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 Actions
Charles Schwab Investment Advisory 77M $3.8B 1% Jun 2023
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Royal Bank of Canada 9.7M $477M 119% Jun 2023
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Jpmorgan Chase & Co 5.4M $265M 12% Jun 2023
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Ameriprise Financial 3.0M $147M 20% Jun 2023
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Stifel Financial 2.8M $137M 2% Jun 2023
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Goldman Sachs Group 2.2M $107M 6% Jun 2023
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BerganKDV Wealth Management 1.8M $88M 1% Jun 2023
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State Street Corporation 1.5M $72M 0% Jun 2023
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Hilton Capital Management 857k $42M 17% Jun 2023
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Morgan Stanley 831k $41M 14% Jun 2023
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Bank of America Corporation 795k $39M 68% Jun 2023
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Envestnet Asset Management 787k $39M 8% Jun 2023
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Allspring Global Investments Holdings 722k $36M 0% Jun 2023
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Cornerstone Wealth Advisors 676k $33M 11% Jun 2023
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Charles Schwab Investment Management 554k $27M -4% Jun 2023
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Moisand Fitzgerald Tamayo 525k $26M 4% Jun 2023
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Foster & Motley 458k $23M 0% Jun 2023
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Taddei, Ludwig & Associates 452k $22M 2% Jun 2023
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Madison Asset Management 429k $21M 122% Jun 2023
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Lake Street Advisors Group 407k $20M 4% Jun 2023
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Greenline Partners 400k $20M 3% Jun 2023
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Resonant Capital Advisors 396k $20M 13% Jun 2023
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Morningstar Investment Services 392k $19M 26% Jun 2023
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Galvin, Gaustad & Stein 387k $19M 13% Jun 2023
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Wealth Enhancement Advisory Services 384k $19M -4% Jun 2023
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FLC Capital Advisors 375k $19M 3% Jun 2023
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Creative Planning 358k $18M -2% Jun 2023
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Streettalk Advisors 344k $17M -15% Jun 2023
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AlphaStar Capital Management 328k $16M 4% Jun 2023
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West Coast Financial 319k $16M -5% Jun 2023
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LPL Financial 318k $16M 4% Jun 2023
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Hilltop Partners 310k $15M 380% Jun 2023
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Morningstar Investment Management 294k $15M -68% Jun 2023
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Franklin Resources 291k $14M 13% Jun 2023
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Sequoia Financial Advisors 280k $14M -8% Jun 2023
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Intelligence Driven Advisers 274k $13M 100% Jun 2023
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Bouchey Financial 274k $14M 18% Jun 2023
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Beacon Wealthcare 262k $13M 4% Jun 2023
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Tradewinds Capital Management 261k $13M -4% Jun 2023
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Libra Wealth 247k $12M -9% Jun 2023
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Kestra Advisory Services 243k $12M 276% Jun 2023
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Advisor Group Holdings 242k $12M 4% Jun 2023
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Orion Portfolio Solutions 239k $12M 19% Jun 2023
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First National Trust Company 222k $11M 12% Jun 2023
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Davenport & Co 222k $11M 55% Jun 2023
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Marshall Financial Group 220k $11M 11% Jun 2023
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Hartland & Co 215k $11M 100% Jun 2023
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HC Advisors 213k $11M -6% Jun 2023
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Vident Investment Advisory 213k $11M 426% Jun 2023
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Massmutual Trust 213k $11M 8% Jun 2023
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Kingsview Wealth Management 209k $10M -3% Jun 2023
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Stokes Family Office 204k $10M 67% Jun 2023
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Multi-Financial Securities 177k $8.7M 7% Jun 2023
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Harvest Group Wealth Management 170k $8.6M 24% Mar 2023
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Change Path 134k $6.6M -30% Jun 2023
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Your Advocates 168k $8.3M 15% Jun 2023
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Morton Brown Family Wealth 165k $8.1M 8% Jun 2023
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Bank Of Montreal 165k $8.2M 12% Jun 2023
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SWS Partners 161k $7.9M 2% Jun 2023
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McAdam 161k $7.9M 30% Jun 2023
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Altiora Financial Group 158k $7.8M -1% Jun 2023
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Thrivent Financial for Lutherans 157k $7.7M 100% Jun 2023
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Jane Street 148k $7.3M -84% Jun 2023
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Flow Traders US 144k $7.1M 11% Jun 2023
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Wells Fargo & Company 124k $6.1M -49% Jun 2023
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Advisory Alpha 122k $6.0M 18% Jun 2023
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Meridian Management 120k $5.9M -3% Jun 2023
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Oakwell Private Wealth Management 115k $5.6M 3% Jun 2023
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Cambridge Investment Research Advisors 108k $5.3M -3% Jun 2023
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Tradition Wealth Management 107k $5.3M 6889% Jun 2023
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Inspire Advisors 104k $5.1M 27% Jun 2023
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Kaizen Financial Strategies 101k $5.0M 6% Jun 2023
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Janney Montgomery Scott 99k $4.9M 21% Jun 2023
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BlackRock 92k $4.5M 95723% Jun 2023
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Hendershot Investments 87k $4.3M 2% Jun 2023
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Garrett Investment Advisors 86k $4.3M 9% Jun 2023
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Passive Capital Management 86k $4.3M -3% Mar 2023
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Baird Financial 86k $4.2M 6% Jun 2023
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Branch Banking & Trust Company 85k $4.2M 23% Jun 2023
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SeaCrest Wealth Management 84k $4.1M 0% Jun 2023
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Empowered Funds 83k $4.1M 100% Jun 2023
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EA Series Trust 83k $4.1M 100% Jun 2023
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Myecfo 82k $4.0M 1% Jun 2023
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PAX Financial Group 81k $4.0M 16% Jun 2023
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Commonwealth Equity Services 80k $3.9M 130% Jun 2023
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Hanson McClain Advisors 79k $3.9M 1% Jun 2023
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Spire Wealth Management 78k $3.9M -4% Jun 2023
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Kuntz Lesher Capital 78k $3.8M -1% Jun 2023
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Diligent Investors 75k $3.7M -6% Jun 2023
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Coldstream Capital Management 75k $3.7M 6% Jun 2023
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Asio Capital 72k $3.6M 12% Jun 2023
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Private Advisor 71k $3.5M 122% Jun 2023
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Benjamin Edwards 70k $3.5M 24% Jun 2023
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HighTower Advisors 70k $3.4M 21% Jun 2023
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Buckingham Asset Management 69k $3.4M 9% Jun 2023
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Mariner Wealth Advisors 69k $3.4M 14% Jun 2023
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Eqis Capital Management 67k $3.3M 2% Jun 2023
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Mml Investors Services 67k $3.3M 122% Jun 2023
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Bank of New York Mellon 66k $3.3M 17% Jun 2023
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ValMark Advisers 64k $3.1M 2% Jun 2023
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Northwest Capital Management 63k $3.1M -3% Jun 2023
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Financial Engines Advisors L.L.C 62k $3.0M 12% Jun 2023
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CWM 61k $3.0M 1670% Jun 2023
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UBS Group 59k $2.9M -3% Jun 2023
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Financial & Tax Architects 57k $2.8M 100% Jun 2023
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GenWealth Group 52k $2.6M 14% Jun 2023
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WealthCare Investment Partners 52k $2.5M 237% Jun 2023
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Financial Consulate 50k $2.5M 0% Jun 2023
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Salem Investment Counselors 45k $2.2M -3% Jun 2023
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Ausdal Financial Partners 45k $2.2M -3% Jun 2023
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National Bank Of Canada /fi/ 41k $2.0M 8% Jun 2023
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Benjamin F. Edwards & Company 40k $1.9M 99% Jun 2023
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Manhattan West Asset Management 38k $1.9M 36% Jun 2023
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Meritage Portfolio Management 38k $1.9M 24% Jun 2023
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Walkner Condon Financial Advisors 37k $1.8M 9% Jun 2023
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Sentinel Pension Advisors 37k $1.8M 100% Jun 2023
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Bangor Savings Bank 37k $1.8M -6% Jun 2023
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Northwestern Mutual Wealth Management Company 35k $1.7M 1% Jun 2023
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EverSource Wealth Advisors 34k $1.7M -3% Jun 2023
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Commerce Bank N A 34k $1.7M 100% Jun 2023
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Atria Wealth Solutions 34k $1.7M 19% Jun 2023
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Stratos Wealth Advisors 33k $1.6M -9% Jun 2023
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Vise Technologies 33k $1.6M 7% Jun 2023
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Congress Wealth Management LLC / DE / 33k $1.6M -6% Jun 2023
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Barden Capital Management 32k $1.6M -26% Jun 2023
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Lido Advisors 31k $1.5M 3% Jun 2023
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Csenge Advisory Group 30k $1.5M 23% Jun 2023
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Raymond James Financial Services Advisors 30k $1.5M 13% Jun 2023
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RHS Financial 29k $1.4M -6% Jun 2023
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Koshinski Asset Management 29k $1.4M 100% Jun 2023
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Integrated Wealth Concepts 29k $1.4M -52% Jun 2023
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Lateef Investment Management 28k $1.4M -4% Jun 2023
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North Ridge Wealth Advisors 26k $1.3M -2% Jun 2023
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Capital Asset Advisory Services 26k $1.3M -4% Jun 2023
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SignalPoint Asset Management 26k $1.3M 0% Jun 2023
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Opus Capital Group 25k $1.2M -71% Jun 2023
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Advocate Group 25k $1.2M 100% Jun 2023
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Jones Financial Companies, L.L 25k $1.2M 56% Jun 2023
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Mendel Capital Management 25k $1.2M 225% Jun 2023
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Stratos Wealth Partners 24k $1.2M 21% Jun 2023
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William Blair $ Company 24k $1.2M 205% Jun 2023
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Hutchinson Capital Management 24k $1.2M 0% Jun 2023
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Foster Group 24k $1.2M 17% Jun 2023
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Warren Averett Asset Management 24k $1.2M -10% Jun 2023
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Cobblestone Capital Advisors 24k $1.2M 0% Jun 2023
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Cetera Investment Advisers 23k $1.2M 10% Jun 2023
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D.B. Root & Company 22k $1.1M -8% Jun 2023
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Kathleen S. Wright Associates 22k $1.1M 6% Jun 2023
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Fiduciary Alliance 22k $1.1M 10% Jun 2023
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WNY Asset Management 21k $1.0M -45% Jun 2023
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Successful Portfolios 20k $986k -20% Jun 2023
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PrairieView Partners 18k $880k -26% Jun 2023
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Citadel Advisors 16k $793k -53% Jun 2023
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Perigon Wealth Management 9.4k $463k -78% Jun 2023
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Assetmark 84.00 $4.1k -100% Jun 2023
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Who sold out of Schwab Strategic Tr intrm trm?

Fund or Company Name Date Sold Shares Held Valued At
New York Life Investment Management Mar 2023 380k $19M
Toroso Investments Mar 2023 354k $18M
Liberty Wealth Management Mar 2023 120k $6.0M
Summit Wealth Group Mar 2023 87k $2.0k
Hrt Financial Mar 2023 37k $1.9M
Financial Advocates Investment Management Mar 2023 35k $1.7M
Susquehanna International Mar 2023 30k $1.5M
Miracle Mile Advisors Mar 2023 24k $1.2M