Who owns Schwab Strategic Tr cmn?
- Ticker: SCHV
- CUSIP Number: 808524409
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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 |