Who owns Schwab Strategic Tr cmn?
- Ticker: SCHV
- CUSIP Number: 808524409
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
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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 | 52M | $1.5B | -1% | Sep 2025 |
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| Sei Investments | 44M | $1.3B | 3% | Sep 2025 |
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| Mather Group | 34M | $993M | 3% | Sep 2025 |
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| Envestnet Asset Management | 17M | $486M | 3% | Sep 2025 |
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| Advisor Group Holdings | 12M | $351M | 1% | Sep 2025 |
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| Honkamp Krueger Financial Services | 10M | $293M | 1% | Sep 2025 |
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| Mariner Wealth Advisors | 8.8M | $255M | 1% | Sep 2025 |
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| Vantagepoint Investment Advisers | 8.5M | $246M | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 6.6M | $192M | -3% | Sep 2025 |
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| Moneta Group Investment Advisors | 4.7M | $138M | 4% | Sep 2025 |
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| Gemmer Asset Management | 4.3M | $126M | -2% | Sep 2025 |
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| Betterment | 4.3M | $124M | -3% | Sep 2025 |
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| LPL Financial | 3.8M | $110M | 6% | Sep 2025 |
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| Savant Capital Management | 3.4M | $98M | 4% | Sep 2025 |
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| Cetera Investment Advisers | 3.0M | $87M | 144% | Sep 2025 |
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| Mokosak Advisory Group | 2.9M | $86M | 1% | Sep 2025 |
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| Rainey & Randall Investment Management | 2.9M | $86M | 0% | Sep 2025 |
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| HighTower Advisors | 2.6M | $76M | 0% | Sep 2025 |
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| Financial Advisors | 2.6M | $76M | -2% | Sep 2025 |
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| Morgan Stanley | 2.6M | $71M | 100% | Jun 2025 |
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| Krilogy Financial | 2.6M | $74M | 12% | Sep 2025 |
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| UBS Group | 2.5M | $73M | 6% | Sep 2025 |
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| Wellington Management Company | 2.4M | $69M | 100% | Sep 2025 |
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| Atomi Financial Group | 2.1M | $61M | 11% | Sep 2025 |
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| Cooper Financial Group | 2.0M | $57M | 5% | Sep 2025 |
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| CX Institutional | 1.9M | $55M | -10% | Sep 2025 |
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| Exchange Traded Concepts | 1.8M | $53M | 68% | Sep 2025 |
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| H D Vest Advisory Services | 1.8M | $50M | 3% | Jun 2025 |
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| Buckingham Strategic Partners | 1.8M | $52M | 3% | Sep 2025 |
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| United Capital Financial Advisers | 1.7M | $49M | -2% | Sep 2025 |
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| Summit Wealth & Retirement Planning | 1.7M | $49M | 1% | Sep 2025 |
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| GenWealth Group | 1.5M | $45M | 1% | Sep 2025 |
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| Ameriprise Financial | 1.5M | $44M | 4% | Sep 2025 |
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| Brady Martz Wealth Solutions | 1.4M | $39M | -3% | Sep 2025 |
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| Hrc Wealth Management | 1.3M | $38M | 1% | Sep 2025 |
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| Black Diamond Financial | 1.3M | $37M | 24% | Sep 2025 |
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| Dravo Bay | 1.2M | $36M | 6% | Sep 2025 |
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| XML Financial | 1.2M | $36M | 1% | Sep 2025 |
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| MidWestOne Financial Group | 1.1M | $34M | 2% | Sep 2025 |
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| Beacon Pointe Advisors | 1.1M | $34M | 8% | Sep 2025 |
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| Ballast Advisors | 1.1M | $34M | 1% | Sep 2025 |
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| Envestnet Portfolio Solutions | 1.1M | $33M | 2% | Sep 2025 |
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| Northern Capital Management | 1.1M | $33M | -1% | Sep 2025 |
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| Avenue 1 Advisors | 1.1M | $33M | 3% | Sep 2025 |
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| Financial Advisory Service | 1.1M | $33M | -2% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.1M | $32M | 42% | Sep 2025 |
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| Summit Asset Management | 1.1M | $32M | 4% | Sep 2025 |
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| Dodds Wealth | 1.1M | $32M | -1% | Sep 2025 |
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| Marshall Financial Group | 1.1M | $32M | 3% | Sep 2025 |
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| Resources Investment Advisors | 1.1M | $32M | -6% | Sep 2025 |
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| GHP Investment Advisors | 1.0M | $29M | 2% | Sep 2025 |
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| MAI Wealth Advisors | 994k | $29M | 2% | Sep 2025 |
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| Financial Advisors Network | 984k | $29M | 7% | Sep 2025 |
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| HPM Partners | 956k | $28M | -4% | Sep 2025 |
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| Tradition Wealth Management | 942k | $27M | 0% | Sep 2025 |
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| Ally Invest Advisors | 929k | $27M | 10% | Sep 2025 |
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| Midwest Trust | 922k | $27M | -2% | Sep 2025 |
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| Mml Investors Services | 860k | $25M | 3% | Sep 2025 |
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| Wells Fargo & Company | 833k | $24M | -28% | Sep 2025 |
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| Persium Advisors | 822k | $24M | 5% | Sep 2025 |
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| Merit Financial Group | 815k | $24M | -4% | Sep 2025 |
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| Creative Planning | 794k | $23M | 3% | Sep 2025 |
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| Sage Financial | 779k | $23M | 0% | Sep 2025 |
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| Prime Capital Investment Advisors | 777k | $23M | -3% | Sep 2025 |
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| Focus Financial Network | 741k | $22M | -11% | Sep 2025 |
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| Meriwether Wealth & Planning | 736k | $21M | 6% | Sep 2025 |
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| Noble Family Wealth | 733k | $21M | 1% | Sep 2025 |
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| Financial Counselors | 730k | $21M | -3% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 720k | $21M | -6% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 684k | $20M | -3% | Sep 2025 |
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| Ethos Financial Group | 676k | $20M | 1% | Sep 2025 |
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| Cambridge Investment Research Advisors | 671k | $20M | -3% | Sep 2025 |
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| Vista Private Wealth Partners | 662k | $18M | 0% | Sep 2025 |
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| Captrust Financial Advisors | 656k | $19M | 0% | Sep 2025 |
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| LCNB | 653k | $19M | 19% | Sep 2025 |
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| Keeler & Nadler Financial Planning & Wealth Management | 650k | $19M | 5% | Sep 2025 |
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| Royal Bank of Canada | 645k | $19M | 31% | Sep 2025 |
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| USAdvisors Wealth Management | 637k | $19M | 8% | Sep 2025 |
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| Seneca Financial Advisors | 635k | $19M | -3% | Sep 2025 |
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| Garde Capital | 613k | $17M | -2% | Jun 2025 |
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| Mutual Advisors | 606k | $18M | 1% | Sep 2025 |
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| Cape Investment Advisory | 603k | $17M | 0% | Jun 2025 |
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| Perigon Wealth Management | 602k | $18M | 4% | Sep 2025 |
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| Thrivent Financial for Lutherans | 600k | $18M | 7% | Sep 2025 |
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| Cornerstone Wealth Advisors | 598k | $17M | 2% | Sep 2025 |
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| Northeast Financial Group | 591k | $17M | 114% | Sep 2025 |
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| Warren Averett Asset Management | 590k | $17M | 1% | Sep 2025 |
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| Kestra Advisory Services | 589k | $17M | -16% | Sep 2025 |
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| JBGlobal.com | 588k | $17M | -7% | Sep 2025 |
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| Commonwealth Equity Services | 555k | $16M | -4% | Sep 2025 |
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| Raymond James Financial | 551k | $16M | -4% | Sep 2025 |
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| Global Strategic Investment Solutions | 535k | $16M | 0% | Sep 2025 |
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| Seek First | 533k | $16M | 3% | Sep 2025 |
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| Whitaker-Myers Wealth Managers | 517k | $15M | 6% | Sep 2025 |
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| Payne Capital Management | 508k | $15M | 9% | Sep 2025 |
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| Martel Wealth Advisors | 503k | $15M | -4% | Sep 2025 |
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| YANKCOM Partnership | 450k | $13M | 4% | Sep 2025 |
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| Goepper Burkhardt | 433k | $13M | -7% | Sep 2025 |
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| Bogart Wealth | 426k | $12M | -7% | Sep 2025 |
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| Hanson McClain Advisors | 417k | $12M | -5% | Sep 2025 |
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| Ackerman Capital Advisors | 415k | $12M | 0% | Sep 2025 |
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| Spectrum Asset Management | 411k | $12M | 4% | Sep 2025 |
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| Farther Finance Advisors | 399k | $12M | -2% | Sep 2025 |
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| Adviser Investments | 398k | $12M | -5% | Sep 2025 |
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| Gill Capital Partners | 392k | $11M | -3% | Sep 2025 |
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| Diversified Portfolios | 388k | $11M | 2% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 387k | $11M | -1% | Sep 2025 |
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| James J. Burns & Company | 383k | $11M | 1% | Sep 2025 |
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| Integrated Advisors Network | 377k | $11M | -3% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 352k | $9.7M | -15% | Jun 2025 |
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| EWG Elevate | 352k | $10M | 0% | Sep 2025 |
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| Emerald Investment Partners | 349k | $10M | 0% | Sep 2025 |
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| Mercer Global Advisors | 347k | $10M | -6% | Sep 2025 |
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| Opes Wealth Management | 345k | $10M | 0% | Sep 2025 |
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| Bishop & Co Investment Management | 343k | $10M | 0% | Sep 2025 |
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| Fiduciary Alliance | 335k | $9.8M | 0% | Sep 2025 |
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| Harbor Group | 333k | $9.7M | 0% | Sep 2025 |
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| David J.Sculati | 326k | $9.5M | -1% | Sep 2025 |
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| Independent Solutions Wealth Management | 317k | $9.2M | 2% | Sep 2025 |
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| Total Wealth Planning | 310k | $9.0M | -1% | Sep 2025 |
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| May Barnhard Investments | 307k | $8.9M | -13% | Sep 2025 |
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| Murphy, Middleton, Hinkle & Parker | 306k | $8.9M | 16% | Sep 2025 |
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| Weinberger Asset Management | 295k | $8.6M | -2% | Sep 2025 |
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| Schneider Downs Wealth Management Advisors | 293k | $8.5M | -1% | Sep 2025 |
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| HBK Sorce Advisory | 290k | $8.4M | -8% | Sep 2025 |
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| Thrive Wealth Management | 285k | $8.3M | 0% | Sep 2025 |
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| Christensen, King & Associates Investment Services | 281k | $8.2M | -1% | Sep 2025 |
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| Retirement Guys Formula | 278k | $8.1M | -1% | Sep 2025 |
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| Friday Financial | 276k | $8.0M | 21% | Sep 2025 |
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| Courage Miller Partners | 275k | $8.0M | 0% | Sep 2025 |
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| Burns Wealth Management | 275k | $8.0M | 2% | Sep 2025 |
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| Colony | 272k | $7.9M | -59% | Sep 2025 |
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| Brookstone Capital Management | 264k | $7.7M | 17% | Sep 2025 |
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| Game Plan Financial Advisors | 262k | $8.4M | -3% | Sep 2025 |
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| Us Bancorp | 258k | $7.5M | -10% | Sep 2025 |
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| Integrated Wealth Concepts | 256k | $7.5M | -1% | Sep 2025 |
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| Per Stirling Capital Management | 254k | $7.4M | 4% | Sep 2025 |
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| Gladstone Institutional Advisory | 253k | $7.4M | 0% | Sep 2025 |
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| EP Wealth Advisors | 249k | $6.9M | 75% | Jun 2025 |
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| Cresset Asset Management | 245k | $7.1M | 0% | Sep 2025 |
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| Berkshire Asset Management | 239k | $7.0M | 2% | Sep 2025 |
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| Visionary Wealth Advisors | 236k | $6.9M | 4% | Sep 2025 |
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| Goldman Sachs Group | 232k | $6.7M | 174% | Sep 2025 |
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| Columbus Macro | 232k | $6.7M | -2% | Sep 2025 |
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| Lowery Thomas | 224k | $6.5M | 3% | Sep 2025 |
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| PrairieView Partners | 224k | $6.2M | -2% | Jun 2025 |
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| ProVise Management Group | 223k | $6.5M | -1% | Sep 2025 |
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| Ifrah Financial Services | 217k | $6.3M | 0% | Sep 2025 |
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| Paces Ferry Wealth Advisors | 216k | $6.3M | 0% | Sep 2025 |
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| Panoramic Investment Advisors | 216k | $6.3M | 5% | Sep 2025 |
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| Pathstone Holdings | 210k | $6.1M | -35% | Sep 2025 |
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| Savvy Advisors | 209k | $6.1M | -12% | Sep 2025 |
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| CLS Investments | 208k | $6.1M | -8% | Sep 2025 |
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| Waterford Advisors | 149k | $4.3M | -56% | Sep 2025 |
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| Geneos Wealth Management | 40k | $1.2M | -93% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Teamwork Financial Advisors | Jun 2025 | 1000k | $28M |
| Bank Hapoalim Bm | Jun 2025 | 504k | $13M |
| Conning | Jun 2025 | 254k | $7.0M |