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 | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 83M | $4.1B | 27181% | Jun 2024 |
|
| Royal Bank of Canada | 10M | $494M | -13% | Jun 2024 |
|
| Stifel Financial | 3.7M | $182M | 4% | Jun 2024 |
|
| Jpmorgan Chase & Co | 1.5M | $71M | 11% | Jun 2024 |
|
| State Street Corporation | 1.5M | $71M | 0% | Jun 2024 |
|
| Pacific Sage Partners | 1.3M | $62M | 3% | Jun 2024 |
|
| Northwest Capital Management | 1.1M | $55M | 87% | Sep 2024 |
|
| CWM | 1.1M | $55M | 90% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 1.0M | $51M | 4% | Jun 2024 |
|
| Streettalk Advisors | 995k | $49M | 4% | Jun 2024 |
|
| Intelligence Driven Advisers | 994k | $49M | 1% | Jun 2024 |
|
| Madison Asset Management | 984k | $48M | 24% | Jun 2024 |
|
| Crane Advisory | 980k | $49M | 0% | Sep 2024 |
|
| Cornerstone Wealth Advisors | 917k | $45M | 4% | Jun 2024 |
|
| Envestnet Asset Management | 878k | $43M | 13% | Jun 2024 |
|
| Resonant Capital Advisors | 869k | $44M | 13% | Sep 2024 |
|
| Moisand Fitzgerald Tamayo | 764k | $39M | 2% | Sep 2024 |
|
| Allspring Global Investments Holdings | 722k | $37M | 0% | Sep 2024 |
|
| Creative Planning | 704k | $36M | -13% | Sep 2024 |
|
| Hanson McClain Advisors | 686k | $35M | -5% | Sep 2024 |
|
| West Coast Financial | 678k | $34M | 13% | Sep 2024 |
|
| Hartland & Co | 630k | $31M | 2% | Jun 2024 |
|
| Morgan Stanley | 597k | $29M | 28% | Jun 2024 |
|
| Foster & Motley | 586k | $29M | 15% | Jun 2024 |
|
| Bank of America Corporation | 580k | $28M | 1% | Jun 2024 |
|
| FLC Capital Advisors | 570k | $29M | 2% | Sep 2024 |
|
| Busey Trust Company | 564k | $28M | -6% | Jun 2024 |
|
| BlackRock | 555k | $27M | 75% | Jun 2024 |
|
| Beacon Wealthcare | 529k | $27M | 7% | Sep 2024 |
|
| Taddei, Ludwig & Associates | 494k | $25M | 4% | Sep 2024 |
|
| Galvin, Gaustad & Stein | 457k | $22M | 0% | Jun 2024 |
|
| First National Trust Company | 445k | $22M | 0% | Jun 2024 |
|
| Bouchey Financial | 397k | $19M | -9% | Jun 2024 |
|
| Davenport & Co | 396k | $19M | 42% | Jun 2024 |
|
| Your Advocates | 375k | $18M | -20% | Jun 2024 |
|
| WT Wealth Management | 369k | $9.2M | 418% | Sep 2024 |
|
| Tradition Wealth Management | 367k | $18M | 13% | Jun 2024 |
|
| LPL Financial | 351k | $17M | 2% | Jun 2024 |
|
| Altiora Financial Group | 344k | $17M | 61% | Jun 2024 |
|
| Stokes Family Office | 336k | $16M | 10% | Jun 2024 |
|
| AlphaStar Capital Management | 333k | $16M | 4% | Jun 2024 |
|
| Greenline Partners | 329k | $16M | -11% | Jun 2024 |
|
| HC Advisors | 318k | $16M | -32% | Jun 2024 |
|
| Massmutual Trust | 312k | $16M | 126% | Sep 2024 |
|
| Marshall Financial Group | 279k | $14M | 1% | Sep 2024 |
|
| Putnam Fl Investment Management | 267k | $13M | 3942% | Jun 2024 |
|
| Cetera Investment Advisers | 263k | $13M | 1% | Jun 2024 |
|
| One Degree Advisors | 257k | $13M | 108% | Sep 2024 |
|
| Stratos Wealth Advisors | 240k | $12M | -3% | Sep 2024 |
|
| Pure Portfolios Holdings | 240k | $12M | 100% | Sep 2024 |
|
| Advisory Alpha | 229k | $11M | 35% | Jun 2024 |
|
| Stableford Capital Ii | 227k | $5.7M | 100% | Sep 2024 |
|
| Lake Street Advisors Group | 219k | $11M | 12% | Sep 2024 |
|
| Franklin Resources | 215k | $11M | -8% | Jun 2024 |
|
| Morton Brown Family Wealth | 202k | $9.9M | 7% | Jun 2024 |
|
| Mariner Wealth Advisors | 199k | $9.7M | 5% | Jun 2024 |
|
| Wells Fargo & Company | 199k | $9.7M | -9% | Jun 2024 |
|
| SWS Partners | 198k | $10M | -1% | Sep 2024 |
|
| Financial Counselors | 195k | $9.5M | 475% | Jun 2024 |
|
| Sentinel Pension Advisors | 192k | $9.7M | 13% | Sep 2024 |
|
| Kingsview Wealth Management | 175k | $8.5M | -2% | Jun 2024 |
|
| Fiduciary Alliance | 173k | $8.7M | 13% | Sep 2024 |
|
| McAdam | 170k | $8.6M | -16% | Sep 2024 |
|
| Tennessee Valley Asset Management Partners | 169k | $8.2M | 728% | Jun 2024 |
|
| Act Two Investors | 165k | $8.1M | 100% | Jun 2024 |
|
| Oakwell Private Wealth Management | 155k | $7.5M | 11% | Jun 2024 |
|
| Darrow Company | 155k | $7.8M | 5% | Sep 2024 |
|
| Focus Financial Network | 140k | $6.9M | 5% | Jun 2024 |
|
| Burns Wealth Management | 139k | $6.8M | 14% | Jun 2024 |
|
| Empowered Funds | 130k | $6.3M | 16% | Jun 2024 |
|
| Libra Wealth | 124k | $6.3M | 0% | Sep 2024 |
|
| Change Path | 115k | $5.6M | -10% | Jun 2024 |
|
| Advocate Group | 114k | $5.8M | 12% | Sep 2024 |
|
| Code Waechter | 113k | $5.7M | 100% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 108k | $5.3M | 63% | Jun 2024 |
|
| GenWealth Group | 105k | $5.3M | 8% | Sep 2024 |
|
| LexAurum Advisors | 101k | $5.1M | 18% | Sep 2024 |
|
| Buckingham Asset Management | 99k | $4.8M | -2% | Jun 2024 |
|
| Raymond James & Associates | 98k | $5.0M | 57% | Sep 2024 |
|
| Heritage Wealth Management | 97k | $4.9M | 0% | Sep 2024 |
|
| Walkner Condon Financial Advisors | 97k | $4.7M | 13% | Jun 2024 |
|
| Jane Street | 96k | $4.7M | 100% | Jun 2024 |
|
| Myecfo | 93k | $4.7M | 2% | Sep 2024 |
|
| Benjamin F. Edwards & Company | 93k | $4.5M | 9% | Jun 2024 |
|
| Christensen, King & Associates Investment Services | 90k | $4.5M | -2% | Sep 2024 |
|
| Columbus Macro | 89k | $3.2M | 66% | Sep 2024 |
|
| Modus Advisors | 85k | $4.3M | 3% | Sep 2024 |
|
| Passive Capital Management | 80k | $3.9M | 1% | Jun 2024 |
|
| Hilltop Partners | 79k | $3.8M | 1% | Jun 2024 |
|
| Mml Investors Services | 78k | $3.8M | 18% | Jun 2024 |
|
| ValMark Advisers | 76k | $3.7M | -4% | Jun 2024 |
|
| W.H. Cornerstone Investments | 75k | $3.7M | 36% | Jun 2024 |
|
| Commonwealth Equity Services | 72k | $3.7M | 7% | Sep 2024 |
|
| Kestra Advisory Services | 72k | $3.4M | 2% | Jun 2024 |
|
| Kuntz Lesher Capital | 71k | $3.5M | 0% | Jun 2024 |
|
| Mendota Financial Group | 69k | $3.5M | 10% | Sep 2024 |
|
| Upper Left Wealth Management | 69k | $3.3M | -1% | Jun 2024 |
|
| Foundations Investment Advisors | 65k | $3.3M | 84% | Sep 2024 |
|
| Spire Wealth Management | 63k | $3.2M | -1% | Sep 2024 |
|
| Flow Traders US | 58k | $2.8M | 100% | Jun 2024 |
|
| Sym Financial Corporation | 57k | $2.8M | 1% | Jun 2024 |
|
| PrairieView Partners | 57k | $2.9M | -7% | Sep 2024 |
|
| PAX Financial Group | 57k | $2.8M | -16% | Jun 2024 |
|
| HighTower Advisors | 56k | $2.7M | -14% | Jun 2024 |
|
| TAP Consulting | 55k | $2.8M | 6% | Sep 2024 |
|
| Td Private Client Wealth | 55k | $2.7M | 23% | Jun 2024 |
|
| Goldman Sachs Group | 54k | $2.6M | -98% | Jun 2024 |
|
| Meridian Management | 53k | $2.6M | -18% | Jun 2024 |
|
| We Are One Seven | 53k | $2.7M | 719% | Sep 2024 |
|
| Vise Technologies | 52k | $2.5M | 23% | Jun 2024 |
|
| Kelly Financial Services | 51k | $2.6M | 100% | Sep 2024 |
|
| Hendershot Investments | 50k | $2.4M | 3% | Jun 2024 |
|
| Meritage Portfolio Management | 50k | $2.4M | 1% | Jun 2024 |
|
| WealthCare Investment Partners | 50k | $2.5M | -24% | Sep 2024 |
|
| Salem Investment Counselors | 49k | $2.5M | 4% | Sep 2024 |
|
| Prevail Innovative Wealth Advisors | 49k | $2.4M | 100% | Jun 2024 |
|
| Kathleen S. Wright Associates | 48k | $2.4M | 25% | Sep 2024 |
|
| Ausdal Financial Partners | 48k | $2.4M | 7% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 48k | $2.3M | 34% | Jun 2024 |
|
| Financial Consulate | 47k | $2.4M | 0% | Sep 2024 |
|
| Inspire Advisors | 45k | $2.3M | 23% | Sep 2024 |
|
| Financial & Tax Architects | 45k | $2.2M | 1% | Jun 2024 |
|
| Addison Advisors | 45k | $2.2M | 27% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 44k | $2.2M | -21% | Jun 2024 |
|
| Brian McDonald | 44k | $2.1M | 3% | Jun 2024 |
|
| Barden Capital Management | 42k | $2.1M | 11% | Sep 2024 |
|
| McCarthy Grittinger Financial Group | 40k | $2.0M | 0% | Sep 2024 |
|
| Harvest Portfolios Group | 39k | $1.9M | 2% | Jun 2024 |
|
| Cambridge Associates | 37k | $1.8M | 6% | Jun 2024 |
|
| Stratos Wealth Partners | 36k | $1.8M | 15% | Sep 2024 |
|
| Diligent Investors | 34k | $1.7M | -10% | Jun 2024 |
|
| William Blair $ Company | 34k | $1.7M | 5% | Jun 2024 |
|
| Atomi Financial Group | 33k | $1.7M | 12% | Sep 2024 |
|
| North Ridge Wealth Advisors | 33k | $1.6M | 12% | Jun 2024 |
|
| SeaCrest Wealth Management | 33k | $1.6M | -6% | Sep 2024 |
|
| Commerce Bank N A | 32k | $1.5M | 0% | Jun 2024 |
|
| Principal Securities | 31k | $1.5M | 53% | Jun 2024 |
|
| Merit Financial Group | 31k | $1.6M | -26% | Sep 2024 |
|
| Mendel Capital Management | 31k | $1.5M | 7% | Jun 2024 |
|
| National Bank Of Canada /fi/ | 30k | $1.4M | 3% | Jun 2024 |
|
| Successful Portfolios | 28k | $1.4M | 10% | Sep 2024 |
|
| Cobblestone Capital Advisors | 28k | $1.4M | 94% | Jun 2024 |
|
| Koshinski Asset Management | 28k | $1.4M | 7% | Sep 2024 |
|
| Brookstone Capital Management | 26k | $1.3M | -13% | Sep 2024 |
|
| Mercer Global Advisors | 26k | $1.3M | 78% | Jun 2024 |
|
| Eqis Capital Management | 26k | $1.3M | -45% | Jun 2024 |
|
| Ronald Blue Trust | 26k | $1.3M | 68% | Sep 2024 |
|
| Kaizen Financial Strategies | 24k | $1.2M | -26% | Jun 2024 |
|
| Asset Managment | 24k | $1.2M | 1% | Jun 2024 |
|
| Trust Point | 20k | $1.0M | -20% | Sep 2024 |
|
| Citadel Advisors | 9.7k | $473k | -70% | Jun 2024 |
|
Who sold out of Schwab Strategic Tr intrm trm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Advisory | Mar 2024 | 81M | $4.0B |
| GenTrust | Mar 2024 | 206k | $10M |
| AE Wealth Management | Mar 2024 | 55k | $2.7M |
| Lincoln National | Mar 2024 | 28k | $1.4M |
| SageView Advisory Group | Mar 2024 | 25k | $1.8M |