Who owns Schwab Strategic Tr cmn?

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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 19M $1.4B 100% Mar 2024
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Mather Group 11M $846M 6% Jun 2024
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Sei Investments 11M $832M 100% Mar 2024
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Advisor Group Holdings 4.6M $348M -19% Mar 2024
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Honkamp Krueger Financial Services 4.1M $311M -2% Mar 2024
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Envestnet Asset Management 3.6M $277M 100% Mar 2024
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Wealth Enhancement Advisory Services 2.6M $191M -6% Jun 2024
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Mariner Wealth Advisors 2.4M $182M -3% Mar 2024
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Betterment 1.7M $129M -7% Mar 2024
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Gemmer Asset Management 1.3M $99M 4% Jun 2024
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Savant Capital Management 1.3M $98M -3% Mar 2024
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Krilogy Financial 1.1M $84M 0% Mar 2024
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LPL Financial 1.1M $82M 100% Mar 2024
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Financial Advisors 899k $67M 0% Jun 2024
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Rainey & Randall Investment Management 893k $68M 2% Mar 2024
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Mokosak Advisory Group 878k $67M 7% Mar 2024
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United Capital Financial Advisers 659k $50M -1% Mar 2024
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Morgan Stanley 647k $49M 100% Mar 2024
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UBS Group 627k $48M 0% Mar 2024
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Resources Investment Advisors 613k $47M 100% Mar 2024
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CX Institutional 612k $45M 13% Jun 2024
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Financial Counselors 609k $46M -6% Mar 2024
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Bank of America Corporation 552k $42M 11% Mar 2024
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Summit Wealth & Retirement Planning 506k $38M 5% Mar 2024
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Ameriprise Financial 463k $35M 100% Mar 2024
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Dodds Wealth 454k $35M 6% Mar 2024
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GenWealth Group 442k $34M 2% Mar 2024
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Cetera Investment Advisers 432k $33M 100% Mar 2024
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Financial Advisory Service 416k $32M -4% Mar 2024
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Northern Capital Management 409k $31M 100% Mar 2024
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Cooper Financial Group 402k $30M 20% Jun 2024
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Prime Capital Investment Advisors 396k $30M 27% Mar 2024
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Focus Financial Network 394k $28M 100% Mar 2024
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Thrivent Financial for Lutherans 386k $29M 100% Mar 2024
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Hrc Wealth Management 382k $29M 0% Mar 2024
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Ballast Advisors 379k $29M 6% Mar 2024
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XML Financial 363k $28M 100% Mar 2024
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Beacon Pointe Advisors 356k $27M 0% Mar 2024
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Wells Fargo & Company 344k $26M -7% Mar 2024
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Tradition Wealth Management 333k $25M 100% Mar 2024
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Commonwealth Equity Services 330k $25M 1% Mar 2024
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Northwestern Mutual Wealth Management Company 327k $25M 100% Mar 2024
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CliftonLarsonAllen Wealth Advisors 325k $24M 0% Jun 2024
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MAI Wealth Advisors 322k $24M 152% Mar 2024
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Marshall Financial Group 307k $23M 3% Mar 2024
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GHP Investment Advisors 305k $23M 2% Mar 2024
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Sage Financial 279k $21M -2% Mar 2024
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Creative Planning 275k $21M -1% Mar 2024
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HPM Partners 274k $21M 0% Mar 2024
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Apollon Wealth Management 270k $21M -5% Mar 2024
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Summit Asset Management 261k $20M 3% Mar 2024
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Black Diamond Financial 256k $18M 0% Mar 2024
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Envestnet Portfolio Solutions 253k $19M 8% Jun 2024
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H D Vest Advisory Services 232k $18M 55% Mar 2024
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Noble Family Wealth 231k $17M 0% Jun 2024
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Garde Capital 226k $17M -4% Mar 2024
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Mercer Global Advisors 218k $18M 184% Mar 2024
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Jpmorgan Chase & Co 218k $17M -10% Mar 2024
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Spectrum Asset Management 217k $16M 0% Jun 2024
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Vista Private Wealth Partners 216k $16M 100% Mar 2024
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Cape Investment Advisory 203k $15M 1% Mar 2024
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Kestra Advisory Services 200k $15M 41% Mar 2024
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Ally Invest Advisors 194k $15M 19% Mar 2024
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Atomi Financial Group 194k $15M 119% Mar 2024
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Mml Investors Services 193k $15M -8% Mar 2024
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Mutual Advisors 192k $15M 0% Mar 2024
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Cornerstone Wealth Advisors 190k $14M -1% Jun 2024
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Perigon Wealth Management 181k $14M 4% Mar 2024
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Global Strategic Investment Solutions 176k $13M 0% Mar 2024
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Goepper Burkhardt 176k $13M -3% Mar 2024
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Ethos Financial Group 169k $13M 4% Mar 2024
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Integrated Advisors Network 163k $12M -8% Mar 2024
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LCNB 153k $12M 8% Mar 2024
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Congress Wealth Management LLC / DE / 146k $11M 0% Mar 2024
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Retirement Guys Formula 143k $11M 1% Mar 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 143k $11M 0% Mar 2024
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Us Bancorp 140k $11M -14% Mar 2024
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Cambridge Investment Research Advisors 139k $11M 20% Mar 2024
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Bogart Wealth 138k $11M 0% Mar 2024
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USAdvisors Wealth Management 128k $9.7M 8% Mar 2024
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Gill Capital Partners 125k $9.3M 2% Jun 2024
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ProVise Management Group 124k $9.5M -35% Mar 2024
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Buckingham Strategic Partners 119k $9.0M 570% Mar 2024
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EWG Elevate 118k $8.8M -1% Jun 2024
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Total Wealth Planning 116k $8.8M -7% Mar 2024
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Harbor Group 114k $8.4M -2% Jun 2024
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Integrated Wealth Concepts 113k $8.6M 100% Mar 2024
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David J.Sculati 113k $8.6M 3% Mar 2024
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Emerald Investment Partners 113k $8.5M 8% Mar 2024
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Ackerman Capital Advisors 109k $8.3M -2% Mar 2024
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Capital Planning 108k $8.0M -2% Jun 2024
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HBK Sorce Advisory 107k $8.1M -1% Mar 2024
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Captrust Financial Advisors 107k $8.1M -23% Mar 2024
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Sunbelt Securities 104k $7.9M 1% Mar 2024
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Opes Wealth Management 103k $7.9M 1% Mar 2024
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Gunma Bank 100k $7.6M 100% Mar 2024
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IVC Wealth Advisors 98k $7.3M -6% Jun 2024
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PrairieView Partners 98k $7.4M -4% Mar 2024
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Adviser Investments 96k $7.3M -2% Mar 2024
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Santori & Peters 96k $7.3M 0% Mar 2024
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Brand Asset Management Group 91k $6.9M -9% Mar 2024
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Orion Portfolio Solutions 90k $6.8M 2% Mar 2024
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Royal Bank of Canada 89k $6.8M -8% Mar 2024
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Courage Miller Partners 89k $6.8M 0% Mar 2024
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Susquehanna International 89k $6.7M 100% Mar 2024
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Gladstone Institutional Advisory 88k $6.7M -2% Mar 2024
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Bishop & Co Investment Management 87k $6.6M 278% Mar 2024
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James J. Burns & Company 85k $6.4M 100% Mar 2024
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Thrive Wealth Management 84k $6.2M 0% Jun 2024
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Kuntz Lesher Capital 84k $6.4M -2% Mar 2024
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Burns Wealth Management 83k $6.3M 100% Mar 2024
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GRT Capital Partners 82k $6.2M 3% Mar 2024
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Cresset Asset Management 82k $6.2M 1% Mar 2024
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MidWestOne Financial Group 81k $6.1M 0% Mar 2024
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Berkshire Asset Management 80k $6.1M -35% Mar 2024
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Diversified Portfolios 80k $6.1M 18% Mar 2024
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One Capital Management 79k $6.0M -1% Mar 2024
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Visionary Wealth Advisors 79k $6.0M -7% Mar 2024
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Sequoia Financial Advisors 75k $5.6M -13% Jun 2024
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Ifrah Financial Services 75k $5.7M 2% Mar 2024
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Paces Ferry Wealth Advisors 75k $5.7M -13% Mar 2024
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Glassman Wealth Services 71k $5.4M -1% Mar 2024
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Per Stirling Capital Management 70k $5.3M 17% Mar 2024
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Murphy, Middleton, Hinkle & Parker 70k $5.2M 8% Jun 2024
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Lowery Thomas 69k $5.3M 100% Mar 2024
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Curtis Advisory Group 69k $5.2M 1% Mar 2024
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Dravo Bay 65k $4.9M 2% Mar 2024
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Werba Rubin Papier Wealth Management 65k $4.9M -2% Mar 2024
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Warren Averett Asset Management 65k $4.9M 100% Mar 2024
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Game Plan Financial Advisors 64k $4.9M -7% Mar 2024
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Newman Dignan & Sheerar 64k $4.7M -8% Jun 2024
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HB Wealth Management 64k $4.8M -1% Mar 2024
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Leeward Financial Partners 64k $4.8M 19% Mar 2024
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Waypoint Capital Advisors 63k $4.8M -28% Mar 2024
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Panoramic Investment Advisors 63k $4.8M 3% Mar 2024
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Safeguard Financial 63k $4.7M -1% Mar 2024
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Sculati Wealth Management 62k $4.7M 1% Mar 2024
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Goldman Sachs Group 62k $4.7M -84% Mar 2024
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DDD Partners 61k $4.7M 8% Mar 2024
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Petra Financial Advisors 61k $4.6M -2% Mar 2024
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Renaissance Technologies 61k $4.6M 168% Mar 2024
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Stonebridge Capital Advisors 61k $4.6M 1% Mar 2024
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Edge Capital Group 60k $4.6M 100% Mar 2024
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Schneider Downs Wealth Management Advisors 59k $4.5M -39% Mar 2024
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Ohe Financial 58k $4.4M 100% Mar 2024
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SeaCrest Wealth Management 57k $4.4M -3% Mar 2024
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Affinity Capital Advisors 57k $4.3M -1% Mar 2024
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RE Dickinson Investment Advisors 56k $4.3M 100% Mar 2024
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Von Berge Wealth Management Group 56k $4.2M 21% Mar 2024
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Nadler Financial 54k $4.1M 0% Mar 2024
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Colony 53k $4.1M -4% Mar 2024
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Townsquare Capital 53k $4.0M -30% Mar 2024
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Raymond James Financial Services Advisors 51k $3.9M -44% Mar 2024
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Arbor Trust Wealth Advisors 48k $3.6M -47% Mar 2024
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Stratos Wealth Advisors 48k $3.6M -52% Mar 2024
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Baird Financial 26k $2.0M -64% Mar 2024
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Summit Financial 17k $1.3M -73% Mar 2024
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Continuum Advisory 4.1k $304k -93% Mar 2024
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Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
HighTower Advisors Dec 2023 877k $62M
Bank Hapoalim Bm Dec 2023 106k $7.4M
Retireful Dec 2023 90k $6.3M
Bank of New York Mellon Dec 2023 71k $5.0M
Meridian Wealth Management Dec 2023 57k $4.0M