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 | Actions |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 55M | $1.4B | 184% | Dec 2024 |
|
| Sei Investments | 39M | $1.0B | 221% | Dec 2024 |
|
| Mather Group | 32M | $833M | 197% | Dec 2024 |
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| Envestnet Asset Management | 16M | $415M | 228% | Dec 2024 |
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| Advisor Group Holdings | 10M | $813M | 139% | Dec 2024 |
|
| Honkamp Krueger Financial Services | 9.9M | $259M | 200% | Dec 2024 |
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| Mariner Wealth Advisors | 8.0M | $207M | 199% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 7.6M | $198M | 195% | Dec 2024 |
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| Betterment | 4.7M | $121M | 190% | Dec 2024 |
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| Gemmer Asset Management | 4.2M | $109M | 207% | Dec 2024 |
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| LPL Financial | 3.5M | $91M | 217% | Dec 2024 |
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| Savant Capital Management | 3.5M | $90M | 187% | Dec 2024 |
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| Moneta Group Investment Advisors | 3.4M | $89M | 4% | Dec 2024 |
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| Rainey & Randall Investment Management | 2.9M | $75M | 212% | Dec 2024 |
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| Mokosak Advisory Group | 2.8M | $73M | 201% | Dec 2024 |
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| Financial Advisors | 2.7M | $71M | 198% | Dec 2024 |
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| Morgan Stanley | 2.4M | $62M | 238% | Dec 2024 |
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| HighTower Advisors | 2.2M | $58M | 201% | Dec 2024 |
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| Krilogy Financial | 2.2M | $58M | 151% | Dec 2024 |
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| Buckingham Strategic Partners | 2.0M | $52M | 1717% | Dec 2024 |
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| United Capital Financial Advisers | 1.9M | $50M | 196% | Dec 2024 |
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| CX Institutional | 1.8M | $48M | 324% | Dec 2024 |
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| UBS Group | 1.8M | $47M | 187% | Dec 2024 |
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| Financial Counselors | 1.8M | $47M | 209% | Dec 2024 |
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| Bank of America Corporation | 1.8M | $47M | 229% | Dec 2024 |
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| H D Vest Advisory Services | 1.6M | $43M | 350% | Dec 2024 |
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| Brady Martz Wealth Solutions | 1.6M | $43M | 100% | Dec 2024 |
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| Summit Wealth & Retirement Planning | 1.6M | $42M | 199% | Dec 2024 |
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| Resources Investment Advisors | 1.5M | $40M | 177% | Dec 2024 |
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| Ameriprise Financial | 1.5M | $39M | 232% | Dec 2024 |
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| Cooper Financial Group | 1.4M | $37M | 256% | Dec 2024 |
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| GenWealth Group | 1.4M | $37M | 209% | Dec 2024 |
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| Atomi Financial Group | 1.4M | $35M | 215% | Dec 2024 |
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| Dodds Wealth | 1.3M | $35M | -2% | Dec 2024 |
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| Dravo Bay | 1.3M | $33M | 209% | Dec 2024 |
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| XML Financial | 1.2M | $31M | 212% | Dec 2024 |
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| Northern Capital Management | 1.2M | $31M | 201% | Dec 2024 |
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| Hrc Wealth Management | 1.2M | $31M | 205% | Dec 2024 |
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| Financial Advisory Service | 1.2M | $31M | 190% | Dec 2024 |
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| Ballast Advisors | 1.2M | $30M | 203% | Dec 2024 |
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| Cetera Investment Advisers | 1.2M | $30M | 186% | Dec 2024 |
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| Black Diamond Financial | 1.2M | $30M | 233% | Dec 2024 |
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| Thrivent Financial for Lutherans | 1.1M | $29M | 178% | Dec 2024 |
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| MidWestOne Financial Group | 1.1M | $29M | 201% | Dec 2024 |
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| Commonwealth Equity Services | 1.1M | $28M | 220% | Dec 2024 |
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| Avenue 1 Advisors | 1.0M | $27M | 263% | Dec 2024 |
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| Wells Fargo & Company | 1.0M | $27M | 199% | Dec 2024 |
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| Focus Financial Network | 1.0M | $27M | 174% | Dec 2024 |
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| Summit Asset Management | 1.0M | $27M | 271% | Dec 2024 |
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| Marshall Financial Group | 1.0M | $26M | 200% | Dec 2024 |
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| Envestnet Portfolio Solutions | 1000k | $26M | 250% | Dec 2024 |
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| Beacon Pointe Advisors | 967k | $25M | 193% | Dec 2024 |
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| MAI Wealth Advisors | 966k | $25M | 200% | Dec 2024 |
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| GHP Investment Advisors | 962k | $25M | 207% | Dec 2024 |
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| Tradition Wealth Management | 923k | $24M | 201% | Dec 2024 |
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| Prime Capital Investment Advisors | 911k | $24M | 194% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 894k | $23M | 194% | Dec 2024 |
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| Financial Advisors Network | 840k | $22M | 100% | Dec 2024 |
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| Goldman Sachs Group | 807k | $21M | 20361% | Dec 2024 |
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| Sage Financial | 794k | $21M | 194% | Dec 2024 |
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| Creative Planning | 753k | $20M | 196% | Dec 2024 |
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| Kestra Advisory Services | 744k | $19M | 168% | Dec 2024 |
|
| Ally Invest Advisors | 741k | $19M | 230% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 736k | $19M | 170% | Dec 2024 |
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| Persium Advisors | 731k | $19M | 100% | Dec 2024 |
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| Jpmorgan Chase & Co | 725k | $19M | 248% | Dec 2024 |
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| HPM Partners | 716k | $19M | 166% | Dec 2024 |
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| Noble Family Wealth | 691k | $18M | 200% | Dec 2024 |
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| JBGlobal.com | 681k | $18M | 100% | Dec 2024 |
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| Mml Investors Services | 675k | $18M | 219% | Dec 2024 |
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| Captrust Financial Advisors | 675k | $18M | 175% | Dec 2024 |
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| Garde Capital | 629k | $16M | 205% | Dec 2024 |
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| Cape Investment Advisory | 608k | $16M | 197% | Dec 2024 |
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| Vista Private Wealth Partners | 591k | $15M | 156% | Dec 2024 |
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| Mutual Advisors | 590k | $16M | 2% | Dec 2024 |
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| Ethos Financial Group | 586k | $15M | 226% | Dec 2024 |
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| Spectrum Asset Management | 583k | $15M | 194% | Dec 2024 |
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| Cornerstone Wealth Advisors | 580k | $15M | 207% | Dec 2024 |
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| Perigon Wealth Management | 571k | $15M | 224% | Dec 2024 |
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| Keeler & Nadler Financial Planning & Wealth Management | 556k | $15M | 229% | Dec 2024 |
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| Raymond James Financial | 553k | $14M | 100% | Dec 2024 |
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| Meriwether Wealth & Planning | 550k | $14M | 100% | Dec 2024 |
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| Mercer Global Advisors | 546k | $14M | 74% | Dec 2024 |
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| Wealthcare Advisory Partners | 541k | $14M | 193% | Dec 2024 |
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| Global Strategic Investment Solutions | 530k | $14M | 200% | Dec 2024 |
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| Martel Wealth Advisors | 524k | $14M | 200% | Dec 2024 |
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| USAdvisors Wealth Management | 521k | $14M | 241% | Dec 2024 |
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| Bank Hapoalim Bm | 504k | $13M | 200% | Dec 2024 |
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| Goepper Burkhardt | 482k | $13M | 187% | Dec 2024 |
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| Cambridge Investment Research Advisors | 479k | $13M | 248% | Dec 2024 |
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| Integrated Advisors Network | 477k | $12M | 197% | Dec 2024 |
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| LCNB | 474k | $12M | 196% | Dec 2024 |
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| Bogart Wealth | 451k | $12M | 201% | Dec 2024 |
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| YANKCOM Partnership | 416k | $11M | 100% | Dec 2024 |
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| Congress Wealth Management LLC / DE / | 413k | $11M | 206% | Dec 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 402k | $11M | 190% | Dec 2024 |
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| Ackerman Capital Advisors | 400k | $10M | 198% | Dec 2024 |
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| Gill Capital Partners | 388k | $10M | 206% | Dec 2024 |
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| James J. Burns & Company | 372k | $9.7M | 204% | Dec 2024 |
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| Whitaker-Myers Wealth Managers | 357k | $9.3M | 279% | Dec 2024 |
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| Emerald Investment Partners | 349k | $9.1M | 211% | Dec 2024 |
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| David J.Sculati | 343k | $8.9M | 198% | Dec 2024 |
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| May Barnhard Investments | 338k | $8.8M | 100% | Dec 2024 |
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| Harbor Group | 337k | $8.8M | 199% | Dec 2024 |
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| Capital Planning | 332k | $8.6M | 204% | Dec 2024 |
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| EWG Elevate | 332k | $8.6M | 218% | Dec 2024 |
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| Us Bancorp | 330k | $8.6M | 175% | Dec 2024 |
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| Opes Wealth Management | 313k | $8.2M | 205% | Dec 2024 |
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| Diversified Portfolios | 301k | $7.8M | 227% | Dec 2024 |
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| Independent Solutions Wealth Management | 295k | $7.7M | 172% | Dec 2024 |
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| Bishop & Co Investment Management | 293k | $7.6M | 211% | Dec 2024 |
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| Total Wealth Planning | 293k | $7.6M | 175% | Dec 2024 |
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| HBK Sorce Advisory | 289k | $7.5M | 198% | Dec 2024 |
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| Bank of New York Mellon | 285k | $7.4M | 1415% | Dec 2024 |
|
| IVC Wealth Advisors | 284k | $7.4M | 200% | Dec 2024 |
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| Safeguard Financial | 282k | $7.4M | 304% | Dec 2024 |
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| Christensen, King & Associates Investment Services | 281k | $7.4M | 202% | Dec 2024 |
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| Adviser Investments | 279k | $7.3M | 187% | Dec 2024 |
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| Royal Bank of Canada | 279k | $7.3M | 215% | Dec 2024 |
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| Berkshire Asset Management | 278k | $7.6M | 244% | Dec 2024 |
|
| Game Plan Financial Advisors | 277k | $7.7M | 321% | Dec 2024 |
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| Colony | 270k | $7.1M | 179% | Dec 2024 |
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| Orion Portfolio Solutions | 266k | $6.9M | 167% | Dec 2024 |
|
| Thrive Wealth Management | 264k | $6.9M | 210% | Dec 2024 |
|
| Courage Miller Partners | 261k | $6.8M | 199% | Dec 2024 |
|
| Columbus Macro | 255k | $6.6M | 1152% | Dec 2024 |
|
| Murphy, Middleton, Hinkle & Parker | 254k | $6.6M | 255% | Dec 2024 |
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| Florida Financial Advisors | 254k | $6.6M | 180% | Dec 2024 |
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| Burns Wealth Management | 246k | $6.4M | 178% | Dec 2024 |
|
| Gladstone Institutional Advisory | 246k | $6.4M | 193% | Dec 2024 |
|
| Cresset Asset Management | 245k | $6.4M | 203% | Dec 2024 |
|
| PrairieView Partners | 244k | $6.3M | 174% | Dec 2024 |
|
| Integrated Wealth Concepts | 242k | $6.3M | 242% | Dec 2024 |
|
| Gunma Bank | 240k | $6.3M | 233% | Dec 2024 |
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| ProVise Management Group | 238k | $6.2M | 194% | Dec 2024 |
|
| Brand Asset Management Group | 233k | $6.1M | 165% | Dec 2024 |
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| Friday Financial | 227k | $5.9M | 100% | Dec 2024 |
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| Curtis Advisory Group | 227k | $5.9M | 232% | Dec 2024 |
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| Per Stirling Capital Management | 227k | $5.9M | 205% | Dec 2024 |
|
| Brian Hackleman | 223k | $5.8M | 939% | Dec 2024 |
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| One Capital Management | 222k | $5.8M | 205% | Dec 2024 |
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| Ifrah Financial Services | 221k | $5.8M | 199% | Dec 2024 |
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| Paces Ferry Wealth Advisors | 219k | $5.7M | 200% | Dec 2024 |
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| Lowery Thomas | 219k | $5.7M | 201% | Dec 2024 |
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| Sequoia Financial Advisors | 217k | $5.7M | 192% | Dec 2024 |
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| Conning | 216k | $5.6M | 200% | Dec 2024 |
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| Warren Averett Asset Management | 213k | $5.6M | 213% | Dec 2024 |
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| Glassman Wealth Services | 213k | $5.5M | 202% | Dec 2024 |
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| Visionary Wealth Advisors | 209k | $5.5M | 185% | Dec 2024 |
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| Steel Peak Wealth Management | 207k | $5.4M | 100% | Dec 2024 |
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| Pensionmark Financial Group | 54k | $1.4M | -75% | Dec 2024 |
|