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 | 238M | $6.0B | 4% | Dec 2025 |
|
| Ameriprise Financial | 14M | $347M | 1% | Dec 2025 |
|
| Stifel Financial | 7.3M | $182M | -16% | Dec 2025 |
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| Exchange Traded Concepts | 4.2M | $105M | 5% | Mar 2026 |
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| Cornerstone Wealth Advisors | 4.0M | $100M | 6% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 3.9M | $97M | 7% | Mar 2026 |
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| Pacific Sage Partners | 3.5M | $87M | 10% | Mar 2026 |
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| Envestnet Asset Management | 3.4M | $86M | -6% | Dec 2025 |
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| State Street Corporation | 2.9M | $73M | 0% | Dec 2025 |
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| Resonant Capital Advisors | 2.9M | $72M | 8% | Dec 2025 |
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| Crane Advisory | 2.8M | $70M | 54% | Dec 2025 |
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| HPM Partners | 2.5M | $62M | -14% | Dec 2025 |
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| Streettalk Advisors | 2.2M | $55M | 6% | Dec 2025 |
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| Quest Partners | 1.9M | $48M | 644% | Dec 2025 |
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| LPL Financial | 1.9M | $48M | 22% | Dec 2025 |
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| Hartland & Co | 1.8M | $44M | 3% | Dec 2025 |
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| Intelligence Driven Advisers | 1.8M | $44M | -7% | Dec 2025 |
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| Advisory Alpha | 1.6M | $40M | 7% | Dec 2025 |
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| FLC Capital Advisors | 1.5M | $39M | 6% | Dec 2025 |
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| Davenport & Co | 1.5M | $38M | 12% | Mar 2026 |
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| Beacon Wealthcare | 1.4M | $35M | 5% | Mar 2026 |
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| Baird Financial | 1.4M | $34M | 8% | Dec 2025 |
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| Hapanowicz & Associates Financial Services | 1.3M | $34M | 5011% | Dec 2025 |
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| High Probability Advisors | 1.3M | $32M | 6% | Mar 2026 |
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| Taddei, Ludwig & Associates | 1.2M | $31M | 8% | Mar 2026 |
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| First National Trust Company | 1.2M | $31M | 7% | Dec 2025 |
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| Wells Fargo & Company | 1.2M | $29M | 19% | Dec 2025 |
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| Madison Asset Management | 1.1M | $28M | -1% | Dec 2025 |
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| Stokes Family Office | 1.1M | $28M | 1% | Dec 2025 |
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| Foster & Motley | 1.1M | $28M | -4% | Dec 2025 |
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| Creative Planning | 1.1M | $27M | -4% | Dec 2025 |
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| Galvin, Gaustad & Stein | 1.1M | $27M | 0% | Dec 2025 |
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| Midwest Trust | 960k | $24M | 7% | Dec 2025 |
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| Tradition Wealth Management | 952k | $24M | 5% | Dec 2025 |
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| Hanson McClain Advisors | 935k | $23M | -5% | Dec 2025 |
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| Cetera Investment Advisers | 916k | $23M | 14% | Dec 2025 |
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| Your Advocates | 871k | $22M | 7% | Dec 2025 |
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| HC Advisors | 858k | $22M | 3% | Dec 2025 |
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| Diversify Wealth Management | 831k | $21M | 12% | Dec 2025 |
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| SWS Partners | 719k | $18M | 11% | Mar 2026 |
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| Jones Financial Companies, L.L | 718k | $18M | 15% | Dec 2025 |
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| Pure Portfolios Holdings | 695k | $17M | 5% | Dec 2025 |
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| Morton Brown Family Wealth | 675k | $17M | 16% | Dec 2025 |
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| One Degree Advisors | 650k | $16M | 101% | Dec 2025 |
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| Altiora Financial Group | 644k | $16M | 1% | Dec 2025 |
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| Marshall Financial Group | 630k | $16M | -1% | Mar 2026 |
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| Summit Financial | 613k | $15M | 1% | Dec 2025 |
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| Kathmere Capital Management | 599k | $15M | 14% | Dec 2025 |
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| Perigon Wealth Management | 593k | $15M | 603% | Mar 2026 |
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| Mml Investors Services | 553k | $14M | 35% | Dec 2025 |
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| Burns Wealth Management | 553k | $14M | -1% | Dec 2025 |
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| Downshift Financial | 545k | $14M | 100% | Dec 2025 |
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| BlackRock | 529k | $13M | -21% | Dec 2025 |
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| Holcombe Financial | 511k | $13M | 7% | Mar 2026 |
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| Fiduciary Alliance | 505k | $13M | 13% | Mar 2026 |
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| Vident Advisory | 504k | $13M | -6% | Dec 2025 |
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| Franklin Resources | 500k | $13M | 6% | Dec 2025 |
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| McAdam | 462k | $12M | 13% | Dec 2025 |
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| WorthPointe | 460k | $12M | 894% | Dec 2025 |
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| David J.Sculati | 459k | $11M | 5% | Mar 2026 |
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| Massmutual Trust | 453k | $11M | -37% | Mar 2026 |
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| Walker Financial Services | 443k | $11M | 25% | Dec 2025 |
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| Walkner Condon Financial Advisors | 433k | $11M | 1% | Dec 2025 |
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| Advocate Group | 430k | $11M | 6% | Mar 2026 |
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| Foundation Wealth Management | 423k | $11M | 22% | Dec 2025 |
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| Attessa Capital | 422k | $11M | -1% | Mar 2026 |
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| UBS Group | 418k | $11M | 41% | Dec 2025 |
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| Oakwell Private Wealth Management | 416k | $10M | 11% | Dec 2025 |
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| RWM Asset Management | 409k | $10M | 4% | Dec 2025 |
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| ValMark Advisers | 407k | $10M | 22% | Dec 2025 |
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| Clarity Wealth Development | 387k | $9.7M | 12% | Dec 2025 |
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| Raymond James Financial | 383k | $9.6M | 3% | Dec 2025 |
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| Commonwealth Equity Services | 379k | $9.5M | 5% | Dec 2025 |
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| Darrow Company | 378k | $9.4M | 1% | Mar 2026 |
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| Act Two Investors | 368k | $9.2M | 0% | Dec 2025 |
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| Bulwark Capital Corp | 361k | $9.0M | 3681% | Mar 2026 |
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| Blake Schutter Theil Wealth Advisors | 353k | $8.9M | 17% | Dec 2025 |
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| Kelly Financial Services | 344k | $8.6M | 6% | Mar 2026 |
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| Centric Wealth Management | 338k | $8.4M | 2% | Dec 2025 |
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| Tennessee Valley Asset Management Partners | 332k | $8.3M | 0% | Dec 2025 |
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| Dock Street Asset Managment | 316k | $7.9M | 29% | Mar 2026 |
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| Benjamin Edwards | 313k | $7.8M | 10% | Dec 2025 |
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| Colony | 310k | $7.8M | 28% | Dec 2025 |
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| Sentinel Pension Advisors | 309k | $7.7M | -5% | Mar 2026 |
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| Maridea Wealth Management | 295k | $7.3M | 21% | Mar 2026 |
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| Payne Capital | 294k | $7.3M | 100% | Mar 2026 |
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| Harvest Portfolios Group | 277k | $6.9M | 9% | Dec 2025 |
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| Advisor Group Holdings | 274k | $6.9M | -1% | Dec 2025 |
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| Cooke Wealth Management | 262k | $6.5M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 262k | $6.6M | 10% | Dec 2025 |
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| Mariner Wealth Advisors | 252k | $6.3M | 3% | Dec 2025 |
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| Stratos Wealth Advisors | 243k | $6.1M | -20% | Dec 2025 |
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| Cloud Capital Management | 239k | $6.0M | 44% | Dec 2025 |
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| Myecfo | 238k | $5.9M | 7% | Mar 2026 |
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| Kestra Advisory Services | 236k | $5.9M | 19% | Dec 2025 |
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| BLVD Private Wealth | 236k | $5.9M | 11% | Dec 2025 |
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| Refined Wealth Management | 229k | $5.7M | 100% | Mar 2026 |
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| L.K. Benson & Company, P.C. | 225k | $5.6M | 42% | Dec 2025 |
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| Spectrum Asset Management | 225k | $5.6M | 183% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 222k | $5.5M | 3% | Mar 2026 |
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| Independent Solutions Wealth Management | 220k | $5.5M | -1% | Dec 2025 |
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| Foundations Investment Advisors | 217k | $5.4M | 13% | Dec 2025 |
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| Code Waechter | 216k | $5.4M | 5% | Mar 2026 |
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| Stableford Capital Ii | 215k | $5.3M | 2% | Mar 2026 |
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| Diversify Advisory Services | 211k | $5.3M | 44% | Dec 2025 |
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| W.H. Cornerstone Investments | 207k | $5.2M | -2% | Dec 2025 |
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| Heritage Wealth Management | 205k | $5.1M | 2% | Dec 2025 |
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| Libra Wealth | 202k | $5.1M | 0% | Dec 2025 |
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| WT Wealth Management | 199k | $5.0M | -8% | Mar 2026 |
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| Krasney Financial | 186k | $4.7M | 40% | Dec 2025 |
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| Modus Advisors | 185k | $4.6M | 4% | Dec 2025 |
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| Captrust Financial Advisors | 183k | $4.6M | 304% | Dec 2025 |
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| CWM | 180k | $4.5M | -29% | Dec 2025 |
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| Upper Left Wealth Management | 176k | $4.4M | 5% | Mar 2026 |
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| Hilltop Partners | 176k | $4.4M | 0% | Dec 2025 |
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| HighTower Advisors | 171k | $4.3M | 3% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 170k | $4.3M | 182% | Dec 2025 |
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| Savvy Advisors | 167k | $4.2M | 25% | Dec 2025 |
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| North Forty Two & Co. | 167k | $4.2M | -1% | Mar 2026 |
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| Farther Finance Advisors | 165k | $4.1M | 181% | Mar 2026 |
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| Sym Financial Corporation | 154k | $3.9M | 1% | Dec 2025 |
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| Ausdal Financial Partners | 152k | $3.8M | 14% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 151k | $3.8M | 17% | Dec 2025 |
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| Assetmark | 151k | $3.8M | 4% | Dec 2025 |
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| Inspire Advisors | 150k | $3.8M | -30% | Dec 2025 |
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| WealthCare Investment Partners | 149k | $3.7M | 54% | Mar 2026 |
|
| Tower Research Capital | 142k | $3.6M | 211481% | Dec 2025 |
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| Farrow Financial | 141k | $3.5M | 1657% | Dec 2025 |
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| Financial & Tax Architects | 138k | $3.5M | 13% | Dec 2025 |
|
| Keystone Global Partners | 136k | $3.4M | 153% | Dec 2025 |
|
| JDM Financial Group | 136k | $3.4M | 100% | Dec 2025 |
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| Creative Financial Designs | 135k | $3.4M | 25% | Mar 2026 |
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| Addison Advisors | 132k | $3.3M | 0% | Dec 2025 |
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| Csenge Advisory Group | 131k | $3.3M | 14% | Dec 2025 |
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| Claro Advisors | 128k | $3.2M | 863% | Mar 2026 |
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| SCS Capital Management | 127k | $3.2M | -6% | Dec 2025 |
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| William Blair $ Company | 123k | $3.1M | 11% | Dec 2025 |
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| Dynamic Advisors Solutions | 121k | $3.0M | 5% | Mar 2026 |
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| Meritage Portfolio Management | 120k | $3.0M | 5% | Dec 2025 |
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| Vise Technologies | 116k | $2.9M | 0% | Mar 2026 |
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| Lateef Investment Management | 115k | $2.9M | 3% | Mar 2026 |
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| Williams Financial | 113k | $2.8M | 100% | Dec 2025 |
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| Keyvantage Wealth | 113k | $2.8M | -76% | Dec 2025 |
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| Hendershot Investments | 113k | $2.8M | -3% | Dec 2025 |
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| Inman Jager Wealth Management | 113k | $2.8M | 20% | Dec 2025 |
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| Pflug Koory | 112k | $2.8M | 5% | Dec 2025 |
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| Kelly Financial Group | 112k | $2.8M | 28% | Mar 2026 |
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| Atomi Financial Group | 111k | $2.8M | 0% | Dec 2025 |
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| Greenline Partners | 110k | $2.7M | -11% | Dec 2025 |
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| Thrivent Financial for Lutherans | 109k | $2.7M | 100% | Dec 2025 |
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| Salem Investment Counselors | 108k | $2.7M | 2% | Mar 2026 |
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| Stratos Wealth Partners | 106k | $2.7M | -7% | Dec 2025 |
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| Columbus Macro | 85k | $2.1M | -41% | Mar 2026 |
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| Renaissance Technologies | 45k | $1.1M | -71% | Dec 2025 |
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| Change Path | 35k | $874k | -87% | Dec 2025 |
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| Private Advisor | 32k | $794k | -92% | Dec 2025 |
|
| Archer Investment Management | 8.4k | $208k | -98% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.7M | $67M |
| Bouchey Financial | Dec 2025 | 1.4M | $36M |
| Empowered Funds | Sep 2025 | 627k | $16M |
| Toroso Investments | Sep 2025 | 498k | $13M |
| My Personal CFO | Sep 2025 | 347k | $8.7M |
| Flow Traders US | Sep 2025 | 157k | $3.9M |
| Citadel Advisors | Sep 2025 | 110k | $2.8M |