Who owns Schwab Strategic Tr cmn?

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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 $1.3B -1% Mar 2023
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Mather Group 8.6M $564M 8% Mar 2023
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Sei Investments 8.0M $522M 4% Mar 2023
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Advisor Group Holdings 5.9M $386M 2% Mar 2023
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Honkamp Krueger Financial Services 4.3M $281M -20% Mar 2023
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Wealth Enhancement Advisory Services 3.8M $252M -3% Mar 2023
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Envestnet Asset Management 3.1M $204M 7% Mar 2023
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Mariner Wealth Advisors 2.4M $160M 7% Dec 2022
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Betterment 2.0M $133M -6% Dec 2022
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Northwestern Mutual Wealth Management Company 1.5M $100M 40% Dec 2022
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Savant Capital Management 1.5M $98M -3% Mar 2023
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Gemmer Asset Management 1.2M $77M 4% Mar 2023
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Krilogy Financial 1.1M $74M 5% Mar 2023
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LPL Financial 1.1M $71M -27% Mar 2023
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Main Management ETF Advisors 950k $62M 3% Mar 2023
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Financial Advisors 867k $57M 1% Mar 2023
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HighTower Advisors 856k $56M 20% Mar 2023
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Resources Investment Advisors 797k $52M -9% Mar 2023
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Rainey & Randall Investment Management 797k $52M 6% Mar 2023
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United Capital Financial Advisers 792k $52M -8% Dec 2022
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Morgan Stanley 770k $51M 100% Dec 2022
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Mokosak Advisory Group 744k $49M -2% Mar 2023
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UBS Group 637k $42M -9% Mar 2023
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Financial Counselors 624k $41M -5% Mar 2023
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Ameriprise Financial 593k $39M 2% Mar 2023
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Moneta Group Investment Advisors 580k $38M 7227% Mar 2023
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Financial Advisory Service 529k $35M -33% Mar 2023
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Financial Management Professionals 476k $31M 1% Mar 2023
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CX Institutional 464k $31M 22% Mar 2023
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Us Bancorp 439k $29M -8% Mar 2023
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Summit Wealth & Retirement Planning 437k $29M 8% Mar 2023
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GenWealth Group 427k $28M -1% Mar 2023
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Creative Planning 422k $28M 71% Dec 2022
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Wells Fargo & Company 415k $27M -2% Dec 2022
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Bank of America Corporation 414k $27M 0% Mar 2023
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Ballast Advisors 411k $27M -1% Mar 2023
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Lido Advisors 351k $23M 5862% Mar 2023
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Beacon Pointe Advisors 339k $22M -1% Mar 2023
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CliftonLarsonAllen Wealth Advisors 333k $22M -6% Mar 2023
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Main Management 325k $21M 1% Mar 2023
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Northwest Quadrant Wealth Management 324k $21M 5% Mar 2023
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Northern Capital Management 306k $20M 3% Mar 2023
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Marshall Financial Group 301k $20M -2% Mar 2023
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Scarborough Advisors 298k $20M -7% Dec 2022
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Sage Financial 280k $18M 2% Mar 2023
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Visionary Wealth Advisors 277k $18M -3% Dec 2022
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Sargent Bickham Lagudis 275k $18M 0% Dec 2022
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GHP Investment Advisors 274k $18M 7% Mar 2023
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Jpmorgan Chase & Co 271k $17M -16% Mar 2023
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Financial Network Investment Corporation 263k $17M 7% Dec 2022
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XML Financial 263k $17M -4% Dec 2022
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ProVise Management Group 260k $17M -6% Mar 2023
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HPM Partners 258k $17M 2% Mar 2023
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Mml Investors Services 254k $17M -17% Mar 2023
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Summit Asset Management 249k $16M -1% Mar 2023
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HBK Sorce Advisory 243k $16M 93% Dec 2022
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Personal Resources Investment & Strategic Management 242k $16M 2% Dec 2022
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Garde Capital 241k $16M 0% Mar 2023
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Noble Family Wealth 239k $16M 100% Mar 2023
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Spectrum Asset Management 233k $15M -3% Mar 2023
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Prime Capital Investment Advisors 217k $14M -4% Mar 2023
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Black Diamond Financial 213k $14M 14% Mar 2023
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Vista Private Wealth Partners 213k $14M 5% Mar 2023
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Bank Hapoalim Bm 212k $14M 0% Mar 2023
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Nadler Financial 209k $14M -43% Mar 2023
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Financial Advisors Network 195k $13M 0% Dec 2022
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Cetera Investment Advisers 190k $13M -3% Mar 2023
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Pensionmark Financial Group 188k $12M 1616% Dec 2022
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IVC Wealth Advisors 186k $12M 0% Mar 2023
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Integrated Advisors Network 180k $12M 0% Mar 2023
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Mutual Advisors 180k $12M -2% Mar 2023
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Ethos Financial Group 178k $12M 3% Mar 2023
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Goepper Burkhardt 178k $12M -7% Dec 2022
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Global Strategic Investment Solutions 177k $12M -5% Mar 2023
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Cornerstone Wealth Advisors 176k $12M 7% Mar 2023
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Traverso Chambers Private Wealth Management 169k $11M 4% Mar 2023
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Ackerman Capital Advisors 163k $11M -21% Mar 2023
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Cambridge Investment Research Advisors 162k $11M 4% Mar 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 158k $10M 3% Mar 2023
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EWG Elevate 147k $9.6M 227% Mar 2023
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Perigon Wealth Management 142k $9.3M 10% Mar 2023
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Captrust Financial Advisors 142k $9.3M -16% Mar 2023
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Kestra Advisory Services 140k $9.2M -38% Mar 2023
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Commonwealth Equity Services 140k $9.1M -1% Mar 2023
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Total Wealth Planning 137k $9.0M -3% Mar 2023
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Cresset Asset Management 133k $8.8M -3% Dec 2022
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Polianta 132k $8.6M 89% Mar 2023
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Stratos Wealth Advisors 124k $8.1M -42% Mar 2023
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Curtis Advisory Group 120k $7.9M 3% Mar 2023
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Harbor Group 118k $7.8M 0% Mar 2023
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L2 Asset Management 117k $7.8M 100% Dec 2022
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LCNB 117k $7.7M -2% Mar 2023
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PrairieView Partners 117k $7.7M -3% Mar 2023
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Waypoint Capital Advisors 116k $7.6M 0% Mar 2023
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Gladstone Institutional Advisory 114k $7.4M -1% Mar 2023
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Gill Capital Partners 112k $7.4M 5% Mar 2023
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Capital Planning 112k $7.3M -5% Mar 2023
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Newman Dignan & Sheerar 110k $7.2M -3% Mar 2023
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James J. Burns & Company 109k $7.2M 38% Mar 2023
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Conning 107k $7.0M 0% Mar 2023
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Pathstone Family Office 105k $6.9M -3% Mar 2023
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Brand Asset Management Group 104k $6.8M 0% Mar 2023
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David J.Sculati 102k $6.7M -1% Mar 2023
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Emerald Investment Partners 102k $6.7M 2% Mar 2023
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Sequoia Financial Advisors 101k $6.6M -8% Mar 2023
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Opes Wealth Management 100k $6.6M 0% Mar 2023
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Santori & Peters 98k $6.4M -1% Mar 2023
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Leavell Investment Management 96k $6.3M -8% Mar 2023
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Forbes Financial Planning 96k $6.3M 16% Mar 2023
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Arbor Trust Wealth Advisors 96k $6.3M -1% Mar 2023
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MAI Wealth Advisors 94k $6.2M -1% Mar 2023
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Kuntz Lesher Capital 93k $6.1M 1% Mar 2023
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Capital Advisors Wealth Management 93k $6.1M -10% Mar 2023
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Mercer Global Advisors 92k $6.0M -6% Mar 2023
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Citadel Advisors 91k $6.0M 100% Mar 2023
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Wagner Bowman Management 90k $5.9M -24% Mar 2023
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One Capital Management 90k $5.9M -2% Mar 2023
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Paces Ferry Wealth Advisors 89k $5.9M -33% Mar 2023
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Royal Bank of Canada 88k $5.8M -9% Dec 2022
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Integrated Wealth Concepts 88k $5.8M 15% Mar 2023
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GRT Capital Partners 86k $5.6M -2% Mar 2023
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Park Avenue Securities 84k $5.5M -10% Mar 2023
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GSB Wealth Management 82k $5.4M 10% Mar 2023
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Courage Miller Partners 82k $5.4M 10% Mar 2023
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BCGM Wealth Management 81k $5.3M -13% Mar 2023
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Sunbelt Securities 80k $5.2M 0% Mar 2023
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Leeward Financial Partners 80k $5.2M 4% Mar 2023
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Smith Anglin Financial 77k $5.1M -21% Mar 2023
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BlackRock 76k $5.0M -25% Mar 2023
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Lowery Thomas 75k $4.9M -12% Mar 2023
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Glassman Wealth Services 75k $4.9M 0% Mar 2023
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Affinity Capital Advisors 74k $4.9M -6% Mar 2023
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Multi-Financial Securities 72k $4.7M 125% Dec 2022
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Riversedge Advisors 70k $4.6M 0% Mar 2023
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Berkshire Asset Management 70k $4.6M 0% Dec 2022
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HB Wealth Management 70k $4.6M -1% Mar 2023
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Baird Financial 69k $4.6M 56% Dec 2022
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Stableford Capital Ii 69k $4.5M 100% Mar 2023
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Werba Rubin Papier Wealth Management 69k $4.5M -13% Mar 2023
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Ifrah Financial Services 68k $4.5M -1% Mar 2023
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SeaCrest Wealth Management 68k $4.5M -3% Mar 2023
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Family Asset Management 68k $4.4M 100% Mar 2023
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Thrive Wealth Management 68k $4.4M 0% Mar 2023
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Meridian Wealth Management 67k $4.4M -4% Dec 2022
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Raymond James Financial Services Advisors 67k $4.4M -13% Mar 2023
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RE Dickinson Investment Advisors 64k $4.2M -52% Mar 2023
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Game Plan Financial Advisors 64k $4.2M 0% Dec 2022
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Proequities 64k $4.2B 13% Dec 2022
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Summit Financial 62k $4.1M 1% Mar 2023
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Safeguard Financial 62k $4.1M -10% Mar 2023
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Jane Street 62k $4.0M -30% Mar 2023
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Continuum Advisory 61k $4.0M -5% Mar 2023
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Colony Group 60k $4.0M -5% Mar 2023
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IFP Advisors 37k $2.0M -78% Mar 2023
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Susquehanna International 35k $2.3M -64% Mar 2023
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Econ Financial Services Corp 8.1k $530k -91% Mar 2023
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Colton Groome Financial Advisors 6.7k $441k -91% Mar 2023
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Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
Thrivent Financial for Lutherans Dec 2022 684k $45M
Spinnaker Trust Dec 2022 149k $9.8M
True North Advisors Sep 2022 114k $6.7M
First Trust Advisors Sep 2022 76k $4.4M
Bogart Wealth Dec 2022 66k $4.3M