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
Download as csv
Download as Excel
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 | 77M | $3.8B | -3% | Dec 2022 | ||
| Jpmorgan Chase & Co | 10M | $502M | -3% | Dec 2022 | ||
| LPL Financial | 9.9M | $490M | 0% | Dec 2022 | ||
| Royal Bank of Canada | 4.4M | $217M | 6% | Dec 2022 | ||
| Stifel Financial | 2.5M | $125M | -2% | Dec 2022 | ||
| Ameriprise Financial | 2.3M | $115M | 22% | Dec 2022 | ||
| Goldman Sachs Group | 2.1M | $105M | 375% | Dec 2022 | ||
| BerganKDV Wealth Management | 1.7M | $81M | -2% | Dec 2022 | ||
| State Street Corporation | 1.5M | $72M | 0% | Dec 2022 | ||
| Madison Asset Management | 821k | $40M | -46% | Dec 2022 | ||
| Hilton Capital Management | 809k | $40M | 0% | Dec 2022 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr intrm trm? |
||||||
| Morgan Stanley | 726k | $36M | 95% | Dec 2022 | ||
| Your Advocates | 725k | $36M | -11% | Dec 2022 | ||
| Allspring Global Investments Holdings | 722k | $36M | 0% | Dec 2022 | ||
| Jane Street | 716k | $35M | 4% | Dec 2022 | ||
| Envestnet Asset Management | 631k | $31M | -30% | Dec 2022 | ||
| Cornerstone Wealth Advisors | 584k | $29M | -3% | Dec 2022 | ||
| Charles Schwab Investment Management | 581k | $29M | -48% | Dec 2022 | ||
| Bank of America Corporation | 502k | $25M | 82% | Dec 2022 | ||
| Moisand Fitzgerald Tamayo | 461k | $23M | 12% | Dec 2022 | ||
| Streettalk Advisors | 451k | $22M | -6% | Dec 2022 | ||
| Foster & Motley | 423k | $21M | -2% | Dec 2022 | ||
| Taddei, Ludwig & Associates | 418k | $21M | -2% | Dec 2022 | ||
| Wealth Enhancement Advisory Services | 413k | $21M | -20% | Dec 2022 | ||
| Lake Street Advisors Group | 380k | $19M | -9% | Dec 2022 | ||
| FLC Capital Advisors | 380k | $19M | 42% | Dec 2022 | ||
| Greenline Partners | 370k | $18M | 16736% | Dec 2022 | ||
| New York Life Investment Management | 333k | $16M | -19% | Dec 2022 | ||
| West Coast Financial | 324k | $16M | -4% | Dec 2022 | ||
| Sequoia Financial Advisors | 323k | $16M | -7% | Dec 2022 | ||
| Morningstar Investment Services | 323k | $16M | -2% | Dec 2022 | ||
| Resonant Capital Advisors | 323k | $16M | 9% | Dec 2022 | ||
| Toroso Investments | 299k | $15M | -38% | Dec 2022 | ||
| Libra Wealth | 270k | $13M | 1% | Dec 2022 | ||
| Galvin, Gaustad & Stein | 270k | $13M | 9% | Dec 2022 | ||
| Thrivent Financial for Lutherans | 268k | $13M | -11% | Dec 2022 | ||
| Beacon Wealthcare | 245k | $12M | -8% | Dec 2022 | ||
| Wells Fargo & Company | 245k | $12M | -23% | Dec 2022 | ||
| Advisor Group Holdings | 242k | $12M | -19% | Dec 2022 | ||
| CLS Investments | 236k | $12M | -1% | Dec 2022 | ||
| Franklin Resources | 236k | $12M | 12% | Dec 2022 | ||
| HC Advisors | 227k | $11M | -6% | Dec 2022 | ||
| Kingsview Wealth Management | 225k | $11M | -3% | Dec 2022 | ||
| Bouchey Financial | 203k | $10M | 100% | Dec 2022 | ||
| AlphaStar Capital Management | 185k | $9.1M | 100% | Dec 2022 | ||
| McAdam | 185k | $10M | 38% | Dec 2022 | ||
| First National Trust Company | 184k | $9.1M | 58% | Dec 2022 | ||
| Change Path | 181k | $9.3M | 3% | Dec 2022 | ||
| Creative Planning | 177k | $8.7M | -4% | Dec 2022 | ||
| Spectrum Asset Management | 175k | $8.6M | 2068% | Dec 2022 | ||
| SWS Partners | 160k | $7.9M | -4% | Dec 2022 | ||
| Multi-Financial Securities | 148k | $7.3M | 34% | Dec 2022 | ||
| Bank Of Montreal | 148k | $7.3M | 0% | Dec 2022 | ||
| Financial Consulate | 143k | $7.1M | -11% | Dec 2022 | ||
| Morton Brown Family Wealth | 137k | $6.8M | -3% | Dec 2022 | ||
| Harvest Group Wealth Management | 137k | $6.7M | -1% | Dec 2022 | ||
| Davenport & Co | 135k | $6.6M | -2% | Dec 2022 | ||
| Marshall Financial Group | 128k | $6.3M | 100% | Dec 2022 | ||
| Wagner Bowman Management | 117k | $5.7M | -29% | Sep 2022 | ||
| Integrated Wealth Concepts | 116k | $5.7M | 1% | Dec 2022 | ||
| Oakwell Private Wealth Management | 110k | $5.4M | 1% | Dec 2022 | ||
| W. E. Donoghue & Co | 109k | $5.3M | -10% | Dec 2022 | ||
| Meridian Management | 107k | $5.2M | 100% | Dec 2022 | ||
| Cambridge Investment Research Advisors | 105k | $5.2M | -5% | Dec 2022 | ||
| Advisory Alpha | 94k | $4.6M | -19% | Dec 2022 | ||
| Janney Montgomery Scott | 87k | $4.3M | 5% | Dec 2022 | ||
| SeaCrest Wealth Management | 84k | $4.1M | -4% | Dec 2022 | ||
| Hanson McClain Advisors | 84k | $4.1M | 87% | Dec 2022 | ||
| Hendershot Investments | 81k | $4.0M | -2% | Dec 2022 | ||
| Diligent Investors | 80k | $3.9M | -2% | Dec 2022 | ||
| Kuntz Lesher Capital | 80k | $3.9M | -3% | Dec 2022 | ||
| Inspire Advisors | 79k | $3.9M | -5% | Dec 2022 | ||
| Bank of New York Mellon | 73k | $2.5M | 52% | Dec 2022 | ||
| Northwest Capital Management | 73k | $3.6M | -11% | Dec 2022 | ||
| Garrett Investment Advisors | 69k | $3.4M | 100% | Dec 2022 | ||
| UBS Group | 67k | $3.3M | 20% | Dec 2022 | ||
| Branch Banking & Trust Company | 66k | $3.3M | 16% | Dec 2022 | ||
| Coldstream Capital Management | 66k | $3.3M | 147% | Dec 2022 | ||
| Kaizen Financial Strategies | 64k | $3.2M | 60% | Dec 2022 | ||
| Buckingham Asset Management | 63k | $3.1M | -34% | Dec 2022 | ||
| Mariner Wealth Advisors | 63k | $3.1M | 86% | Dec 2022 | ||
| Stratos Wealth Advisors | 62k | $3.1M | -64% | Dec 2022 | ||
| Baird Financial | 60k | $2.9M | 1274% | Dec 2022 | ||
| HighTower Advisors | 59k | $2.9M | 279% | Dec 2022 | ||
| Eqis Capital Management | 58k | $2.9M | -4% | Dec 2022 | ||
| Barden Capital Management | 57k | $2.8M | 4% | Dec 2022 | ||
| BSW Wealth Partners | 57k | $2.8M | 100% | Dec 2022 | ||
| CWM Advisors | 56k | $2.8M | 10% | Dec 2022 | ||
| PAX Financial Group | 56k | $2.8M | 10% | Dec 2022 | ||
| ValMark Advisers | 56k | $2.7M | 32% | Dec 2022 | ||
| Benjamin Edwards | 54k | $2.7M | 19% | Dec 2022 | ||
| Mml Investors Services | 52k | $2.6M | -19% | Dec 2022 | ||
| Financial Advocates Investment Management | 50k | $2.4M | 4% | Dec 2022 | ||
| Ausdal Financial Partners | 49k | $2.4M | -5% | Dec 2022 | ||
| American Portfolios Advisors | 47k | $2.3M | 45% | Sep 2022 | ||
| Salem Investment Counselors | 46k | $2.3M | 10% | Dec 2022 | ||
| WNY Asset Management | 46k | $2.2M | -21% | Dec 2022 | ||
| GenWealth Group | 45k | $2.2M | 290% | Dec 2022 | ||
| Bangor Savings Bank | 45k | $1.7M | -7% | Dec 2022 | ||
| National Bank Of Canada /fi/ | 42k | $2.1M | -14% | Dec 2022 | ||
| Global Retirement Partners | 41k | $2.0M | -2% | Dec 2022 | ||
| Cobblestone Capital Advisors | 41k | $2.0M | 64% | Dec 2022 | ||
| Meritage Portfolio Management | 39k | $1.9M | 6% | Dec 2022 | ||
| Commonwealth Equity Services | 39k | $1.9M | -7% | Dec 2022 | ||
| Proequities | 38k | $1.9B | -64% | Dec 2022 | ||
| RHS Financial | 37k | $1.8M | -46% | Dec 2022 | ||
| Susquehanna International | 37k | $1.8M | -37% | Dec 2022 | ||
| Juncture Wealth Strategies | 37k | $1.8M | 260% | Dec 2022 | ||
| Asio Capital | 37k | $1.8M | 100% | Dec 2022 | ||
| Congress Wealth Management LLC / DE / | 36k | $1.8M | -9% | Dec 2022 | ||
| EverSource Wealth Advisors | 36k | $1.7M | 151% | Dec 2022 | ||
| D.B. Root & Company | 35k | $1.7M | -25% | Dec 2022 | ||
| Spire Wealth Management | 35k | $1.7M | 0% | Dec 2022 | ||
| Empirical Asset Management | 34k | $1.7M | -7% | Dec 2022 | ||
| Atria Wealth Solutions | 34k | $1.7M | 37% | Dec 2022 | ||
| Walkner Condon Financial Advisors | 34k | $1.7M | -38% | Dec 2022 | ||
| Northwestern Mutual Wealth Management Company | 33k | $1.6M | 9% | Dec 2022 | ||
| Lido Advisors | 33k | $1.6M | -23% | Dec 2022 | ||
| Day & Ennis | 32k | $1.6M | 100% | Dec 2022 | ||
| Equitable Holdings | 32k | $1.6M | 5% | Dec 2022 | ||
| Cetera Investment Advisers | 29k | $1.4M | 100% | Dec 2022 | ||
| Lateef Investment Management | 28k | $1.4M | 0% | Dec 2022 | ||
| Retirement Group | 27k | $1.3M | 28% | Dec 2022 | ||
| Koshinski Asset Management | 27k | $1.3M | -8% | Dec 2022 | ||
| Capital Asset Advisory Services | 27k | $1.3M | 100% | Dec 2022 | ||
| Warren Averett Asset Management | 27k | $1.3M | 0% | Dec 2022 | ||
| Park Avenue Securities | 26k | $1.3M | -67% | Dec 2022 | ||
| Successful Portfolios | 26k | $1.3M | 33% | Dec 2022 | ||
| SignalPoint Asset Management | 26k | $1.3M | -1% | Dec 2022 | ||
| Strategic Advisors | 25k | $1.3M | -8% | Dec 2022 | ||
| Csenge Advisory Group | 25k | $1.2M | -16% | Dec 2022 | ||
| Manhattan West Asset Management | 25k | $1.2M | 6% | Dec 2022 | ||
| Miracle Mile Advisors | 24k | $1.2M | 100% | Dec 2022 | ||
| Hutchinson Capital Management | 24k | $1.2M | 0% | Dec 2022 | ||
| Vise Technologies | 22k | $1.1M | -14% | Dec 2022 | ||
| Bridge Advisory | 21k | $1.1M | 124% | Dec 2022 | ||
| PrairieView Partners | 21k | $1.0M | -48% | Dec 2022 | ||
| Venture Visionary Partners | 21k | $1.0M | -1% | Dec 2022 | ||
| Foster Group | 20k | $1.0M | 100% | Dec 2022 | ||
| Financial Engines Advisors L.L.C | 20k | $992k | -96% | Dec 2022 | ||
| Cambridge Associates | 20k | $977k | -48% | Dec 2022 | ||
| Patriot Investment Management | 20k | $983k | -14% | Dec 2022 | ||
| Benjamin F. Edwards & Company | 19k | $920k | 2% | Dec 2022 | ||
| Captrust Financial Advisors | 18k | $900k | -7% | Dec 2022 | ||
| Kathleen S. Wright Associates | 18k | $894k | 111% | Dec 2022 | ||
| Flow Traders US | 18k | $889k | -98% | Dec 2022 | ||
| Strategic Wealth Advisors | 18k | $880k | 100% | Sep 2022 | ||
| Dynamic Advisors Solutions | 18k | $878k | 214% | Dec 2022 | ||
| Opus Capital Group | 17k | $830k | -87% | Dec 2022 | ||
| V Wealth Management | 17k | $829k | 0% | Dec 2022 | ||
| WT Wealth Management | 15k | $755k | -56% | Dec 2022 | ||
| Private Trust Co Na | 13k | $659k | -23% | Dec 2022 | ||
| Hrt Financial | 12k | $608k | -47% | Dec 2022 | ||
| H&H Retirement Design & Management | 12k | $604k | -69% | Dec 2022 | ||
| Concord Wealth Partners | 12k | $571k | -85% | Dec 2022 | ||
| Tortoise Investment Management | 11k | $562k | -42% | Dec 2022 | ||
| Bell Investment Advisors | 11k | $549k | -50% | Dec 2022 | ||
| First Merchants Bank, National Association | 11k | $548k | -37% | Dec 2022 | ||
| Rede Wealth | 11k | $539k | -44% | Dec 2022 | ||
| Assetmark | 11k | $529k | -94% | Dec 2022 | ||
| Mercer Global Advisors | 9.8k | $484k | -51% | Dec 2022 | ||
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Quantum Capital Management | Sep 2022 | 152k | $7.5M |
| Seascape Capital Management | Sep 2022 | 141k | $6.9M |
| Perigon Wealth Management | Sep 2022 | 134k | $6.6M |
| RFG Advisory | Sep 2022 | 36k | $1.8M |
| Tradewinds Capital Management | Sep 2022 | 35k | $1.7M |
| Journey Advisory Group | Sep 2022 | 28k | $1.4M |
| Private Advisor | Sep 2022 | 21k | $1.0M |
| Citadel Advisors | Jun 2022 | 21k | $1.1M |
| Truepoint | Sep 2022 | 21k | $1.0M |