Who owns Schwab Strategic Tr intrm trm?

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
Charles Schwab Investment Advisory 11M $649M 3% Sep 2020
Royal Bank of Canada 3.6M $213M 10% Sep 2020
Ameriprise Financial 2.3M $135M -13% Sep 2020
Stifel Financial 2.0M $117M 38% Sep 2020
State Street Corporation 1.5M $85M 0% Sep 2020
Toroso Investments 1.3M $73M 100% Sep 2020
Jpmorgan Chase & Co 1.1M $62M 27% Sep 2020
BerganKDV Wealth Management 809k $48M 16% Sep 2020
Financial Engines Advisors L.L.C 522k $31M 18% Sep 2020
Wealth Enhancement Advisory Services 517k $30M 4% Sep 2020
Your Advocates 499k $29M -21% Sep 2020

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Wells Fargo & Company 477k $28M 1% Sep 2020
Sequoia Financial Advisors 405k $24M 2% Sep 2020
HC Advisors 375k $22M 69% Sep 2020
Morningstar Investment Management 355k $21M -5% Sep 2020
55i 329k $19M 12% Sep 2020
Qci Asset Management 285k $17M 6% Sep 2020
Franklin Resources 280k $16M 2% Sep 2020
Morgan Stanley 278k $16M -18% Sep 2020
Bangor Savings Bank 218k $13M 4% Sep 2020
Envestnet Asset Management 205k $12M 12% Sep 2020
Resonant Capital Advisors 204k $12M 6% Dec 2020
Morningstar Investment Services 202k $12M 2% Sep 2020
Buckingham Asset Management 202k $12M 2% Sep 2020
Foster & Motley 191k $11M 1% Sep 2020
Jane Street 188k $11M 171% Sep 2020
Kingsview Wealth Management 173k $10M 33% Sep 2020
AE Wealth Management 173k $10M 90% Sep 2020
Sawtooth Asset Management 172k $10M 91% Sep 2020
Cambridge Investment Research Advisors 170k $10M -45% Sep 2020
IndexIQ Advisors 158k $9.3M -48% Sep 2020
Assetmark 156k $9.2M -75% Sep 2020
Financial Consulate 143k $8.4M 6% Sep 2020
Beacon Investment Management 136k $8.0M -2% Sep 2020
SWS Partners 133k $7.8M 100% Sep 2020
McAdam 132k $7.6M 33% Dec 2020
Harvest Group Wealth Management 130k $7.6M 55% Sep 2020
Quantum Capital Management 126k $7.4M -1% Sep 2020
Sterling Investment Management 116k $6.8M 2% Dec 2020
Moisand Fitzgerald Tamayo 111k $6.5M 8% Sep 2020
SFMG Wealth Advisors 110k $6.5M -3% Sep 2020
First Merchants Bank, National Association 103k $6.0M -4% Sep 2020
Bank of America Corporation 101k $5.9M 12% Sep 2020
West Coast Financial 101k $5.9M 61% Sep 2020
tru Independence 98k $5.8M 100% Sep 2020
Seascape Capital Management 97k $5.7M 24% Sep 2020
Multi-Financial Securities 95k $5.6M 22% Sep 2020
Eqis Capital Management 94k $5.5M 3% Sep 2020
Kuntz Lesher Capital 84k $4.9M 3% Sep 2020
Renaissance Technologies 82k $4.8M 22% Sep 2020
First National Trust Company 80k $4.7M 11% Sep 2020
RHS Financial 75k $4.4M 10% Sep 2020
Diligent Investors 69k $4.0M -1% Sep 2020
Deutsche Bank Aktiengesellschaft 65k $3.9M -5% Sep 2020
SeaCrest Wealth Management 64k $3.7M -2% Sep 2020
Mercer Global Advisors 62k $3.6M 0% Sep 2020
Cardan Capital Partners 61k $3.6M 4% Sep 2020
Change Path 60k $3.5M 28% Sep 2020
UBS Group 58k $3.4M 2% Sep 2020
Advisor Group Holdings 55k $3.2M 100% Sep 2020
TrinityPoint Wealth 54k $3.2M 6% Sep 2020
Walkner Condon Financial Advisors 54k $3.1M 61% Dec 2020
Charles Schwab Trust 54k $3.1M -12% Dec 2020
Ifrah Financial Services 53k $3.1M 0% Sep 2020
D.B. Root & Company 51k $3.0M 24% Sep 2020
Juncture Wealth Strategies 51k $3.0M 8% Sep 2020
Journey Advisory Group 51k $3.0M 100% Dec 2020
Washburn Capital Management 47k $2.8M 33% Sep 2020
Kestra Advisory Services 45k $2.6M 46181% Dec 2020
Adventist Health System Sunbelt Healthcare Corp 45k $2.6M 4% Sep 2020
LPL Financial 45k $2.6M 13% Sep 2020
Cobblestone Capital Advisors 44k $2.6M 25% Sep 2020
Janney Montgomery Scott 43k $2.5M 28% Sep 2020
TrueWealth Advisors 40k $2.3M 100% Dec 2020
SignalPoint Asset Management 39k $2.3M -9% Sep 2020
Hendershot Investments 38k $2.2M 25% Dec 2020
Creative Financial Designs 38k $2.2M 16% Dec 2020
Pinnacle Advisory Group 37k $2.2M 3% Sep 2020
ProVise Management Group 37k $2.1M 106% Dec 2020
Optimal Asset Management 36k $2.1M 3% Sep 2020
Blueprint Investment Partners 35k $2.1M -35% Sep 2020
ValMark Advisers 35k $2.0M 60% Sep 2020
Warren Averett Asset Management 34k $2.0M 4% Sep 2020
WT Wealth Management 33k $1.9M 88% Sep 2020
Koshinski Asset Management 31k $1.8M 25% Sep 2020
Mml Investors Services 31k $1.8M 24% Sep 2020
Almanack Investment Partners 30k $1.7M -24% Sep 2020
Financeware 30k $1.7M 0% Sep 2020
Financial Advisory Service 29k $1.7M 19% Sep 2020
Ausdal Financial Partners 28k $1.7M 188% Sep 2020
Salem Investment Counselors 28k $1.7M 2% Sep 2020
Patriot Investment Management 27k $1.6M 10% Sep 2020
Citadel Advisors 26k $1.5M -60% Sep 2020
Captrust Financial Advisors 24k $1.4M -53% Sep 2020
MidWestOne Financial Group 24k $1.4M 100% Sep 2020
Bank Of Montreal 24k $1.4M 10% Sep 2020
Strategic Advisors 23k $1.4M 100% Sep 2020
Sowell Financial Services 22k $1.3M -2% Dec 2020
Taylor, Cottrill, Erickson & Associates 22k $1.3M 0% Dec 2020
Successful Portfolios 21k $1.2M 2% Sep 2020
V Wealth Management 21k $1.2M 0% Sep 2020
Cambridge Associates 21k $1.2M 56% Sep 2020
Lateef Investment Management 21k $1.2M -42% Sep 2020
Perigon Wealth Management 21k $1.2M 100% Sep 2020
Raymond James Financial Services Advisors 20k $1.2M 6% Sep 2020
Capital Investment Advisory Services 20k $1.2M -4% Dec 2020
Swaine & Leidel Wealth Services 19k $1.1M 0% Sep 2020
Act Two Investors 19k $1.1M 0% Sep 2020
Millennium Management 18k $1.0M 217% Sep 2020
Lederer & Associates Investment Counsel 17k $988k 61% Dec 2020
Fagan Associates 16k $930k -3% Sep 2020
Roof Eidam & Maycock 16k $921k -21% Sep 2020
TCF National Bank 15k $881k 100% Sep 2020
Private Advisor 15k $873k -1% Sep 2020
Dynamic Advisors Solutions 15k $867k 8% Sep 2020
Twele Capital Management 15k $847k 15% Dec 2020
Relaxing Retirement Coach 15k $845k -81% Dec 2020
Rockbridge Investment Management, LCC 14k $825k -1% Sep 2020
Madison Asset Management 14k $823k -43% Sep 2020
Alesco Advisors 14k $822k 0% Sep 2020
Hoover Financial Advisors 14k $817k 118% Sep 2020
Synovus Financial Corp. 14k $811k 8% Sep 2020
Diversified Portfolios 13k $789k 0% Sep 2020
SVA Plumb Wealth Management 13k $737k -1% Sep 2020
Vista Capital Partners 12k $708k -1% Sep 2020
Asset Managment 12k $708k 0% Sep 2020
WFA of San Diego 12k $689k 1% Sep 2020
Evanson Asset Management 12k $672k 100% Dec 2020
Park Avenue Securities 12k $667k 97% Dec 2020
Clearview Wealth Advisors 11k $662k 100% Dec 2020
Barrett Asset Management 11k $658k 128% Sep 2020
IHT Wealth Management 11k $650k 6% Sep 2020
Mainstay Capital Management 11k $648k 0% Sep 2020
Courage Miller Partners 11k $643k 0% Sep 2020
Northwestern Mutual Wealth Management Company 11k $626k 120% Sep 2020
Advisory Services Network 11k $619k 10% Sep 2020
Eudaimonia Partners 10k $605k 28% Sep 2020
Commonwealth Equity Services 10k $603k -72% Sep 2020
PrairieView Partners 10k $588k -14% Sep 2020
Segall Bryant & Hamill 8.8k $518k 0% Sep 2020
Brian McDonald 8.5k $497k 26% Sep 2020
Stonehearth Capital Management 8.3k $482k 100% Dec 2020
Creative Planning 8.2k $483k -26% Sep 2020
Genesee Capital Advisors 8.2k $477k 52% Dec 2020
Capital One Financial Corp 8.0k $469k -7% Sep 2020
Vision Capital Management 7.9k $462k 10% Dec 2020
Resources Investment Advisors 7.9k $465k -57% Sep 2020
Independent Advisor Alliance 7.9k $460k 0% Sep 2020
JMG Financial Group 7.7k $452k -6% Sep 2020
Johnson Financial 7.6k $445k 15% Sep 2020
FormulaFolio Investments 7.5k $440k -83% Sep 2020
Steel Peak Wealth Management 7.5k $437k -8% Sep 2020
Benjamin F. Edwards & Company 7.3k $429k 21% Sep 2020
Towerpoint Wealth 7.0k $410k 0% Sep 2020
Great Valley Advisor Group 6.9k $404k 0% Sep 2020
REDW Stanley Financial Advisors 6.5k $384k 0% Sep 2020
Trustcore Financial Services 6.2k $362k -8% Sep 2020
Carroll Financial Associates 5.6k $328k -33% Dec 2020
Wealthsource Partners 4.8k $281k -61% Sep 2020
Compass Ion Advisors 4.7k $278k -34% Sep 2020
Windham Capital Management 4.1k $238k -97% Sep 2020
Tradewinds Capital Management 4.0k $237k -99% Sep 2020
LVW Advisors 3.5k $206k -97% Sep 2020
Old North State Trust 2.7k $160k -94% Sep 2020
AdvisorNet Financial 2.4k $144k -98% Sep 2020

Who sold out of Schwab Strategic Tr intrm trm?

Fund or Company Name Date Sold Shares Held Valued At
DAL Investment Company Jun 2020 275k $16M
Streettalk Advisors Jun 2020 102k $6.0M
Hedeker Wealth Management Sep 2020 92k $5.4M
Empowered Funds Jun 2020 76k $4.4M
Wealthsimple US Jun 2020 55k $3.2M
Empirical Finance Jun 2020 25k $1.7M
Opus Capital Group Jun 2020 28k $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Jun 2020 27k $1.6M
Sigma Planning Jun 2020 24k $1.4M
Vista Private Wealth Partners Sep 2020 7.4k $437k

Funds that own Schwab Strategic Tr intrm trm also own: