Who owns Schwab Strategic Tr cmn?
- Ticker: SCHV
- CUSIP Number: 808524409
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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 | ||
|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 21M | $1.2B | -11% | Sep 2022 | ||
| Mather Group | 7.2M | $419M | 5% | Sep 2022 | ||
| Advisor Group Holdings | 5.6M | $353M | 11% | Jun 2022 | ||
| Honkamp Krueger Financial Services | 5.2M | $302M | 2% | Sep 2022 | ||
| Wealth Enhancement Advisory Services | 3.8M | $226M | 5% | Sep 2022 | ||
| Envestnet Asset Management | 2.8M | $161M | 9% | Sep 2022 | ||
| Mariner Wealth Advisors | 2.3M | $133M | 4% | Sep 2022 | ||
| Betterment | 2.1M | $133M | -2% | Jun 2022 | ||
| Financial Advisory Service | 1.3M | $74M | 1% | Sep 2022 | ||
| Savant Capital Management | 1.3M | $74M | 4% | Sep 2022 | ||
| LPL Financial | 1.2M | $76M | -1% | Jun 2022 | ||
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| Resources Investment Advisors | 1.1M | $65M | -7% | Sep 2022 | ||
| Krilogy Financial | 1.1M | $63M | 1% | Sep 2022 | ||
| Gemmer Asset Management | 1.0M | $59M | 1% | Sep 2022 | ||
| Main Management ETF Advisors | 885k | $55M | 0% | Jun 2022 | ||
| United Capital Financial Advisers | 860k | $50M | -11% | Sep 2022 | ||
| Mokosak Advisory Group | 739k | $43M | 0% | Sep 2022 | ||
| Rainey & Randall Investment Management | 727k | $43M | 13% | Sep 2022 | ||
| HighTower Advisors | 721k | $42M | 48% | Sep 2022 | ||
| UBS Group | 694k | $41M | 4% | Sep 2022 | ||
| Morgan Stanley | 679k | $43M | -42% | Jun 2022 | ||
| Financial Counselors | 625k | $37M | 1% | Sep 2022 | ||
| Northwestern Mutual Wealth Management Company | 539k | $34M | 9% | Jun 2022 | ||
| UnionBanCal Corporation | 487k | $29M | -1% | Sep 2022 | ||
| Financial Management Professionals | 471k | $28M | 12% | Sep 2022 | ||
| Wells Fargo & Company | 469k | $29M | -2% | Jun 2022 | ||
| Bank of America Corporation | 463k | $29M | 100% | Jun 2022 | ||
| Thrivent Financial for Lutherans | 454k | $28M | 10% | Jun 2022 | ||
| GenWealth Group | 451k | $26M | -8% | Sep 2022 | ||
| Ballast Advisors | 403k | $25M | 5% | Jun 2022 | ||
| Nadler Financial | 334k | $20M | 0% | Sep 2022 | ||
| Beacon Pointe Advisors | 334k | $20M | 27% | Sep 2022 | ||
| Main Management | 324k | $20M | -2% | Jun 2022 | ||
| Scarborough Advisors | 320k | $19M | 100% | Sep 2022 | ||
| Marshall Financial Group | 315k | $20M | 0% | Jun 2022 | ||
| ProVise Management Group | 300k | $18M | -29% | Sep 2022 | ||
| Northern Capital Management | 299k | $18M | 1% | Sep 2022 | ||
| Northwest Quadrant Wealth Management | 293k | $17M | 3% | Sep 2022 | ||
| Visionary Wealth Advisors | 287k | $17M | -36% | Sep 2022 | ||
| Sargent Bickham Lagudis | 276k | $16M | -23% | Sep 2022 | ||
| XML Financial | 274k | $16M | 4% | Sep 2022 | ||
| Sage Financial | 262k | $15M | 2% | Sep 2022 | ||
| Ackerman Capital Advisors | 256k | $15M | 8% | Sep 2022 | ||
| Summit Asset Management | 256k | $15M | -2% | Sep 2022 | ||
| Summit Wealth & Retirement Planning | 250k | $16M | 2% | Jun 2022 | ||
| Creative Planning | 247k | $14M | -2% | Sep 2022 | ||
| Spectrum Asset Management | 244k | $14M | 0% | Sep 2022 | ||
| GHP Investment Advisors | 244k | $14M | 2% | Sep 2022 | ||
| Personal Resources Investment & Strategic Management | 236k | $14M | 1% | Sep 2022 | ||
| Garde Capital | 223k | $14M | -8% | Jun 2022 | ||
| Financial Network Investment Corporation | 216k | $14M | -9% | Jun 2022 | ||
| Prime Capital Investment Advisors | 216k | $13M | -11% | Sep 2022 | ||
| Stratos Wealth Advisors | 213k | $13M | 176% | Sep 2022 | ||
| Bank Hapoalim Bm | 212k | $12M | 0% | Sep 2022 | ||
| Captrust Financial Advisors | 210k | $12M | 107% | Sep 2022 | ||
| Vista Private Wealth Partners | 202k | $12M | 3% | Sep 2022 | ||
| Goepper Burkhardt | 194k | $12M | -2% | Jun 2022 | ||
| Financial Advisors Network | 192k | $12M | -1% | Jun 2022 | ||
| IVC Wealth Advisors | 189k | $11M | -1% | Sep 2022 | ||
| Integrated Advisors Network | 188k | $11M | 0% | Sep 2022 | ||
| Mutual Advisors | 186k | $11M | 2% | Sep 2022 | ||
| Kestra Advisory Services | 175k | $10M | -29% | Sep 2022 | ||
| Cornerstone Wealth Advisors | 174k | $10M | -3% | Sep 2022 | ||
| Commonwealth Equity Services | 170k | $11M | -8% | Jun 2022 | ||
| Traverso Chambers Private Wealth Management | 164k | $9.6M | 4% | Sep 2022 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 158k | $9.2M | 12% | Sep 2022 | ||
| Cetera Investment Advisers | 147k | $9.1M | 6% | Jun 2022 | ||
| CX Institutional | 146k | $8.5M | -41% | Sep 2022 | ||
| Spinnaker Trust | 145k | $8.5M | 3% | Sep 2022 | ||
| Global Strategic Investment Solutions | 144k | $8.4M | 13% | Sep 2022 | ||
| Cambridge Investment Research Advisors | 144k | $8.4M | 1% | Sep 2022 | ||
| RE Dickinson Investment Advisors | 142k | $8.3M | 0% | Sep 2022 | ||
| Black Diamond Financial | 142k | $8.3M | 44% | Sep 2022 | ||
| Appleton Group Wealth Management | 140k | $8.2M | 761% | Sep 2022 | ||
| Financial Advisors | 137k | $8.5M | 12% | Jun 2022 | ||
| PrairieView Partners | 126k | $7.4M | -7% | Sep 2022 | ||
| Paces Ferry Wealth Advisors | 124k | $7.3M | 0% | Sep 2022 | ||
| Mml Investors Services | 122k | $7.6M | 41% | Jun 2022 | ||
| Harbor Group | 120k | $7.0M | 0% | Sep 2022 | ||
| Wagner Bowman Management | 119k | $7.0M | 8% | Sep 2022 | ||
| Gladstone Institutional Advisory | 118k | $6.9M | -9% | Sep 2022 | ||
| Capital Planning | 117k | $6.8M | 0% | Sep 2022 | ||
| True North Advisors | 117k | $7.3M | -4% | Jun 2022 | ||
| Park Avenue Securities | 117k | $6.8M | 10% | Sep 2022 | ||
| Curtis Advisory Group | 117k | $6.8M | -1% | Sep 2022 | ||
| Waypoint Capital Advisors | 116k | $6.8M | -37% | Sep 2022 | ||
| Meridian Wealth Management | 115k | $7.2M | 1539% | Jun 2022 | ||
| Newman Dignan & Sheerar | 115k | $6.7M | -4% | Sep 2022 | ||
| BlackRock | 112k | $7.0M | 100% | Jun 2022 | ||
| Sequoia Financial Advisors | 109k | $6.3M | -8% | Sep 2022 | ||
| Perigon Wealth Management | 108k | $6.7M | 92% | Jun 2022 | ||
| Conning | 107k | $6.3M | 107% | Sep 2022 | ||
| Total Wealth Planning | 107k | $6.7M | 5% | Jun 2022 | ||
| Leavell Investment Management | 106k | $6.2M | -2% | Sep 2022 | ||
| Gill Capital Partners | 105k | $6.2M | -5% | Sep 2022 | ||
| David J.Sculati | 105k | $6.1M | -2% | Sep 2022 | ||
| LCNB | 104k | $6.5M | -1% | Jun 2022 | ||
| Smith Anglin Financial | 103k | $6.0M | -4% | Sep 2022 | ||
| Wipfli Financial Advisors Llc, | 101k | $5.9M | -2% | Sep 2022 | ||
| Emerald Investment Partners | 101k | $5.9M | -6% | Sep 2022 | ||
| 55i | 100k | $6.2M | -18% | Jun 2022 | ||
| Santori & Peters | 99k | $5.8M | 0% | Sep 2022 | ||
| Opes Wealth Management | 99k | $5.8M | 3% | Sep 2022 | ||
| Mercer Global Advisors | 98k | $5.8M | -1% | Sep 2022 | ||
| IFP Advisors | 98k | $5.3M | 19% | Sep 2022 | ||
| Royal Bank of Canada | 97k | $5.7M | 100% | Sep 2022 | ||
| MAI Wealth Advisors | 96k | $5.6M | -2% | Sep 2022 | ||
| Kuntz Lesher Capital | 96k | $6.0M | 4% | Jun 2022 | ||
| GRT Capital Partners | 91k | $5.3M | -15% | Sep 2022 | ||
| BCGM Wealth Management | 91k | $5.8M | 475% | Sep 2022 | ||
| Brand Asset Management Group | 90k | $5.2M | -5% | Sep 2022 | ||
| Arbor Trust Wealth Advisors | 88k | $5.1M | 5% | Sep 2022 | ||
| Econ Financial Services Corp | 87k | $5.1M | 100% | Sep 2022 | ||
| Raymond James & Associates | 83k | $4.8M | 1% | Sep 2022 | ||
| Forbes Financial Planning | 83k | $4.8M | 4% | Sep 2022 | ||
| James J. Burns & Company | 81k | $4.7M | 100% | Sep 2022 | ||
| Sunbelt Securities | 79k | $4.6M | 8% | Sep 2022 | ||
| Leeward Financial Partners | 79k | $4.6M | 1% | Sep 2022 | ||
| GSB Wealth Management | 77k | $4.5M | 24% | Sep 2022 | ||
| Financial Advocates Investment Management | 77k | $4.8M | 4% | Jun 2022 | ||
| First Trust Advisors | 77k | $4.8M | 117% | Jun 2022 | ||
| Affinity Capital Advisors | 75k | $4.4M | 10% | Sep 2022 | ||
| Thrive Wealth Management | 75k | $4.4M | 47% | Sep 2022 | ||
| Glassman Wealth Services | 73k | $4.3M | -4% | Sep 2022 | ||
| Guardian Wealth Advisors | 73k | $4.3M | 100% | Sep 2022 | ||
| Polianta | 73k | $4.3M | 100% | Sep 2022 | ||
| HB Wealth Management | 72k | $4.2M | -3% | Sep 2022 | ||
| SeaCrest Wealth Management | 72k | $4.2M | 1% | Sep 2022 | ||
| Courage Miller Partners | 72k | $4.2M | 3% | Sep 2022 | ||
| Riversedge Advisors | 71k | $4.2M | 1032% | Sep 2022 | ||
| Berkshire Asset Management | 71k | $4.4M | 100% | Jun 2022 | ||
| Colony Group | 70k | $4.1M | -2% | Sep 2022 | ||
| Ifrah Financial Services | 70k | $4.1M | -2% | Sep 2022 | ||
| Raymond James Financial Services Advisors | 69k | $4.0M | 9% | Sep 2022 | ||
| H D Vest Advisory Services | 68k | $4.0M | 2% | Sep 2022 | ||
| Capital Advisors Wealth Management | 67k | $4.2M | 53% | Jun 2022 | ||
| Game Plan Financial Advisors | 64k | $3.8M | 1% | Sep 2022 | ||
| Continuum Advisory | 63k | $3.7M | -5% | Sep 2022 | ||
| Summit Financial | 63k | $3.7M | 0% | Sep 2022 | ||
| Fortress Wealth Management | 62k | $3.7M | -13% | Sep 2022 | ||
| Meritage Portfolio Management | 62k | $3.6M | 424% | Sep 2022 | ||
| Safeguard Financial | 62k | $3.6M | 18% | Sep 2022 | ||
| Compass Advisory Group | 60k | $3.5M | 83% | Sep 2022 | ||
| Moisand Fitzgerald Tamayo | 60k | $3.5M | -7% | Sep 2022 | ||
| Stonebridge Capital Advisors | 59k | $3.7M | -1% | Jun 2022 | ||
| Strategic Financial | 59k | $3.4M | 0% | Sep 2022 | ||
| Blue Bell Private Wealth Management | 57k | $3.3M | 6% | Sep 2022 | ||
| Proequities | 57k | $3.3M | 48% | Sep 2022 | ||
| Edge Capital Group | 56k | $3.3M | -13% | Sep 2022 | ||
| Sculati Wealth Management | 55k | $3.2M | 2% | Sep 2022 | ||
| Colton Groome Financial Advisors | 48k | $2.8M | -66% | Sep 2022 | ||
| EP Wealth Advisors | 48k | $3.0M | -20% | Jun 2022 | ||
| Berkshire Money Management | 32k | $1.9M | -63% | Sep 2022 | ||
| Advisory Services & Investments | 18k | $1.1M | -79% | Sep 2022 | ||
| Pensionmark Financial Group | 12k | $765k | -95% | Jun 2022 | ||
| Aurora Private Wealth | 7.6k | $442k | -97% | Sep 2022 | ||
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CliftonLarsonAllen Wealth Advisors | Jun 2022 | 380k | $24M |
| Tradition Wealth Management | Mar 2022 | 277k | $20M |
| Almanack Investment Partners | Jun 2022 | 269k | $17M |
| Horizon Investments | Jun 2022 | 111k | $6.9M |
| Oak Asset Management | Jun 2022 | 70k | $4.4M |