Who owns Schwab Strategic Tr cmn?

Tip: Access positions for across all investors

Analyze quarterly positions in Schwab Strategic Tr cmn with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Schwab Strategic Tr cmn stock

Who bought or sold Schwab Strategic Tr cmn this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Financial Engines Advisors L.L.C 20M $1.5B 3% Sep 2024
 View chart
Sei Investments 12M $975M 11% Sep 2024
 View chart
Mather Group 11M $864M -3% Sep 2024
 View chart
Envestnet Asset Management 4.9M $390M 21% Sep 2024
 View chart
Advisor Group Holdings 4.2M $341M -7% Sep 2024
 View chart
Honkamp Krueger Financial Services 4.0M $298M -2% Jun 2024
 View chart
Moneta Group Investment Advisors 3.3M $89M 225% Sep 2024
 View chart
Mariner Wealth Advisors 2.7M $214M 9% Sep 2024
 View chart
Wealth Enhancement Advisory Services 2.6M $191M -6% Jun 2024
 View chart
Gemmer Asset Management 1.4M $110M 2% Sep 2024
 View chart
Dodds Wealth 1.3M $35M 195% Sep 2024
 View chart
Savant Capital Management 1.2M $97M -4% Sep 2024
 View chart
LPL Financial 1.1M $89M 2% Sep 2024
 View chart
Mokosak Advisory Group 928k $75M 5% Sep 2024
 View chart
Rainey & Randall Investment Management 921k $74M 2% Sep 2024
 View chart
Financial Advisors 915k $74M 2% Sep 2024
 View chart
Krilogy Financial 880k $71M -20% Sep 2024
 View chart
HighTower Advisors 753k $56M 100% Jun 2024
 View chart
Morgan Stanley 671k $50M 4% Jun 2024
 View chart
United Capital Financial Advisers 643k $52M -1% Sep 2024
 View chart
Financial Counselors 596k $44M -2% Jun 2024
 View chart
Mutual Advisors 576k $16M 199% Sep 2024
 View chart
Resources Investment Advisors 548k $44M -1% Sep 2024
 View chart
Bank of America Corporation 544k $44M -6% Sep 2024
 View chart
Summit Wealth & Retirement Planning 540k $43M 3% Sep 2024
 View chart
GenWealth Group 455k $37M 4% Sep 2024
 View chart
CX Institutional 434k $35M -29% Sep 2024
 View chart
Atomi Financial Group 431k $35M 27% Sep 2024
 View chart
Cetera Investment Advisers 410k $30M -5% Jun 2024
 View chart
Dravo Bay 406k $33M 497% Sep 2024
 View chart
Thrivent Financial for Lutherans 406k $33M 5% Sep 2024
 View chart
Financial Advisory Service 405k $33M 0% Sep 2024
 View chart
Cooper Financial Group 402k $30M 20% Jun 2024
 View chart
Northern Capital Management 398k $32M -1% Sep 2024
 View chart
Hrc Wealth Management 390k $31M 0% Sep 2024
 View chart
XML Financial 384k $31M 3% Sep 2024
 View chart
Ballast Advisors 384k $31M 1% Sep 2024
 View chart
Focus Financial Network 376k $30M -3% Sep 2024
 View chart
MidWestOne Financial Group 374k $30M 302% Sep 2024
 View chart
Black Diamond Financial 346k $28M 10% Sep 2024
 View chart
Wells Fargo & Company 345k $28M -3% Sep 2024
 View chart
Marshall Financial Group 334k $27M 5% Sep 2024
 View chart
Commonwealth Equity Services 330k $27M 10% Sep 2024
 View chart
Beacon Pointe Advisors 330k $27M -3% Sep 2024
 View chart
MAI Wealth Advisors 322k $26M -1% Sep 2024
 View chart
GHP Investment Advisors 313k $25M 2% Sep 2024
 View chart
Prime Capital Investment Advisors 310k $25M -6% Sep 2024
 View chart
Tradition Wealth Management 307k $25M 2% Sep 2024
 View chart
CliftonLarsonAllen Wealth Advisors 304k $25M -6% Sep 2024
 View chart
H D Vest Advisory Services 303k $22M 30% Jun 2024
 View chart
Avenue 1 Advisors 286k $23M 354% Sep 2024
 View chart
Envestnet Portfolio Solutions 285k $23M 13% Sep 2024
 View chart
Kestra Advisory Services 278k $22M -17% Sep 2024
 View chart
Summit Asset Management 276k $22M 2% Sep 2024
 View chart
Northwestern Mutual Wealth Management Company 272k $22M -13% Sep 2024
 View chart
Sage Financial 271k $22M -1% Sep 2024
 View chart
HPM Partners 269k $22M 0% Sep 2024
 View chart
Creative Planning 255k $21M -6% Sep 2024
 View chart
Captrust Financial Advisors 245k $20M 128% Sep 2024
 View chart
Vista Private Wealth Partners 231k $19M 2% Sep 2024
 View chart
Noble Family Wealth 230k $19M 0% Sep 2024
 View chart
Ally Invest Advisors 225k $18M 1% Sep 2024
 View chart
Pensionmark Financial Group 217k $17M 1175% Sep 2024
 View chart
Mml Investors Services 212k $17M 10% Sep 2024
 View chart
Jpmorgan Chase & Co 208k $17M 1% Sep 2024
 View chart
Garde Capital 206k $17M -4% Sep 2024
 View chart
Cape Investment Advisory 202k $15M 0% Jun 2024
 View chart
Spectrum Asset Management 198k $16M -9% Sep 2024
 View chart
Cornerstone Wealth Advisors 189k $15M 0% Sep 2024
 View chart
Wealthcare Advisory Partners 185k $15M 2165% Sep 2024
 View chart
Newman Dignan & Sheerar 183k $4.9M 187% Sep 2024
 View chart
Ethos Financial Group 180k $14M 3% Sep 2024
 View chart
Global Strategic Investment Solutions 177k $14M 1% Sep 2024
 View chart
Perigon Wealth Management 176k $14M -4% Sep 2024
 View chart
Martel Wealth Advisors 175k $14M -1% Sep 2024
 View chart
Keeler & Nadler Financial Planning & Wealth Management 169k $14M 8% Sep 2024
 View chart
Bank Hapoalim Bm 168k $14M 0% Sep 2024
 View chart
Goepper Burkhardt 168k $14M -3% Sep 2024
 View chart
Integrated Advisors Network 161k $13M 1% Sep 2024
 View chart
LCNB 160k $13M 0% Sep 2024
 View chart
Retirement Guys Formula 158k $13M 10% Sep 2024
 View chart
USAdvisors Wealth Management 153k $12M 44% Sep 2024
 View chart
Bogart Wealth 150k $12M 3% Sep 2024
 View chart
Von Berge Wealth Management Group 147k $4.0M 163% Sep 2024
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 138k $11M -1% Sep 2024
 View chart
Cambridge Investment Research Advisors 138k $11M 11% Sep 2024
 View chart
Congress Wealth Management LLC / DE / 135k $11M -7% Sep 2024
 View chart
Mercer Global Advisors 135k $10M -38% Jun 2024
 View chart
Ackerman Capital Advisors 134k $11M 10% Sep 2024
 View chart
Gill Capital Partners 127k $10M 1% Sep 2024
 View chart
James J. Burns & Company 122k $9.8M 3% Sep 2024
 View chart
Us Bancorp 120k $9.6M -6% Sep 2024
 View chart
Sunbelt Securities 115k $9.3M 3% Sep 2024
 View chart
David J.Sculati 115k $9.3M 0% Sep 2024
 View chart
Harbor Group 113k $9.1M -1% Sep 2024
 View chart
Emerald Investment Partners 112k $9.0M 3% Sep 2024
 View chart
Capital Planning 109k $8.8M 1% Sep 2024
 View chart
Buckingham Strategic Partners 109k $8.7M -9% Sep 2024
 View chart
Independent Solutions Wealth Management 109k $8.7M -8% Sep 2024
 View chart
Total Wealth Planning 106k $8.5M -3% Sep 2024
 View chart
EWG Elevate 104k $8.4M -12% Sep 2024
 View chart
Opes Wealth Management 103k $8.2M -1% Sep 2024
 View chart
Orion Portfolio Solutions 99k $8.0M 11% Sep 2024
 View chart
Adviser Investments 97k $7.8M 0% Sep 2024
 View chart
HBK Sorce Advisory 97k $7.8M -7% Sep 2024
 View chart
Colony 97k $7.8M -10% Sep 2024
 View chart
IVC Wealth Advisors 95k $7.6M -4% Sep 2024
 View chart
Whitaker-Myers Wealth Managers 94k $7.6M 18% Sep 2024
 View chart
Bishop & Co Investment Management 94k $7.6M 0% Sep 2024
 View chart
Christensen, King & Associates Investment Services 93k $7.5M -1% Sep 2024
 View chart
Diversified Portfolios 92k $7.4M 12% Sep 2024
 View chart
PrairieView Partners 89k $7.1M -5% Sep 2024
 View chart
Burns Wealth Management 89k $7.1M 2% Sep 2024
 View chart
Royal Bank of Canada 88k $7.1M -11% Sep 2024
 View chart
Brand Asset Management Group 88k $7.0M -4% Sep 2024
 View chart
Courage Miller Partners 87k $7.0M -2% Sep 2024
 View chart
Thrive Wealth Management 85k $6.8M 1% Sep 2024
 View chart
Raymond James Financial Services Advisors 85k $6.8M -10% Sep 2024
 View chart
Gladstone Institutional Advisory 84k $6.7M -1% Sep 2024
 View chart
ProVise Management Group 81k $6.5M -3% Sep 2024
 View chart
Kuntz Lesher Capital 75k $6.0M -6% Sep 2024
 View chart
Sequoia Financial Advisors 74k $6.0M -1% Sep 2024
 View chart
Per Stirling Capital Management 74k $6.0M 6% Sep 2024
 View chart
Ifrah Financial Services 74k $5.9M 0% Sep 2024
 View chart
Visionary Wealth Advisors 73k $5.9M -2% Sep 2024
 View chart
Paces Ferry Wealth Advisors 73k $5.9M 0% Sep 2024
 View chart
One Capital Management 73k $5.8M -4% Sep 2024
 View chart
Lowery Thomas 73k $5.8M 3% Sep 2024
 View chart
Gunma Bank 72k $5.8M 44% Sep 2024
 View chart
Conning 72k $5.8M 0% Sep 2024
 View chart
Murphy, Middleton, Hinkle & Parker 72k $5.8M 3% Sep 2024
 View chart
Integrated Wealth Concepts 71k $5.7M -7% Sep 2024
 View chart
Glassman Wealth Services 71k $5.7M 1% Sep 2024
 View chart
Safeguard Financial 70k $5.6M -3% Sep 2024
 View chart
Curtis Advisory Group 68k $5.5M 0% Sep 2024
 View chart
Emerald Advisors 67k $1.8M 205% Sep 2024
 View chart
Game Plan Financial Advisors 66k $5.3M -1% Sep 2024
 View chart
Werba Rubin Papier Wealth Management 66k $5.3M 1% Sep 2024
 View chart
Petra Financial Advisors 65k $5.2M 3% Sep 2024
 View chart
Financial Strategies Group 65k $1.8M 186% Sep 2024
 View chart
Panoramic Investment Advisors 65k $5.2M 3% Sep 2024
 View chart
Sculati Wealth Management 62k $4.7M 107% Sep 2024
 View chart
Summit Financial 62k $5.0M -4% Sep 2024
 View chart
RE Dickinson Investment Advisors 61k $4.9M 0% Sep 2024
 View chart
SeaCrest Wealth Management 60k $4.8M 1% Sep 2024
 View chart
Ohe Financial 59k $4.8M 3% Sep 2024
 View chart
Edge Capital Group 59k $4.8M -1% Sep 2024
 View chart
Csenge Advisory Group 57k $1.5M 212% Sep 2024
 View chart
Meridian Wealth Management 57k $4.5M 100% Sep 2024
 View chart
Santori & Peters 13k $1.0M -87% Sep 2024
 View chart
Goldman Sachs Group 3.9k $292k -94% Jun 2024
 View chart

Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
Strategic Financial Concepts Jun 2024 90k $1.2M
Retireful Jun 2024 72k $5.3M