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 Management | 263M | $6.5B | 6% | Jun 2026 |
|
| Sixth Street Partners Management Company | 263M | $6.5B | 100% | Jun 2026 |
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| Royal Bank of Canada | 19M | $462M | 8% | Jun 2026 |
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| Ameriprise Financial | 14M | $334M | 1% | Jun 2026 |
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| Envestnet Asset Management | 9.5M | $234M | 104% | Jun 2026 |
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| Stifel Financial | 6.7M | $164M | -13% | Jun 2026 |
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| Jpmorgan Chase & Co | 6.3M | $157M | 100% | Jun 2026 |
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| Alliancebernstein | 5.8M | $145M | 100% | Jun 2026 |
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| Bank of America Corporation | 5.4M | $132M | -13% | Jun 2026 |
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| Exchange Traded Concepts | 4.9M | $120M | 15% | Jun 2026 |
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| Cornerstone Wealth Advisors | 4.1M | $102M | 3% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 4.1M | $101M | 5% | Jun 2026 |
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| LPL Financial | 3.9M | $97M | 85% | Jun 2026 |
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| Pacific Sage Partners | 3.8M | $95M | 10% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 3.0M | $75M | 100% | Jun 2026 |
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| State Street Corporation | 2.9M | $72M | 0% | Mar 2026 |
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| Empowered Funds | 2.9M | $70M | 48% | Jun 2026 |
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| Crane Advisory | 2.8M | $70M | 2% | Jun 2026 |
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| Wells Fargo & Company | 2.7M | $67M | 90% | Jun 2026 |
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| Resonant Capital Advisors | 2.7M | $67M | -10% | Jun 2026 |
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| Streettalk Advisors | 2.5M | $60M | 3% | Jun 2026 |
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| Hartland & Co | 2.1M | $51M | 6% | Jun 2026 |
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| Morgan Stanley | 1.8M | $45M | 4% | Mar 2026 |
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| FLC Capital Advisors | 1.8M | $44M | 10% | Jun 2026 |
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| Baird Financial | 1.7M | $42M | 19% | Jun 2026 |
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| Davenport & Co | 1.6M | $40M | 9% | Jun 2026 |
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| Mml Investors Services | 1.6M | $40M | 331% | Jun 2026 |
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| High Probability Advisors | 1.6M | $39M | 24% | Jun 2026 |
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| HPM Partners | 1.6M | $38M | -20% | Jun 2026 |
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| Cetera Investment Advisers | 1.5M | $38M | 33% | Jun 2026 |
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| Advisory Alpha | 1.5M | $38M | 0% | Jun 2026 |
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| Beacon Wealthcare | 1.4M | $36M | 2% | Jun 2026 |
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| Foster & Motley | 1.4M | $35M | 23% | Jun 2026 |
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| Hapanowicz & Associates Financial Services | 1.4M | $35M | 0% | Jun 2026 |
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| Taddei, Ludwig & Associates | 1.3M | $32M | 4% | Jun 2026 |
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| First National Trust Company | 1.2M | $30M | -1% | Jun 2026 |
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| Galvin, Gaustad & Stein | 1.1M | $28M | 4% | Jun 2026 |
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| Your Advocates | 1.1M | $26M | 6% | Jun 2026 |
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| Jones Financial Companies, L.L | 1000k | $25M | 8% | Jun 2026 |
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| Summit Financial | 975k | $24M | 6% | Jun 2026 |
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| Tradition Wealth Management | 957k | $24M | 5% | Jun 2026 |
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| HC Advisors | 899k | $22M | 0% | Jun 2026 |
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| Hanson McClain Advisors | 859k | $21M | -3% | Jun 2026 |
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| Warren Averett Asset Management | 843k | $21M | 6% | Jun 2026 |
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| Savant Capital Management | 818k | $20M | 784% | Jun 2026 |
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| Creative Planning | 789k | $20M | -13% | Jun 2026 |
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| Morton Brown Family Wealth | 763k | $19M | 9% | Jun 2026 |
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| SWS Partners | 736k | $18M | 2% | Jun 2026 |
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| Downshift Financial | 726k | $18M | 7% | Jun 2026 |
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| Altiora Financial Group | 688k | $17M | 5% | Jun 2026 |
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| UBS Group | 679k | $17M | 5% | Jun 2026 |
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| Kathmere Capital Management | 647k | $16M | 23% | Jun 2026 |
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| Perigon Wealth Management | 642k | $16M | 8% | Jun 2026 |
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| SRS Capital Advisors | 633k | $16M | 100% | Jun 2026 |
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| Madison Asset Management | 623k | $15M | -20% | Jun 2026 |
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| Walker Financial Services | 598k | $15M | 13% | Jun 2026 |
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| WorthPointe | 570k | $14M | 2% | Jun 2026 |
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| Burns Wealth Management | 560k | $14M | 1% | Mar 2026 |
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| Franklin Resources | 540k | $13M | 0% | Jun 2026 |
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| Kelly Financial Services | 527k | $13M | 53% | Jun 2026 |
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| Bank Of Montreal | 522k | $13M | 100% | Mar 2026 |
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| Fiduciary Alliance | 511k | $13M | 1% | Jun 2026 |
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| Toroso Investments | 507k | $13M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 506k | $13M | -5% | Jun 2026 |
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| Holcombe Financial | 506k | $13M | -1% | Jun 2026 |
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| Clarity Wealth Development | 502k | $12M | 13% | Jun 2026 |
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| Foundation Wealth Management | 484k | $12M | 6% | Jun 2026 |
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| Vestmark Advisory Solutions | 475k | $12M | 100% | Jun 2026 |
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| Advocate Group | 475k | $12M | 10% | Jun 2026 |
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| David J.Sculati | 474k | $12M | 3% | Jun 2026 |
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| Attessa Capital | 451k | $11M | 7% | Jun 2026 |
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| Walkner Condon Financial Advisors | 450k | $11M | 0% | Jun 2026 |
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| Raymond James Financial | 449k | $11M | 6% | Jun 2026 |
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| Oakwell Private Wealth Management | 442k | $11M | 2% | Jun 2026 |
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| Diversify Wealth Management | 435k | $11M | -66% | Jun 2026 |
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| Diversify Advisory Services | 435k | $11M | 100% | Jun 2026 |
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| Park Avenue Securities | 427k | $11M | 327% | Jun 2026 |
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| Integrity Alliance | 420k | $10M | 58% | Jun 2026 |
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| Cadia Private Client | 413k | $10M | 1% | Jun 2026 |
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| Virginia Estate & Retirement Planning Advisors | 404k | $404k | 100% | Jun 2026 |
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| Blake Schutter Theil Wealth Advisors | 396k | $9.8M | 12% | Jun 2026 |
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| Darrow Company | 384k | $9.5M | 2% | Jun 2026 |
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| Hidden Cove Wealth Management | 380k | $9.4M | 0% | Jun 2026 |
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| One Degree Advisors | 380k | $9.3M | -46% | Jun 2026 |
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| Savvy Advisors | 379k | $9.3M | 9% | Jun 2026 |
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| Susquehanna International | 377k | $9.3M | 144% | Jun 2026 |
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| Thrivent Financial for Lutherans | 372k | $9.2M | 241% | Jun 2026 |
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| Advisor Group Holdings | 370k | $9.1M | 12% | Jun 2026 |
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| Benjamin Edwards | 364k | $9.0M | 3% | Jun 2026 |
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| Bulwark Capital Corp | 361k | $8.9M | 0% | Jun 2026 |
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| Act Two Investors | 355k | $8.7M | 1% | Jun 2026 |
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| Centric Wealth Management | 352k | $8.7M | 0% | Jun 2026 |
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| BlackRock | 347k | $8.6M | -12% | Jun 2026 |
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| Cambridge Investment Research Advisors | 344k | $8.5M | 24% | Jun 2026 |
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| Cloud Capital Management | 340k | $8.4M | -4% | Jun 2026 |
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| ValMark Advisers | 338k | $8.3M | 0% | Jun 2026 |
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| Tennessee Valley Asset Management Partners | 334k | $8.2M | 1% | Jun 2026 |
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| RWM Asset Management | 329k | $8.0M | -20% | Jun 2026 |
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| Maridea Wealth Management | 327k | $8.1M | 11% | Jun 2026 |
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| Sentinel Pension Advisors | 324k | $7.9M | 5% | Jun 2026 |
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| Dock Street Asset Managment | 321k | $7.9M | 2% | Jun 2026 |
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| Colony | 317k | $7.8M | 5% | Jun 2026 |
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| Vident Advisory | 302k | $7.4M | -30% | Jun 2026 |
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| L.K. Benson & Company, P.C. | 294k | $7.2M | 2% | Jun 2026 |
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| Payne Capital | 294k | $7.2M | 0% | Jun 2026 |
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| Foundations Investment Advisors | 282k | $6.9M | 7% | Jun 2026 |
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| Stillwater Private Wealth | 281k | $6.9M | 245% | Jun 2026 |
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| SIMA Wealth Partners | 281k | $6.9M | -4% | Jun 2026 |
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| A4 Wealth Advisors | 274k | $6.8M | 316% | Jun 2026 |
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| Vise Technologies | 272k | $6.7M | 134% | Jun 2026 |
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| Cooke Wealth Management | 269k | $6.6M | 3% | Jun 2026 |
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| Krasney Financial | 262k | $6.5M | 41% | Mar 2026 |
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| Myecfo | 253k | $6.2M | 7% | Jun 2026 |
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| Kestra Advisory Services | 253k | $6.2M | 4% | Jun 2026 |
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| Captrust Financial Advisors | 252k | $6.2M | 2% | Jun 2026 |
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| Keystone Global Partners | 236k | $5.8M | -23% | Jun 2026 |
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| Refined Wealth Management | 234k | $5.8M | 2% | Jun 2026 |
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| Independent Solutions Wealth Management | 231k | $5.7M | 5% | Jun 2026 |
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| Harvest Portfolios Group | 228k | $5.6M | -26% | Jun 2026 |
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| Heritage Wealth Management | 225k | $5.6M | 4% | Jun 2026 |
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| Christensen, King & Associates Investment Services | 218k | $5.4M | -2% | Jun 2026 |
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| Farrow Financial | 216k | $5.3M | 33% | Jun 2026 |
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| Jane Street | 214k | $5.3M | 126% | Jun 2026 |
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| WT Wealth Management | 209k | $5.1M | 5% | Jun 2026 |
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| Modus Advisors | 203k | $5.0M | 3% | Jun 2026 |
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| Hilltop Partners | 198k | $4.9M | 10% | Jun 2026 |
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| Mariner Wealth Advisors | 197k | $4.9M | -43% | Jun 2026 |
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| Libra Wealth | 194k | $4.8M | -4% | Jun 2026 |
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| Janney Montgomery Scott | 193k | $4.8M | 89% | Jun 2026 |
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| Inspire Advisors | 193k | $4.7M | 4% | Jun 2026 |
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| Upper Left Wealth Management | 191k | $4.7M | 8% | Jun 2026 |
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| Ieq Capital | 183k | $4.5M | 8% | Jun 2026 |
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| Sym Financial Corporation | 177k | $4.4M | 2% | Jun 2026 |
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| W.H. Cornerstone Investments | 173k | $4.3M | -15% | Jun 2026 |
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| Ausdal Financial Partners | 172k | $4.2M | 3% | Jun 2026 |
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| Renaissance Technologies | 170k | $4.2M | 31% | Jun 2026 |
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| BlueSky Wealth Advisors | 169k | $4.2M | 192% | Jun 2026 |
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| North Forty Two & Co. | 166k | $4.1M | 0% | Jun 2026 |
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| Farther Finance Advisors | 166k | $4.1M | 1% | Jun 2026 |
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| Code Waechter | 163k | $4.0M | -25% | Jun 2026 |
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| Hutchinson Capital Management | 163k | $4.0M | 34% | Jun 2026 |
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| Claro Advisors | 161k | $4.0M | 26% | Jun 2026 |
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| Inman Jager Wealth Management | 158k | $3.9M | 6% | Jun 2026 |
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| Creative Financial Designs | 152k | $3.7M | 12% | Jun 2026 |
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| Envestnet Portfolio Solutions | 151k | $3.7M | 398% | Jun 2026 |
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| Salem Investment Counselors | 149k | $3.7M | 37% | Jun 2026 |
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| Sellwood Investment Partners | 148k | $3.7M | 112% | Jun 2026 |
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| Wagner Bowman Management | 146k | $3.6M | 104% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 139k | $3.4M | 2% | Jun 2026 |
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| CWM | 136k | $3.4M | -24% | Mar 2026 |
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| Spectrum Asset Management | 131k | $3.2M | -6% | Jun 2026 |
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| Csenge Advisory Group | 122k | $3.0M | -19% | Jun 2026 |
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| Assetmark | 119k | $2.9M | -17% | Jun 2026 |
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| WealthCare Investment Partners | 109k | $2.7M | -27% | Jun 2026 |
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| Stableford Capital Ii | 75k | $1.8M | -65% | Jun 2026 |
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| Flow Traders US | 62k | $1.5M | -72% | Jun 2026 |
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| McAdam | 55k | $1.4M | -89% | Jun 2026 |
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| Change Path | 43k | $1.1M | -85% | Jun 2026 |
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| Stokes Family Office | 32k | $792k | -97% | Jun 2026 |
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| Intelligence Driven Advisers | 29k | $715k | -98% | Jun 2026 |
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| Midwest Trust | 24k | $582k | -95% | Jun 2026 |
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| Massmutual Trust | 3.1k | $77k | -99% | Jun 2026 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Marshall Financial Group | Mar 2026 | 630k | $16M |
| Scarborough Advisors | Mar 2026 | 389k | $9.7M |
| Financial & Tax Architects | Mar 2026 | 165k | $4.1M |