Wealth Strategies 37k $1.8M 260% Dec 2022
Asio Capital 37k $1.8M 100% Dec 2022
Congress Wealth Management LLC / DE / 36k $1.8M -9% Dec 2022
EverSource Wealth Advisors 36k $1.7M 151% Dec 2022
D.B. Root & Company 35k $1.7M -25% Dec 2022
Spire Wealth Management 35k $1.7M 0% Dec 2022
Empirical Asset Management 34k $1.7M -7% Dec 2022
Atria Wealth Solutions 34k $1.7M 37% Dec 2022
Walkner Condon Financial Advisors 34k $1.7M -38% Dec 2022
Northwestern Mutual Wealth Management Company 33k $1.6M 9% Dec 2022
Lido Advisors 33k $1.6M -23% Dec 2022
Day & Ennis 32k $1.6M 100% Dec 2022
Equitable Holdings 32k $1.6M 5% Dec 2022
Cetera Investment Advisers 29k $1.4M 100% Dec 2022
Lateef Investment Management 28k $1.4M 0% Dec 2022
Retirement Group 27k $1.3M 28% Dec 2022
Koshinski Asset Management 27k $1.3M -8% Dec 2022
Capital Asset Advisory Services 27k $1.3M 100% Dec 2022
Warren Averett Asset Management 27k $1.3M 0% Dec 2022
Park Avenue Securities 26k $1.3M -67% Dec 2022
Successful Portfolios 26k $1.3M 33% Dec 2022
SignalPoint Asset Management 26k $1.3M -1% Dec 2022
Strategic Advisors 25k $1.3M -8% Dec 2022
Csenge Advisory Group 25k $1.2M -16% Dec 2022
Manhattan West Asset Management 25k $1.2M 6% Dec 2022
Miracle Mile Advisors 24k $1.2M 100% Dec 2022
Hutchinson Capital Management 24k $1.2M 0% Dec 2022
Vise Technologies 22k $1.1M -14% Dec 2022
Bridge Advisory 21k $1.1M 124% Dec 2022
PrairieView Partners 21k $1.0M -48% Dec 2022
Venture Visionary Partners 21k $1.0M -1% Dec 2022
Foster Group 20k $1.0M 100% Dec 2022
Financial Engines Advisors L.L.C 20k $992k -96% Dec 2022
Cambridge Associates 20k $977k -48% Dec 2022
Patriot Investment Management 20k $983k -14% Dec 2022
Benjamin F. Edwards & Company 19k $920k 2% Dec 2022
Captrust Financial Advisors 18k $900k -7% Dec 2022
Kathleen S. Wright Associates 18k $894k 111% Dec 2022
Flow Traders US 18k $889k -98% Dec 2022
Strategic Wealth Advisors 18k $880k 100% Sep 2022
Dynamic Advisors Solutions 18k $878k 214% Dec 2022
Opus Capital Group 17k $830k -87% Dec 2022
V Wealth Management 17k $829k 0% Dec 2022
WT Wealth Management 15k $755k -56% Dec 2022
Private Trust Co Na 13k $659k -23% Dec 2022
Hrt Financial 12k $608k -47% Dec 2022
H&H Retirement Design & Management 12k $604k -69% Dec 2022
Concord Wealth Partners 12k $571k -85% Dec 2022
Tortoise Investment Management 11k $562k -42% Dec 2022
Bell Investment Advisors 11k $549k -50% Dec 2022
First Merchants Bank, National Association 11k $548k -37% Dec 2022
Rede Wealth 11k $539k -44% Dec 2022
Assetmark 11k $529k -94% Dec 2022
Mercer Global Advisors 9.8k $484k -51% Dec 2022

Who sold out of Schwab Strategic Tr intrm trm?

Fund or Company Name Date Sold Shares Held Valued At
Quantum Capital Management Sep 2022 152k $7.5M
Seascape Capital Management Sep 2022 141k $6.9M
Perigon Wealth Management Sep 2022 134k $6.6M
RFG Advisory Sep 2022 36k $1.8M
Tradewinds Capital Management Sep 2022 35k $1.7M
Journey Advisory Group Sep 2022 28k $1.4M
Private Advisor Sep 2022 21k $1.0M
Citadel Advisors Jun 2022 21k $1.1M
Truepoint Sep 2022 21k $1.0M