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 Management | 83M | $4.1B | 27181% | Jun 2024 |
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Royal Bank of Canada | 10M | $494M | -13% | Jun 2024 |
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Stifel Financial | 3.7M | $182M | 4% | Jun 2024 |
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Jpmorgan Chase & Co | 1.5M | $71M | 11% | Jun 2024 |
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State Street Corporation | 1.5M | $71M | 0% | Jun 2024 |
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Pacific Sage Partners | 1.3M | $62M | 3% | Jun 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 | 995k | $49M | 4% | Jun 2024 |
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Intelligence Driven Advisers | 994k | $49M | 1% | Jun 2024 |
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Madison Asset Management | 984k | $48M | 24% | Jun 2024 |
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Crane Advisory | 980k | $49M | 0% | Sep 2024 |
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Cornerstone Wealth Advisors | 917k | $45M | 4% | Jun 2024 |
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Envestnet Asset Management | 878k | $43M | 13% | Jun 2024 |
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Resonant Capital Advisors | 869k | $44M | 13% | 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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West Coast Financial | 678k | $34M | 13% | Sep 2024 |
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Hartland & Co | 630k | $31M | 2% | Jun 2024 |
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Morgan Stanley | 597k | $29M | 28% | Jun 2024 |
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Foster & Motley | 586k | $29M | 15% | Jun 2024 |
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Bank of America Corporation | 580k | $28M | 1% | Jun 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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Taddei, Ludwig & Associates | 494k | $25M | 4% | Sep 2024 |
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Galvin, Gaustad & Stein | 457k | $22M | 0% | Jun 2024 |
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First National Trust Company | 445k | $22M | 0% | Jun 2024 |
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Bouchey Financial | 397k | $19M | -9% | Jun 2024 |
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Davenport & Co | 396k | $19M | 42% | Jun 2024 |
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Your Advocates | 375k | $18M | -20% | Jun 2024 |
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WT Wealth Management | 369k | $9.2M | 418% | Sep 2024 |
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Tradition Wealth Management | 367k | $18M | 13% | Jun 2024 |
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LPL Financial | 351k | $17M | 2% | Jun 2024 |
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Altiora Financial Group | 344k | $17M | 61% | Jun 2024 |
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Stokes Family Office | 336k | $16M | 10% | Jun 2024 |
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AlphaStar Capital Management | 333k | $16M | 4% | Jun 2024 |
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Greenline Partners | 329k | $16M | -11% | Jun 2024 |
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HC Advisors | 318k | $16M | -32% | Jun 2024 |
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Massmutual Trust | 312k | $16M | 126% | Sep 2024 |
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Marshall Financial Group | 279k | $14M | 1% | Sep 2024 |
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Putnam Fl Investment Management | 267k | $13M | 3942% | Jun 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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Stratos Wealth Advisors | 240k | $12M | -3% | Sep 2024 |
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Pure Portfolios Holdings | 240k | $12M | 100% | Sep 2024 |
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Advisory Alpha | 229k | $11M | 35% | Jun 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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Franklin Resources | 215k | $11M | -8% | Jun 2024 |
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Morton Brown Family Wealth | 202k | $9.9M | 7% | Jun 2024 |
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Mariner Wealth Advisors | 199k | $9.7M | 5% | Jun 2024 |
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Wells Fargo & Company | 199k | $9.7M | -9% | Jun 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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Kingsview Wealth Management | 175k | $8.5M | -2% | Jun 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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Tennessee Valley Asset Management Partners | 169k | $8.2M | 728% | Jun 2024 |
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Act Two Investors | 165k | $8.1M | 100% | Jun 2024 |
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Oakwell Private Wealth Management | 155k | $7.5M | 11% | Jun 2024 |
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Darrow Company | 155k | $7.8M | 5% | Sep 2024 |
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Focus Financial Network | 140k | $6.9M | 5% | Jun 2024 |
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Burns Wealth Management | 139k | $6.8M | 14% | Jun 2024 |
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Empowered Funds | 130k | $6.3M | 16% | Jun 2024 |
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Libra Wealth | 124k | $6.3M | 0% | Sep 2024 |
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Change Path | 115k | $5.6M | -10% | Jun 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 | 108k | $5.3M | 63% | Jun 2024 |
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GenWealth Group | 105k | $5.3M | 8% | 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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Raymond James & Associates | 98k | $5.0M | 57% | Sep 2024 |
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Heritage Wealth Management | 97k | $4.9M | 0% | Sep 2024 |
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Walkner Condon Financial Advisors | 97k | $4.7M | 13% | Jun 2024 |
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Jane Street | 96k | $4.7M | 100% | Jun 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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Christensen, King & Associates Investment Services | 90k | $4.5M | -2% | 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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Passive Capital Management | 80k | $3.9M | 1% | Jun 2024 |
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Hilltop Partners | 79k | $3.8M | 1% | Jun 2024 |
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Mml Investors Services | 78k | $3.8M | 18% | Jun 2024 |
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ValMark Advisers | 76k | $3.7M | -4% | Jun 2024 |
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W.H. Cornerstone Investments | 75k | $3.7M | 36% | Jun 2024 |
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Commonwealth Equity Services | 72k | $3.7M | 7% | Sep 2024 |
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Kestra Advisory Services | 72k | $3.4M | 2% | Jun 2024 |
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Kuntz Lesher Capital | 71k | $3.5M | 0% | Jun 2024 |
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Mendota Financial Group | 69k | $3.5M | 10% | Sep 2024 |
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Upper Left Wealth Management | 69k | $3.3M | -1% | Jun 2024 |
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Foundations Investment Advisors | 65k | $3.3M | 84% | Sep 2024 |
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Spire Wealth Management | 63k | $3.2M | -1% | Sep 2024 |
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Flow Traders US | 58k | $2.8M | 100% | Jun 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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Td Private Client Wealth | 55k | $2.7M | 23% | Jun 2024 |
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Goldman Sachs Group | 54k | $2.6M | -98% | Jun 2024 |
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Meridian Management | 53k | $2.6M | -18% | Jun 2024 |
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We Are One Seven | 53k | $2.7M | 719% | Sep 2024 |
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Vise Technologies | 52k | $2.5M | 23% | Jun 2024 |
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Kelly Financial Services | 51k | $2.6M | 100% | Sep 2024 |
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Hendershot Investments | 50k | $2.4M | 3% | Jun 2024 |
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Meritage Portfolio Management | 50k | $2.4M | 1% | Jun 2024 |
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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 |
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Kathleen S. Wright Associates | 48k | $2.4M | 25% | Sep 2024 |
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Ausdal Financial Partners | 48k | $2.4M | 7% | Sep 2024 |
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Envestnet Portfolio Solutions | 48k | $2.3M | 34% | Jun 2024 |
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Financial Consulate | 47k | $2.4M | 0% | Sep 2024 |
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Inspire Advisors | 45k | $2.3M | 23% | Sep 2024 |
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Financial & Tax Architects | 45k | $2.2M | 1% | Jun 2024 |
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Addison Advisors | 45k | $2.2M | 27% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 44k | $2.2M | -21% | Jun 2024 |
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Brian McDonald | 44k | $2.1M | 3% | Jun 2024 |
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Barden Capital Management | 42k | $2.1M | 11% | Sep 2024 |
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McCarthy Grittinger Financial Group | 40k | $2.0M | 0% | Sep 2024 |
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Harvest Portfolios Group | 39k | $1.9M | 2% | Jun 2024 |
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Cambridge Associates | 37k | $1.8M | 6% | Jun 2024 |
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Stratos Wealth Partners | 36k | $1.8M | 15% | Sep 2024 |
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Diligent Investors | 34k | $1.7M | -10% | Jun 2024 |
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William Blair $ Company | 34k | $1.7M | 5% | Jun 2024 |
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Atomi Financial Group | 33k | $1.7M | 12% | Sep 2024 |
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North Ridge Wealth Advisors | 33k | $1.6M | 12% | Jun 2024 |
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SeaCrest Wealth Management | 33k | $1.6M | -6% | Sep 2024 |
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Commerce Bank N A | 32k | $1.5M | 0% | Jun 2024 |
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Principal Securities | 31k | $1.5M | 53% | Jun 2024 |
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Merit Financial Group | 31k | $1.6M | -26% | Sep 2024 |
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Mendel Capital Management | 31k | $1.5M | 7% | Jun 2024 |
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National Bank Of Canada /fi/ | 30k | $1.4M | 3% | Jun 2024 |
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Successful Portfolios | 28k | $1.4M | 10% | Sep 2024 |
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Cobblestone Capital Advisors | 28k | $1.4M | 94% | Jun 2024 |
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Koshinski Asset Management | 28k | $1.4M | 7% | Sep 2024 |
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Brookstone Capital Management | 26k | $1.3M | -13% | Sep 2024 |
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Mercer Global Advisors | 26k | $1.3M | 78% | Jun 2024 |
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Eqis Capital Management | 26k | $1.3M | -45% | Jun 2024 |
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Ronald Blue Trust | 26k | $1.3M | 68% | Sep 2024 |
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Kaizen Financial Strategies | 24k | $1.2M | -26% | Jun 2024 |
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Asset Managment | 24k | $1.2M | 1% | Jun 2024 |
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Trust Point | 20k | $1.0M | -20% | Sep 2024 |
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Citadel Advisors | 9.7k | $473k | -70% | Jun 2024 |
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Who sold out of Schwab Strategic Tr intrm trm?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Charles Schwab Investment Advisory | Mar 2024 | 81M | $4.0B |
GenTrust | Mar 2024 | 206k | $10M |
AE Wealth Management | Mar 2024 | 55k | $2.7M |
Lincoln National | Mar 2024 | 28k | $1.4M |
SageView Advisory Group | Mar 2024 | 25k | $1.8M |