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 12M $701M 1041% Dec 2020
Charles Schwab Investment Advisory 11M $657M 2% Dec 2020
Royal Bank of Canada 3.9M $227M 7% Dec 2020
Stifel Financial 2.3M $134M 15% Dec 2020
State Street Corporation 1.5M $84M 0% Dec 2020
Ameriprise Financial 1.4M $84M -37% Dec 2020
BerganKDV Wealth Management 878k $51M 9% Dec 2020
Insight 2811 808k $47M 100% Dec 2020
Wells Fargo & Company 787k $46M 65% Dec 2020
Financial Engines Advisors L.L.C 606k $35M 16% Dec 2020
Wealth Enhancement Advisory Services 547k $32M 6% Dec 2020

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Creative Planning 413k $24M 4918% Dec 2020
Sequoia Financial Advisors 400k $23M -1% Dec 2020
Streettalk Advisors 398k $23M 56% Dec 2020
55i 373k $22M 14% Dec 2020
HC Advisors 362k $21M -3% Dec 2020
Morningstar Investment Management 323k $19M -9% Dec 2020
Franklin Resources 312k $18M 11% Dec 2020
Qci Asset Management 306k $18M 7% Dec 2020
Your Advocates 291k $17M -42% Dec 2020
Morgan Stanley 268k $16M -4% Dec 2020
Envestnet Asset Management 237k $14M 16% Dec 2020
Foster & Motley 225k $13M 18% Dec 2020
Reby Advisors 224k $13M 100% Dec 2020
Morningstar Investment Services 204k $12M 1% Dec 2020
Resonant Capital Advisors 204k $12M 6% Dec 2020
AE Wealth Management 203k $12M 18% Dec 2020
Sawtooth Asset Management 198k $12M 15% Dec 2020
Buckingham Asset Management 196k $11M -3% Dec 2020
Bangor Savings Bank 187k $11M -14% Dec 2020
IndexIQ Advisors 179k $10M 14% Dec 2020
Financial Consulate 171k $9.6M 15% Mar 2021
WNY Asset Management 167k $9.4M -63% Mar 2021
Kingsview Wealth Management 163k $9.5M -6% Dec 2020
Harvest Group Wealth Management 159k $9.3M 22% Dec 2020
Clear Perspectives Financial Planning 156k $9.1M 100% Dec 2020
Asset Planning Corporation 155k $9.0M 100% Dec 2020
SWS Partners 151k $8.8M 13% Dec 2020
Beacon Wealthcare 144k $8.1M 100% Mar 2021
Galvin, Gaustad & Stein 132k $7.4M 74% Mar 2021
McAdam 132k $7.6M 33% Dec 2020
Sterling Investment Management 130k $7.3M 12% Mar 2021
Quantum Capital Management 128k $7.4M 2% Dec 2020
Moisand Fitzgerald Tamayo 123k $7.1M 11% Dec 2020
Assetmark 118k $6.9M -24% Dec 2020
Beacon Investment Management 118k $6.9M -13% Dec 2020
Change Path 113k $6.6M 90% Dec 2020
Bank of America Corporation 111k $6.4M 10% Dec 2020
Cambridge Investment Research Advisors 98k $5.7M -42% Dec 2020
West Coast Financial 96k $5.6M -5% Dec 2020
First Merchants Bank, National Association 96k $5.6M -7% Dec 2020
Seascape Capital Management 94k $5.5M -3% Dec 2020
Eqis Capital Management 91k $5.3M -3% Dec 2020
Multi-Financial Securities 91k $5.3M -4% Dec 2020
Renaissance Technologies 91k $5.3M 11% Dec 2020
Kuntz Lesher Capital 83k $4.8M 0% Dec 2020
RHS Financial 80k $4.6M 6% Dec 2020
First National Trust Company 79k $4.6M -1% Dec 2020
Oakwell Private Wealth Management 77k $4.5M 100% Dec 2020
Diligent Investors 69k $4.0M 1% Dec 2020
Marshall Financial Group 68k $3.9M 4% Mar 2021
Cobblestone Capital Advisors 66k $3.8M 49% Dec 2020
SeaCrest Wealth Management 65k $3.8M 2% Dec 2020
SFMG Wealth Advisors 64k $3.7M -42% Dec 2020
Mercer Global Advisors 62k $3.6M 1% Dec 2020
Kaizen Financial Strategies 61k $3.5M 100% Dec 2020
Washburn Capital Management 60k $3.5M 28% Dec 2020
Walkner Condon Financial Advisors 59k $3.3M 10% Mar 2021
Advisor Group Holdings 55k $3.1M 0% Dec 2020
UBS Group 55k $3.2M -6% Dec 2020
LPL Financial 54k $3.2M 21% Dec 2020
TrinityPoint Wealth 54k $3.1M -1% Dec 2020
Ifrah Financial Services 53k $3.1M 0% Dec 2020
Janney Montgomery Scott 52k $3.0M 19% Dec 2020
Journey Advisory Group 51k $3.0M 100% Dec 2020
Financial Advisory Service 49k $2.8M 67% Dec 2020
Optimal Asset Management 48k $2.8M 35% Dec 2020
Perigon Wealth Management 48k $2.8M 132% Dec 2020
Adventist Health System Sunbelt Healthcare Corp 46k $2.7M 3% Dec 2020
Charles Schwab Trust 46k $2.6M -14% Mar 2021
Kestra Advisory Services 45k $2.6M 46181% Dec 2020
Creative Financial Designs 42k $2.4M 11% Mar 2021
Cambridge Associates 41k $2.4M 98% Dec 2020
ValMark Advisers 40k $2.3M 15% Dec 2020
Mml Investors Services 40k $2.3M 30% Dec 2020
TrueWealth Advisors 40k $2.3M 100% Dec 2020
Pinnacle Advisory Group 39k $2.3M 6% Dec 2020
Hendershot Investments 38k $2.2M 25% Dec 2020
Salem Investment Counselors 38k $2.2M 34% Dec 2020
Laidlaw Wealth Management 37k $2.2M 100% Dec 2020
SignalPoint Asset Management 37k $2.2M -3% Dec 2020
ProVise Management Group 37k $2.1M 106% Dec 2020
Warren Averett Asset Management 37k $2.1M 6% Dec 2020
WT Wealth Management 36k $2.1M 9% Dec 2020
Ausdal Financial Partners 35k $2.0M 23% Dec 2020
Rede Wealth 34k $2.0M 100% Dec 2020
Koshinski Asset Management 33k $1.9M 6% Dec 2020
Homrich Berg 31k $1.8M 100% Dec 2020
Deutsche Bank Aktiengesellschaft 30k $1.8M -54% Dec 2020
Almanack Investment Partners 30k $1.8M 0% Dec 2020
D.B. Root & Company 30k $1.7M -42% Dec 2020
Juncture Wealth Strategies 30k $1.7M -36% Mar 2021
Financeware 30k $1.7M 0% Dec 2020
Strategic Advisors 26k $1.5M 12% Dec 2020
Captrust Financial Advisors 24k $1.4M -2% Dec 2020
Citadel Advisors 23k $1.3M -13% Dec 2020
Sowell Financial Services 22k $1.3M -2% Dec 2020
Successful Portfolios 22k $1.3M 2% Dec 2020
Lederer & Associates Investment Counsel 21k $1.2M 26% Mar 2021
Bank Of Montreal 21k $0 -10% Dec 2020
Lateef Investment Management 21k $1.2M 2% Dec 2020
V Wealth Management 21k $1.2M -3% Mar 2021
Taylor, Cottrill, Erickson & Associates 21k $1.2M -3% Mar 2021
Capital Investment Advisory Services 20k $1.2M -4% Dec 2020
Diversified Portfolios 20k $1.1M 45% Dec 2020
TCF National Bank 20k $1.1M 30% Dec 2020
Act Two Investors 19k $1.1M -2% Dec 2020
Commonwealth Equity Services 19k $1.1M 81% Dec 2020
Venture Visionary Partners 18k $1.1M 100% Dec 2020
MidWestOne Financial Group 18k $1.0M -25% Dec 2020
Hutchinson Capital Management 17k $996k 100% Dec 2020
Swaine & Leidel Wealth Services 16k $929k -18% Dec 2020
Fagan Associates 16k $923k 0% Dec 2020
Alesco Advisors 15k $873k 7% Dec 2020
Twele Capital Management 15k $847k 15% Dec 2020
Relaxing Retirement Coach 15k $845k -81% Dec 2020
Rockbridge Investment Management, LCC 14k $814k -1% Dec 2020
Meritage Portfolio Management 14k $805k 100% Dec 2020
Dynamic Advisors Solutions 14k $794k -8% Dec 2020
Hoover Financial Advisors 14k $783k -3% Dec 2020
Northwestern Mutual Wealth Management Company 13k $782k 26% Dec 2020
Synovus Financial Corp. 13k $774k -4% Dec 2020
SVA Plumb Wealth Management 13k $732k 0% Dec 2020
Birchcreek Wealth Management 12k $712k 100% Dec 2020
Asset Managment 12k $705k 0% Dec 2020
Evanson Asset Management 12k $672k 100% Dec 2020
Vista Capital Partners 12k $668k -5% Dec 2020
Park Avenue Securities 12k $667k 97% Dec 2020
Jane Street 11k $665k -94% Dec 2020
Clearview Wealth Advisors 11k $662k 100% Dec 2020
Novak Financial Planning 11k $641k 0% Mar 2021
WFA of San Diego 11k $57.938400 -5% Dec 2020
Mainstay Capital Management 11k $638k -1% Dec 2020
IHT Wealth Management 11k $637k -1% Dec 2020
Roof Eidam & Maycock 11k $617k -32% Dec 2020
Eudaimonia Partners 10k $582k -3% Dec 2020
FormulaFolio Investments 9.8k $570k 31% Dec 2020
Proequities 9.8k $570k 100% Dec 2020
Courage Miller Partners 9.6k $561k -12% Dec 2020
PrairieView Partners 9.5k $554k -5% Dec 2020
Barrett Asset Management 8.2k $479k -27% Dec 2020
Raymond James Financial Services Advisors 7.9k $463k -61% Dec 2020
Patriot Investment Management 7.7k $448k -71% Dec 2020
Advisory Services Network 6.6k $384k -37% Dec 2020
Blueprint Investment Partners 31.00 $1.8k -100% Dec 2020

Who sold out of Schwab Strategic Tr intrm trm?

Fund or Company Name Date Sold Shares Held Valued At
Toroso Investments Sep 2020 1.3M $73M
tru Independence Sep 2020 98k $5.8M
Hedeker Wealth Management Sep 2020 92k $5.4M
Cardan Capital Partners Dec 2020 64k $3.7M
Millennium Management Sep 2020 18k $1.0M
Private Advisor Sep 2020 15k $873k
Madison Asset Management Sep 2020 14k $823k
RFG Advisory Dec 2020 9.6k $553k