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 | 35M | $2.1B | 3% | Dec 2020 | ||
| Honkamp Krueger Financial Services | 6.3M | $375M | -7% | Dec 2020 | ||
| Mather Group | 4.2M | $251M | 18% | Dec 2020 | ||
| Advisor Group Holdings | 3.8M | $228M | 8% | Dec 2020 | ||
| Wealth Enhancement Advisory Services | 3.2M | $195M | 5% | Dec 2020 | ||
| Betterment | 2.6M | $154M | 1% | Dec 2020 | ||
| Mariner Wealth Advisors | 2.0M | $117M | 41% | Dec 2020 | ||
| Sei Investments | 1.5M | $91M | 6% | Dec 2020 | ||
| United Capital Financial Advisers | 1.3M | $79M | -3% | Dec 2020 | ||
| Krilogy Financial | 1.2M | $71M | 1% | Dec 2020 | ||
| Financial Advisory Service | 993k | $59M | 7% | Dec 2020 | ||
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| Resources Investment Advisors | 898k | $54M | 17% | Dec 2020 | ||
| Envestnet Asset Management | 853k | $51M | 7% | Dec 2020 | ||
| Reby Advisors | 793k | $47M | 100% | Dec 2020 | ||
| Ameriprise Financial | 788k | $47M | -14% | Dec 2020 | ||
| LPL Financial | 763k | $45M | -7% | Dec 2020 | ||
| Financial Counselors | 685k | $41M | 2% | Dec 2020 | ||
| Main Management ETF Advisors | 597k | $36M | 0% | Dec 2020 | ||
| Kestra Advisory Services | 530k | $31M | 283% | Dec 2020 | ||
| UnionBanCal Corporation | 520k | $31M | 0% | Dec 2020 | ||
| Mokosak Advisory Group | 514k | $34M | 7% | Mar 2021 | ||
| Morgan Stanley | 505k | $30M | 16% | Dec 2020 | ||
| Gemmer Asset Management | 490k | $29M | -2% | Dec 2020 | ||
| GenWealth Group | 459k | $27M | 8% | Dec 2020 | ||
| UBS Group | 457k | $27M | 25% | Dec 2020 | ||
| CliftonLarsonAllen Wealth Advisors | 437k | $26M | -4% | Dec 2020 | ||
| Pathstone Family Office | 436k | $26M | 100% | Dec 2020 | ||
| Bank of America Corporation | 429k | $25M | 7% | Dec 2020 | ||
| Mercer Global Advisors | 428k | $26M | 4% | Dec 2020 | ||
| Savant Capital Management | 427k | $25M | 23% | Dec 2020 | ||
| Thrivent Financial for Lutherans | 410k | $24M | 38% | Dec 2020 | ||
| Wells Fargo & Company | 396k | $24M | 3% | Dec 2020 | ||
| HighTower Advisors | 391k | $23M | 280% | Dec 2020 | ||
| Northwestern Mutual Wealth Management Company | 368k | $22M | 18% | Dec 2020 | ||
| Treybourne Wealth Planners | 367k | $22M | 100% | Dec 2020 | ||
| Ballast Advisors | 364k | $22M | 10% | Dec 2020 | ||
| ProVise Management Group | 357k | $21M | 7% | Dec 2020 | ||
| Spectrum Asset Management | 333k | $20M | 14% | Dec 2020 | ||
| Nadler Financial | 314k | $21M | 6% | Mar 2021 | ||
| Global Strategic Investment Solutions | 311k | $19M | 3% | Dec 2020 | ||
| Main Management | 307k | $18M | 1% | Dec 2020 | ||
| Rainey & Randall Investment Management | 288k | $19M | 5% | Mar 2021 | ||
| Marshall Financial Group | 266k | $16M | 9% | Dec 2020 | ||
| Appleton Group Wealth Management | 255k | $15M | 1500% | Dec 2020 | ||
| Summit Asset Management | 251k | $15M | 1% | Dec 2020 | ||
| Personal Resources Investment & Strategic Management | 244k | $16M | 4% | Mar 2021 | ||
| Garde Capital | 239k | $14M | 2% | Dec 2020 | ||
| Tradition Wealth Management | 237k | $14M | 100% | Dec 2020 | ||
| CX Institutional | 219k | $14M | 1448% | Mar 2021 | ||
| GHP Investment Advisors | 216k | $13M | 1% | Dec 2020 | ||
| Sage Financial | 210k | $13M | 3% | Dec 2020 | ||
| Summit Wealth & Retirement Planning | 201k | $12M | 2% | Dec 2020 | ||
| Visionary Wealth Advisors | 196k | $12M | 36% | Dec 2020 | ||
| BlackRock | 188k | $11M | -4% | Dec 2020 | ||
| Financial Network Investment Corporation | 184k | $11M | 2% | Dec 2020 | ||
| Raymond James Financial Services Advisors | 169k | $10M | 808% | Dec 2020 | ||
| Clark Capital Management Group | 169k | $10M | 20% | Dec 2020 | ||
| Creative Planning | 168k | $10M | 3% | Dec 2020 | ||
| GRT Capital Partners | 167k | $10M | 2% | Dec 2020 | ||
| Goepper Burkhardt | 166k | $9.9M | 100% | Dec 2020 | ||
| IVC Wealth Advisors | 163k | $11M | 64% | Mar 2021 | ||
| Spinnaker Trust | 157k | $9.4M | 6% | Dec 2020 | ||
| Beacon Pointe Advisors | 157k | $9.4M | -3% | Dec 2020 | ||
| XML Financial | 157k | $9.3M | 7% | Dec 2020 | ||
| Traverso Chambers Private Wealth Management | 156k | $10M | -3% | Mar 2021 | ||
| Northern Capital Management | 155k | $9.2M | 100% | Dec 2020 | ||
| Wipfli Financial Advisors Llc, | 154k | $9.1M | 100% | Dec 2020 | ||
| Cetera Investment Advisers | 153k | $9.1M | 138% | Dec 2020 | ||
| Moisand Fitzgerald Tamayo | 151k | $9.0M | -4% | Dec 2020 | ||
| PrairieView Partners | 151k | $9.0M | -2% | Dec 2020 | ||
| Cresset Asset Management | 146k | $8.7M | 2% | Dec 2020 | ||
| Sequoia Financial Advisors | 146k | $8.7M | 0% | Dec 2020 | ||
| Pensionmark Financial Group | 145k | $9.1M | 100% | Dec 2020 | ||
| Opes Wealth Management | 144k | $8.6M | 0% | Dec 2020 | ||
| Harbor Group | 143k | $8.8M | 100% | Dec 2020 | ||
| HBK Sorce Advisory | 141k | $8.4M | -2% | Dec 2020 | ||
| Vista Private Wealth Partners | 140k | $7.3M | -4% | Mar 2021 | ||
| Moneta Group Investment Advisors | 138k | $8.2M | 9% | Dec 2020 | ||
| BCGM Wealth Management | 137k | $8.5M | 100% | Dec 2020 | ||
| Total Wealth Planning | 135k | $8.0M | -7% | Dec 2020 | ||
| Colton Groome Financial Advisors | 133k | $7.9M | 5% | Dec 2020 | ||
| Hoover Financial Advisors | 132k | $8.1M | -3% | Dec 2020 | ||
| Commonwealth Equity Services | 132k | $7.8M | 26% | Dec 2020 | ||
| Mutual Advisors | 131k | $7.8M | 9% | Dec 2020 | ||
| Sowell Financial Services | 131k | $7.8M | 316% | Dec 2020 | ||
| Gladstone Institutional Advisory | 123k | $7.3M | 4% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 122k | $7.3M | 10% | Dec 2020 | ||
| Newman Dignan & Sheerar | 121k | $7.2M | -1% | Dec 2020 | ||
| Prime Capital Investment Advisors | 119k | $7.1M | 10% | Dec 2020 | ||
| Harborview Advisors | 119k | $7.1M | -32% | Dec 2020 | ||
| Affinity Capital Advisors | 118k | $7.7M | -21% | Mar 2021 | ||
| Ackerman Capital Advisors | 115k | $6.8M | -1% | Dec 2020 | ||
| Financial Advisors Network | 112k | $6.6M | 23% | Dec 2020 | ||
| Orion Portfolio Solutions | 112k | $6.6M | 1% | Dec 2020 | ||
| One Capital Management | 109k | $6.5M | -4% | Dec 2020 | ||
| Capital Planning | 106k | $6.3M | 100% | Dec 2020 | ||
| Gill Capital Partners | 103k | $6.7M | 5% | Mar 2021 | ||
| AE Wealth Management | 103k | $6.1M | 159% | Dec 2020 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 100k | $6.0M | 8% | Dec 2020 | ||
| Glassman Wealth Services | 98k | $5.8M | -5% | Dec 2020 | ||
| Kuntz Lesher Capital | 93k | $5.6M | -4% | Dec 2020 | ||
| Dynamic Advisors Solutions | 92k | $5.5M | 11% | Dec 2020 | ||
| David J.Sculati | 90k | $5.4M | 30% | Dec 2020 | ||
| Leavell Investment Management | 89k | $5.8M | 9% | Mar 2021 | ||
| Colony Group | 88k | $5.3M | 2% | Dec 2020 | ||
| Paces Ferry Wealth Advisors | 84k | $5.0M | 8% | Dec 2020 | ||
| Southern Wealth Management | 82k | $4.9M | 0% | Dec 2020 | ||
| Stratos Wealth Advisors | 81k | $4.8M | -43% | Dec 2020 | ||
| Brand Asset Management Group | 80k | $4.8M | -2% | Dec 2020 | ||
| Sawtooth Asset Management | 80k | $4.8M | 385% | Dec 2020 | ||
| SeaCrest Wealth Management | 78k | $4.6M | -1% | Dec 2020 | ||
| Red Cedar Investment Management | 78k | $4.6M | -60% | Dec 2020 | ||
| LCNB | 71k | $4.2M | 18% | Dec 2020 | ||
| Ifrah Financial Services | 71k | $4.2M | 0% | Dec 2020 | ||
| BerganKDV Wealth Management | 70k | $4.2M | -3% | Dec 2020 | ||
| Homrich Berg | 70k | $4.1M | 1278% | Dec 2020 | ||
| B&D White Capital Company | 68k | $4.0M | 100% | Dec 2020 | ||
| Conning | 66k | $3.9M | 0% | Dec 2020 | ||
| IFP Advisors | 66k | $3.9M | 5% | Dec 2020 | ||
| Royal Bank of Canada | 65k | $3.9M | 22% | Dec 2020 | ||
| Reilly Financial Advisors | 64k | $3.8M | 0% | Dec 2020 | ||
| Captrust Financial Advisors | 64k | $3.8M | 5% | Dec 2020 | ||
| Game Plan Financial Advisors | 63k | $3.8M | 5% | Dec 2020 | ||
| Koshinski Asset Management | 61k | $3.7M | 101% | Dec 2020 | ||
| Courage Miller Partners | 61k | $3.6M | -2% | Dec 2020 | ||
| Ohe Financial | 59k | $3.5M | 38% | Dec 2020 | ||
| Asset Dedication | 59k | $3.5M | -1% | Dec 2020 | ||
| Laidlaw Wealth Management | 57k | $3.4M | -22% | Dec 2020 | ||
| EP Wealth Advisors | 55k | $3.3M | -38% | Dec 2020 | ||
| Managed Account Services | 55k | $3.4M | 0% | Dec 2020 | ||
| Summit Financial | 54k | $3.2M | 49% | Dec 2020 | ||
| Financial Advisory Corp | 52k | $3.4M | 100% | Mar 2021 | ||
| Columbus Macro | 52k | $3.1M | -35% | Dec 2020 | ||
| Mml Investors Services | 51k | $3.1M | 2% | Dec 2020 | ||
| Edge Capital Group | 51k | $3.1M | -21% | Dec 2020 | ||
| Kelman-Lazarov | 50k | $3.0M | -4% | Dec 2020 | ||
| Blue Bell Private Wealth Management | 50k | $3.0M | -3% | Dec 2020 | ||
| Berkshire Asset Management | 50k | $3.0M | 11% | Dec 2020 | ||
| Strategic Financial | 49k | $2.9M | 11% | Dec 2020 | ||
| Laurel Wealth Advisors | 48k | $2.9M | -7% | Dec 2020 | ||
| Sovereign Financial Group | 48k | $2.8M | 100% | Dec 2020 | ||
| Stonebridge Capital Advisors | 46k | $2.7M | 16% | Dec 2020 | ||
| Sculati Wealth Management | 46k | $2.7M | 1% | Dec 2020 | ||
| North Star Asset Management | 46k | $2.7M | 0% | Dec 2020 | ||
| Cary Street Partner Investment Advisory | 45k | $2.7M | 0% | Dec 2020 | ||
| Financial Advisors | 44k | $2.9M | 64% | Mar 2021 | ||
| Everhart Financial Group | 43k | $2.8M | -2% | Mar 2021 | ||
| Wilbanks Smith & Thomas Asset Management | 42k | $2.5M | -16% | Dec 2020 | ||
| Avenue 1 Advisors | 41k | $2.5M | 100% | Dec 2020 | ||
| Pure Financial Advisors | 41k | $2.7M | -8% | Mar 2021 | ||
| SJA Financial Advisory | 41k | $2.4M | -3% | Dec 2020 | ||
| Condor Capital Management | 24k | $1.4M | -59% | Dec 2020 | ||
| Relaxing Retirement Coach | 24k | $1.4M | -51% | Dec 2020 | ||
| Altfest L J & Co | 22k | $1.3M | -91% | Dec 2020 | ||
| Susquehanna International | 18k | $1.1M | -77% | Dec 2020 | ||
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Horizon Investments | Sep 2020 | 268k | $14M |
| Goldman Sachs Group | Sep 2020 | 79k | $4.1M |
| Gunma Bank | Sep 2020 | 72k | $3.8M |