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 | 47M | $1.6B | -4% | Jun 2026 |
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| Sei Investments | 45M | $1.6B | 1% | Jun 2026 |
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| Envestnet Asset Management | 13M | $451M | -29% | Jun 2026 |
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| Honkamp Krueger Financial Services | 10M | $356M | 0% | Jun 2026 |
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| Mather Group | 10M | $352M | -71% | Jun 2026 |
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| Mariner Wealth Advisors | 9.1M | $318M | 0% | Jun 2026 |
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| Advisor Group Holdings | 8.9M | $310M | -21% | Jun 2026 |
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| Vantagepoint Investment Advisers | 7.8M | $270M | -4% | Jun 2026 |
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| Savant Capital Management | 6.4M | $209M | 105% | Jun 2026 |
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| Moneta Group Investment Advisors | 5.3M | $184M | 4% | Jun 2026 |
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| Beacon Pointe Advisors | 3.9M | $136M | 1% | Jun 2026 |
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| Betterment | 3.9M | $135M | -3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 3.7M | $128M | 100% | Jun 2026 |
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| LPL Financial | 3.7M | $128M | 11% | Jun 2026 |
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| Cetera Investment Advisers | 3.6M | $124M | 1% | Jun 2026 |
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| Gemmer Asset Management | 3.4M | $117M | -2% | Jun 2026 |
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| Morgan Stanley | 3.0M | $93M | 10% | Mar 2026 |
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| Rainey & Randall Investment Management | 3.0M | $105M | 1% | Jun 2026 |
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| Mokosak Advisory Group | 3.0M | $105M | 0% | Jun 2026 |
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| Krilogy Financial | 2.9M | $100M | 0% | Jun 2026 |
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| Ameriprise Financial | 2.7M | $94M | 4% | Jun 2026 |
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| UBS Group | 2.7M | $94M | -1% | Jun 2026 |
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| HighTower Advisors | 2.6M | $91M | -1% | Jun 2026 |
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| Exchange Traded Concepts | 2.4M | $84M | 15% | Jun 2026 |
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| Cooper Financial Group | 2.3M | $79M | 7% | Jun 2026 |
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| Atomi Financial Group | 2.0M | $70M | 2% | Jun 2026 |
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| Pensionmark Financial Group | 2.0M | $60M | 0% | Jun 2026 |
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| Bank of America Corporation | 1.9M | $67M | 2% | Jun 2026 |
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| Creative Planning | 1.8M | $64M | -4% | Jun 2026 |
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| Summit Wealth & Retirement Planning | 1.8M | $62M | 3% | Jun 2026 |
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| Black Diamond Financial | 1.8M | $61M | 25% | Jun 2026 |
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| HPM Partners | 1.7M | $61M | 58% | Jun 2026 |
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| Financial Management Professionals | 1.7M | $60M | 0% | Jun 2026 |
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| GenWealth Group | 1.7M | $59M | -1% | Jun 2026 |
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| Buckingham Strategic Partners | 1.6M | $57M | 4% | Jun 2026 |
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| United Capital Financial Advisers | 1.6M | $56M | -2% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.6M | $55M | 100% | Jun 2026 |
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| Dravo Bay | 1.5M | $51M | 9% | Jun 2026 |
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| Northern Capital Management | 1.4M | $49M | 3% | Jun 2026 |
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| Captrust Financial Advisors | 1.3M | $46M | 21% | Jun 2026 |
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| Hrc Wealth Management | 1.3M | $45M | 0% | Jun 2026 |
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| Thrivent Financial for Lutherans | 1.3M | $45M | 2% | Jun 2026 |
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| XML Financial | 1.3M | $44M | 1% | Jun 2026 |
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| Summit Asset Management | 1.2M | $43M | -1% | Jun 2026 |
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| Avenue 1 Advisors | 1.2M | $42M | 2% | Jun 2026 |
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| Mml Investors Services | 1.2M | $41M | 29% | Jun 2026 |
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| Ballast Advisors | 1.2M | $41M | -1% | Jun 2026 |
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| Brady Martz Wealth Solutions | 1.1M | $40M | 0% | Jun 2026 |
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| Nicolet Bankshares | 1.1M | $39M | -6% | Jun 2026 |
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| Midwest Trust | 1.1M | $39M | -1% | Jun 2026 |
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| Financial Advisors Network | 1.1M | $38M | 4% | Jun 2026 |
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| MAI Wealth Advisors | 1.1M | $38M | 7% | Jun 2026 |
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| Financial Advisory Service | 1.1M | $37M | -1% | Jun 2026 |
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| GHP Investment Advisors | 1.0M | $36M | 1% | Jun 2026 |
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| Dodds Wealth | 1.0M | $36M | -1% | Jun 2026 |
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| Southern Michigan Bank & Trust | 1.0M | $36M | 2% | Jun 2026 |
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| TSG Advice Partners | 1.0M | $31M | 100% | Mar 2026 |
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| Serenity Investment Advisors | 979k | $34M | 2% | Jun 2026 |
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| Ally Invest Advisors | 978k | $34M | 1% | Jun 2026 |
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| Global Retirement Partners | 960k | $33M | 10% | Jun 2026 |
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| Tradition Wealth Management | 953k | $33M | 1% | Jun 2026 |
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| Raymond James Financial | 897k | $31M | 5% | Jun 2026 |
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| Krm Wealth Management | 886k | $31M | 7% | Jun 2026 |
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| Merit Financial Group | 880k | $31M | 9% | Jun 2026 |
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| Kestra Advisory Services | 861k | $30M | 6% | Jun 2026 |
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| Royal Bank of Canada | 808k | $28M | 7% | Jun 2026 |
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| Persium Advisors | 802k | $28M | -3% | Jun 2026 |
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| CX Institutional | 793k | $28M | -25% | Jun 2026 |
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| Sage Financial | 777k | $27M | 1% | Jun 2026 |
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| Envestnet Portfolio Solutions | 775k | $27M | -34% | Jun 2026 |
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| Wells Fargo & Company | 775k | $27M | -6% | Jun 2026 |
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| Noble Family Wealth | 728k | $25M | 0% | Jun 2026 |
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| Warren Averett Asset Management | 717k | $25M | 0% | Jun 2026 |
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| Keeler & Nadler Financial Planning & Wealth Management | 700k | $24M | 2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 673k | $23M | 4% | Jun 2026 |
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| Resources Investment Advisors | 672k | $23M | -3% | Jun 2026 |
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| Meriwether Wealth & Planning | 671k | $23M | 2% | Jun 2026 |
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| Tudor Investment Corporation | 667k | $23M | 117% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 662k | $23M | -3% | Jun 2026 |
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| Cornerstone Wealth Advisors | 652k | $23M | 1% | Jun 2026 |
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| Perigon Wealth Management | 645k | $23M | 3% | Jun 2026 |
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| Farther Finance Advisors | 643k | $22M | 13% | Jun 2026 |
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| Rsm Us Wealth Management | 643k | $22M | -2% | Jun 2026 |
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| LCNB | 642k | $22M | -2% | Jun 2026 |
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| Prime Capital Investment Advisors | 636k | $22M | -4% | Jun 2026 |
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| Seneca Financial Advisors | 624k | $22M | -2% | Jun 2026 |
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| Ethos Financial Group | 610k | $21M | -12% | Jun 2026 |
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| Colony | 608k | $21M | -9% | Jun 2026 |
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| Mutual Advisors | 607k | $21M | 9% | Jun 2026 |
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| Cape Investment Advisory | 602k | $21M | 0% | Jun 2026 |
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| Focus Financial Network | 600k | $21M | -6% | Jun 2026 |
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| Seek First | 590k | $21M | 2% | Jun 2026 |
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| YANKCOM Partnership | 586k | $20M | 9% | Jun 2026 |
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| Garde Capital | 583k | $20M | -1% | Jun 2026 |
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| Whitaker-Myers Wealth Managers | 576k | $20M | 0% | Jun 2026 |
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| EP Wealth Advisors | 572k | $20M | 180% | Jun 2026 |
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| Payne Capital Management | 561k | $20M | 3% | Jun 2026 |
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| JBGlobal.com | 555k | $19M | -1% | Jun 2026 |
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| Northeast Financial Group | 550k | $17M | -9% | Mar 2026 |
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| Vista Private Wealth Partners | 532k | $19M | 2% | Jun 2026 |
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| Spectrum Asset Management | 525k | $18M | 10% | Jun 2026 |
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| USAdvisors Wealth Management | 517k | $18M | -29% | Jun 2026 |
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| Sunbelt Securities | 511k | $16M | 25% | Mar 2026 |
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| Cambridge Investment Research Advisors | 491k | $17M | -4% | Jun 2026 |
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| Martel Wealth Advisors | 468k | $16M | -3% | Jun 2026 |
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| Peak Wealth Management | 467k | $16M | 19% | Jun 2026 |
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| Commonwealth Equity Services | 455k | $16M | -5% | Jun 2026 |
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| rebel Financial | 447k | $14M | -5% | Mar 2026 |
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| Global Strategic Investment Solutions | 423k | $15M | 1% | Jun 2026 |
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| Financial Services Advisory | 416k | $15M | 3% | Jun 2026 |
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| Goepper Burkhardt | 413k | $14M | -2% | Jun 2026 |
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| Bogart Wealth | 410k | $14M | 0% | Jun 2026 |
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| Cathy Pareto & Associates | 409k | $14M | 31% | Jun 2026 |
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| Brookstone Capital Management | 396k | $14M | 79% | Jun 2026 |
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| CWM | 391k | $12M | 1% | Mar 2026 |
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| Friday Financial | 388k | $13M | 24% | Jun 2026 |
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| Adviser Investments | 387k | $14M | -2% | Jun 2026 |
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| Diversified Portfolios | 380k | $13M | -2% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 374k | $13M | 0% | Jun 2026 |
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| Enclave Advisors | 373k | $13M | 647% | Jun 2026 |
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| Hanson McClain Advisors | 371k | $13M | -6% | Jun 2026 |
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| James J. Burns & Company | 370k | $13M | -1% | Jun 2026 |
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| Gill Capital Partners | 369k | $13M | -4% | Jun 2026 |
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| Murphy, Middleton, Hinkle & Parker | 349k | $12M | 7% | Jun 2026 |
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| Opes Wealth Management | 345k | $11M | -1% | Mar 2026 |
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| HBK Sorce Advisory | 342k | $12M | 1% | Jun 2026 |
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| Cdkv Holdings | 336k | $12M | 0% | Jun 2026 |
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| Sightline Wealth Advisors | 329k | $12M | 11% | Jun 2026 |
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| Capital Squared Financial | 328k | $11M | 2% | Jun 2026 |
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| David J.Sculati | 326k | $11M | 0% | Jun 2026 |
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| Fiduciary Alliance | 325k | $11M | -1% | Jun 2026 |
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| Harbor Group | 324k | $11M | -1% | Jun 2026 |
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| Pathstone Holdings | 323k | $11M | 38% | Jun 2026 |
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| Visionary Wealth Advisors | 316k | $11M | 14% | Jun 2026 |
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| Mercer Global Advisors | 304k | $11M | -5% | Jun 2026 |
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| Independent Solutions Wealth Management | 301k | $11M | -1% | Jun 2026 |
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| Thrive Wealth Management | 295k | $10M | 2% | Jun 2026 |
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| Sagespring Wealth Partners | 288k | $10M | 1% | Jun 2026 |
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| Gladstone Institutional Advisory | 287k | $10M | 12% | Jun 2026 |
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| Schneider Downs Wealth Management Advisors | 285k | $9.9M | -2% | Jun 2026 |
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| Berkshire Asset Management | 283k | $9.9M | 2% | Jun 2026 |
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| Integrated Advisors Network | 282k | $9.8M | 4% | Jun 2026 |
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| Citadel Advisors | 282k | $9.8M | 99% | Jun 2026 |
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| Bishop & Co Investment Management | 279k | $9.7M | 0% | Jun 2026 |
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| Christensen, King & Associates Investment Services | 274k | $9.5M | -3% | Jun 2026 |
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| Brand Asset Management Group | 271k | $9.4M | 0% | Jun 2026 |
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| Courage Miller Partners | 268k | $9.3M | -1% | Jun 2026 |
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| Per Stirling Capital Management | 268k | $9.3M | 0% | Jun 2026 |
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| Burns Wealth Management | 268k | $8.2M | -3% | Mar 2026 |
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| May Barnhard Investments | 265k | $9.2M | -3% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 245k | $8.5M | -37% | Jun 2026 |
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| Vestmark Advisory Solutions | 122k | $4.2M | -61% | Jun 2026 |
|
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Steelhead Wealth Management | Mar 2026 | 469k | $14M |
| Emerald Investment Partners | Mar 2026 | 287k | $8.8M |