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 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