Who owns Schwab Strategic Tr intrm trm?
- Ticker: SCHR
- CUSIP Number: 808524854
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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 | ||
---|---|---|---|---|---|---|
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 | ||
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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 |