Who owns Schwab Strategic Tr cmn?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $1.3B -1% Sep 2023
 View chart
Mather Group 11M $739M 7% Dec 2023
 View chart
Sei Investments 8.8M $569M 5% Sep 2023
 View chart
Wealth Enhancement Advisory Services 6.5M $458M 9% Dec 2023
 View chart
Advisor Group Holdings 5.7M $397M -18% Dec 2023
 View chart
Honkamp Krueger Financial Services 4.2M $292M -3% Dec 2023
 View chart
Envestnet Asset Management 3.8M $246M 8% Sep 2023
 View chart
Mariner Wealth Advisors 2.5M $174M 3% Dec 2023
 View chart
Betterment 1.8M $129M -2% Dec 2023
 View chart
Savant Capital Management 1.3M $93M -5% Dec 2023
 View chart
Gemmer Asset Management 1.3M $89M 1% Dec 2023
 View chart
Krilogy Financial 1.1M $77M 0% Dec 2023
 View chart
LPL Financial 1.1M $70M -1% Sep 2023
 View chart
Financial Advisors 887k $62M 1% Dec 2023
 View chart
Rainey & Randall Investment Management 877k $62M 2% Dec 2023
 View chart
HighTower Advisors 877k $62M 0% Dec 2023
 View chart
Mokosak Advisory Group 823k $58M 3% Dec 2023
 View chart
Focus Financial Network 773k $54M 100% Dec 2023
 View chart
Northwestern Mutual Wealth Management Company 752k $49M -46% Sep 2023
 View chart
Moneta Group Investment Advisors 737k $52M 7% Dec 2023
 View chart
United Capital Financial Advisers 667k $47M -6% Dec 2023
 View chart
Resources Investment Advisors 662k $43M -7% Sep 2023
 View chart
Financial Counselors 650k $46M 7% Dec 2023
 View chart
Morgan Stanley 639k $41M -3% Sep 2023
 View chart
UBS Group 627k $44M -1% Dec 2023
 View chart
Bank of America Corporation 499k $35M 2% Dec 2023
 View chart
Summit Wealth & Retirement Planning 481k $34M 6% Dec 2023
 View chart
Thrivent Financial for Lutherans 463k $30M -9% Sep 2023
 View chart
Ameriprise Financial 447k $29M -2% Sep 2023
 View chart
Spectrum Asset Management 438k $31M 92% Dec 2023
 View chart
GenWealth Group 432k $30M 2% Dec 2023
 View chart
Financial Advisory Service 431k $30M -9% Dec 2023
 View chart
Dodds Wealth 429k $30M 100% Dec 2023
 View chart
Hrc Wealth Management 382k $27M 100% Dec 2023
 View chart
CX Institutional 375k $26M 2% Dec 2023
 View chart
Wells Fargo & Company 369k $26M 20% Dec 2023
 View chart
XML Financial 357k $23M 14% Sep 2023
 View chart
Ballast Advisors 357k $25M -2% Dec 2023
 View chart
Beacon Pointe Advisors 356k $25M -9% Dec 2023
 View chart
CliftonLarsonAllen Wealth Advisors 337k $24M 5% Dec 2023
 View chart
Northern Capital Management 328k $21M 4% Sep 2023
 View chart
Commonwealth Equity Services 327k $23M 3% Dec 2023
 View chart
Prime Capital Investment Advisors 311k $22M 2% Dec 2023
 View chart
Cooper Financial Group 299k $21M 100% Dec 2023
 View chart
GHP Investment Advisors 298k $21M 2% Dec 2023
 View chart
Marshall Financial Group 298k $21M 0% Dec 2023
 View chart
Mml Investors Services 290k $19M -12% Sep 2023
 View chart
Sage Financial 286k $20M 6% Dec 2023
 View chart
Apollon Wealth Management 284k $20M 78% Dec 2023
 View chart
Creative Planning 277k $20M -4% Dec 2023
 View chart
HPM Partners 274k $19M 1635% Dec 2023
 View chart
Financial Network Investment Corporation 261k $17M -1% Sep 2023
 View chart
Black Diamond Financial 256k $18M 9% Dec 2023
 View chart
Summit Asset Management 253k $18M 1% Dec 2023
 View chart
Financial Advisors Network 252k $18M 8% Dec 2023
 View chart
Noble Family Wealth 249k $18M 3% Dec 2023
 View chart
Jpmorgan Chase & Co 241k $17M -23% Dec 2023
 View chart
Garde Capital 235k $17M -3% Dec 2023
 View chart
Vista Private Wealth Partners 217k $14M 1% Sep 2023
 View chart
Cape Investment Advisory 200k $14M 0% Dec 2023
 View chart
Cornerstone Wealth Advisors 196k $14M 11% Dec 2023
 View chart
Mutual Advisors 193k $14M 12% Dec 2023
 View chart
ProVise Management Group 191k $13M -6% Dec 2023
 View chart
Traverso Chambers Private Wealth Management 190k $13M 6% Dec 2023
 View chart
Goepper Burkhardt 181k $13M -1% Dec 2023
 View chart
Strategic Investment Solutions 180k $0 6283% Sep 2023
 View chart
Global Strategic Investment Solutions 175k $12M -1% Dec 2023
 View chart
Perigon Wealth Management 174k $12M 9% Dec 2023
 View chart
Integrated Advisors Network 172k $11M -3% Sep 2023
 View chart
Cetera Investment Advisers 164k $11M -17% Sep 2023
 View chart
Ethos Financial Group 163k $11M 10% Dec 2023
 View chart
Us Bancorp 163k $11M -45% Dec 2023
 View chart
Granite Bay Wealth Management 160k $11M -7% Dec 2023
 View chart
H D Vest Advisory Services 150k $11M 125% Dec 2023
 View chart
Congress Wealth Management LLC / DE / 146k $10M 1% Dec 2023
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 143k $10M -9% Dec 2023
 View chart
LCNB 142k $10M 0% Dec 2023
 View chart
Retirement Guys Formula 142k $10M 4216% Dec 2023
 View chart
Kestra Advisory Services 142k $10M 0% Dec 2023
 View chart
Captrust Financial Advisors 139k $9.8M -1% Dec 2023
 View chart
Bogart Wealth 138k $9.7M 19% Dec 2023
 View chart
EWG Elevate 133k $9.3M -16% Dec 2023
 View chart
Ally Invest Advisors 129k $8.3M 50% Sep 2023
 View chart
MAI Wealth Advisors 128k $9.0M -12% Dec 2023
 View chart
Total Wealth Planning 125k $8.8M -4% Dec 2023
 View chart
Berkshire Asset Management 124k $8.7M 67% Dec 2023
 View chart
USAdvisors Wealth Management 119k $8.3M 3069% Dec 2023
 View chart
Gill Capital Partners 118k $8.3M 3% Dec 2023
 View chart
Harbor Group 117k $8.2M 0% Dec 2023
 View chart
Cambridge Investment Research Advisors 116k $8.1M -20% Dec 2023
 View chart
Integrated Wealth Concepts 114k $7.3M 19% Sep 2023
 View chart
Ackerman Capital Advisors 112k $7.8M -12% Dec 2023
 View chart
Capital Planning 111k $7.8M 0% Dec 2023
 View chart
IVC Wealth Advisors 111k $7.8M -42% Dec 2023
 View chart
James J. Burns & Company 110k $7.1M 2% Sep 2023
 View chart
David J.Sculati 110k $7.7M 6% Dec 2023
 View chart
HBK Sorce Advisory 109k $7.6M -7% Dec 2023
 View chart
Bank Hapoalim Bm 106k $7.4M 0% Dec 2023
 View chart
Envestnet Portfolio Solutions 106k $7.4M 100% Dec 2023
 View chart
Emerald Investment Partners 104k $7.3M 2% Dec 2023
 View chart
Sunbelt Securities 103k $7.2M 7% Dec 2023
 View chart
Opes Wealth Management 102k $7.2M 0% Dec 2023
 View chart
PrairieView Partners 102k $7.1M -5% Dec 2023
 View chart
Brand Asset Management Group 100k $7.0M 8% Dec 2023
 View chart
Stratos Wealth Advisors 100k $7.0M -37% Dec 2023
 View chart
Adviser Investments 98k $6.9M 185% Dec 2023
 View chart
Royal Bank of Canada 97k $6.8M 2% Dec 2023
 View chart
Schneider Downs Wealth Management Advisors 97k $6.8M 127% Dec 2023
 View chart
Santori & Peters 96k $6.7M 1% Dec 2023
 View chart
Arbor Trust Wealth Advisors 91k $6.4M -8% Dec 2023
 View chart
Raymond James Financial Services Advisors 91k $6.4M 44% Dec 2023
 View chart
Sequoia Financial Advisors 91k $6.3M -3% Dec 2023
 View chart
Retireful 90k $6.3M 100% Dec 2023
 View chart
Gladstone Institutional Advisory 89k $6.3M -1% Dec 2023
 View chart
Courage Miller Partners 89k $6.3M 1% Dec 2023
 View chart
Atomi Financial Group 89k $6.2M 100% Dec 2023
 View chart
Orion Portfolio Solutions 88k $6.2M 42% Dec 2023
 View chart
Waypoint Capital Advisors 88k $6.1M -12% Dec 2023
 View chart
GRT Capital Partners 87k $5.6M 2% Sep 2023
 View chart
Thrive Wealth Management 87k $6.1M 61% Dec 2023
 View chart
Paces Ferry Wealth Advisors 86k $6.0M -1% Dec 2023
 View chart
Kuntz Lesher Capital 86k $6.0M -3% Dec 2023
 View chart
Visionary Wealth Advisors 85k $6.0M -63% Dec 2023
 View chart
Cresset Asset Management 83k $5.3M -22% Sep 2023
 View chart
Lowery Thomas 82k $5.3M 7% Sep 2023
 View chart
MidWestOne Financial Group 81k $5.7M 16% Dec 2023
 View chart
One Capital Management 80k $5.6M 1% Dec 2023
 View chart
Multi-Financial Securities 79k $5.1M 16% Sep 2023
 View chart
Mercer Global Advisors 77k $5.4M -7% Dec 2023
 View chart
Townsquare Capital 76k $5.3M -12% Dec 2023
 View chart
Ifrah Financial Services 73k $5.1M 3% Dec 2023
 View chart
Baird Financial 73k $5.1M 57% Dec 2023
 View chart
Newman Dignan & Sheerar 72k $5.0M -6% Dec 2023
 View chart
Glassman Wealth Services 72k $5.0M -2% Dec 2023
 View chart
Bank of New York Mellon 71k $5.0M 100% Dec 2023
 View chart
Curtis Advisory Group 68k $4.8M -19% Dec 2023
 View chart
Diversified Portfolios 68k $4.7M 59% Dec 2023
 View chart
RE Dickinson Investment Advisors 67k $4.3M 2% Sep 2023
 View chart
Werba Rubin Papier Wealth Management 66k $4.6M -1% Dec 2023
 View chart
Capital Advisors Wealth Management 66k $4.6M -25% Dec 2023
 View chart
HB Wealth Management 64k $4.5M -5% Dec 2023
 View chart
Dravo Bay 64k $4.5M 35% Dec 2023
 View chart
Safeguard Financial 63k $4.4M 7% Dec 2023
 View chart
Strategic Financial 63k $4.4M 1% Dec 2023
 View chart
Petra Financial Advisors 62k $4.4M 3% Dec 2023
 View chart
Summit Financial 62k $4.4M 0% Dec 2023
 View chart
Sculati Wealth Management 62k $4.3M 1% Dec 2023
 View chart
Panoramic Investment Advisors 61k $4.3M 1% Dec 2023
 View chart
Stonebridge Capital Advisors 60k $4.2M 0% Dec 2023
 View chart
Per Stirling Capital Management 60k $3.8M 3% Sep 2023
 View chart
SeaCrest Wealth Management 59k $4.1M -12% Dec 2023
 View chart
Affinity Capital Advisors 57k $4.0M -13% Dec 2023
 View chart
Meridian Wealth Management 57k $4.0M -50% Dec 2023
 View chart
Smith Anglin Financial 49k $3.4M -31% Dec 2023
 View chart
Lido Advisors 36k $2.5M -86% Dec 2023
 View chart
AE Wealth Management 36k $2.5M -41% Dec 2023
 View chart
Park Avenue Securities 26k $1.9M -59% Dec 2023
 View chart
Wagner Bowman Management 26k $1.8M -62% Dec 2023
 View chart
Pensionmark Financial Group 14k $1.0M -93% Dec 2023
 View chart

Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
Forbes Financial Planning Jun 2023 94k $6.3M