Who owns Schwab Strategic Tr intrm trm?

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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
Jpmorgan Chase & Co 14M $793M 17% Mar 2021
Charles Schwab Investment Advisory 12M $653M -1% Jun 2021
Royal Bank of Canada 4.4M $250M 2% Jun 2021
Stifel Financial 2.6M $148M 6% Jun 2021
State Street Corporation 1.5M $83M 0% Jun 2021
Ameriprise Financial 1.3M $72M 73% Jun 2021
BerganKDV Wealth Management 1.1M $64M 8% Jun 2021
Wells Fargo & Company 888k $51M 0% Jun 2021
Madison Asset Management 841k $48M 116% Jun 2021
Insight 2811 800k $46M -2% Jun 2021
Financial Engines Advisors L.L.C 696k $40M 0% Jun 2021

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Wealth Enhancement Advisory Services 625k $36M 6% Jun 2021
Jane Street 617k $35M 88% Jun 2021
Your Advocates 609k $35M 45% Jun 2021
55i 484k $28M 14% Jun 2021
Morningstar Investment Management 464k $26M 26% Jun 2021
Sequoia Financial Advisors 435k $25M 4% Jun 2021
Streettalk Advisors 419k $24M -1% Jun 2021
Envestnet Asset Management 384k $22M 10% Jun 2021
HC Advisors 370k $21M 2% Jun 2021
Creative Planning 352k $20M -8% Jun 2021
Qci Asset Management 349k $20M 5% Jun 2021
Foster & Motley 333k $19M 16% Jun 2021
Morningstar Investment Services 287k $16M 33% Jun 2021
Morgan Stanley 272k $16M 100% Jun 2021
Charles Schwab Investment Management 259k $15M 100% Jun 2021
Franklin Resources 250k $14M -6% Jun 2021
Resonant Capital Advisors 245k $14M 8% Jun 2021
Kingsview Wealth Management 245k $14M -9% Jun 2021
AE Wealth Management 202k $12M -11% Jun 2021
Change Path 189k $11M 31% Jun 2021
Harvest Group Wealth Management 180k $10M 4% Jun 2021
Financial Consulate 176k $10M 3% Jun 2021
McAdam 167k $9.6M 14% Jun 2021
Buckingham Asset Management 167k $9.5M 10% Jun 2021
Galvin, Gaustad & Stein 161k $9.1M 22% Jun 2021
IndexIQ Advisors 143k $8.1M 64% Jun 2021
Beacon Wealthcare 141k $8.0M -2% Jun 2021
Moisand Fitzgerald Tamayo 140k $7.9M 4% Jun 2021
Bangor Savings Bank 132k $7.5M -24% Jun 2021
Bank of America Corporation 130k $7.4M 17% Jun 2021
Quantum Capital Management 128k $7.3M 0% Jun 2021
Sterling Investment Management 116k $6.6M -11% Jun 2021
West Coast Financial 111k $6.3M 8% Jun 2021
Spire Wealth Management 104k $5.9M 8% Jun 2021
Oakwell Private Wealth Management 101k $5.7M 16% Jun 2021
Multi-Financial Securities 100k $5.7M 6% Jun 2021
Seascape Capital Management 100k $5.6M 0% Jun 2021
Perigon Wealth Management 97k $5.5M 33% Jun 2021
WT Wealth Management 94k $5.4M 1% Jun 2021
Cobblestone Capital Advisors 93k $5.3M 19% Jun 2021
Bank Of Montreal 92k $5.2M 302% Jun 2021
Renaissance Technologies 88k $5.0M -39% Jun 2021
Kuntz Lesher Capital 86k $4.9M 2% Jun 2021
Marshall Financial Group 85k $4.9M 25% Jun 2021
First National Trust Company 85k $4.8M 10% Jun 2021
WNY Asset Management 82k $4.7M -51% Jun 2021
Eqis Capital Management 79k $4.5M -4% Jun 2021
Mercer Global Advisors 77k $4.4M -1% Jun 2021
Diligent Investors 77k $4.4M 8% Jun 2021
ProVise Management Group 76k $4.3M 38% Jun 2021
LPL Financial 73k $4.2M 9% Jun 2021
Walkner Condon Financial Advisors 73k $4.1M 22% Jun 2021
SeaCrest Wealth Management 69k $3.9M 3% Jun 2021
First Merchants Bank, National Association 69k $3.9M -8% Jun 2021
Cambridge Investment Research Advisors 67k $3.8M -4% Jun 2021
Coldstream Capital Management 61k $3.5M 153% Jun 2021
Janney Montgomery Scott 61k $3.5M 11% Jun 2021
Davenport & Co 61k $3.5M 66% Jun 2021
Cambridge Associates 59k $3.3M 26% Jun 2021
UBS Group 58k $3.3M 5% Jun 2021
Adventist Health System Sunbelt Healthcare Corp 57k $3.2M 3% Jun 2021
Ifrah Financial Services 56k $3.2M 4% Jun 2021
Advisor Group Holdings 56k $3.4M -15% Jun 2021
TrinityPoint Wealth 56k $3.2M 0% Jun 2021
Ausdal Financial Partners 53k $3.0M 5% Jun 2021
Financial Advisory Service 52k $2.9M 1% Jun 2021
RHS Financial 51k $2.9M -21% Jun 2021
Journey Advisory Group 50k $2.8M 1% Jun 2021
Hendershot Investments 48k $2.7M 3% Jun 2021
Optimal Asset Management 47k $2.6M 0% Jun 2021
Pinnacle Advisory Group 44k $2.5M 13% Mar 2021
Mml Investors Services 43k $2.4M -11% Jun 2021
Salem Investment Counselors 42k $2.4M -4% Jun 2021
SFMG Wealth Advisors 39k $2.2M -2% Jun 2021
Charles Schwab Trust 38k $2.2M -18% Jun 2021
ValMark Advisers 35k $2.0M 0% Jun 2021
Flow Traders US 34k $1.9M -56% Jun 2021
Koshinski Asset Management 33k $1.9M 6% Jun 2021
Advisory Alpha 33k $1.9M 42% Jun 2021
Rede Wealth 32k $1.8M -2% Jun 2021
Juncture Wealth Strategies 30k $1.7M -1% Jun 2021
Financeware 30k $1.7M 0% Jun 2021
SignalPoint Asset Management 29k $1.7M 0% Jun 2021
Patriot Investment Management 28k $1.6M 2% Jun 2021
Warren Averett Asset Management 28k $1.6M -19% Jun 2021
Homrich Berg 26k $1.5M -9% Jun 2021
Citadel Advisors 26k $1.5M -56% Jun 2021
Northwestern Mutual Wealth Management Company 25k $1.4M 22% Jun 2021
Lateef Investment Management 25k $1.4M 13% Jun 2021
Park Avenue Securities 25k $1.4M 3% Jun 2021
Tortoise Investment Management 22k $1.3M 118% Jun 2021
Sowell Financial Services 22k $1.3M 0% Jun 2021
Successful Portfolios 22k $1.3M 0% Jun 2021
V Wealth Management 21k $1.2M -1% Jun 2021
Taylor, Cottrill, Erickson & Associates 21k $1.2M 0% Jun 2021
TCF National Bank 21k $1.2M 6% Mar 2021
Blueprint Investment Partners 21k $1.2M -1% Jun 2021
Meritage Portfolio Management 19k $1.1M 35% Jun 2021
Lederer & Associates Investment Counsel 19k $1.1M -11% Jun 2021
Proequities 19k $1.1M -2% Jun 2021
Venture Visionary Partners 18k $1.0M 0% Jun 2021
Hutchinson Capital Management 18k $1.0M 2% Jun 2021
Huntington National Bank 18k $1.3M 100% Jun 2021
Kaizen Financial Strategies 17k $978k -71% Mar 2021
Alesco Advisors 16k $916k 0% Jun 2021
D.B. Root & Company 16k $881k -5% Jun 2021
Fagan Associates 16k $879k -2% Jun 2021
Swaine & Leidel Wealth Services 15k $867k -4% Mar 2021
Twele Capital Management 15k $822k -2% Jun 2021
Captrust Financial Advisors 14k $818k -2% Jun 2021
FLC Capital Advisors 14k $802k 76% Jun 2021
Integrated Wealth Concepts 14k $790k 3% Jun 2021
Rockbridge Investment Management, LCC 14k $789k -1% Jun 2021
Green Square Capital 13k $749k -27% Jun 2021
Hoover Financial Advisors 13k $740k 0% Jun 2021
Synovus Financial Corp. 13k $723k 9% Jun 2021
Two Sigma Securities 13k $710k 100% Jun 2021
Dynamic Advisors Solutions 13k $709k -2% Jun 2021
Asset Planning Corporation 12k $706k -34% Jun 2021
Evanson Asset Management 12k $658k 0% Jun 2021
Birchcreek Wealth Management 12k $653k 2% Jun 2021
Novak Financial Planning 11k $646k 0% Jun 2021
Mainstay Capital Management 11k $636k 4% Jun 2021
Vista Capital Partners 11k $635k 0% Jun 2021
IHT Wealth Management 11k $630k 3% Jun 2021
Commonwealth Equity Services 11k $621k -60% Jun 2021
Vision Capital Management 10k $593k -7% Jun 2021
Asset Managment 10k $591k 0% Jun 2021
Almanack Investment Partners 10k $586k -36% Jun 2021
Act Two Investors 10k $577k 0% Jun 2021
Qube Research & Technologies 9.8k $556k 100% Jun 2021
Advisory Services Network 9.7k $551k -12% Jun 2021
Benjamin F. Edwards & Company 9.6k $547k -5% Jun 2021
WFA of San Diego 9.0k $515k -6% Jun 2021
MidWestOne Financial Group 9.0k $513k 0% Jun 2021
Horizon Financial Services 9.0k $513k 100% Jun 2021
PrairieView Partners 8.8k $502k 0% Jun 2021
REDW Stanley Financial Advisors 8.7k $495k 0% Jun 2021
Segall Bryant & Hamill 8.7k $492k -1% Jun 2021
Courage Miller Partners 8.5k $483k -11% Jun 2021
Brian McDonald 7.9k $451k -11% Jun 2021
TrueWealth Advisors 4.7k $269k -72% Jun 2021
Creative Financial Designs 3.9k $219k -91% Jun 2021
Clear Perspectives Financial Planning 1.2k $68k -99% Jun 2021
Deutsche Bank Aktiengesellschaft 387.00 $22k -98% Jun 2021

Who sold out of Schwab Strategic Tr intrm trm?

Fund or Company Name Date Sold Shares Held Valued At
McMahon Financial Advisors Mar 2021 85k $4.8M
Washburn Capital Management Mar 2021 57k $3.2M
Diversified Portfolios Mar 2021 25k $1.4M