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 | ||
|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 25M | $1.7B | -12% | Sep 2021 | ||
| Mather Group | 6.0M | $402M | 9% | Sep 2021 | ||
| Honkamp Krueger Financial Services | 5.6M | $376M | 2% | Sep 2021 | ||
| Advisor Group Holdings | 4.5M | $306M | 1% | Sep 2021 | ||
| Wealth Enhancement Advisory Services | 3.2M | $227M | 2% | Sep 2021 | ||
| Betterment | 2.3M | $158M | -3% | Sep 2021 | ||
| Mariner Wealth Advisors | 1.9M | $130M | 2% | Sep 2021 | ||
| Envestnet Asset Management | 1.9M | $125M | -10% | Sep 2021 | ||
| Ameriprise Financial | 1.7M | $116M | 2% | Sep 2021 | ||
| Sei Investments | 1.5M | $103M | 7% | Sep 2021 | ||
| Krilogy Financial | 1.2M | $81M | -3% | Sep 2021 | ||
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| Financial Advisory Service | 1.2M | $80M | 2% | Sep 2021 | ||
| Resources Investment Advisors | 1.2M | $78M | 6% | Sep 2021 | ||
| United Capital Financial Advisers | 1.1M | $75M | -5% | Sep 2021 | ||
| LPL Financial | 1.0M | $69M | 6% | Sep 2021 | ||
| Main Management ETF Advisors | 822k | $56M | 5% | Sep 2021 | ||
| Savant Capital Management | 813k | $55M | 41% | Sep 2021 | ||
| Gemmer Asset Management | 711k | $52M | 9% | Dec 2021 | ||
| Financial Counselors | 620k | $42M | -3% | Sep 2021 | ||
| UBS Group | 599k | $40M | 8% | Sep 2021 | ||
| UnionBanCal Corporation | 554k | $37M | 3% | Sep 2021 | ||
| Wells Fargo & Company | 544k | $37M | 1% | Sep 2021 | ||
| Mokosak Advisory Group | 529k | $36M | 3% | Sep 2021 | ||
| GenWealth Group | 520k | $35M | 1% | Sep 2021 | ||
| Rainey & Randall Investment Management | 516k | $35M | 72% | Sep 2021 | ||
| Thrivent Financial for Lutherans | 457k | $31M | 4% | Sep 2021 | ||
| HighTower Advisors | 434k | $29M | 0% | Sep 2021 | ||
| Northwestern Mutual Wealth Management Company | 431k | $29M | 7% | Sep 2021 | ||
| ProVise Management Group | 419k | $31M | 3% | Dec 2021 | ||
| CliftonLarsonAllen Wealth Advisors | 416k | $28M | 0% | Sep 2021 | ||
| Ballast Advisors | 384k | $26M | -5% | Sep 2021 | ||
| Visionary Wealth Advisors | 378k | $26M | 5% | Sep 2021 | ||
| Nadler Financial | 337k | $25M | 0% | Dec 2021 | ||
| Spectrum Asset Management | 316k | $21M | -3% | Sep 2021 | ||
| Main Management | 305k | $21M | 1% | Sep 2021 | ||
| Advisory Services & Investments | 290k | $20M | 2% | Sep 2021 | ||
| Marshall Financial Group | 289k | $20M | 3% | Sep 2021 | ||
| Appleton Group Wealth Management | 288k | $19M | -1% | Sep 2021 | ||
| Ackerman Capital Advisors | 267k | $18M | 0% | Sep 2021 | ||
| Tradition Wealth Management | 265k | $18M | 2% | Sep 2021 | ||
| Summit Asset Management | 263k | $18M | 1% | Sep 2021 | ||
| Financial Management Professionals | 259k | $18M | 55394% | Sep 2021 | ||
| CX Institutional | 244k | $18M | 3% | Dec 2021 | ||
| Moneta Group Investment Advisors | 241k | $16M | 18% | Sep 2021 | ||
| Garde Capital | 240k | $16M | -1% | Sep 2021 | ||
| Summit Wealth & Retirement Planning | 239k | $16M | 9% | Sep 2021 | ||
| Financial Network Investment Corporation | 227k | $15M | 3% | Sep 2021 | ||
| Personal Resources Investment & Strategic Management | 226k | $15M | -2% | Sep 2021 | ||
| Sage Financial | 220k | $15M | 0% | Sep 2021 | ||
| GHP Investment Advisors | 217k | $15M | -1% | Sep 2021 | ||
| Horizon Investments | 206k | $14M | -25% | Sep 2021 | ||
| Northern Capital Management | 203k | $15M | 0% | Dec 2021 | ||
| IVC Wealth Advisors | 201k | $15M | 6% | Dec 2021 | ||
| Creative Planning | 200k | $14M | 25% | Sep 2021 | ||
| Mutual Advisors | 195k | $13M | 2% | Sep 2021 | ||
| Raymond James Financial Services Advisors | 195k | $13M | 10% | Sep 2021 | ||
| XML Financial | 194k | $13M | 13% | Sep 2021 | ||
| Goepper Burkhardt | 191k | $14M | 6% | Dec 2021 | ||
| Vista Private Wealth Partners | 184k | $14M | 8% | Dec 2021 | ||
| Almanack Investment Partners | 181k | $12M | -14% | Sep 2021 | ||
| Integrated Advisors Network | 180k | $12M | 4% | Sep 2021 | ||
| Mercer Global Advisors | 170k | $11M | -65% | Sep 2021 | ||
| Financial Advisors Network | 167k | $12M | 19% | Sep 2021 | ||
| Commonwealth Equity Services | 167k | $11M | -12% | Sep 2021 | ||
| Kestra Advisory Services | 159k | $12M | -72% | Dec 2021 | ||
| Traverso Chambers Private Wealth Management | 159k | $12M | 0% | Dec 2021 | ||
| Beacon Pointe Advisors | 158k | $11M | 1% | Sep 2021 | ||
| Sargent Bickham Lagudis | 148k | $11M | 7% | Dec 2021 | ||
| Clark Capital Management Group | 147k | $9.9M | -25% | Sep 2021 | ||
| Cetera Investment Advisers | 144k | $9.7M | -2% | Sep 2021 | ||
| Wipfli Financial Advisors Llc, | 142k | $9.6M | -1% | Sep 2021 | ||
| Prime Capital Investment Advisors | 138k | $9.3M | -2% | Sep 2021 | ||
| GRT Capital Partners | 138k | $9.3M | -7% | Sep 2021 | ||
| HBK Sorce Advisory | 138k | $9.3M | -1% | Sep 2021 | ||
| PrairieView Partners | 137k | $10M | -2% | Dec 2021 | ||
| Harbor Group | 132k | $8.9M | -3% | Sep 2021 | ||
| Spinnaker Trust | 130k | $8.8M | 0% | Sep 2021 | ||
| Gladstone Institutional Advisory | 129k | $8.7M | -1% | Sep 2021 | ||
| Opes Wealth Management | 129k | $8.7M | 2% | Sep 2021 | ||
| Cambridge Investment Research Advisors | 128k | $8.6M | -10% | Sep 2021 | ||
| Moisand Fitzgerald Tamayo | 127k | $8.6M | -2% | Sep 2021 | ||
| Sowell Financial Services | 125k | $8.5M | -11% | Sep 2021 | ||
| Newman Dignan & Sheerar | 124k | $9.1M | -3% | Dec 2021 | ||
| Harborview Advisors | 123k | $8.3M | -3% | Sep 2021 | ||
| Colton Groome Financial Advisors | 122k | $8.9M | -19% | Dec 2021 | ||
| Total Wealth Planning | 116k | $7.8M | 7% | Sep 2021 | ||
| Paces Ferry Wealth Advisors | 115k | $8.4M | 11% | Dec 2021 | ||
| Cresset Asset Management | 114k | $7.7M | -5% | Sep 2021 | ||
| Pathstone Family Office | 112k | $7.5M | 1% | Sep 2021 | ||
| Curtis Advisory Group | 111k | $7.5M | 2% | Sep 2021 | ||
| Capital Planning | 110k | $7.5M | 2% | Sep 2021 | ||
| One Capital Management | 107k | $7.2M | -1% | Sep 2021 | ||
| Global Strategic Investment Solutions | 107k | $7.2M | 0% | Sep 2021 | ||
| Gill Capital Partners | 104k | $7.0M | 1% | Sep 2021 | ||
| MAI Wealth Advisors | 102k | $6.9M | -3% | Sep 2021 | ||
| Leavell Investment Management | 102k | $7.5M | 4% | Dec 2021 | ||
| David J.Sculati | 102k | $6.8M | 0% | Sep 2021 | ||
| Kuntz Lesher Capital | 94k | $6.3M | -1% | Sep 2021 | ||
| LCNB | 94k | $6.3M | 11% | Sep 2021 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 93k | $6.3M | 0% | Sep 2021 | ||
| Captrust Financial Advisors | 86k | $5.8M | -3% | Sep 2021 | ||
| Financial Advisors | 84k | $5.7M | 26% | Sep 2021 | ||
| Southern Wealth Management | 84k | $5.7M | 2% | Sep 2021 | ||
| Affinity Capital Advisors | 84k | $5.6M | -6% | Sep 2021 | ||
| Citadel Advisors | 84k | $5.6M | 535% | Sep 2021 | ||
| Stratos Wealth Advisors | 83k | $6.0M | 1% | Dec 2021 | ||
| Brand Asset Management Group | 82k | $5.5M | 1% | Sep 2021 | ||
| Glassman Wealth Services | 82k | $5.5M | -7% | Sep 2021 | ||
| Mml Investors Services | 76k | $5.1M | 8% | Sep 2021 | ||
| B&D White Capital Company | 75k | $5.1M | 0% | Sep 2021 | ||
| SeaCrest Wealth Management | 75k | $5.1M | -1% | Sep 2021 | ||
| Colony Group | 74k | $5.0M | 0% | Sep 2021 | ||
| Private Advisor | 73k | $4.9M | 87% | Sep 2021 | ||
| Ifrah Financial Services | 72k | $4.8M | 0% | Sep 2021 | ||
| Flow Traders US | 71k | $4.8M | 100% | Sep 2021 | ||
| Arbor Trust Wealth Advisors | 70k | $5.1M | 5% | Dec 2021 | ||
| Homrich Berg | 69k | $4.7M | 0% | Sep 2021 | ||
| Summit Financial | 66k | $4.4M | 17% | Sep 2021 | ||
| Courage Miller Partners | 66k | $4.8M | 6% | Dec 2021 | ||
| Reilly Financial Advisors | 65k | $4.4M | 4% | Sep 2021 | ||
| Game Plan Financial Advisors | 64k | $4.3M | 1% | Sep 2021 | ||
| Financial Advocates Investment Management | 61k | $4.1M | 16% | Sep 2021 | ||
| Ohe Financial | 60k | $4.0M | 2% | Sep 2021 | ||
| Sequoia Financial Advisors | 60k | $4.0M | -55% | Sep 2021 | ||
| Continuum Advisory | 58k | $3.9M | 100% | Sep 2021 | ||
| Foster Victor Wealth Advisors | 56k | $4.2M | 0% | Dec 2021 | ||
| Stonebridge Capital Advisors | 56k | $3.8M | 15% | Sep 2021 | ||
| Edge Capital Group | 56k | $4.1M | 6% | Dec 2021 | ||
| Dynamic Advisors Solutions | 56k | $3.7M | -4% | Sep 2021 | ||
| Strategic Financial | 55k | $3.7M | 7% | Sep 2021 | ||
| GSB Wealth Management | 55k | $3.7M | -2% | Sep 2021 | ||
| Berkshire Asset Management | 55k | $3.7M | 8% | Sep 2021 | ||
| Susquehanna International | 53k | $3.6M | -26% | Sep 2021 | ||
| Sunbelt Securities | 53k | $3.6M | 0% | Sep 2021 | ||
| Blue Bell Private Wealth Management | 52k | $3.5M | 2% | Sep 2021 | ||
| Financial Advisory Corp | 50k | $3.4M | -3% | Sep 2021 | ||
| Conning | 49k | $3.3M | 8% | Sep 2021 | ||
| EP Wealth Advisors | 49k | $3.3M | 1% | Sep 2021 | ||
| BerganKDV Wealth Management | 49k | $3.3M | 3% | Sep 2021 | ||
| Cary Street Partner Investment Advisory | 49k | $3.3M | 1% | Sep 2021 | ||
| Sculati Wealth Management | 48k | $3.2M | 1% | Sep 2021 | ||
| Managed Account Services | 48k | $3.2M | -6% | Sep 2021 | ||
| Park Avenue Securities | 47k | $3.2M | 1% | Sep 2021 | ||
| Perigon Wealth Management | 47k | $3.2M | 7% | Sep 2021 | ||
| North Star Asset Management | 47k | $3.2M | 0% | Sep 2021 | ||
| Murphy, Middleton, Hinkle & Parker | 47k | $3.4M | 3% | Dec 2021 | ||
| Iwamoto Kong & Co | 46k | $3.1M | 6% | Sep 2021 | ||
| Red Cedar Investment Management | 46k | $3.1M | 100% | Sep 2021 | ||
| Newport Wealth Strategies | 46k | $3.1M | 1% | Sep 2021 | ||
| Sovereign Financial Group | 45k | $3.1M | -6% | Sep 2021 | ||
| Asset Dedication | 43k | $3.2M | -22% | Dec 2021 | ||
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stuart Chaussee & Associates | Jun 2021 | 293k | $20M |
| Ferris Capital | Jun 2021 | 108k | $7.4M |
| AE Wealth Management | Sep 2021 | 102k | $6.9M |
| Bank Hapoalim Bm | Jun 2021 | 48k | $15M |