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 Actions
Charles Schwab Investment Advisory 81M $4.0B 2% Mar 2024
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Royal Bank of Canada 12M $571M 13% Mar 2024
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Ameriprise Financial 4.4M $214M 100% Mar 2024
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Stifel Financial 3.6M $177M 23% Mar 2024
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Goldman Sachs Group 2.3M $113M -10% Mar 2024
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State Street Corporation 1.5M $71M 0% Mar 2024
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Jpmorgan Chase & Co 1.3M $65M -28% Mar 2024
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Creative Planning 1.3M $63M -19% 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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Intelligence Driven Advisers 985k $48M 245% Mar 2024
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Crane Advisory 979k $48M -34% Jun 2024
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Streettalk Advisors 957k $47M 94% Mar 2024
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Cornerstone Wealth Advisors 917k $45M 4% Jun 2024
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Madison Asset Management 792k $39M 49% Mar 2024
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Envestnet Asset Management 778k $38M 100% Mar 2024
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Allspring Global Investments Holdings 722k $35M 0% Mar 2024
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Moisand Fitzgerald Tamayo 697k $34M 9% Mar 2024
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Resonant Capital Advisors 684k $34M 10% Mar 2024
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Hartland & Co 617k $30M 21% Mar 2024
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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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Northwest Capital Management 583k $28M -18% Jun 2024
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Bank of America Corporation 572k $28M 11% Mar 2024
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CWM 570k $28M -18% Jun 2024
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Foster & Motley 508k $25M 7% Mar 2024
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West Coast Financial 506k $25M 34% Mar 2024
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FLC Capital Advisors 501k $25M 1% Mar 2024
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Beacon Wealthcare 497k $24M 16% Jun 2024
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Your Advocates 471k $23M -4% Mar 2024
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Taddei, Ludwig & Associates 467k $23M 5% Mar 2024
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Morgan Stanley 466k $23M 100% Mar 2024
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HC Advisors 465k $23M 52% 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 397k $19M -9% Jun 2024
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Greenline Partners 371k $18M -8% Mar 2024
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LPL Financial 346k $17M 100% Mar 2024
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Stokes Family Office 336k $16M 10% Jun 2024
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Tradition Wealth Management 326k $16M 9% Mar 2024
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AlphaStar Capital Management 320k $16M 7% Mar 2024
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BlackRock 317k $16M 100% Mar 2024
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Charles Schwab Investment Management 305k $15M 0% Mar 2024
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Morningstar Investment Services 286k $14M -51% Mar 2024
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Davenport & Co 279k $14M 9% Mar 2024
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Marshall Financial Group 265k $13M 16% Mar 2024
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Cetera Investment Advisers 261k $13M 100% Mar 2024
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Sequoia Financial Advisors 259k $13M 0% Mar 2024
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Tradewinds Capital Management 241k $12M 30183% Mar 2024
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Franklin Resources 233k $11M 7% Mar 2024
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Wells Fargo & Company 219k $11M -18% Mar 2024
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Altiora Financial Group 214k $11M 100% Mar 2024
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GenTrust 206k $10M -1% Mar 2024
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SWS Partners 204k $10M 100% Mar 2024
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Mariner Wealth Advisors 190k $9.3M 13% 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 178k $8.7M -2% Mar 2024
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Bank Of Montreal 172k $8.4M 12% Mar 2024
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Sentinel Pension Advisors 170k $8.3M 19% Jun 2024
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Advisory Alpha 169k $8.3M 51% Mar 2024
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Fiduciary Alliance 152k $7.4M 28% Jun 2024
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Oakwell Private Wealth Management 140k $6.9M 15% Mar 2024
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Darrow Company 139k $6.8M 58% Mar 2024
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Massmutual Trust 138k $6.7M 366% Jun 2024
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Focus Financial Network 133k $6.4M 100% Mar 2024
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One Degree Advisors 132k $6.5M 0% Mar 2024
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Thrivent Financial for Lutherans 128k $6.3M 100% Mar 2024
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Change Path 128k $7.1M 2% Mar 2024
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Libra Wealth 125k $6.2M 0% Mar 2024
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Burns Wealth Management 122k $6.0M 100% Mar 2024
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Empowered Funds 112k $5.5M 100% Mar 2024
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LexAurum Advisors 109k $5.4M -9% Mar 2024
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Advocate Group 102k $5.0M 1% Jun 2024
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Buckingham Asset Management 101k $4.9M 2% Mar 2024
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Myecfo 91k $4.4M -4% Jun 2024
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Heritage Wealth Management 89k $4.4M 8% Mar 2024
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Walkner Condon Financial Advisors 86k $4.2M 18% Mar 2024
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Benjamin F. Edwards & Company 85k $4.2M -18% Mar 2024
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GenWealth Group 85k $4.2M 16% Mar 2024
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Modus Advisors 83k $4.0M 3% Jun 2024
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ValMark Advisers 79k $3.9M 1% Mar 2024
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Hilltop Partners 78k $3.8M 6% Mar 2024
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Kuntz Lesher Capital 72k $3.5M 1% Mar 2024
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UBS Group 71k $3.5M -11% Mar 2024
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Kestra Advisory Services 70k $3.4M -47% Mar 2024
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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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Advisor Group Holdings 68k $3.3M -88% Mar 2024
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Spire Wealth Management 68k $3.3M 1% Mar 2024
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PAX Financial Group 68k $3.3M -12% Mar 2024
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WealthCare Investment Partners 67k $3.3M 9% Mar 2024
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Cambridge Investment Research Advisors 66k $3.2M 21% Mar 2024
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Mml Investors Services 66k $3.2M -13% Mar 2024
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Commonwealth Equity Services 66k $3.2M -1% Mar 2024
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HighTower Advisors 65k $3.2M 4% Mar 2024
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Meridian Management 65k $3.2M -4% Mar 2024
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Financial Engines Advisors L.L.C 65k $3.2M 100% Mar 2024
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Mendota Financial Group 63k $3.1M 12% Jun 2024
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Jones Financial Companies, L.L 59k $2.9M 23% Mar 2024
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Raymond James & Associates 58k $2.9M -9% Mar 2024
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IHT Wealth Management 58k $2.8M 407% Mar 2024
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Sym Financial Corporation 57k $2.8M 16% Mar 2024
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Northwestern Mutual Wealth Management Company 56k $2.7M 100% Mar 2024
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PrairieView Partners 56k $2.7M -4% Mar 2024
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W.H. Cornerstone Investments 55k $2.7M 93% Mar 2024
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AE Wealth Management 55k $2.7M 0% Mar 2024
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Columbus Macro 53k $2.6M 0% Jun 2024
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Warren Averett Asset Management 50k $2.4M 5% Mar 2024
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Meritage Portfolio Management 49k $2.4M -7% Mar 2024
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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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Salem Investment Counselors 47k $2.3M 3% Jun 2024
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Eqis Capital Management 47k $2.3M 100% Mar 2024
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Financial Consulate 46k $2.3M -2% Mar 2024
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Financial & Tax Architects 44k $2.2M 100% Mar 2024
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Brian McDonald 43k $2.1M 100% Mar 2024
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Vise Technologies 42k $2.1M -6% Mar 2024
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Merit Financial Group 42k $2.0M -42% Mar 2024
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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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Inspire Advisors 40k $2.0M 37% Mar 2024
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McCarthy Grittinger Financial Group 40k $2.0M 0% Mar 2024
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Harvest Portfolios Group 39k $1.9M 100% Mar 2024
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Diligent Investors 38k $1.9M -22% Mar 2024
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Kathleen S. Wright Associates 38k $1.9M -1% Mar 2024
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Envestnet Portfolio Solutions 36k $1.7M -72% Mar 2024
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Barden Capital Management 36k $1.7M 100% Mar 2024
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Addison Advisors 35k $1.7M 51% Mar 2024
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Cambridge Associates 35k $1.7M 41% Mar 2024
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Financial Counselors 34k $1.7M -91% Mar 2024
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Kaizen Financial Strategies 33k $1.6M -43% Mar 2024
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Baird Financial 33k $1.6M 16% Mar 2024
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Citadel Advisors 33k $1.6M 411% Mar 2024
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William Blair $ Company 32k $1.6M 5% Mar 2024
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Commerce Bank N A 32k $1.5M 0% Mar 2024
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North Ridge Wealth Advisors 29k $1.4M 1% Mar 2024
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National Bank Of Canada /fi/ 29k $1.4M -1% Mar 2024
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Stratos Wealth Partners 29k $1.4M -2% Mar 2024
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Mendel Capital Management 29k $1.4M 2% Mar 2024
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Lincoln National 28k $1.4M 34% Mar 2024
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Koshinski Asset Management 26k $1.3M 238% Jun 2024
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Successful Portfolios 26k $1.3M 0% Jun 2024
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Trust Point 26k $1.2M -27% Mar 2024
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SageView Advisory Group 25k $1.8M 224% Mar 2024
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Prevail Innovative Wealth Advisors 25k $1.2M 100% Mar 2024
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Hutchinson Capital Management 24k $1.2M -7% Mar 2024
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Asset Managment 24k $1.2M 1% Mar 2024
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Csenge Advisory Group 24k $1.1M 0% Jun 2024
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Raymond James Financial Services Advisors 22k $1.1M -11% Mar 2024
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Apollon Wealth Management 20k $972k -18% Mar 2024
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Janney Montgomery Scott 19k $939k -84% Mar 2024
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Manhattan West Asset Management 17k $855k -61% Mar 2024
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Proequities 15k $755M -51% Mar 2024
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Equita Financial Network 15k $736k -44% Mar 2024
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Cobblestone Capital Advisors 15k $709k -48% Mar 2024
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Private Advisor 11k $518k -89% Mar 2024
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Lateef Investment Management 10k $497k -59% Mar 2024
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Atria Wealth Solutions 9.9k $487k -59% Mar 2024
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Hilton Capital Management 6.1k $299k -99% Mar 2024
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D.B. Root & Company 4.8k $234k -81% Mar 2024
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Benjamin Edwards 288.00 $14k -100% 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
True North Advisors Dec 2023 539k $27M
Orion Portfolio Solutions Dec 2023 235k $12M
Vident Advisory Dec 2023 141k $7.0M
Branch Banking & Trust Company Dec 2023 106k $5.3M
Asio Capital Dec 2023 79k $3.9M
Hrt Financial Dec 2023 44k $2.2M
Axxcess Wealth Management Dec 2023 40k $2.0M
Capital Asset Advisory Services Dec 2023 35k $1.8M
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