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 |
|
| Royal Bank of Canada | 17M | $432M | -11% | Mar 2026 |
|
| Ameriprise Financial | 13M | $333M | -3% | Mar 2026 |
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| Stifel Financial | 7.6M | $190M | 5% | Mar 2026 |
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| Bank of America Corporation | 6.2M | $154M | 100% | Mar 2026 |
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| Envestnet Asset Management | 4.6M | $116M | 36% | Mar 2026 |
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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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| Resonant Capital Advisors | 3.0M | $75M | 5% | Mar 2026 |
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| State Street Corporation | 2.9M | $73M | 0% | Dec 2025 |
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| Crane Advisory | 2.8M | $70M | 0% | Mar 2026 |
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| Streettalk Advisors | 2.4M | $59M | 10% | Mar 2026 |
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| LPL Financial | 2.1M | $53M | 12% | Mar 2026 |
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| Hartland & Co | 2.0M | $49M | 10% | Mar 2026 |
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| HPM Partners | 1.9M | $48M | -22% | Mar 2026 |
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| Morgan Stanley | 1.8M | $45M | 4% | Mar 2026 |
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| Intelligence Driven Advisers | 1.6M | $41M | -7% | Mar 2026 |
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| FLC Capital Advisors | 1.6M | $41M | 5% | Mar 2026 |
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| Advisory Alpha | 1.5M | $38M | -4% | Mar 2026 |
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| Davenport & Co | 1.5M | $38M | 12% | Mar 2026 |
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| Wells Fargo & Company | 1.4M | $36M | 24% | Mar 2026 |
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| Beacon Wealthcare | 1.4M | $35M | 5% | Mar 2026 |
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| Hapanowicz & Associates Financial Services | 1.4M | $35M | 5% | Mar 2026 |
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| Baird Financial | 1.4M | $34M | 8% | Dec 2025 |
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| Diversify Wealth Management | 1.3M | $32M | 54% | Mar 2026 |
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| High Probability Advisors | 1.3M | $32M | 6% | Mar 2026 |
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| First National Trust Company | 1.2M | $31M | 2% | Mar 2026 |
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| Taddei, Ludwig & Associates | 1.2M | $31M | 8% | Mar 2026 |
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| Cetera Investment Advisers | 1.2M | $29M | 26% | Mar 2026 |
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| Foster & Motley | 1.1M | $28M | 2% | Mar 2026 |
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| Galvin, Gaustad & Stein | 1.1M | $27M | 0% | Dec 2025 |
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| Your Advocates | 1.0M | $25M | 15% | Mar 2026 |
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| Stokes Family Office | 997k | $25M | -11% | Mar 2026 |
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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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| Summit Financial | 917k | $23M | 50% | Mar 2026 |
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| Creative Planning | 910k | $23M | -15% | Mar 2026 |
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| HC Advisors | 900k | $22M | 5% | Mar 2026 |
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| Madison Asset Management | 780k | $19M | -31% | Mar 2026 |
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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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| Morton Brown Family Wealth | 702k | $18M | 4% | Mar 2026 |
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| One Degree Advisors | 700k | $17M | 8% | Mar 2026 |
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| Pure Portfolios Holdings | 695k | $17M | 5% | Dec 2025 |
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| Downshift Financial | 679k | $17M | 25% | Mar 2026 |
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| Altiora Financial Group | 653k | $16M | 1% | Mar 2026 |
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| UBS Group | 648k | $16M | 55% | Mar 2026 |
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| Marshall Financial Group | 630k | $16M | -1% | Mar 2026 |
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| Perigon Wealth Management | 593k | $15M | 603% | Mar 2026 |
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| Burns Wealth Management | 560k | $14M | 1% | Mar 2026 |
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| WorthPointe | 557k | $14M | 21% | Mar 2026 |
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| Franklin Resources | 539k | $13M | 8% | Mar 2026 |
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| Commonwealth Equity Services | 535k | $13M | 41% | Mar 2026 |
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| Walker Financial Services | 528k | $13M | 19% | Mar 2026 |
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| Kathmere Capital Management | 525k | $13M | -12% | Mar 2026 |
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| Bank Of Montreal | 522k | $13M | 100% | Mar 2026 |
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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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| Midwest Trust | 499k | $12M | -48% | Mar 2026 |
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| McAdam | 496k | $12M | 7% | Mar 2026 |
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| Toroso Investments | 489k | $12M | 100% | Mar 2026 |
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| David J.Sculati | 459k | $11M | 5% | Mar 2026 |
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| Foundation Wealth Management | 459k | $11M | 8% | Mar 2026 |
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| Massmutual Trust | 453k | $11M | -37% | Mar 2026 |
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| Walkner Condon Financial Advisors | 452k | $11M | 4% | Mar 2026 |
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| Clarity Wealth Development | 444k | $11M | 15% | Mar 2026 |
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| Oakwell Private Wealth Management | 433k | $11M | 4% | Mar 2026 |
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| Advocate Group | 430k | $11M | 6% | Mar 2026 |
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| Attessa Capital | 422k | $11M | -1% | Mar 2026 |
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| Cadia Private Client | 410k | $10M | 0% | Mar 2026 |
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| RWM Asset Management | 410k | $10M | 0% | Mar 2026 |
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| BlackRock | 392k | $9.8M | -26% | Mar 2026 |
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| Scarborough Advisors | 389k | $9.7M | 100% | Mar 2026 |
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| Raymond James Financial | 383k | $9.6M | 3% | Dec 2025 |
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| Hidden Cove Wealth Management | 381k | $9.5M | 670% | Mar 2026 |
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| Darrow Company | 378k | $9.4M | 1% | Mar 2026 |
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| Mml Investors Services | 377k | $9.4M | -32% | Mar 2026 |
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| Bulwark Capital Corp | 361k | $9.0M | 3681% | Mar 2026 |
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| Cloud Capital Management | 356k | $8.9M | 49% | Mar 2026 |
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| Benjamin Edwards | 352k | $8.8M | 13% | Mar 2026 |
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| Centric Wealth Management | 352k | $8.7M | 4% | Mar 2026 |
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| Blake Schutter Theil Wealth Advisors | 352k | $8.8M | 0% | Mar 2026 |
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| Act Two Investors | 350k | $8.7M | -5% | Mar 2026 |
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| Savvy Advisors | 349k | $8.7M | 109% | Mar 2026 |
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| Mariner Wealth Advisors | 345k | $8.6M | 37% | Mar 2026 |
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| Kelly Financial Services | 344k | $8.6M | 6% | Mar 2026 |
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| ValMark Advisers | 338k | $8.4M | -17% | Mar 2026 |
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| Tennessee Valley Asset Management Partners | 331k | $8.2M | 0% | Mar 2026 |
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| Dock Street Asset Managment | 316k | $7.9M | 29% | Mar 2026 |
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| Colony | 310k | $7.8M | 28% | Dec 2025 |
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| Keystone Global Partners | 309k | $7.7M | 127% | Mar 2026 |
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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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| SIMA Wealth Partners | 292k | $7.3M | 13% | Mar 2026 |
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| L.K. Benson & Company, P.C. | 289k | $7.2M | 28% | Mar 2026 |
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| Cambridge Investment Research Advisors | 277k | $6.9M | 6% | Mar 2026 |
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| Harvest Portfolios Group | 277k | $6.9M | 9% | Dec 2025 |
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| Change Path | 276k | $6.9M | 692% | Mar 2026 |
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| Advisor Group Holdings | 274k | $6.9M | -1% | Dec 2025 |
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| Integrity Alliance | 266k | $6.6M | 100% | Mar 2026 |
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| Foundations Investment Advisors | 264k | $6.6M | 22% | Mar 2026 |
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| Cooke Wealth Management | 262k | $6.5M | 100% | Mar 2026 |
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| Krasney Financial | 262k | $6.5M | 41% | Mar 2026 |
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| Kestra Advisory Services | 242k | $6.0M | 3% | Mar 2026 |
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| Myecfo | 238k | $5.9M | 7% | Mar 2026 |
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| Refined Wealth Management | 229k | $5.7M | 100% | Mar 2026 |
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| Flow Traders US | 223k | $5.6M | 100% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 222k | $5.5M | 3% | Mar 2026 |
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| Independent Solutions Wealth Management | 219k | $5.5M | 0% | Mar 2026 |
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| Code Waechter | 216k | $5.4M | 5% | Mar 2026 |
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| Heritage Wealth Management | 216k | $5.4M | 5% | Mar 2026 |
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| Stableford Capital Ii | 215k | $5.3M | 2% | Mar 2026 |
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| W.H. Cornerstone Investments | 204k | $5.1M | -1% | Mar 2026 |
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| Libra Wealth | 202k | $5.0M | 0% | Mar 2026 |
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| WT Wealth Management | 199k | $5.0M | -8% | Mar 2026 |
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| Modus Advisors | 197k | $4.9M | 7% | Mar 2026 |
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| Inspire Advisors | 185k | $4.6M | 24% | Mar 2026 |
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| Captrust Financial Advisors | 183k | $4.6M | 304% | Dec 2025 |
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| Hilltop Partners | 180k | $4.5M | 3% | Mar 2026 |
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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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| Sym Financial Corporation | 173k | $4.3M | 12% | Mar 2026 |
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| North Forty Two & Co. | 167k | $4.2M | -1% | Mar 2026 |
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| Ausdal Financial Partners | 167k | $4.1M | 9% | Mar 2026 |
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| Farther Finance Advisors | 165k | $4.1M | 181% | Mar 2026 |
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| Financial & Tax Architects | 165k | $4.1M | 19% | Mar 2026 |
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| Farrow Financial | 163k | $4.0M | 15% | Mar 2026 |
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| Csenge Advisory Group | 150k | $3.7M | 15% | Mar 2026 |
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| Inman Jager Wealth Management | 150k | $3.7M | 33% | Mar 2026 |
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| WealthCare Investment Partners | 149k | $3.7M | 54% | Mar 2026 |
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| Assetmark | 144k | $3.6M | -4% | Mar 2026 |
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| Tower Research Capital | 142k | $3.6M | 211481% | Dec 2025 |
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| Spectrum Asset Management | 139k | $3.5M | -38% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 137k | $3.4M | -9% | Mar 2026 |
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| Creative Financial Designs | 135k | $3.4M | 25% | Mar 2026 |
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| Addison Advisors | 131k | $3.3M | -1% | Mar 2026 |
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| William Blair $ Company | 129k | $3.2M | 5% | Mar 2026 |
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| Claro Advisors | 128k | $3.2M | 863% | Mar 2026 |
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| Hutchinson Capital Management | 121k | $3.0M | 39% | Mar 2026 |
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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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| SCS Capital Management | 118k | $2.9M | -7% | Mar 2026 |
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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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| Grantham, Mayo, Van Otterloo & Co | 114k | $2.8M | 153% | Mar 2026 |
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| Pflug Koory | 113k | $2.8M | 1% | Mar 2026 |
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| Williams Financial | 113k | $2.8M | -1% | Mar 2026 |
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| Stratos Wealth Advisors | 96k | $2.4M | -61% | Mar 2026 |
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| JDM Financial Group | 88k | $2.2M | -35% | Mar 2026 |
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| HighTower Advisors | 87k | $2.2M | -49% | Mar 2026 |
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| Columbus Macro | 85k | $2.1M | -41% | Mar 2026 |
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| Renaissance Technologies | 45k | $1.1M | -71% | Dec 2025 |
|
| BLVD Private Wealth | 12k | $294k | -95% | Mar 2026 |
|
| 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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 4.9M | $123M |
| Wealth Enhancement Advisory Services | Dec 2025 | 2.7M | $67M |
| Quest Partners | Dec 2025 | 1.9M | $48M |
| Bouchey Financial | Dec 2025 | 1.4M | $36M |
| Empowered Funds | Sep 2025 | 627k | $16M |
| Diversify Advisory Services | Dec 2025 | 211k | $5.3M |
| Bnp Paribas Arbitrage, Snc | Dec 2025 | 170k | $4.3M |