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 28M $1.9B -16% Jun 2021
Honkamp Krueger Financial Services 5.5M $375M 4% Jun 2021
Mather Group 5.5M $373M 10% Jun 2021
Advisor Group Holdings 4.5M $307M 4% Jun 2021
Wealth Enhancement Advisory Services 3.1M $215M 2% Jun 2021
Betterment 2.4M $165M -5% Jun 2021
Envestnet Asset Management 2.1M $140M 69% Jun 2021
Mariner Wealth Advisors 1.9M $130M 1% Jun 2021
Ameriprise Financial 1.7M $115M 25% Jun 2021
Sei Investments 1.4M $98M -6% Jun 2021
Krilogy Financial 1.2M $85M 1% Jun 2021

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United Capital Financial Advisers 1.2M $80M -7% Jun 2021
Financial Advisory Service 1.2M $79M 7% Jun 2021
Resources Investment Advisors 1.1M $75M 15% Jun 2021
LPL Financial 956k $65M 15% Jun 2021
Main Management ETF Advisors 785k $0 6% Jun 2021
Financial Counselors 640k $44M -3% Jun 2021
Gemmer Asset Management 585k $40M 8% Jun 2021
Savant Capital Management 575k $39M 14% Jun 2021
UBS Group 554k $38M 13% Jun 2021
Wells Fargo & Company 540k $37M 6% Jun 2021
UnionBanCal Corporation 537k $37M 1% Jun 2021
Morgan Stanley 525k $36M 100% Jun 2021
GenWealth Group 515k $35M 2% Jun 2021
Mokosak Advisory Group 512k $35M 0% Jun 2021
Mercer Global Advisors 482k $33M 4% Jun 2021
Bank of America Corporation 453k $31M 2% Jun 2021
HighTower Advisors 433k $30M 5% Jun 2021
Treybourne Wealth Planners 419k $29M 7% Jun 2021
CliftonLarsonAllen Wealth Advisors 417k $29M -2% Jun 2021
Ballast Advisors 404k $28M 3% Jun 2021
ProVise Management Group 404k $28M 5% Jun 2021
Northwestern Mutual Wealth Management Company 403k $28M 10% Jun 2021
Visionary Wealth Advisors 361k $25M 19% Jun 2021
Nadler Financial 328k $22M 5% Jun 2021
Spectrum Asset Management 324k $22M -5% Jun 2021
Main Management 303k $21M -1% Jun 2021
Rainey & Randall Investment Management 299k $21M 4% Jun 2021
Stuart Chaussee & Associates 293k $20M 100% Jun 2021
Appleton Group Wealth Management 290k $20M 2% Jun 2021
Advisory Services & Investments 285k $20M -1% Jun 2021
Marshall Financial Group 280k $19M 2% Jun 2021
Horizon Investments 273k $19M 4% Jun 2021
Ackerman Capital Advisors 268k $18M 41% Jun 2021
Tradition Wealth Management 261k $18M 5% Jun 2021
Summit Asset Management 261k $18M 2% Jun 2021
Garde Capital 242k $17M 1% Jun 2021
Personal Resources Investment & Strategic Management 232k $16M -5% Jun 2021
CX Institutional 221k $15M 1% Jun 2021
Financial Network Investment Corporation 220k $15M 10% Jun 2021
Summit Wealth & Retirement Planning 220k $15M -1% Jun 2021
Sage Financial 219k $15M 6% Jun 2021
GHP Investment Advisors 218k $15M 1% Jun 2021
Almanack Investment Partners 211k $14M 126% Jun 2021
Moneta Group Investment Advisors 204k $14M 29% Jun 2021
Northern Capital Management 201k $14M 15% Jun 2021
Clark Capital Management Group 196k $13M 34% Jun 2021
Mutual Advisors 190k $13M 42% Jun 2021
Commonwealth Equity Services 189k $13M 8% Jun 2021
IVC Wealth Advisors 186k $13M 14% Jun 2021
Colton Groome Financial Advisors 186k $13M 25% Jun 2021
Goepper Burkhardt 181k $12M 3% Jun 2021
Raymond James Financial Services Advisors 176k $12M -3% Jun 2021
Thrivent Financial for Lutherans 175k $12M -59% Jun 2021
Integrated Advisors Network 173k $12M 38% Jun 2021
BlackRock 172k $12M -4% Jun 2021
XML Financial 172k $12M 5% Jun 2021
Kestra Advisory Services 167k $11M 5% Jun 2021
Creative Planning 161k $11M -2% Jun 2021
Vista Private Wealth Partners 159k $11M 13% Jun 2021
Traverso Chambers Private Wealth Management 157k $11M 1% Jun 2021
Beacon Pointe Advisors 156k $11M -2% Jun 2021
GRT Capital Partners 148k $10M 0% Jun 2021
Cetera Investment Advisers 147k $10M 15% Jun 2021
Sargent Bickham Lagudis 144k $9.9M 415% Jun 2021
Wipfli Financial Advisors Llc, 143k $9.8M -8% Jun 2021
Cambridge Investment Research Advisors 143k $9.8M 17% Jun 2021
PrairieView Partners 142k $9.7M -2% Jun 2021
Prime Capital Investment Advisors 142k $9.7M 19% Jun 2021
Sowell Financial Services 140k $9.6M -12% Jun 2021
Financial Advisors Network 140k $9.6M 20% Jun 2021
HBK Sorce Advisory 138k $9.4M 3% Jun 2021
Harbor Group 135k $9.2M -4% Jun 2021
Sequoia Financial Advisors 132k $9.0M -1% Jun 2021
Spinnaker Trust 131k $8.9M -22% Jun 2021
Gladstone Institutional Advisory 130k $8.9M -8% Jun 2021
Moisand Fitzgerald Tamayo 130k $8.9M 2% Jun 2021
Hoover Financial Advisors 128k $8.7M -1% Jun 2021
Harborview Advisors 127k $8.7M 2% Jun 2021
Opes Wealth Management 127k $8.7M -5% Jun 2021
Newman Dignan & Sheerar 126k $8.6M 3% Jun 2021
Cresset Asset Management 119k $8.1M -20% Jun 2021
Pathstone Family Office 111k $7.6M -74% Jun 2021
Curtis Advisory Group 109k $7.4M -6% Jun 2021
Capital Planning 108k $7.4M 0% Jun 2021
One Capital Management 108k $7.4M -1% Jun 2021
Ferris Capital 108k $7.4M 100% Jun 2021
Total Wealth Planning 108k $7.4M -12% Jun 2021
Global Strategic Investment Solutions 106k $7.3M -49% Jun 2021
MAI Wealth Advisors 105k $7.2M 2772% Jun 2021
Gill Capital Partners 103k $7.1M 0% Jun 2021
David J.Sculati 102k $7.0M 7% Jun 2021
Paces Ferry Wealth Advisors 101k $6.9M 2% Jun 2021
AE Wealth Management 100k $6.8M -11% Jun 2021
Kuntz Lesher Capital 95k $6.5M 9% Jun 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 94k $6.4M -4% Jun 2021
Affinity Capital Advisors 89k $6.1M -25% Jun 2021
Leavell Investment Management 89k $5.8M 0% Jun 2021
Captrust Financial Advisors 89k $6.1M 6% Jun 2021
Stratos Wealth Advisors 89k $6.1M 13% Jun 2021
Glassman Wealth Services 88k $6.0M -9% Jun 2021
LCNB 84k $5.8M 12% Jun 2021
Southern Wealth Management 82k $5.8M 0% Jun 2021
Brand Asset Management Group 82k $5.6M 1% Jun 2021
SeaCrest Wealth Management 76k $5.2M -1% Jun 2021
B&D White Capital Company 76k $5.2M 0% Jun 2021
Colony Group 74k $5.1M -11% Jun 2021
Susquehanna International 72k $4.9M 9% Jun 2021
Ifrah Financial Services 72k $4.9M 1% Jun 2021
Mml Investors Services 70k $4.8M 15% Jun 2021
Homrich Berg 70k $4.8M 0% Jun 2021
Royal Bank of Canada 67k $4.5M -47% Jun 2021
Financial Advisors 66k $4.5M 51% Jun 2021
Arbor Trust Wealth Advisors 63k $4.3M 18% Jun 2021
Game Plan Financial Advisors 63k $4.3M -2% Jun 2021
Reilly Financial Advisors 63k $4.3M 0% Jun 2021
Courage Miller Partners 61k $4.2M 1% Jun 2021
Ohe Financial 59k $4.0M 1% Jun 2021
Dynamic Advisors Solutions 58k $4.0M -35% Jun 2021
GSB Wealth Management 56k $3.8M 11% Jun 2021
Summit Financial 56k $3.8M 4% Jun 2021
Asset Dedication 56k $3.8M -1% Jun 2021
Stonebridge Capital Advisors 49k $3.2M 0% Jun 2021
Sunbelt Securities 53k $3.6M 24% Jun 2021
Foster Victor Wealth Advisors 53k $3.6M 8% Jun 2021
Financial Advocates Investment Management 53k $3.6M 12% Jun 2021
Edge Capital Group 52k $3.6M -6% Jun 2021
Strategic Financial 52k $3.5M 2% Jun 2021
Financial Advisory Corp 51k $3.5M -1% Jun 2021
Managed Account Services 51k $3.5M -9% Jun 2021
Blue Bell Private Wealth Management 51k $3.5M 3% Jun 2021
Berkshire Asset Management 51k $3.5M 0% Jun 2021
EP Wealth Advisors 49k $3.4M -1% Jun 2021
Bank Hapoalim Bm 48k $15M -78% Jun 2021
Sovereign Financial Group 48k $3.2M 0% Jun 2021
Cary Street Partner Investment Advisory 48k $3.3M -1% Jun 2021
BerganKDV Wealth Management 48k $3.3M -26% Jun 2021
Sculati Wealth Management 48k $3.3M 1% Jun 2021
Conning 46k $3.1M -29% Jun 2021
Gunma Bank 28k $1.9M -59% Jun 2021
Kelman-Lazarov 24k $1.6M -50% Jun 2021