Who owns Schwab Strategic Tr intrm trm?

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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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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
Jpmorgan Chase & Co 16M $866M 573% Mar 2022
Charles Schwab Investment Advisory 13M $713M 5% Mar 2022
Stifel Financial 2.5M $134M 70% Mar 2022
Morningstar Investment Management 1.2M $66M -1% Mar 2022
BerganKDV Wealth Management 1.1M $59M 2% Mar 2022
Charles Schwab Investment Management 1.1M $56M 285% Mar 2022
Madison Asset Management 901k $51M 2% Dec 2021
Your Advocates 818k $44M 9% Mar 2022
Allspring Global Investments Holdings 722k $38M 0% Mar 2022
Wealth Enhancement Advisory Services 699k $39M 4% Dec 2021
Envestnet Asset Management 684k $36M 48% Mar 2022

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Financial Engines Advisors L.L.C 620k $33M -7% Mar 2022
55i 571k $30M 18% Mar 2022
Verdad Advisers 550k $29M 100% Mar 2022
Streettalk Advisors 473k $25M 11% Mar 2022
Foster & Motley 453k $24M 1% Mar 2022
Taddei, Ludwig & Associates 426k $23M 100% Mar 2022
Sequoia Financial Advisors 420k $22M -2% Mar 2022
Hilton Capital Management 398k $21M 100% Mar 2022
Bank Of Montreal 392k $22M 317% Dec 2021
Morningstar Investment Services 370k $20M 9% Mar 2022
Creative Planning 324k $18M -14% Dec 2021
Morgan Stanley 315k $17M 100% Mar 2022
Kingsview Wealth Management 273k $15M 0% Dec 2021
West Coast Financial 270k $14M 6% Mar 2022
Resonant Capital Advisors 258k $15M 5% Dec 2021
IndexIQ Advisors 243k $13M -38% Mar 2022
Change Path 237k $13M 2% Mar 2022
Buckingham Asset Management 228k $12M 5% Mar 2022
Franklin Resources 222k $12M -5% Mar 2022
Galvin, Gaustad & Stein 218k $12M 9% Mar 2022
Beacon Wealthcare 200k $11M 45% Dec 2021
Quantum Capital Management 188k $10M 46% Mar 2022
McAdam 186k $9.9M 1% Mar 2022
Jane Street 185k $9.9M -71% Mar 2022
HC Advisors 179k $9.6M -47% Mar 2022
Perigon Wealth Management 179k $9.5M 61% Mar 2022
Wagner Bowman Management 171k $8.9M 122% Mar 2022
Advisor Group Holdings 162k $8.6M 63% Mar 2022
Financial Consulate 156k $8.3M -15% Mar 2022
Seascape Capital Management 155k $8.2M 18% Mar 2022
Davenport & Co 155k $8.2M -41% Mar 2022
Morton Brown Family Wealth 146k $7.8M 4% Mar 2022
Harvest Group Wealth Management 134k $7.1M 90% Mar 2022
Advisory Alpha 133k $7.1M 17% Mar 2022
FLC Capital Advisors 119k $6.4M 516% Mar 2022
Oakwell Private Wealth Management 115k $6.1M -1% Mar 2022
Opus Capital Group 113k $6.0M 138% Mar 2022
WT Wealth Management 108k $5.8M 29% Mar 2022
Sterling Investment Management 105k $5.6M -2% Mar 2022
Bangor Savings Bank 104k $5.5M -11% Mar 2022
Wells Fargo & Company 102k $5.7M -88% Dec 2021
Spire Wealth Management 97k $5.5M -8% Dec 2021
Moisand Fitzgerald Tamayo 96k $5.1M -33% Mar 2022
Concord Wealth Partners 92k $4.9M -53% Mar 2022
Diligent Investors 87k $4.6M -11% Mar 2022
Park Avenue Securities 86k $4.6M 76% Mar 2022
Cambridge Investment Research Advisors 84k $4.7M 43% Dec 2021
Kuntz Lesher Capital 83k $4.4M -2% Mar 2022
First National Trust Company 82k $4.4M 16% Mar 2022
Hendershot Investments 73k $3.9M 13% Mar 2022
WNY Asset Management 71k $4.0M -9% Dec 2021
Cambridge Associates 70k $3.7M 0% Mar 2022
Janney Montgomery Scott 66k $3.5M 10% Mar 2022
SeaCrest Wealth Management 65k $3.6M -2% Dec 2021
RHS Financial 63k $3.3M -6% Mar 2022
Proequities 61k $3.3M 61% Mar 2022
Ifrah Financial Services 59k $3.1M 4% Mar 2022
Northwest Capital Management 58k $3.1M 13% Mar 2022
Ausdal Financial Partners 58k $3.1M -3% Mar 2022
Adventist Health System Sunbelt Healthcare Corp 56k $3.0M -1% Mar 2022
National Bank Of Canada /fi/ 56k $3.0M 17% Mar 2022
Walkner Condon Financial Advisors 56k $3.0M -28% Mar 2022
Cobblestone Capital Advisors 54k $2.9M 3% Mar 2022
PrairieView Partners 52k $2.8M 251% Mar 2022
Mml Investors Services 50k $2.6M 18% Mar 2022
Barden Capital Management 48k $2.6M 16% Mar 2022
Journey Advisory Group 46k $2.4M -3% Mar 2022
D.B. Root & Company 44k $2.3M 61% Mar 2022
Salem Investment Counselors 43k $2.4M -5% Dec 2021
Congress Wealth Management LLC / DE / 41k $2.3M 100% Dec 2021
ValMark Advisers 39k $2.1M -3% Mar 2022
Goldman Sachs Group 38k $2.0M 100% Mar 2022
EverSource Wealth Advisors 38k $2.0M 100% Mar 2022
Meritage Portfolio Management 38k $2.0M 27% Mar 2022
Empirical Asset Management 36k $1.9M 22% Mar 2022
AE Wealth Management 34k $1.9M -51% Dec 2021
Koshinski Asset Management 31k $1.6M 0% Mar 2022
Juncture Wealth Strategies 29k $1.6M -2% Dec 2021
First Merchants Bank, National Association 29k $1.5M -2% Mar 2022
Mariner Wealth Advisors 27k $1.5M -15% Mar 2022
Patriot Investment Management 27k $1.5M 2% Mar 2022
SignalPoint Asset Management 27k $1.4M 3% Mar 2022
Financeware 27k $1.4M -9% Mar 2022
Warren Averett Asset Management 27k $1.4M -3% Mar 2022
Branch Banking & Trust Company 27k $1.4M 100% Mar 2022
Lateef Investment Management 26k $1.4M -5% Mar 2022
Lido Advisors 25k $1.3M 100% Mar 2022
TrinityPoint Wealth 24k $1.3M -21% Mar 2022
Tortoise Investment Management 24k $1.3M -15% Mar 2022
Hutchinson Capital Management 23k $1.2M 20% Mar 2022
Rede Wealth 22k $1.3M -28% Dec 2021
HB Wealth Management 22k $1.2M 100% Dec 2021
Bank of New York Mellon 22k $0 100% Mar 2022
Blueprint Investment Partners 20k $1.1M 4% Dec 2021
Successful Portfolios 20k $1.1M -1% Mar 2022
Northwestern Mutual Wealth Management Company 20k $1.0M -21% Mar 2022
Mercer Global Advisors 19k $1.0M -23% Mar 2022
Benjamin F. Edwards & Company 19k $1.0M 22% Mar 2022
Dynamic Advisors Solutions 19k $1.0M 0% Mar 2022
Commonwealth Equity Services 19k $1.0M 165% Mar 2022
Venture Visionary Partners 19k $999k 0% Mar 2022
Northern Trust 18k $0 100% Mar 2022
Almanack Investment Partners 18k $971k 98% Mar 2022
Lederer & Associates Investment Counsel 18k $971k -7% Mar 2022
Riverwater Partners 18k $945k -9% Mar 2022
Adamsbrown Wealth Consultants 18k $982k 100% Dec 2021
V Wealth Management 17k $993k -7% Dec 2021
Benjamin Edwards 17k $894k 17951% Mar 2022
Captrust Financial Advisors 16k $867k 13% Mar 2022
Capital Asset Advisory Services 16k $839k 10405% Mar 2022
Integrated Wealth Concepts 15k $791k 1% Mar 2022
Fagan Associates 15k $781k -4% Mar 2022
Diversified Portfolios 14k $810k -41% Dec 2021
Coldstream Capital Management 14k $766k -44% Mar 2022
Twele Capital Management 14k $761k -4% Mar 2022
Horizon Financial Services 14k $761k -16% Mar 2022
Biltmore Capital Advisors 14k $773k 100% Dec 2021
Asset Planning Corporation 13k $675k -2% Mar 2022
NEXT Financial 13k $706k 117% Dec 2021
Segall Bryant & Hamill 12k $655k 42% Mar 2022
Simplicity Wealth 12k $648k -33% Mar 2022
Birchcreek Wealth Management 11k $606k -3% Mar 2022
Hanson McClain Advisors 11k $578k -15% Mar 2022
Sym Financial Corporation 11k $572k 48% Mar 2022
Evanson Asset Management 11k $568k 0% Mar 2022
JFG Wealth Management 9.9k $526k 10% Mar 2022
Vista Capital Partners 9.5k $508k 3% Mar 2022
IHT Wealth Management 9.3k $493k -2% Mar 2022
Vision Capital Management 9.1k $483k -9% Mar 2022
Pacific Capital Wealth Advisors 9.0k $479k -1% Mar 2022
Green Square Capital 8.8k $469k 0% Mar 2022
Zhang Financial 8.7k $466k 96% Mar 2022
Insight 2811 8.5k $452k -65% Mar 2022
Litman Gregory Asset Management 8.4k $474k 100% Dec 2021
Brian McDonald 8.4k $438k 1% Mar 2022
REDW Stanley Financial Advisors 8.4k $448k -4% Mar 2022
Ridgewood Investments 8.3k $442k 3% Mar 2022
FirstPurpose Wealth 8.3k $466k 100% Dec 2021
Greenline Partners 8.2k $462k 20% Dec 2021
HighTower Advisors 7.5k $419k -69% Dec 2021
Advisory Services Network 6.8k $360k -48% Mar 2022
Swaine & Leidel Wealth Services 867.00 $867k -94% Mar 2022

Who sold out of Schwab Strategic Tr intrm trm?

Fund or Company Name Date Sold Shares Held Valued At
Members Advisory Group Dec 2021 286k $15M
Bank of America Corporation Dec 2021 231k $13M
Marshall Financial Group Dec 2021 151k $8.5M
ProVise Management Group Dec 2021 113k $6.3M
Renaissance Technologies Dec 2021 72k $4.1M
Barclays Sep 2021 41k $2.3M
Capital One Financial Corp Dec 2021 23k $1.3M
RFG Advisory Dec 2021 22k $1.2M
MidWestOne Financial Group Dec 2021 9.0k $507k