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 |
|---|---|---|---|---|---|
| Mather Group | 11M | $864M | -3% | Sep 2024 |
|
| Envestnet Asset Management | 4.0M | $298M | 11% | Jun 2024 |
|
| Honkamp Krueger Financial Services | 4.0M | $298M | -2% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 2.6M | $191M | -6% | Jun 2024 |
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| Mariner Wealth Advisors | 2.4M | $181M | 2% | Jun 2024 |
|
| Gemmer Asset Management | 1.3M | $99M | 4% | Jun 2024 |
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| Savant Capital Management | 1.3M | $93M | -3% | Jun 2024 |
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| LPL Financial | 1.1M | $80M | 0% | Jun 2024 |
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| Moneta Group Investment Advisors | 1.0M | $75M | 1% | Jun 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 | 647k | $48M | -2% | Jun 2024 |
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| Financial Counselors | 596k | $44M | -2% | Jun 2024 |
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| Bank of America Corporation | 576k | $43M | 4% | Jun 2024 |
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| Resources Investment Advisors | 555k | $41M | -9% | Jun 2024 |
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| Summit Wealth & Retirement Planning | 522k | $39M | 3% | Jun 2024 |
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| GenWealth Group | 455k | $37M | 4% | Sep 2024 |
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| Dodds Wealth | 445k | $33M | -2% | Jun 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 |
|
| 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 | 401k | $30M | -2% | Jun 2024 |
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| Hrc Wealth Management | 390k | $29M | 2% | Jun 2024 |
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| Focus Financial Network | 389k | $30M | -1% | Jun 2024 |
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| Ballast Advisors | 382k | $28M | 1% | Jun 2024 |
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| XML Financial | 372k | $28M | 2% | Jun 2024 |
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| Wells Fargo & Company | 355k | $26M | 3% | Jun 2024 |
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| Beacon Pointe Advisors | 340k | $25M | -4% | Jun 2024 |
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| Kestra Advisory Services | 336k | $21M | 68% | Jun 2024 |
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| Commonwealth Equity Services | 330k | $27M | 10% | Sep 2024 |
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| Prime Capital Investment Advisors | 330k | $24M | -17% | Jun 2024 |
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| MAI Wealth Advisors | 324k | $24M | 1% | Jun 2024 |
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| Marshall Financial Group | 318k | $24M | 3% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 314k | $23M | -4% | Jun 2024 |
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| Black Diamond Financial | 313k | $23M | 22% | Jun 2024 |
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| GHP Investment Advisors | 308k | $23M | 1% | Jun 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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| Tradition Wealth Management | 300k | $22M | -10% | Jun 2024 |
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| Sage Financial | 274k | $20M | -2% | Jun 2024 |
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| Summit Asset Management | 270k | $20M | 3% | Jun 2024 |
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| HPM Partners | 270k | $20M | -2% | Jun 2024 |
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| Creative Planning | 255k | $21M | -6% | Sep 2024 |
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| Envestnet Portfolio Solutions | 253k | $19M | 8% | Jun 2024 |
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| Noble Family Wealth | 231k | $17M | 0% | Jun 2024 |
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| Vista Private Wealth Partners | 227k | $17M | 5% | Jun 2024 |
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| Ally Invest Advisors | 222k | $16M | 14% | Jun 2024 |
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| Garde Capital | 216k | $16M | -5% | Jun 2024 |
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| Jpmorgan Chase & Co | 206k | $15M | -6% | Jun 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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| Mml Investors Services | 192k | $14M | 0% | Jun 2024 |
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| Mutual Advisors | 192k | $15M | 0% | Jun 2024 |
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| Cornerstone Wealth Advisors | 190k | $14M | -1% | Jun 2024 |
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| Perigon Wealth Management | 176k | $14M | -4% | Sep 2024 |
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| Global Strategic Investment Solutions | 176k | $13M | 0% | Jun 2024 |
|
| Martel Wealth Advisors | 175k | $14M | -1% | Sep 2024 |
|
| Ethos Financial Group | 174k | $13M | 3% | Jun 2024 |
|
| Goepper Burkhardt | 173k | $13M | -2% | Jun 2024 |
|
| Keeler & Nadler Financial Planning & Wealth Management | 169k | $14M | 8% | Sep 2024 |
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| Bank Hapoalim Bm | 168k | $12M | 100% | Jun 2024 |
|
| Integrated Advisors Network | 160k | $12M | -2% | Jun 2024 |
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| LCNB | 159k | $12M | 4% | Jun 2024 |
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| Retirement Guys Formula | 158k | $13M | 10% | Sep 2024 |
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| Bogart Wealth | 150k | $12M | 3% | Sep 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 139k | $10M | -2% | Jun 2024 |
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| Mercer Global Advisors | 135k | $10M | -38% | Jun 2024 |
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| Us Bancorp | 128k | $9.5M | -9% | Jun 2024 |
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| Gill Capital Partners | 127k | $10M | 1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 124k | $9.2M | -11% | Jun 2024 |
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| Ackerman Capital Advisors | 122k | $9.0M | 12% | Jun 2024 |
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| James J. Burns & Company | 119k | $8.8M | 40% | Jun 2024 |
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| David J.Sculati | 116k | $8.6M | 2% | Jun 2024 |
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| Harbor Group | 113k | $9.1M | -1% | Sep 2024 |
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| Sunbelt Securities | 112k | $8.3M | 8% | Jun 2024 |
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| Emerald Investment Partners | 109k | $8.2M | -3% | Jun 2024 |
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| Capital Planning | 109k | $8.8M | 1% | Sep 2024 |
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| Colony | 108k | $8.0M | 103% | Jun 2024 |
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| Captrust Financial Advisors | 108k | $8.0M | 1% | Jun 2024 |
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| USAdvisors Wealth Management | 106k | $11M | -17% | Jun 2024 |
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| Total Wealth Planning | 106k | $8.5M | -3% | Sep 2024 |
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| HBK Sorce Advisory | 105k | $7.8M | -2% | Jun 2024 |
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| EWG Elevate | 104k | $8.4M | -12% | Sep 2024 |
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| Opes Wealth Management | 104k | $7.7M | 0% | Jun 2024 |
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| Royal Bank of Canada | 99k | $7.3M | 11% | Jun 2024 |
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| IVC Wealth Advisors | 98k | $7.3M | -6% | Jun 2024 |
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| Adviser Investments | 97k | $7.2M | 1% | Jun 2024 |
|
| Whitaker-Myers Wealth Managers | 94k | $7.6M | 18% | Sep 2024 |
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| Bishop & Co Investment Management | 94k | $7.0M | 9% | Jun 2024 |
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| MidWestOne Financial Group | 93k | $6.9M | 15% | Jun 2024 |
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| Christensen, King & Associates Investment Services | 93k | $7.5M | -1% | Sep 2024 |
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| Strategic Financial Concepts | 90k | $1.2M | 100% | Jun 2024 |
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| PrairieView Partners | 89k | $7.1M | -5% | 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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| Burns Wealth Management | 87k | $6.4M | 5% | Jun 2024 |
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| Thrive Wealth Management | 85k | $6.8M | 1% | Sep 2024 |
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| Gladstone Institutional Advisory | 85k | $6.3M | -3% | Jun 2024 |
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| Raymond James Financial Services Advisors | 85k | $6.8M | -10% | Sep 2024 |
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| ProVise Management Group | 84k | $6.2M | -33% | Jun 2024 |
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| Diversified Portfolios | 82k | $6.1M | 3% | Jun 2024 |
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| Kuntz Lesher Capital | 80k | $5.9M | -5% | Jun 2024 |
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| Integrated Wealth Concepts | 76k | $5.6M | -33% | Jun 2024 |
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| One Capital Management | 76k | $5.6M | -5% | Jun 2024 |
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| Visionary Wealth Advisors | 75k | $5.6M | -5% | Jun 2024 |
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| Sequoia Financial Advisors | 74k | $6.0M | -1% | Sep 2024 |
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| Ifrah Financial Services | 74k | $5.5M | -1% | Jun 2024 |
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| Paces Ferry Wealth Advisors | 73k | $5.4M | -2% | Jun 2024 |
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| Conning | 72k | $5.3M | 165% | Jun 2024 |
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| Retireful | 72k | $5.3M | 100% | Jun 2024 |
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| Murphy, Middleton, Hinkle & Parker | 72k | $5.8M | 3% | Sep 2024 |
|
| Lowery Thomas | 71k | $5.2M | 2% | Jun 2024 |
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| Safeguard Financial | 70k | $5.6M | -3% | Sep 2024 |
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| Glassman Wealth Services | 70k | $5.1M | -2% | Jun 2024 |
|
| Curtis Advisory Group | 68k | $5.1M | -1% | Jun 2024 |
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| Dravo Bay | 68k | $5.0M | 4% | Jun 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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| Summit Financial | 65k | $4.9M | 295% | Jun 2024 |
|
| Newman Dignan & Sheerar | 64k | $4.7M | -8% | Jun 2024 |
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| Petra Financial Advisors | 63k | $4.7M | 3% | Jun 2024 |
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| Avenue 1 Advisors | 63k | $4.7M | 39% | Jun 2024 |
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| RE Dickinson Investment Advisors | 61k | $4.5M | 8% | Jun 2024 |
|
| SeaCrest Wealth Management | 60k | $4.8M | 1% | Sep 2024 |
|
| Edge Capital Group | 60k | $4.4M | -1% | Jun 2024 |
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| Ohe Financial | 58k | $4.3M | -1% | Jun 2024 |
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| Von Berge Wealth Management Group | 56k | $4.1M | 1% | Jun 2024 |
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| Embree Financial Group | 56k | $4.5M | 3% | Sep 2024 |
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| Leeward Financial Partners | 55k | $4.0M | -14% | Jun 2024 |
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| Schneider Downs Wealth Management Advisors | 54k | $4.0M | -8% | Jun 2024 |
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| Pathstone Holdings | 54k | $4.0M | 8% | Jun 2024 |
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| Oakmont Partners | 53k | $4.3M | -2% | Sep 2024 |
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| American Financial & Tax Strategies | 53k | $3.9M | 0% | Jun 2024 |
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| Nadler Financial | 52k | $3.9M | -3% | Jun 2024 |
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| Affinity Capital Advisors | 52k | $4.2M | -8% | Sep 2024 |
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| Waterford Advisors | 51k | $3.8M | 1% | Jun 2024 |
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| Gunma Bank | 50k | $3.7M | -50% | Jun 2024 |
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| Blue Bell Private Wealth Management | 50k | $3.7M | -1% | Jun 2024 |
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| Waypoint Capital Advisors | 50k | $4.0M | 2% | Sep 2024 |
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| ZynergyRetirementPlanning | 49k | $3.6M | 100% | Jun 2024 |
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| Foster Victor Wealth Advisors | 49k | $3.9M | -6% | Sep 2024 |
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| Everhart Financial Group | 48k | $3.6M | 2% | Jun 2024 |
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| Dynamic Advisors Solutions | 45k | $3.6M | -3% | Sep 2024 |
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| Leavell Investment Management | 45k | $3.4M | -2% | Jun 2024 |
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| HB Wealth Management | 44k | $3.6M | -20% | Sep 2024 |
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| DDD Partners | 40k | $3.0M | -35% | Jun 2024 |
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| Susquehanna International | 34k | $2.5M | -62% | Jun 2024 |
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| Stonebridge Capital Advisors | 32k | $2.4M | -47% | Jun 2024 |
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| Sculati Wealth Management | 30k | $2.2M | -52% | Jun 2024 |
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| Apollon Wealth Management | 16k | $1.2M | -94% | 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 |
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| Renaissance Technologies | 3.9k | $289k | -94% | Jun 2024 |
|