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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 20M | $1.3B | 0% | Jun 2023 |
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| Mather Group | 9.2M | $618M | 7% | Jun 2023 |
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| Sei Investments | 8.4M | $562M | 5% | Jun 2023 |
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| Advisor Group Holdings | 5.7M | $385M | -2% | Jun 2023 |
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| Honkamp Krueger Financial Services | 4.2M | $285M | -1% | Jun 2023 |
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| Wealth Enhancement Advisory Services | 4.0M | $268M | 4% | Jun 2023 |
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| Envestnet Asset Management | 3.5M | $237M | 14% | Jun 2023 |
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| Mariner Wealth Advisors | 2.3M | $157M | 0% | Jun 2023 |
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| Betterment | 1.9M | $129M | -2% | Jun 2023 |
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| Savant Capital Management | 1.4M | $96M | -3% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $93M | -8% | Jun 2023 |
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| Bishop & Co Investment Management | 1.3M | $19M | 6350% | Jun 2023 |
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| Gemmer Asset Management | 1.2M | $83M | 5% | Jun 2023 |
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| Krilogy Financial | 1.1M | $75M | 0% | Jun 2023 |
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| LPL Financial | 1.1M | $73M | 1% | Jun 2023 |
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| Financial Advisors | 879k | $59M | 1% | Jun 2023 |
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| HighTower Advisors | 846k | $57M | -1% | Jun 2023 |
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| Rainey & Randall Investment Management | 820k | $55M | 3% | Jun 2023 |
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| Mokosak Advisory Group | 776k | $52M | 4% | Jun 2023 |
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| United Capital Financial Advisers | 719k | $48M | -3% | Jun 2023 |
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| Resources Investment Advisors | 708k | $48M | -11% | Jun 2023 |
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| Morgan Stanley | 660k | $44M | -14% | Jun 2023 |
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| Moneta Group Investment Advisors | 652k | $44M | 12% | Jun 2023 |
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| UBS Group | 645k | $43M | 1% | Jun 2023 |
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| Financial Counselors | 621k | $42M | -1% | Jun 2023 |
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| Thrivent Financial for Lutherans | 508k | $34M | -3% | Jun 2023 |
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| Financial Advisory Service | 492k | $33M | -7% | Jun 2023 |
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| Bank of America Corporation | 484k | $33M | 17% | Jun 2023 |
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| Ameriprise Financial | 456k | $31M | -23% | Jun 2023 |
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| GenWealth Group | 431k | $29M | 1% | Jun 2023 |
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| Summit Wealth & Retirement Planning | 429k | $29M | -2% | Jun 2023 |
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| Ballast Advisors | 384k | $26M | -6% | Jun 2023 |
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| Beacon Pointe Advisors | 362k | $24M | 7% | Jun 2023 |
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| Us Bancorp | 338k | $23M | -23% | Jun 2023 |
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| Jpmorgan Chase & Co | 335k | $23M | 24% | Jun 2023 |
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| CliftonLarsonAllen Wealth Advisors | 332k | $22M | 0% | Jun 2023 |
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| Mml Investors Services | 331k | $22M | 30% | Jun 2023 |
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| Northwest Quadrant Wealth Management | 329k | $22M | 2% | Jun 2023 |
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| Wells Fargo & Company | 317k | $21M | -24% | Jun 2023 |
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| Northern Capital Management | 317k | $21M | 3% | Jun 2023 |
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| XML Financial | 313k | $21M | 22% | Jun 2023 |
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| Marshall Financial Group | 307k | $21M | 2% | Jun 2023 |
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| CX Institutional | 293k | $20M | -37% | Jun 2023 |
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| Commonwealth Equity Services | 291k | $20M | 108% | Jun 2023 |
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| Lido Advisors | 286k | $19M | -19% | Jun 2023 |
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| GHP Investment Advisors | 285k | $20M | 4% | Jun 2023 |
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| Creative Planning | 283k | $19M | -5% | Jun 2023 |
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| Sage Financial | 275k | $18M | -2% | Jun 2023 |
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| HPM Partners | 266k | $18M | 3% | Jun 2023 |
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| Financial Network Investment Corporation | 262k | $18M | 0% | Jun 2023 |
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| Carlsbad Wealth Advisory Group | 260k | $18M | 100% | Jun 2023 |
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| Personal Resources Investment & Strategic Management | 259k | $17M | 5% | Jun 2023 |
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| ProVise Management Group | 254k | $17M | -2% | Jun 2023 |
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| Prime Capital Investment Advisors | 252k | $17M | 16% | Jun 2023 |
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| Summit Asset Management | 250k | $17M | 0% | Jun 2023 |
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| Visionary Wealth Advisors | 244k | $16M | -13% | Jun 2023 |
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| Garde Capital | 239k | $16M | -1% | Jun 2023 |
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| Noble Family Wealth | 238k | $16M | 0% | Jun 2023 |
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| Spectrum Asset Management | 236k | $16M | 1% | Jun 2023 |
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| Black Diamond Financial | 229k | $15M | 7% | Jun 2023 |
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| Vista Private Wealth Partners | 215k | $14M | 1% | Jun 2023 |
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| Cetera Investment Advisers | 197k | $13M | 4% | Jun 2023 |
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| IVC Wealth Advisors | 189k | $13M | 1% | Jun 2023 |
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| Goepper Burkhardt | 183k | $12M | 0% | Jun 2023 |
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| Cornerstone Wealth Advisors | 180k | $12M | 2% | Jun 2023 |
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| Ethos Financial Group | 178k | $12M | 0% | Jun 2023 |
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| Cambridge Investment Research Advisors | 177k | $12M | 10% | Jun 2023 |
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| Integrated Advisors Network | 177k | $12M | -2% | Jun 2023 |
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| Global Strategic Investment Solutions | 177k | $12M | 0% | Jun 2023 |
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| Traverso Chambers Private Wealth Management | 176k | $12M | 5% | Jun 2023 |
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| Mutual Advisors | 174k | $12M | -3% | Jun 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 158k | $11M | 0% | Jun 2023 |
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| Perigon Wealth Management | 153k | $10M | 8% | Jun 2023 |
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| Retirement Guys Formula | 153k | $10M | 4452% | Jun 2023 |
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| EWG Elevate | 150k | $10M | 2% | Jun 2023 |
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| Ackerman Capital Advisors | 150k | $10M | -8% | Jun 2023 |
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| Stratos Wealth Advisors | 142k | $9.5M | 14% | Jun 2023 |
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| Kestra Advisory Services | 141k | $9.4M | 1% | Jun 2023 |
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| Total Wealth Planning | 134k | $9.0M | -2% | Jun 2023 |
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| LCNB | 129k | $8.6M | 10% | Jun 2023 |
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| Curtis Advisory Group | 127k | $8.5M | 5% | Jun 2023 |
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| Captrust Financial Advisors | 124k | $8.3M | -13% | Jun 2023 |
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| HBK Sorce Advisory | 117k | $7.9M | -2% | Jun 2023 |
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| Harbor Group | 117k | $7.9M | -1% | Jun 2023 |
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| Bogart Wealth | 114k | $7.7M | 9% | Jun 2023 |
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| Gill Capital Partners | 114k | $7.6M | 1% | Jun 2023 |
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| Waypoint Capital Advisors | 113k | $7.6M | -2% | Jun 2023 |
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| Capital Planning | 110k | $7.4M | -2% | Jun 2023 |
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| Gladstone Institutional Advisory | 110k | $7.4M | -3% | Jun 2023 |
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| PrairieView Partners | 110k | $7.3M | -6% | Jun 2023 |
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| James J. Burns & Company | 108k | $7.3M | -1% | Jun 2023 |
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| Bank Hapoalim Bm | 106k | $7.1M | -50% | Jun 2023 |
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| Cresset Asset Management | 106k | $7.1M | -19% | Jun 2023 |
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| Emerald Investment Partners | 104k | $7.0M | 2% | Jun 2023 |
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| David J.Sculati | 103k | $6.9M | 1% | Jun 2023 |
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| Opes Wealth Management | 102k | $6.8M | 2% | Jun 2023 |
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| Brand Asset Management Group | 100k | $6.7M | -4% | Jun 2023 |
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| Arbor Trust Wealth Advisors | 98k | $6.6M | 2% | Jun 2023 |
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| Santori & Peters | 96k | $6.4M | -2% | Jun 2023 |
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| Sequoia Financial Advisors | 95k | $6.4M | -6% | Jun 2023 |
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| Integrated Wealth Concepts | 95k | $6.4M | 8% | Jun 2023 |
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| Forbes Financial Planning | 94k | $6.3M | -2% | Jun 2023 |
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| MAI Wealth Advisors | 93k | $6.3M | -1% | Jun 2023 |
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| Piershale Financial | 93k | $6.3M | 93139% | Jun 2023 |
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| Wagner Bowman Management | 93k | $6.2M | 3% | Jun 2023 |
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| Capital Advisors Wealth Management | 91k | $6.1M | -2% | Jun 2023 |
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| Kuntz Lesher Capital | 91k | $6.1M | -2% | Jun 2023 |
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| Royal Bank of Canada | 89k | $5.9M | 0% | Jun 2023 |
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| Park Avenue Securities | 87k | $5.8M | 3% | Jun 2023 |
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| Paces Ferry Wealth Advisors | 87k | $5.8M | -3% | Jun 2023 |
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| Ally Invest Advisors | 86k | $5.8M | 43% | Jun 2023 |
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| GRT Capital Partners | 85k | $5.7M | -1% | Jun 2023 |
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| Mercer Global Advisors | 85k | $5.7M | -8% | Jun 2023 |
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| Sunbelt Securities | 84k | $5.6M | 5% | Jun 2023 |
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| Courage Miller Partners | 82k | $5.5M | 0% | Jun 2023 |
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| Conning | 82k | $5.5M | -23% | Jun 2023 |
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| Newman Dignan & Sheerar | 80k | $5.4M | -27% | Jun 2023 |
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| Leavell Investment Management | 80k | $5.4M | -17% | Jun 2023 |
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| One Capital Management | 80k | $5.4M | -11% | Jun 2023 |
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| Lowery Thomas | 77k | $5.2M | 3% | Jun 2023 |
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| Smith Anglin Financial | 74k | $5.0M | -4% | Jun 2023 |
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| Glassman Wealth Services | 73k | $4.9M | -2% | Jun 2023 |
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| Berkshire Asset Management | 72k | $4.8M | 6% | Jun 2023 |
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| Riversedge Advisors | 71k | $4.8M | 1% | Jun 2023 |
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| Affinity Capital Advisors | 70k | $4.7M | -6% | Jun 2023 |
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| Meridian Wealth Management | 70k | $4.7M | 2% | Jun 2023 |
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| Werba Rubin Papier Wealth Management | 69k | $4.7M | 1% | Jun 2023 |
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| Proequities | 69k | $4.6B | 14% | Jun 2023 |
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| Ifrah Financial Services | 69k | $4.6M | 1% | Jun 2023 |
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| Raymond James Financial Services Advisors | 68k | $4.6M | 3% | Jun 2023 |
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| Multi-Financial Securities | 68k | $4.6M | -2% | Jun 2023 |
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| HB Wealth Management | 68k | $4.5M | -4% | Jun 2023 |
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| SeaCrest Wealth Management | 66k | $4.4M | -3% | Jun 2023 |
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| RE Dickinson Investment Advisors | 66k | $4.4M | 2% | Jun 2023 |
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| Orion Portfolio Solutions | 64k | $4.3M | 392% | Jun 2023 |
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| Family Asset Management | 64k | $4.3M | -5% | Jun 2023 |
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| Summit Financial | 63k | $4.2M | 2% | Jun 2023 |
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| MidWestOne Financial Group | 63k | $4.2M | 4% | Jun 2023 |
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| Safeguard Financial | 63k | $4.2M | 1% | Jun 2023 |
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| Stonebridge Capital Advisors | 61k | $4.1M | 1% | Jun 2023 |
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| Strategic Financial | 61k | $4.1M | 2% | Jun 2023 |
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| Continuum Advisory | 61k | $4.1M | 1% | Jun 2023 |
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| H D Vest Advisory Services | 60k | $4.0M | 5% | Jun 2023 |
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| Transparent Wealth Partners | 60k | $3.9M | -3% | Mar 2023 |
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| Sculati Wealth Management | 59k | $4.0M | 5% | Jun 2023 |
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| Edge Capital Group | 59k | $4.0M | -1% | Jun 2023 |
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| Colony Group | 59k | $3.9M | -3% | Jun 2023 |
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| Per Stirling Capital Management | 58k | $3.9M | 3% | Jun 2023 |
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| Grey Fox Wealth Advisors | 57k | $3.8M | 6% | Jun 2023 |
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| CWM | 57k | $3.8M | 410% | Jun 2023 |
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| Thrive Wealth Management | 56k | $3.7M | -17% | Jun 2023 |
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| Compass Advisory Group | 52k | $3.5M | -9% | Jun 2023 |
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| Leeward Financial Partners | 45k | $3.0M | -44% | Jun 2023 |
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| Pathstone Family Office | 42k | $2.8M | -60% | Jun 2023 |
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| Nadler Financial | 38k | $2.5M | -82% | Jun 2023 |
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| BCGM Wealth Management | 20k | $1.3M | -75% | Jun 2023 |
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| GSB Wealth Management | 12k | $814k | -85% | Jun 2023 |
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| Flow Traders US | 11k | $717k | -82% | Jun 2023 |
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| Jane Street | 3.4k | $226k | -95% | Jun 2023 |
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| Financial Management Professionals | 1.8k | $119k | -100% | Jun 2023 |
|
| BlackRock | 216.00 | $15k | -100% | Jun 2023 |
|
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Main Management ETF Advisors | Mar 2023 | 950k | $62M |
| Main Management | Mar 2023 | 325k | $21M |
| Scarborough Advisors | Mar 2023 | 300k | $20M |
| Polianta | Mar 2023 | 132k | $8.6M |
| Citadel Advisors | Mar 2023 | 91k | $6.0M |
| Stableford Capital Ii | Mar 2023 | 69k | $4.5M |