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 | 20M | $1.5B | 3% | Sep 2024 |
|
| Sei Investments | 12M | $975M | 11% | Sep 2024 |
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| Mather Group | 11M | $864M | -3% | Sep 2024 |
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| Envestnet Asset Management | 4.9M | $390M | 21% | Sep 2024 |
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| Advisor Group Holdings | 4.2M | $341M | -7% | Sep 2024 |
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| Honkamp Krueger Financial Services | 4.0M | $298M | -2% | Jun 2024 |
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| Moneta Group Investment Advisors | 3.3M | $89M | 225% | Sep 2024 |
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| Mariner Wealth Advisors | 2.7M | $214M | 9% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 2.6M | $191M | -6% | Jun 2024 |
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| Gemmer Asset Management | 1.4M | $110M | 2% | Sep 2024 |
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| Dodds Wealth | 1.3M | $35M | 195% | Sep 2024 |
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| Savant Capital Management | 1.2M | $97M | -4% | Sep 2024 |
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| LPL Financial | 1.1M | $89M | 2% | Sep 2024 |
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| Mokosak Advisory Group | 928k | $75M | 5% | Sep 2024 |
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| Rainey & Randall Investment Management | 921k | $74M | 2% | Sep 2024 |
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| Financial Advisors | 915k | $74M | 2% | Sep 2024 |
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| Krilogy Financial | 880k | $71M | -20% | Sep 2024 |
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| HighTower Advisors | 753k | $56M | 100% | Jun 2024 |
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| Morgan Stanley | 671k | $50M | 4% | Jun 2024 |
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| United Capital Financial Advisers | 643k | $52M | -1% | Sep 2024 |
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| Financial Counselors | 596k | $44M | -2% | Jun 2024 |
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| Mutual Advisors | 576k | $16M | 199% | Sep 2024 |
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| Resources Investment Advisors | 548k | $44M | -1% | Sep 2024 |
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| Bank of America Corporation | 544k | $44M | -6% | Sep 2024 |
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| Summit Wealth & Retirement Planning | 540k | $43M | 3% | Sep 2024 |
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| GenWealth Group | 455k | $37M | 4% | Sep 2024 |
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| CX Institutional | 434k | $35M | -29% | Sep 2024 |
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| Atomi Financial Group | 431k | $35M | 27% | Sep 2024 |
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| Cetera Investment Advisers | 410k | $30M | -5% | Jun 2024 |
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| Dravo Bay | 406k | $33M | 497% | Sep 2024 |
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| Thrivent Financial for Lutherans | 406k | $33M | 5% | Sep 2024 |
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| Financial Advisory Service | 405k | $33M | 0% | Sep 2024 |
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| Cooper Financial Group | 402k | $30M | 20% | Jun 2024 |
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| Northern Capital Management | 398k | $32M | -1% | Sep 2024 |
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| Hrc Wealth Management | 390k | $31M | 0% | Sep 2024 |
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| XML Financial | 384k | $31M | 3% | Sep 2024 |
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| Ballast Advisors | 384k | $31M | 1% | Sep 2024 |
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| Focus Financial Network | 376k | $30M | -3% | Sep 2024 |
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| MidWestOne Financial Group | 374k | $30M | 302% | Sep 2024 |
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| Black Diamond Financial | 346k | $28M | 10% | Sep 2024 |
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| Wells Fargo & Company | 345k | $28M | -3% | Sep 2024 |
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| Marshall Financial Group | 334k | $27M | 5% | Sep 2024 |
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| Commonwealth Equity Services | 330k | $27M | 10% | Sep 2024 |
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| Beacon Pointe Advisors | 330k | $27M | -3% | Sep 2024 |
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| MAI Wealth Advisors | 322k | $26M | -1% | Sep 2024 |
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| GHP Investment Advisors | 313k | $25M | 2% | Sep 2024 |
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| Prime Capital Investment Advisors | 310k | $25M | -6% | Sep 2024 |
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| Tradition Wealth Management | 307k | $25M | 2% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 304k | $25M | -6% | Sep 2024 |
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| H D Vest Advisory Services | 303k | $22M | 30% | Jun 2024 |
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| Avenue 1 Advisors | 286k | $23M | 354% | Sep 2024 |
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| Envestnet Portfolio Solutions | 285k | $23M | 13% | Sep 2024 |
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| Kestra Advisory Services | 278k | $22M | -17% | Sep 2024 |
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| Summit Asset Management | 276k | $22M | 2% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 272k | $22M | -13% | Sep 2024 |
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| Sage Financial | 271k | $22M | -1% | Sep 2024 |
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| HPM Partners | 269k | $22M | 0% | Sep 2024 |
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| Creative Planning | 255k | $21M | -6% | Sep 2024 |
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| Captrust Financial Advisors | 245k | $20M | 128% | Sep 2024 |
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| Noble Family Wealth | 230k | $19M | 0% | Sep 2024 |
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| Vista Private Wealth Partners | 227k | $17M | 0% | Sep 2024 |
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| Ally Invest Advisors | 225k | $18M | 1% | Sep 2024 |
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| Garde Capital | 216k | $16M | -5% | Jun 2024 |
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| Mml Investors Services | 212k | $17M | 10% | Sep 2024 |
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| Jpmorgan Chase & Co | 208k | $17M | 1% | Sep 2024 |
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| Cape Investment Advisory | 202k | $15M | 0% | Jun 2024 |
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| Spectrum Asset Management | 198k | $16M | -9% | Sep 2024 |
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| Cornerstone Wealth Advisors | 189k | $15M | 0% | Sep 2024 |
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| Wealthcare Advisory Partners | 185k | $15M | 2165% | Sep 2024 |
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| Newman Dignan & Sheerar | 183k | $4.9M | 187% | Sep 2024 |
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| Ethos Financial Group | 180k | $14M | 3% | Sep 2024 |
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| Global Strategic Investment Solutions | 177k | $14M | 1% | Sep 2024 |
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| Perigon Wealth Management | 176k | $14M | -4% | Sep 2024 |
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| Martel Wealth Advisors | 175k | $14M | -1% | Sep 2024 |
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| Keeler & Nadler Financial Planning & Wealth Management | 169k | $14M | 8% | Sep 2024 |
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| Bank Hapoalim Bm | 168k | $14M | 0% | Sep 2024 |
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| Goepper Burkhardt | 168k | $14M | -3% | Sep 2024 |
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| Integrated Advisors Network | 161k | $13M | 1% | Sep 2024 |
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| LCNB | 160k | $13M | 0% | Sep 2024 |
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| Retirement Guys Formula | 158k | $13M | 10% | Sep 2024 |
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| USAdvisors Wealth Management | 153k | $12M | 44% | Sep 2024 |
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| Bogart Wealth | 150k | $12M | 3% | Sep 2024 |
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| Von Berge Wealth Management Group | 147k | $4.0M | 163% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 138k | $11M | -1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 138k | $11M | 11% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 135k | $11M | -7% | Sep 2024 |
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| Mercer Global Advisors | 135k | $10M | -38% | Jun 2024 |
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| Ackerman Capital Advisors | 134k | $11M | 10% | Sep 2024 |
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| Gill Capital Partners | 127k | $10M | 1% | Sep 2024 |
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| James J. Burns & Company | 122k | $9.8M | 3% | Sep 2024 |
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| Us Bancorp | 120k | $9.6M | -6% | Sep 2024 |
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| Sunbelt Securities | 115k | $9.3M | 3% | Sep 2024 |
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| David J.Sculati | 115k | $9.3M | 0% | Sep 2024 |
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| Harbor Group | 113k | $9.1M | -1% | Sep 2024 |
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| Emerald Investment Partners | 112k | $9.0M | 3% | Sep 2024 |
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| Capital Planning | 109k | $8.8M | 1% | Sep 2024 |
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| Buckingham Strategic Partners | 109k | $8.7M | -9% | Sep 2024 |
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| Total Wealth Planning | 106k | $8.5M | -3% | Sep 2024 |
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| EWG Elevate | 104k | $8.4M | -12% | Sep 2024 |
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| Opes Wealth Management | 103k | $8.2M | -1% | Sep 2024 |
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| Orion Portfolio Solutions | 99k | $8.0M | 11% | Sep 2024 |
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| Adviser Investments | 97k | $7.8M | 0% | Sep 2024 |
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| HBK Sorce Advisory | 97k | $7.8M | -7% | Sep 2024 |
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| Colony | 97k | $7.8M | -10% | Sep 2024 |
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| IVC Wealth Advisors | 95k | $7.6M | -4% | Sep 2024 |
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| Whitaker-Myers Wealth Managers | 94k | $7.6M | 18% | Sep 2024 |
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| Bishop & Co Investment Management | 94k | $7.6M | 0% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 93k | $7.5M | -1% | Sep 2024 |
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| Diversified Portfolios | 92k | $7.4M | 12% | Sep 2024 |
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| PrairieView Partners | 89k | $7.1M | -5% | Sep 2024 |
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| Burns Wealth Management | 89k | $7.1M | 2% | Sep 2024 |
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| Royal Bank of Canada | 88k | $7.1M | -11% | Sep 2024 |
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| Brand Asset Management Group | 88k | $7.0M | -4% | Sep 2024 |
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| Courage Miller Partners | 87k | $7.0M | -2% | Sep 2024 |
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| Thrive Wealth Management | 85k | $6.8M | 1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 85k | $6.8M | -10% | Sep 2024 |
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| Gladstone Institutional Advisory | 84k | $6.7M | -1% | Sep 2024 |
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| ProVise Management Group | 81k | $6.5M | -3% | Sep 2024 |
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| Kuntz Lesher Capital | 75k | $6.0M | -6% | Sep 2024 |
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| Sequoia Financial Advisors | 74k | $6.0M | -1% | Sep 2024 |
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| Per Stirling Capital Management | 74k | $6.0M | 6% | Sep 2024 |
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| Ifrah Financial Services | 74k | $5.9M | 0% | Sep 2024 |
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| Visionary Wealth Advisors | 73k | $5.9M | -2% | Sep 2024 |
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| Paces Ferry Wealth Advisors | 73k | $5.9M | 0% | Sep 2024 |
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| One Capital Management | 73k | $5.8M | -4% | Sep 2024 |
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| Lowery Thomas | 73k | $5.8M | 3% | Sep 2024 |
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| Gunma Bank | 72k | $5.8M | 44% | Sep 2024 |
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| Conning | 72k | $5.8M | 0% | Sep 2024 |
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| Murphy, Middleton, Hinkle & Parker | 72k | $5.8M | 3% | Sep 2024 |
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| Integrated Wealth Concepts | 71k | $5.7M | -7% | Sep 2024 |
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| Glassman Wealth Services | 71k | $5.7M | 1% | Sep 2024 |
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| Safeguard Financial | 70k | $5.6M | -3% | Sep 2024 |
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| Curtis Advisory Group | 68k | $5.5M | 0% | Sep 2024 |
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| Emerald Advisors | 67k | $1.8M | 205% | Sep 2024 |
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| Game Plan Financial Advisors | 66k | $5.3M | -1% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 66k | $5.3M | 1% | Sep 2024 |
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| Petra Financial Advisors | 65k | $5.2M | 3% | Sep 2024 |
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| Financial Strategies Group | 65k | $1.8M | 186% | Sep 2024 |
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| Panoramic Investment Advisors | 65k | $5.2M | 3% | Sep 2024 |
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| Summit Financial | 62k | $5.0M | -4% | Sep 2024 |
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| RE Dickinson Investment Advisors | 61k | $4.9M | 0% | Sep 2024 |
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| SeaCrest Wealth Management | 60k | $4.8M | 1% | Sep 2024 |
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| Ohe Financial | 59k | $4.8M | 3% | Sep 2024 |
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| Edge Capital Group | 59k | $4.8M | -1% | Sep 2024 |
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| Csenge Advisory Group | 57k | $1.5M | 212% | Sep 2024 |
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| Meridian Wealth Management | 57k | $4.5M | 100% | Sep 2024 |
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| Embree Financial Group | 56k | $4.5M | 3% | Sep 2024 |
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| Leeward Financial Partners | 56k | $4.5M | 2% | Sep 2024 |
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| Schneider Downs Wealth Management Advisors | 55k | $4.4M | 2% | Sep 2024 |
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| Affinity Capital Advisors | 52k | $4.2M | -8% | Sep 2024 |
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| HB Wealth Management | 44k | $3.6M | -20% | Sep 2024 |
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| Sculati Wealth Management | 30k | $2.2M | -52% | Jun 2024 |
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| Santori & Peters | 13k | $1.0M | -87% | Sep 2024 |
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| Goldman Sachs Group | 3.9k | $292k | -94% | Jun 2024 |
|
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 |