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
Financial Engines Advisors L.L.C 26M $1.8B -3% Mar 2022
Mather Group 6.7M $478M 4% Mar 2022
Honkamp Krueger Financial Services 5.6M $402M 1% Mar 2022
Sei Investments 5.4M $383M 251% Mar 2022
Advisor Group Holdings 5.1M $363M 4% Mar 2022
Wealth Enhancement Advisory Services 3.3M $233M 3% Dec 2021
Betterment 2.3M $166M -3% Dec 2021
Mariner Wealth Advisors 2.2M $156M 10% Mar 2022
Envestnet Asset Management 2.2M $155M 15% Mar 2022
Financial Advisory Service 1.2M $89M 3% Mar 2022
Resources Investment Advisors 1.2M $88M 3% Mar 2022

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Morgan Stanley 1.2M $83M 100% Mar 2022
Krilogy Financial 1.1M $76M -2% Mar 2022
Gemmer Asset Management 964k $69M 36% Mar 2022
Savant Capital Management 939k $67M 7% Mar 2022
Main Management ETF Advisors 887k $63M 2% Mar 2022
Financial Counselors 612k $44M -3% Mar 2022
Rainey & Randall Investment Management 603k $43M 11% Mar 2022
Wells Fargo & Company 536k $39M -2% Dec 2021
Mokosak Advisory Group 521k $37M -3% Mar 2022
UnionBanCal Corporation 521k $37M -5% Mar 2022
GenWealth Group 517k $37M 0% Mar 2022
Northwestern Mutual Wealth Management Company 494k $35M 5% Mar 2022
HighTower Advisors 458k $34M 6% Dec 2021
ProVise Management Group 422k $30M 1% Mar 2022
Thrivent Financial for Lutherans 412k $29M -7% Mar 2022
Visionary Wealth Advisors 409k $29M 8% Mar 2022
Ballast Advisors 385k $28M 0% Mar 2022
CliftonLarsonAllen Wealth Advisors 365k $26M -10% Mar 2022
Nadler Financial 341k $24M 1% Mar 2022
CX Institutional 336k $24M 38% Mar 2022
Main Management 329k $24M 8% Mar 2022
Marshall Financial Group 316k $23M 4% Mar 2022
Moneta Group Investment Advisors 307k $22M 15% Mar 2022
Spectrum Asset Management 296k $21M -6% Mar 2022
Advisory Services & Investments 285k $20M -1% Mar 2022
Tradition Wealth Management 277k $20M 5% Mar 2022
Financial Management Professionals 276k $20M 2% Mar 2022
Summit Asset Management 274k $20M 3% Mar 2022
Beacon Pointe Advisors 270k $19M 71% Mar 2022
Northwest Quadrant Wealth Management 264k $19M 11% Mar 2022
XML Financial 262k $19M 30% Mar 2022
Summit Wealth & Retirement Planning 259k $19M 9% Dec 2021
Ackerman Capital Advisors 258k $19M -3% Dec 2021
Sage Financial 244k $17M 9% Mar 2022
Garde Capital 242k $17M 0% Mar 2022
Personal Resources Investment & Strategic Management 238k $17M 3% Mar 2022
Pensionmark Financial Group 230k $16M -4% Mar 2022
GHP Investment Advisors 229k $16M 5% Mar 2022
Northern Capital Management 220k $16M 8% Mar 2022
Bank Hapoalim Bm 212k $15M 100% Mar 2022
IVC Wealth Advisors 207k $15M 3% Mar 2022
Goepper Burkhardt 199k $14M 4% Mar 2022
Financial Advisors Network 194k $14M 6% Mar 2022
Mutual Advisors 187k $13M -4% Mar 2022
Integrated Advisors Network 185k $13M 3% Mar 2022
Cornerstone Wealth Advisors 185k $14M 100% Dec 2021
Vista Private Wealth Partners 185k $13M 1% Mar 2022
Commonwealth Equity Services 185k $13M -42% Mar 2022
Prime Capital Investment Advisors 174k $13M 0% Mar 2022
Kestra Advisory Services 162k $12M 2% Mar 2022
Creative Planning 159k $12M -21% Dec 2021
Traverso Chambers Private Wealth Management 155k $11M -3% Mar 2022
Total Wealth Planning 149k $8.2M 29% Dec 2021
Appleton Group Wealth Management 144k $10M -48% Mar 2022
Cresset Asset Management 144k $11M 27% Dec 2021
PrairieView Partners 139k $10M 2% Mar 2022
Cetera Investment Advisers 139k $9.9M -4% Mar 2022
Spinnaker Trust 136k $9.7M 5% Mar 2022
HBK Sorce Advisory 132k $9.4M -4% Mar 2022
Gladstone Institutional Advisory 130k $9.3M -5% Mar 2022
Sequoia Financial Advisors 130k $9.3M 0% Mar 2022
RE Dickinson Investment Advisors 130k $9.3M 100% Mar 2022
Wipfli Financial Advisors Llc, 127k $9.1M -1% Mar 2022
Harbor Group 124k $8.8M -3% Mar 2022
Paces Ferry Wealth Advisors 123k $8.7M 6% Mar 2022
Newman Dignan & Sheerar 122k $8.7M -2% Mar 2022
Colton Groome Financial Advisors 122k $8.9M -19% Dec 2021
55i 121k $8.7M 121% Mar 2022
Capital Planning 117k $8.3M 1% Mar 2022
Cambridge Investment Research Advisors 117k $8.5M -9% Dec 2021
Curtis Advisory Group 116k $8.3M 1% Mar 2022
True North Advisors 116k $8.5M 2% Dec 2021
Gill Capital Partners 111k $7.9M 3% Mar 2022
David J.Sculati 110k $7.8M 1% Mar 2022
Mercer Global Advisors 110k $7.8M -18% Mar 2022
Financial Advisors 108k $7.9M 28% Dec 2021
Emerald Investment Partners 107k $7.7M 100% Mar 2022
Leavell Investment Management 107k $7.6M 5% Mar 2022
LCNB 106k $7.5M 13% Mar 2022
GRT Capital Partners 104k $7.4M -25% Mar 2022
AE Wealth Management 104k $7.6M 2% Dec 2021
Opes Wealth Management 101k $7.2M -2% Mar 2022
One Capital Management 100k $7.1M -5% Mar 2022
Wagner Bowman Management 100k $6.9M 64% Mar 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 99k $7.1M 6% Mar 2022
MAI Wealth Advisors 98k $7.0M -1% Mar 2022
Fortress Wealth Management 96k $6.8M 8% Mar 2022
Black Diamond Financial 93k $6.6M 79% Mar 2022
Kuntz Lesher Capital 93k $6.6M 0% Mar 2022
Captrust Financial Advisors 90k $6.5M 5% Mar 2022
Brand Asset Management Group 88k $6.3M 7% Mar 2022
Smith Anglin Financial 88k $6.4M -5% Dec 2021
Mml Investors Services 86k $6.2M 13% Mar 2022
Park Avenue Securities 85k $6.1M 106% Mar 2022
Arbor Trust Wealth Advisors 80k $5.7M 14% Mar 2022
Glassman Wealth Services 79k $5.7M -3% Mar 2022
Forbes Financial Planning 78k $5.5M 8% Mar 2022
H D Vest Advisory Services 78k $5.6M 5% Mar 2022
Stratos Wealth Advisors 77k $5.5M -7% Mar 2022
Almanack Investment Partners 75k $5.3M -56% Mar 2022
Financial Advocates Investment Management 74k $5.3M 20% Mar 2022
B&D White Capital Company 73k $5.2M -3% Mar 2022
Ifrah Financial Services 73k $5.2M 1% Mar 2022
GSB Wealth Management 72k $5.1M 21% Mar 2022
SeaCrest Wealth Management 72k $5.3M -5% Dec 2021
Affinity Capital Advisors 71k $5.2M -15% Dec 2021
Sunbelt Securities 70k $5.0M 31% Mar 2022
Raymond James & Associates 70k $5.0M 90% Mar 2022
HB Wealth Management 68k $5.0M 100% Dec 2021
Courage Miller Partners 68k $4.8M 3% Mar 2022
Ohe Financial 66k $4.8M 10% Dec 2021
Continuum Advisory 65k $4.4M 12% Mar 2022
Game Plan Financial Advisors 65k $4.6M 2% Mar 2022
Summit Financial 64k $4.6M -2% Mar 2022
Reilly Financial Advisors 63k $4.6M -3% Dec 2021
Edge Capital Group 61k $4.4M 10% Mar 2022
EP Wealth Advisors 60k $4.3M 18% Mar 2022
Stonebridge Capital Advisors 60k $4.2M 6% Mar 2022
Strategic Financial 59k $4.2M 0% Mar 2022
Foster Victor Wealth Advisors 57k $4.0M 1% Mar 2022
Perigon Wealth Management 56k $4.0M 9% Mar 2022
Conning 52k $3.7M -7% Mar 2022
Sculati Wealth Management 51k $3.7M 5% Mar 2022
Blue Bell Private Wealth Management 50k $3.6M 1% Mar 2022
Iwamoto Kong & Co 50k $3.6M 7% Mar 2022
Avant Capital 50k $3.6M 6% Mar 2022
Bogart Wealth 50k $3.6M 16% Mar 2022
Safeguard Financial 50k $3.6M 100% Mar 2022
Murphy, Middleton, Hinkle & Parker 50k $3.6M 7% Mar 2022
Cary Street Partner Investment Advisory 50k $3.5M 5% Mar 2022
Goldman Sachs Group 48k $3.4M 100% Mar 2022
Von Berge Wealth Management Group 48k $3.4M 2% Mar 2022
Grant/GrossMendelsohn 48k $3.4M 100% Mar 2022
Koshinski Asset Management 48k $3.4M 29% Mar 2022
Hill Island Financial 47k $3.4M -1% Mar 2022
Branch Banking & Trust Company 47k $3.4M 74% Mar 2022
Private Advisor 46k $3.4M 0% Mar 2022
Barden Capital Management 46k $3.3M 7% Mar 2022
Red Cedar Investment Management 46k $3.3M 0% Mar 2022
BerganKDV Wealth Management 46k $3.3M -2% Mar 2022
North Star Asset Management 45k $3.2M -4% Mar 2022
Livingston Group Asset Management 42k $3.0M -39% Mar 2022
Moisand Fitzgerald Tamayo 40k $2.8M -57% Mar 2022
Colony Group 39k $2.8M -47% Dec 2021
WealthTrust Asset Management 4.8k $340k -94% Mar 2022

Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 409k $30M
Sargent Bickham Lagudis Dec 2021 148k $11M
Stuart Chaussee & Associates Dec 2021 133k $9.7M
Sowell Financial Services Dec 2021 132k $9.6M
Transparent Wealth Partners Dec 2021 52k $3.8M