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
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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 | 77M | $3.8B | 1% | Jun 2023 |
|
| Royal Bank of Canada | 9.7M | $477M | 119% | Jun 2023 |
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| Jpmorgan Chase & Co | 5.4M | $265M | 12% | Jun 2023 |
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| Ameriprise Financial | 3.0M | $147M | 20% | Jun 2023 |
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| Stifel Financial | 2.8M | $137M | 2% | Jun 2023 |
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| Goldman Sachs Group | 2.2M | $107M | 6% | Jun 2023 |
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| BerganKDV Wealth Management | 1.8M | $88M | 1% | Jun 2023 |
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| State Street Corporation | 1.5M | $72M | 0% | Jun 2023 |
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| Hilton Capital Management | 857k | $42M | 17% | Jun 2023 |
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| Morgan Stanley | 831k | $41M | 14% | Jun 2023 |
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| Bank of America Corporation | 795k | $39M | 68% | Jun 2023 |
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| Envestnet Asset Management | 787k | $39M | 8% | Jun 2023 |
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| Allspring Global Investments Holdings | 722k | $36M | 0% | Jun 2023 |
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| Cornerstone Wealth Advisors | 676k | $33M | 11% | Jun 2023 |
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| Charles Schwab Investment Management | 554k | $27M | -4% | Jun 2023 |
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| Moisand Fitzgerald Tamayo | 525k | $26M | 4% | Jun 2023 |
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| Foster & Motley | 458k | $23M | 0% | Jun 2023 |
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| Taddei, Ludwig & Associates | 452k | $22M | 2% | Jun 2023 |
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| Madison Asset Management | 429k | $21M | 122% | Jun 2023 |
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| Lake Street Advisors Group | 407k | $20M | 4% | Jun 2023 |
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| Greenline Partners | 400k | $20M | 3% | Jun 2023 |
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| Resonant Capital Advisors | 396k | $20M | 13% | Jun 2023 |
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| Morningstar Investment Services | 392k | $19M | 26% | Jun 2023 |
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| Galvin, Gaustad & Stein | 387k | $19M | 13% | Jun 2023 |
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| Wealth Enhancement Advisory Services | 384k | $19M | -4% | Jun 2023 |
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| FLC Capital Advisors | 375k | $19M | 3% | Jun 2023 |
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| Creative Planning | 358k | $18M | -2% | Jun 2023 |
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| Streettalk Advisors | 344k | $17M | -15% | Jun 2023 |
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| AlphaStar Capital Management | 328k | $16M | 4% | Jun 2023 |
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| West Coast Financial | 319k | $16M | -5% | Jun 2023 |
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| LPL Financial | 318k | $16M | 4% | Jun 2023 |
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| Hilltop Partners | 310k | $15M | 380% | Jun 2023 |
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| Morningstar Investment Management | 294k | $15M | -68% | Jun 2023 |
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| Franklin Resources | 291k | $14M | 13% | Jun 2023 |
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| Sequoia Financial Advisors | 280k | $14M | -8% | Jun 2023 |
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| Intelligence Driven Advisers | 274k | $13M | 100% | Jun 2023 |
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| Bouchey Financial | 274k | $14M | 18% | Jun 2023 |
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| Beacon Wealthcare | 262k | $13M | 4% | Jun 2023 |
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| Tradewinds Capital Management | 261k | $13M | -4% | Jun 2023 |
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| Libra Wealth | 247k | $12M | -9% | Jun 2023 |
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| Kestra Advisory Services | 243k | $12M | 276% | Jun 2023 |
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| Advisor Group Holdings | 242k | $12M | 4% | Jun 2023 |
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| Orion Portfolio Solutions | 239k | $12M | 19% | Jun 2023 |
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| First National Trust Company | 222k | $11M | 12% | Jun 2023 |
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| Davenport & Co | 222k | $11M | 55% | Jun 2023 |
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| Marshall Financial Group | 220k | $11M | 11% | Jun 2023 |
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| Hartland & Co | 215k | $11M | 100% | Jun 2023 |
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| HC Advisors | 213k | $11M | -6% | Jun 2023 |
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| Vident Investment Advisory | 213k | $11M | 426% | Jun 2023 |
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| Massmutual Trust | 213k | $11M | 8% | Jun 2023 |
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| Kingsview Wealth Management | 209k | $10M | -3% | Jun 2023 |
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| Stokes Family Office | 204k | $10M | 67% | Jun 2023 |
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| Multi-Financial Securities | 177k | $8.7M | 7% | Jun 2023 |
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| Harvest Group Wealth Management | 170k | $8.6M | 24% | Mar 2023 |
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| Change Path | 134k | $6.6M | -30% | Jun 2023 |
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| Your Advocates | 168k | $8.3M | 15% | Jun 2023 |
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| Morton Brown Family Wealth | 165k | $8.1M | 8% | Jun 2023 |
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| Bank Of Montreal | 165k | $8.2M | 12% | Jun 2023 |
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| SWS Partners | 161k | $7.9M | 2% | Jun 2023 |
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| McAdam | 161k | $7.9M | 30% | Jun 2023 |
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| Altiora Financial Group | 158k | $7.8M | -1% | Jun 2023 |
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| Thrivent Financial for Lutherans | 157k | $7.7M | 100% | Jun 2023 |
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| Jane Street | 148k | $7.3M | -84% | Jun 2023 |
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| Flow Traders US | 144k | $7.1M | 11% | Jun 2023 |
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| Wells Fargo & Company | 124k | $6.1M | -49% | Jun 2023 |
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| Advisory Alpha | 122k | $6.0M | 18% | Jun 2023 |
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| Meridian Management | 120k | $5.9M | -3% | Jun 2023 |
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| Oakwell Private Wealth Management | 115k | $5.6M | 3% | Jun 2023 |
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| Cambridge Investment Research Advisors | 108k | $5.3M | -3% | Jun 2023 |
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| Tradition Wealth Management | 107k | $5.3M | 6889% | Jun 2023 |
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| Inspire Advisors | 104k | $5.1M | 27% | Jun 2023 |
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| Kaizen Financial Strategies | 101k | $5.0M | 6% | Jun 2023 |
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| Janney Montgomery Scott | 99k | $4.9M | 21% | Jun 2023 |
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| BlackRock | 92k | $4.5M | 95723% | Jun 2023 |
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| Hendershot Investments | 87k | $4.3M | 2% | Jun 2023 |
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| Garrett Investment Advisors | 86k | $4.3M | 9% | Jun 2023 |
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| Passive Capital Management | 86k | $4.3M | -3% | Mar 2023 |
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| Baird Financial | 86k | $4.2M | 6% | Jun 2023 |
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| Branch Banking & Trust Company | 85k | $4.2M | 23% | Jun 2023 |
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| SeaCrest Wealth Management | 84k | $4.1M | 0% | Jun 2023 |
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| Empowered Funds | 83k | $4.1M | 100% | Jun 2023 |
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| EA Series Trust | 83k | $4.1M | 100% | Jun 2023 |
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| Myecfo | 82k | $4.0M | 1% | Jun 2023 |
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| PAX Financial Group | 81k | $4.0M | 16% | Jun 2023 |
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| Commonwealth Equity Services | 80k | $3.9M | 130% | Jun 2023 |
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| Hanson McClain Advisors | 79k | $3.9M | 1% | Jun 2023 |
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| Spire Wealth Management | 78k | $3.9M | -4% | Jun 2023 |
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| Kuntz Lesher Capital | 78k | $3.8M | -1% | Jun 2023 |
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| Diligent Investors | 75k | $3.7M | -6% | Jun 2023 |
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| Coldstream Capital Management | 75k | $3.7M | 6% | Jun 2023 |
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| Asio Capital | 72k | $3.6M | 12% | Jun 2023 |
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| Private Advisor | 71k | $3.5M | 122% | Jun 2023 |
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| Benjamin Edwards | 70k | $3.5M | 24% | Jun 2023 |
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| HighTower Advisors | 70k | $3.4M | 21% | Jun 2023 |
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| Buckingham Asset Management | 69k | $3.4M | 9% | Jun 2023 |
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| Mariner Wealth Advisors | 69k | $3.4M | 14% | Jun 2023 |
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| Eqis Capital Management | 67k | $3.3M | 2% | Jun 2023 |
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| Mml Investors Services | 67k | $3.3M | 122% | Jun 2023 |
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| Bank of New York Mellon | 66k | $3.3M | 17% | Jun 2023 |
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| ValMark Advisers | 64k | $3.1M | 2% | Jun 2023 |
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| Northwest Capital Management | 63k | $3.1M | -3% | Jun 2023 |
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| Financial Engines Advisors L.L.C | 62k | $3.0M | 12% | Jun 2023 |
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| CWM | 61k | $3.0M | 1670% | Jun 2023 |
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| UBS Group | 59k | $2.9M | -3% | Jun 2023 |
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| Financial & Tax Architects | 57k | $2.8M | 100% | Jun 2023 |
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| GenWealth Group | 52k | $2.6M | 14% | Jun 2023 |
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| WealthCare Investment Partners | 52k | $2.5M | 237% | Jun 2023 |
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| Financial Consulate | 50k | $2.5M | 0% | Jun 2023 |
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| Salem Investment Counselors | 45k | $2.2M | -3% | Jun 2023 |
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| Ausdal Financial Partners | 45k | $2.2M | -3% | Jun 2023 |
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| National Bank Of Canada /fi/ | 41k | $2.0M | 8% | Jun 2023 |
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| Benjamin F. Edwards & Company | 40k | $1.9M | 99% | Jun 2023 |
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| Manhattan West Asset Management | 38k | $1.9M | 36% | Jun 2023 |
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| Meritage Portfolio Management | 38k | $1.9M | 24% | Jun 2023 |
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| Walkner Condon Financial Advisors | 37k | $1.8M | 9% | Jun 2023 |
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| Sentinel Pension Advisors | 37k | $1.8M | 100% | Jun 2023 |
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| Bangor Savings Bank | 37k | $1.8M | -6% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 35k | $1.7M | 1% | Jun 2023 |
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| EverSource Wealth Advisors | 34k | $1.7M | -3% | Jun 2023 |
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| Commerce Bank N A | 34k | $1.7M | 100% | Jun 2023 |
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| Atria Wealth Solutions | 34k | $1.7M | 19% | Jun 2023 |
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| Stratos Wealth Advisors | 33k | $1.6M | -9% | Jun 2023 |
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| Vise Technologies | 33k | $1.6M | 7% | Jun 2023 |
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| Congress Wealth Management LLC / DE / | 33k | $1.6M | -6% | Jun 2023 |
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| Barden Capital Management | 32k | $1.6M | -26% | Jun 2023 |
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| Lido Advisors | 31k | $1.5M | 3% | Jun 2023 |
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| Csenge Advisory Group | 30k | $1.5M | 23% | Jun 2023 |
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| Raymond James Financial Services Advisors | 30k | $1.5M | 13% | Jun 2023 |
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| RHS Financial | 29k | $1.4M | -6% | Jun 2023 |
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| Koshinski Asset Management | 29k | $1.4M | 100% | Jun 2023 |
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| Integrated Wealth Concepts | 29k | $1.4M | -52% | Jun 2023 |
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| Lateef Investment Management | 28k | $1.4M | -4% | Jun 2023 |
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| North Ridge Wealth Advisors | 26k | $1.3M | -2% | Jun 2023 |
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| Capital Asset Advisory Services | 26k | $1.3M | -4% | Jun 2023 |
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| SignalPoint Asset Management | 26k | $1.3M | 0% | Jun 2023 |
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| Opus Capital Group | 25k | $1.2M | -71% | Jun 2023 |
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| Advocate Group | 25k | $1.2M | 100% | Jun 2023 |
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| Jones Financial Companies, L.L | 25k | $1.2M | 56% | Jun 2023 |
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| Mendel Capital Management | 25k | $1.2M | 225% | Jun 2023 |
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| Stratos Wealth Partners | 24k | $1.2M | 21% | Jun 2023 |
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| William Blair $ Company | 24k | $1.2M | 205% | Jun 2023 |
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| Hutchinson Capital Management | 24k | $1.2M | 0% | Jun 2023 |
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| Foster Group | 24k | $1.2M | 17% | Jun 2023 |
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| Warren Averett Asset Management | 24k | $1.2M | -10% | Jun 2023 |
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| Cobblestone Capital Advisors | 24k | $1.2M | 0% | Jun 2023 |
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| Cetera Investment Advisers | 23k | $1.2M | 10% | Jun 2023 |
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| D.B. Root & Company | 22k | $1.1M | -8% | Jun 2023 |
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| Kathleen S. Wright Associates | 22k | $1.1M | 6% | Jun 2023 |
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| Fiduciary Alliance | 22k | $1.1M | 10% | Jun 2023 |
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| WNY Asset Management | 21k | $1.0M | -45% | Jun 2023 |
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| Successful Portfolios | 20k | $986k | -20% | Jun 2023 |
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| PrairieView Partners | 18k | $880k | -26% | Jun 2023 |
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| Citadel Advisors | 16k | $793k | -53% | Jun 2023 |
|
| Perigon Wealth Management | 9.4k | $463k | -78% | Jun 2023 |
|
| Assetmark | 84.00 | $4.1k | -100% | Jun 2023 |
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Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| New York Life Investment Management | Mar 2023 | 380k | $19M |
| Toroso Investments | Mar 2023 | 354k | $18M |
| Liberty Wealth Management | Mar 2023 | 120k | $6.0M |
| Summit Wealth Group | Mar 2023 | 87k | $2.0k |
| Hrt Financial | Mar 2023 | 37k | $1.9M |
| Financial Advocates Investment Management | Mar 2023 | 35k | $1.7M |
| Susquehanna International | Mar 2023 | 30k | $1.5M |
| Miracle Mile Advisors | Mar 2023 | 24k | $1.2M |