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 20M $1.5B 3% Sep 2024
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Sei Investments 12M $975M 11% Sep 2024
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Mather Group 11M $864M -3% Sep 2024
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Envestnet Asset Management 4.9M $390M 21% Sep 2024
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Advisor Group Holdings 4.2M $341M -7% Sep 2024
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Honkamp Krueger Financial Services 4.0M $298M -2% Jun 2024
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Moneta Group Investment Advisors 3.3M $89M 225% Sep 2024
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Mariner Wealth Advisors 2.7M $214M 9% Sep 2024
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Wealth Enhancement Advisory Services 2.6M $191M -6% Jun 2024
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Gemmer Asset Management 1.4M $110M 2% Sep 2024
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Dodds Wealth 1.3M $35M 195% Sep 2024
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Savant Capital Management 1.2M $97M -4% Sep 2024
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LPL Financial 1.1M $89M 2% Sep 2024
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Mokosak Advisory Group 928k $75M 5% Sep 2024
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Rainey & Randall Investment Management 921k $74M 2% Sep 2024
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Financial Advisors 915k $74M 2% Sep 2024
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Krilogy Financial 880k $71M -20% Sep 2024
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HighTower Advisors 753k $56M 100% Jun 2024
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Morgan Stanley 671k $50M 4% Jun 2024
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United Capital Financial Advisers 643k $52M -1% Sep 2024
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Financial Counselors 596k $44M -2% Jun 2024
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Mutual Advisors 576k $16M 199% Sep 2024
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Resources Investment Advisors 548k $44M -1% Sep 2024
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Bank of America Corporation 544k $44M -6% Sep 2024
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Summit Wealth & Retirement Planning 540k $43M 3% Sep 2024
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GenWealth Group 455k $37M 4% Sep 2024
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CX Institutional 434k $35M -29% Sep 2024
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Atomi Financial Group 431k $35M 27% Sep 2024
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Cetera Investment Advisers 410k $30M -5% Jun 2024
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Dravo Bay 406k $33M 497% Sep 2024
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Thrivent Financial for Lutherans 406k $33M 5% Sep 2024
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Financial Advisory Service 405k $33M 0% Sep 2024
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Cooper Financial Group 402k $30M 20% Jun 2024
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Northern Capital Management 398k $32M -1% Sep 2024
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Hrc Wealth Management 390k $31M 0% Sep 2024
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XML Financial 384k $31M 3% Sep 2024
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Ballast Advisors 384k $31M 1% Sep 2024
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Focus Financial Network 376k $30M -3% Sep 2024
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MidWestOne Financial Group 374k $30M 302% Sep 2024
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Black Diamond Financial 346k $28M 10% Sep 2024
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Wells Fargo & Company 345k $28M -3% Sep 2024
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Marshall Financial Group 334k $27M 5% Sep 2024
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Commonwealth Equity Services 330k $27M 10% Sep 2024
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Beacon Pointe Advisors 330k $27M -3% Sep 2024
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MAI Wealth Advisors 322k $26M -1% Sep 2024
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GHP Investment Advisors 313k $25M 2% Sep 2024
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Prime Capital Investment Advisors 310k $25M -6% Sep 2024
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Tradition Wealth Management 307k $25M 2% Sep 2024
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CliftonLarsonAllen Wealth Advisors 304k $25M -6% Sep 2024
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H D Vest Advisory Services 303k $22M 30% Jun 2024
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Avenue 1 Advisors 286k $23M 354% Sep 2024
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Envestnet Portfolio Solutions 285k $23M 13% Sep 2024
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Kestra Advisory Services 278k $22M -17% Sep 2024
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Summit Asset Management 276k $22M 2% Sep 2024
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Northwestern Mutual Wealth Management Company 272k $22M -13% Sep 2024
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Sage Financial 271k $22M -1% Sep 2024
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HPM Partners 269k $22M 0% Sep 2024
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Creative Planning 255k $21M -6% Sep 2024
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Captrust Financial Advisors 245k $20M 128% Sep 2024
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Vista Private Wealth Partners 231k $19M 2% Sep 2024
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Noble Family Wealth 230k $19M 0% Sep 2024
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Ally Invest Advisors 225k $18M 1% Sep 2024
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Pensionmark Financial Group 217k $17M 1175% Sep 2024
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Mml Investors Services 212k $17M 10% Sep 2024
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Jpmorgan Chase & Co 208k $17M 1% Sep 2024
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Garde Capital 206k $17M -4% Sep 2024
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Cape Investment Advisory 202k $15M 0% Jun 2024
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Spectrum Asset Management 198k $16M -9% Sep 2024
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Cornerstone Wealth Advisors 189k $15M 0% Sep 2024
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Wealthcare Advisory Partners 185k $15M 2165% Sep 2024
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Newman Dignan & Sheerar 183k $4.9M 187% Sep 2024
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Ethos Financial Group 180k $14M 3% Sep 2024
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Global Strategic Investment Solutions 177k $14M 1% Sep 2024
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Perigon Wealth Management 176k $14M -4% Sep 2024
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Martel Wealth Advisors 175k $14M -1% Sep 2024
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Keeler & Nadler Financial Planning & Wealth Management 169k $14M 8% Sep 2024
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Bank Hapoalim Bm 168k $14M 0% Sep 2024
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Goepper Burkhardt 168k $14M -3% Sep 2024
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Integrated Advisors Network 161k $13M 1% Sep 2024
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LCNB 160k $13M 0% Sep 2024
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Retirement Guys Formula 158k $13M 10% Sep 2024
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USAdvisors Wealth Management 153k $12M 44% Sep 2024
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Bogart Wealth 150k $12M 3% Sep 2024
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Von Berge Wealth Management Group 147k $4.0M 163% Sep 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 138k $11M -1% Sep 2024
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Cambridge Investment Research Advisors 138k $11M 11% Sep 2024
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Congress Wealth Management LLC / DE / 135k $11M -7% Sep 2024
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Mercer Global Advisors 135k $10M -38% Jun 2024
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Ackerman Capital Advisors 134k $11M 10% Sep 2024
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Gill Capital Partners 127k $10M 1% Sep 2024
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James J. Burns & Company 122k $9.8M 3% Sep 2024
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Us Bancorp 120k $9.6M -6% Sep 2024
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Sunbelt Securities 115k $9.3M 3% Sep 2024
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David J.Sculati 115k $9.3M 0% Sep 2024
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Harbor Group 113k $9.1M -1% Sep 2024
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Emerald Investment Partners 112k $9.0M 3% Sep 2024
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Capital Planning 109k $8.8M 1% Sep 2024
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Buckingham Strategic Partners 109k $8.7M -9% Sep 2024
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Total Wealth Planning 106k $8.5M -3% Sep 2024
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EWG Elevate 104k $8.4M -12% Sep 2024
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Opes Wealth Management 103k $8.2M -1% Sep 2024
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Orion Portfolio Solutions 99k $8.0M 11% Sep 2024
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Adviser Investments 97k $7.8M 0% Sep 2024
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HBK Sorce Advisory 97k $7.8M -7% Sep 2024
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Colony 97k $7.8M -10% Sep 2024
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IVC Wealth Advisors 95k $7.6M -4% Sep 2024
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Whitaker-Myers Wealth Managers 94k $7.6M 18% Sep 2024
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Bishop & Co Investment Management 94k $7.6M 0% Sep 2024
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Christensen, King & Associates Investment Services 93k $7.5M -1% Sep 2024
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Diversified Portfolios 92k $7.4M 12% Sep 2024
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PrairieView Partners 89k $7.1M -5% Sep 2024
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Burns Wealth Management 89k $7.1M 2% Sep 2024
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Royal Bank of Canada 88k $7.1M -11% Sep 2024
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Brand Asset Management Group 88k $7.0M -4% Sep 2024
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Courage Miller Partners 87k $7.0M -2% Sep 2024
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Thrive Wealth Management 85k $6.8M 1% Sep 2024
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Raymond James Financial Services Advisors 85k $6.8M -10% Sep 2024
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Gladstone Institutional Advisory 84k $6.7M -1% Sep 2024
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ProVise Management Group 81k $6.5M -3% Sep 2024
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Kuntz Lesher Capital 75k $6.0M -6% Sep 2024
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Sequoia Financial Advisors 74k $6.0M -1% Sep 2024
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Per Stirling Capital Management 74k $6.0M 6% Sep 2024
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Ifrah Financial Services 74k $5.9M 0% Sep 2024
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Visionary Wealth Advisors 73k $5.9M -2% Sep 2024
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Paces Ferry Wealth Advisors 73k $5.9M 0% Sep 2024
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One Capital Management 73k $5.8M -4% Sep 2024
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Lowery Thomas 73k $5.8M 3% Sep 2024
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Gunma Bank 72k $5.8M 44% Sep 2024
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Conning 72k $5.8M 0% Sep 2024
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Murphy, Middleton, Hinkle & Parker 72k $5.8M 3% Sep 2024
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Integrated Wealth Concepts 71k $5.7M -7% Sep 2024
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Glassman Wealth Services 71k $5.7M 1% Sep 2024
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Safeguard Financial 70k $5.6M -3% Sep 2024
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Curtis Advisory Group 68k $5.5M 0% Sep 2024
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Emerald Advisors 67k $1.8M 205% Sep 2024
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Game Plan Financial Advisors 66k $5.3M -1% Sep 2024
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Werba Rubin Papier Wealth Management 66k $5.3M 1% Sep 2024
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Petra Financial Advisors 65k $5.2M 3% Sep 2024
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Financial Strategies Group 65k $1.8M 186% Sep 2024
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Panoramic Investment Advisors 65k $5.2M 3% Sep 2024
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Sculati Wealth Management 62k $4.7M 107% Sep 2024
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Summit Financial 62k $5.0M -4% Sep 2024
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RE Dickinson Investment Advisors 61k $4.9M 0% Sep 2024
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SeaCrest Wealth Management 60k $4.8M 1% Sep 2024
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Ohe Financial 59k $4.8M 3% Sep 2024
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Edge Capital Group 59k $4.8M -1% Sep 2024
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Csenge Advisory Group 57k $1.5M 212% Sep 2024
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Meridian Wealth Management 57k $4.5M 100% Sep 2024
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Embree Financial Group 56k $4.5M 3% Sep 2024
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Affinity Capital Advisors 52k $4.2M -8% Sep 2024
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Santori & Peters 13k $1.0M -87% Sep 2024
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Goldman Sachs Group 3.9k $292k -94% Jun 2024
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Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
Strategic Financial Concepts Jun 2024 90k $1.2M
Retireful Jun 2024 72k $5.3M