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
Download as csv
Download as Excel
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 | 217M | $5.3B | 102% | Dec 2024 |
|
| Royal Bank of Canada | 16M | $387M | 49% | Dec 2024 |
|
| Ameriprise Financial | 13M | $308M | 144% | Dec 2024 |
|
| Bank of America Corporation | 8.5M | $206M | 107% | Dec 2024 |
|
| Stifel Financial | 7.8M | $189M | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 5.7M | $139M | 308% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 3.3M | $81M | 218% | Dec 2024 |
|
| Cornerstone Wealth Advisors | 3.3M | $80M | 111% | Dec 2024 |
|
| State Street Corporation | 2.9M | $70M | 100% | Dec 2024 |
|
| Pacific Sage Partners | 2.6M | $63M | 106% | Dec 2024 |
|
| Madison Asset Management | 2.3M | $56M | 112% | Dec 2024 |
|
| Madison Investment Advisors | 2.3M | $56M | 100% | Dec 2024 |
|
| Envestnet Asset Management | 2.2M | $54M | 158% | Dec 2024 |
|
| Streettalk Advisors | 2.1M | $52M | 110% | Dec 2024 |
|
| Resonant Capital Advisors | 2.0M | $49M | 132% | Dec 2024 |
|
| Crane Advisory | 1.9M | $45M | 90% | Dec 2024 |
|
| Intelligence Driven Advisers | 1.6M | $40M | 66% | Dec 2024 |
|
| Moisand Fitzgerald Tamayo | 1.6M | $39M | 108% | Dec 2024 |
|
| Hartland & Co | 1.4M | $35M | 111% | Dec 2024 |
|
| West Coast Financial | 1.4M | $35M | 111% | Dec 2024 |
|
| Hanson McClain Advisors | 1.4M | $34M | 102% | Dec 2024 |
|
| Foster & Motley | 1.3M | $33M | 109% | Dec 2024 |
|
| Creative Planning | 1.2M | $30M | 74% | Dec 2024 |
|
| Allspring Global Investments Holdings | 1.2M | $29M | 66% | Dec 2024 |
|
| Bouchey Financial | 1.2M | $29M | 139% | Dec 2024 |
|
| FLC Capital Advisors | 1.2M | $28M | 105% | Dec 2024 |
|
| Morgan Stanley | 1.2M | $28M | 53% | Dec 2024 |
|
| May Louie | 1.1M | $27M | 206% | Dec 2024 |
|
| Beacon Wealthcare | 1.1M | $27M | 110% | Dec 2024 |
|
| First National Trust Company | 1.0M | $25M | 115% | Dec 2024 |
|
| CWM | 1.0M | $25M | -4% | Dec 2024 |
|
| BlackRock | 1.0M | $25M | 68% | Dec 2024 |
|
| Northwest Capital Management | 1.0M | $25M | -6% | Dec 2024 |
|
| LPL Financial | 998k | $24M | 137% | Dec 2024 |
|
| Baird Financial | 989k | $24M | 751% | Dec 2024 |
|
| Galvin, Gaustad & Stein | 978k | $24M | 106% | Dec 2024 |
|
| Taddei, Ludwig & Associates | 961k | $23M | 94% | Dec 2024 |
|
| Stokes Family Office | 881k | $21M | 121% | Dec 2024 |
|
| Davenport & Co | 876k | $21M | 111% | Dec 2024 |
|
| Financial Counselors | 866k | $21M | 124% | Dec 2024 |
|
| Tradition Wealth Management | 803k | $20M | 113% | Dec 2024 |
|
| Your Advocates | 772k | $19M | 108% | Dec 2024 |
|
| HC Advisors | 765k | $19M | 114% | Dec 2024 |
|
| Empowered Funds | 721k | $18M | 135% | Dec 2024 |
|
| Massmutual Trust | 698k | $17M | 124% | Dec 2024 |
|
| Archer Investment Management | 697k | $17M | 100% | Dec 2024 |
|
| Diversify Wealth Management | 644k | $16M | 12% | Dec 2024 |
|
| Altiora Financial Group | 639k | $16M | 88% | Dec 2024 |
|
| Cetera Investment Advisers | 591k | $14M | 111% | Dec 2024 |
|
| Marshall Financial Group | 585k | $14M | 109% | Dec 2024 |
|
| Greenline Partners | 561k | $14M | 66% | Dec 2024 |
|
| Advisory Alpha | 528k | $13M | 115% | Dec 2024 |
|
| GenWealth Group | 517k | $13M | 394% | Dec 2024 |
|
| Pure Portfolios Holdings | 510k | $12M | 113% | Dec 2024 |
|
| Stratos Wealth Advisors | 483k | $12M | 101% | Dec 2024 |
|
| SWS Partners | 470k | $11M | 137% | Dec 2024 |
|
| Morton Brown Family Wealth | 462k | $11M | 111% | Dec 2024 |
|
| Franklin Resources | 442k | $11M | 103% | Dec 2024 |
|
| Wells Fargo & Company | 438k | $11M | 113% | Dec 2024 |
|
| Sentinel Pension Advisors | 396k | $9.6M | 106% | Dec 2024 |
|
| Fiduciary Alliance | 391k | $9.5M | 127% | Dec 2024 |
|
| High Probability Advisors | 382k | $9.3M | 21% | Dec 2024 |
|
| Mariner Wealth Advisors | 378k | $9.2M | 82% | Dec 2024 |
|
| Walkner Condon Financial Advisors | 365k | $8.9M | 236% | Dec 2024 |
|
| Burns Wealth Management | 361k | $8.8M | 134% | Dec 2024 |
|
| McAdam | 360k | $8.7M | 112% | Dec 2024 |
|
| Act Two Investors | 359k | $8.7M | 104% | Dec 2024 |
|
| Bank Of Montreal | 356k | $8.7M | -72% | Dec 2024 |
|
| WT Wealth Management | 354k | $8.6M | -4% | Dec 2024 |
|
| Tennessee Valley Asset Management Partners | 338k | $8.2M | 11% | Dec 2024 |
|
| Darrow Company | 332k | $8.1M | 115% | Dec 2024 |
|
| Lake Street Advisors Group | 328k | $8.0M | 50% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 327k | $8.0M | 698% | Dec 2024 |
|
| Summit Financial | 326k | $7.9M | 114% | Dec 2024 |
|
| ValMark Advisers | 318k | $7.7M | 321% | Dec 2024 |
|
| Creative Financial Designs | 309k | $7.5M | 103% | Dec 2024 |
|
| Centric Wealth Management | 304k | $7.4M | -8% | Dec 2024 |
|
| Attessa Capital | 297k | $7.2M | 100% | Dec 2024 |
|
| Oakwell Private Wealth Management | 296k | $7.2M | 132% | Dec 2024 |
|
| One Degree Advisors | 293k | $7.1M | 14% | Dec 2024 |
|
| Clarity Wealth Development | 273k | $6.7M | 100% | Dec 2024 |
|
| Vident Advisory | 271k | $6.6M | 100% | Dec 2024 |
|
| Putnam Fl Investment Management | 258k | $6.3M | 92% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 256k | $6.2M | 130% | Dec 2024 |
|
| Change Path | 251k | $6.1M | 96% | Dec 2024 |
|
| Libra Wealth | 249k | $6.0M | 100% | Dec 2024 |
|
| Advocate Group | 249k | $6.0M | 118% | Dec 2024 |
|
| Benjamin Edwards | 243k | $5.9M | 133% | Dec 2024 |
|
| Private Advisor | 239k | $5.8M | 3028% | Dec 2024 |
|
| Raymond James Financial | 230k | $5.6M | 100% | Dec 2024 |
|
| Code Waechter | 228k | $5.5M | 102% | Dec 2024 |
|
| Jones Financial Companies, L.L | 227k | $5.5M | 154% | Dec 2024 |
|
| Stableford Capital Ii | 226k | $5.5M | -1% | Dec 2024 |
|
| Harvest Portfolios Group | 222k | $5.4M | 174% | Dec 2024 |
|
| Independent Solutions Wealth Management | 218k | $5.3M | 75% | Dec 2024 |
|
| Kathmere Capital Management | 215k | $5.2M | 100% | Dec 2024 |
|
| Blake Schutter Theil Wealth Advisors | 211k | $5.1M | 114% | Dec 2024 |
|
| LexAurum Advisors | 209k | $5.1M | 108% | Dec 2024 |
|
| Christensen, King & Associates Investment Services | 209k | $5.1M | 133% | Dec 2024 |
|
| UBS Group | 206k | $5.0M | 128% | Dec 2024 |
|
| Heritage Wealth Management | 204k | $5.0M | 110% | Dec 2024 |
|
| Colony | 189k | $4.6M | 106% | Dec 2024 |
|
| Asio Capital | 180k | $4.4M | 100% | Dec 2024 |
|
| Myecfo | 178k | $4.3M | 91% | Dec 2024 |
|
| W.H. Cornerstone Investments | 176k | $4.3M | 111% | Dec 2024 |
|
| Modus Advisors | 175k | $4.2M | 104% | Dec 2024 |
|
| Hilltop Partners | 165k | $4.0M | 100% | Dec 2024 |
|
| Kelly Financial Services | 164k | $4.0M | 225% | Dec 2024 |
|
| Hershey Financial Advisers | 159k | $3.9M | 100% | Dec 2024 |
|
| Jacobson & Schmitt Advisors | 153k | $3.7M | 194% | Dec 2024 |
|
| Foundations Investment Advisors | 146k | $3.6M | 124% | Dec 2024 |
|
| Commonwealth Equity Services | 142k | $3.4M | 96% | Dec 2024 |
|
| Advisor Group Holdings | 140k | $6.3M | 44% | Dec 2024 |
|
| Kestra Advisory Services | 140k | $3.4M | 90% | Dec 2024 |
|
| Mml Investors Services | 137k | $3.3M | 52% | Dec 2024 |
|
| Sym Financial Corporation | 136k | $3.3M | 138% | Dec 2024 |
|
| Columbus Macro | 135k | $3.3M | 52% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 135k | $3.3M | 182% | Dec 2024 |
|
| HighTower Advisors | 134k | $3.3M | 113% | Dec 2024 |
|
| Captrust Financial Advisors | 127k | $3.1M | 783% | Dec 2024 |
|
| Addison Advisors | 127k | $3.1M | 188% | Dec 2024 |
|
| Passive Capital Management | 126k | $3.1M | 95% | Dec 2024 |
|
| Ausdal Financial Partners | 123k | $3.0M | 157% | Dec 2024 |
|
| Spire Wealth Management | 123k | $3.0M | 94% | Dec 2024 |
|
| Vise Technologies | 122k | $3.0M | 146% | Dec 2024 |
|
| Cobblestone Capital Advisors | 121k | $2.9M | 240% | Dec 2024 |
|
| IHT Wealth Management | 117k | $2.8M | 4% | Dec 2024 |
|
| TAP Consulting | 114k | $2.8M | 108% | Dec 2024 |
|
| Susquehanna International | 109k | $2.6M | 100% | Dec 2024 |
|
| Hendershot Investments | 108k | $2.6M | 109% | Dec 2024 |
|
| Upper Left Wealth Management | 107k | $2.6M | 106% | Dec 2024 |
|
| Focus Financial Network | 106k | $2.6M | -31% | Dec 2024 |
|
| CoreCap Advisors | 106k | $2.6M | 714% | Dec 2024 |
|
| Salem Investment Counselors | 105k | $2.6M | 114% | Dec 2024 |
|
| Kathleen S. Wright Associates | 104k | $2.5M | 115% | Dec 2024 |
|
| Meritage Portfolio Management | 103k | $2.5M | 128% | Dec 2024 |
|
| Pflug Koory | 103k | $2.5M | 109% | Dec 2024 |
|
| Mendota Financial Group | 102k | $2.5M | 48% | Dec 2024 |
|
| Financial & Tax Architects | 101k | $2.5M | 125% | Dec 2024 |
|
| Stephens Group Asset Management | 100k | $2.4M | 993% | Dec 2024 |
|
| Kingsview Wealth Management | 100k | $2.4M | -29% | Dec 2024 |
|
| Raymond James & Associates | 98k | $5.0M | 57% | Sep 2024 |
|
| Kuntz Lesher Capital | 96k | $2.3M | 38% | Dec 2024 |
|
| Prevail Innovative Wealth Advisors | 95k | $2.3M | 4% | Dec 2024 |
|
| OneAscent Financial Services | 94k | $2.3M | 100% | Dec 2024 |
|
| Opus Capital Group | 93k | $2.3M | 100% | Dec 2024 |
|
| Financial Consulate | 93k | $2.3M | 96% | Dec 2024 |
|
| William Blair $ Company | 91k | $2.2M | 131% | Dec 2024 |
|
| PAX Financial Group | 89k | $2.2M | 91% | Dec 2024 |
|
| Barden Capital Management | 89k | $2.2M | 115% | Dec 2024 |
|
| Morningstar Investment Services | 27k | $659k | -90% | Dec 2024 |
|
| Jane Street | 8.8k | $214k | -100% | Dec 2024 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Busey Trust Company | Jun 2024 | 564k | $28M |
| AlphaStar Capital Management | Sep 2024 | 354k | $18M |