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 0% Jun 2023
 View chart
Mather Group 9.2M $618M 7% Jun 2023
 View chart
Sei Investments 8.4M $562M 5% Jun 2023
 View chart
Advisor Group Holdings 5.7M $385M -2% Jun 2023
 View chart
Honkamp Krueger Financial Services 4.2M $285M -1% Jun 2023
 View chart
Wealth Enhancement Advisory Services 4.0M $268M 4% Jun 2023
 View chart
Envestnet Asset Management 3.5M $237M 14% Jun 2023
 View chart
Mariner Wealth Advisors 2.3M $157M 0% Jun 2023
 View chart
Betterment 1.9M $129M -2% Jun 2023
 View chart
Savant Capital Management 1.4M $96M -3% Jun 2023
 View chart
Northwestern Mutual Wealth Management Company 1.4M $93M -8% Jun 2023
 View chart
Bishop & Co Investment Management 1.3M $19M 6350% Jun 2023
 View chart
Gemmer Asset Management 1.2M $83M 5% Jun 2023
 View chart
Krilogy Financial 1.1M $75M 0% Jun 2023
 View chart
LPL Financial 1.1M $73M 1% Jun 2023
 View chart
Financial Advisors 879k $59M 1% Jun 2023
 View chart
HighTower Advisors 846k $57M -1% Jun 2023
 View chart
Rainey & Randall Investment Management 820k $55M 3% Jun 2023
 View chart
Mokosak Advisory Group 776k $52M 4% Jun 2023
 View chart
United Capital Financial Advisers 719k $48M -3% Jun 2023
 View chart
Resources Investment Advisors 708k $48M -11% Jun 2023
 View chart
Morgan Stanley 660k $44M -14% Jun 2023
 View chart
Moneta Group Investment Advisors 652k $44M 12% Jun 2023
 View chart
UBS Group 645k $43M 1% Jun 2023
 View chart
Financial Counselors 621k $42M -1% Jun 2023
 View chart
Thrivent Financial for Lutherans 508k $34M -3% Jun 2023
 View chart
Financial Advisory Service 492k $33M -7% Jun 2023
 View chart
Bank of America Corporation 484k $33M 17% Jun 2023
 View chart
Ameriprise Financial 456k $31M -23% Jun 2023
 View chart
GenWealth Group 431k $29M 1% Jun 2023
 View chart
Summit Wealth & Retirement Planning 429k $29M -2% Jun 2023
 View chart
Ballast Advisors 384k $26M -6% Jun 2023
 View chart
Beacon Pointe Advisors 362k $24M 7% Jun 2023
 View chart
Us Bancorp 338k $23M -23% Jun 2023
 View chart
Jpmorgan Chase & Co 335k $23M 24% Jun 2023
 View chart
CliftonLarsonAllen Wealth Advisors 332k $22M 0% Jun 2023
 View chart
Mml Investors Services 331k $22M 30% Jun 2023
 View chart
Northwest Quadrant Wealth Management 329k $22M 2% Jun 2023
 View chart
Wells Fargo & Company 317k $21M -24% Jun 2023
 View chart
Northern Capital Management 317k $21M 3% Jun 2023
 View chart
XML Financial 313k $21M 22% Jun 2023
 View chart
Marshall Financial Group 307k $21M 2% Jun 2023
 View chart
CX Institutional 293k $20M -37% Jun 2023
 View chart
Commonwealth Equity Services 291k $20M 108% Jun 2023
 View chart
Lido Advisors 286k $19M -19% Jun 2023
 View chart
GHP Investment Advisors 285k $20M 4% Jun 2023
 View chart
Creative Planning 283k $19M -5% Jun 2023
 View chart
Sage Financial 275k $18M -2% Jun 2023
 View chart
HPM Partners 266k $18M 3% Jun 2023
 View chart
Financial Network Investment Corporation 262k $18M 0% Jun 2023
 View chart
Carlsbad Wealth Advisory Group 260k $18M 100% Jun 2023
 View chart
Personal Resources Investment & Strategic Management 259k $17M 5% Jun 2023
 View chart
ProVise Management Group 254k $17M -2% Jun 2023
 View chart
Prime Capital Investment Advisors 252k $17M 16% Jun 2023
 View chart
Summit Asset Management 250k $17M 0% Jun 2023
 View chart
Visionary Wealth Advisors 244k $16M -13% Jun 2023
 View chart
Garde Capital 239k $16M -1% Jun 2023
 View chart
Noble Family Wealth 238k $16M 0% Jun 2023
 View chart
Spectrum Asset Management 236k $16M 1% Jun 2023
 View chart
Black Diamond Financial 229k $15M 7% Jun 2023
 View chart
Vista Private Wealth Partners 215k $14M 1% Jun 2023
 View chart
Cetera Investment Advisers 197k $13M 4% Jun 2023
 View chart
IVC Wealth Advisors 189k $13M 1% Jun 2023
 View chart
Goepper Burkhardt 183k $12M 0% Jun 2023
 View chart
Cornerstone Wealth Advisors 180k $12M 2% Jun 2023
 View chart
Ethos Financial Group 178k $12M 0% Jun 2023
 View chart
Cambridge Investment Research Advisors 177k $12M 10% Jun 2023
 View chart
Integrated Advisors Network 177k $12M -2% Jun 2023
 View chart
Global Strategic Investment Solutions 177k $12M 0% Jun 2023
 View chart
Traverso Chambers Private Wealth Management 176k $12M 5% Jun 2023
 View chart
Mutual Advisors 174k $12M -3% Jun 2023
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 158k $11M 0% Jun 2023
 View chart
Perigon Wealth Management 153k $10M 8% Jun 2023
 View chart
Retirement Guys Formula 153k $10M 4452% Jun 2023
 View chart
EWG Elevate 150k $10M 2% Jun 2023
 View chart
Ackerman Capital Advisors 150k $10M -8% Jun 2023
 View chart
Stratos Wealth Advisors 142k $9.5M 14% Jun 2023
 View chart
Kestra Advisory Services 141k $9.4M 1% Jun 2023
 View chart
Total Wealth Planning 134k $9.0M -2% Jun 2023
 View chart
LCNB 129k $8.6M 10% Jun 2023
 View chart
Curtis Advisory Group 127k $8.5M 5% Jun 2023
 View chart
Captrust Financial Advisors 124k $8.3M -13% Jun 2023
 View chart
HBK Sorce Advisory 117k $7.9M -2% Jun 2023
 View chart
Harbor Group 117k $7.9M -1% Jun 2023
 View chart
Bogart Wealth 114k $7.7M 9% Jun 2023
 View chart
Gill Capital Partners 114k $7.6M 1% Jun 2023
 View chart
Waypoint Capital Advisors 113k $7.6M -2% Jun 2023
 View chart
Capital Planning 110k $7.4M -2% Jun 2023
 View chart
Gladstone Institutional Advisory 110k $7.4M -3% Jun 2023
 View chart
PrairieView Partners 110k $7.3M -6% Jun 2023
 View chart
James J. Burns & Company 108k $7.3M -1% Jun 2023
 View chart
Bank Hapoalim Bm 106k $7.1M -50% Jun 2023
 View chart
Cresset Asset Management 106k $7.1M -19% Jun 2023
 View chart
Emerald Investment Partners 104k $7.0M 2% Jun 2023
 View chart
David J.Sculati 103k $6.9M 1% Jun 2023
 View chart
Opes Wealth Management 102k $6.8M 2% Jun 2023
 View chart
Brand Asset Management Group 100k $6.7M -4% Jun 2023
 View chart
Arbor Trust Wealth Advisors 98k $6.6M 2% Jun 2023
 View chart
Santori & Peters 96k $6.4M -2% Jun 2023
 View chart
Sequoia Financial Advisors 95k $6.4M -6% Jun 2023
 View chart
Integrated Wealth Concepts 95k $6.4M 8% Jun 2023
 View chart
Forbes Financial Planning 94k $6.3M -2% Jun 2023
 View chart
MAI Wealth Advisors 93k $6.3M -1% Jun 2023
 View chart
Piershale Financial 93k $6.3M 93139% Jun 2023
 View chart
Wagner Bowman Management 93k $6.2M 3% Jun 2023
 View chart
Capital Advisors Wealth Management 91k $6.1M -2% Jun 2023
 View chart
Kuntz Lesher Capital 91k $6.1M -2% Jun 2023
 View chart
Royal Bank of Canada 89k $5.9M 0% Jun 2023
 View chart
Park Avenue Securities 87k $5.8M 3% Jun 2023
 View chart
Paces Ferry Wealth Advisors 87k $5.8M -3% Jun 2023
 View chart
Ally Invest Advisors 86k $5.8M 43% Jun 2023
 View chart
GRT Capital Partners 85k $5.7M -1% Jun 2023
 View chart
Mercer Global Advisors 85k $5.7M -8% Jun 2023
 View chart
Sunbelt Securities 84k $5.6M 5% Jun 2023
 View chart
Courage Miller Partners 82k $5.5M 0% Jun 2023
 View chart
Conning 82k $5.5M -23% Jun 2023
 View chart
Newman Dignan & Sheerar 80k $5.4M -27% Jun 2023
 View chart
Leavell Investment Management 80k $5.4M -17% Jun 2023
 View chart
One Capital Management 80k $5.4M -11% Jun 2023
 View chart
Lowery Thomas 77k $5.2M 3% Jun 2023
 View chart
Smith Anglin Financial 74k $5.0M -4% Jun 2023
 View chart
Glassman Wealth Services 73k $4.9M -2% Jun 2023
 View chart
Berkshire Asset Management 72k $4.8M 6% Jun 2023
 View chart
Riversedge Advisors 71k $4.8M 1% Jun 2023
 View chart
Affinity Capital Advisors 70k $4.7M -6% Jun 2023
 View chart
Meridian Wealth Management 70k $4.7M 2% Jun 2023
 View chart
Werba Rubin Papier Wealth Management 69k $4.7M 1% Jun 2023
 View chart
Proequities 69k $4.6B 14% Jun 2023
 View chart
Ifrah Financial Services 69k $4.6M 1% Jun 2023
 View chart
Raymond James Financial Services Advisors 68k $4.6M 3% Jun 2023
 View chart
Multi-Financial Securities 68k $4.6M -2% Jun 2023
 View chart
HB Wealth Management 68k $4.5M -4% Jun 2023
 View chart
SeaCrest Wealth Management 66k $4.4M -3% Jun 2023
 View chart
RE Dickinson Investment Advisors 66k $4.4M 2% Jun 2023
 View chart
Orion Portfolio Solutions 64k $4.3M 392% Jun 2023
 View chart
Family Asset Management 64k $4.3M -5% Jun 2023
 View chart
Summit Financial 63k $4.2M 2% Jun 2023
 View chart
MidWestOne Financial Group 63k $4.2M 4% Jun 2023
 View chart
Safeguard Financial 63k $4.2M 1% Jun 2023
 View chart
Stonebridge Capital Advisors 61k $4.1M 1% Jun 2023
 View chart
Strategic Financial 61k $4.1M 2% Jun 2023
 View chart
Continuum Advisory 61k $4.1M 1% Jun 2023
 View chart
H D Vest Advisory Services 60k $4.0M 5% Jun 2023
 View chart
Transparent Wealth Partners 60k $3.9M -3% Mar 2023
 View chart
Sculati Wealth Management 59k $4.0M 5% Jun 2023
 View chart
Edge Capital Group 59k $4.0M -1% Jun 2023
 View chart
Colony Group 59k $3.9M -3% Jun 2023
 View chart
Per Stirling Capital Management 58k $3.9M 3% Jun 2023
 View chart
Grey Fox Wealth Advisors 57k $3.8M 6% Jun 2023
 View chart
CWM 57k $3.8M 410% Jun 2023
 View chart
Thrive Wealth Management 56k $3.7M -17% Jun 2023
 View chart
Compass Advisory Group 52k $3.5M -9% Jun 2023
 View chart
Leeward Financial Partners 45k $3.0M -44% Jun 2023
 View chart
Pathstone Family Office 42k $2.8M -60% Jun 2023
 View chart
Nadler Financial 38k $2.5M -82% Jun 2023
 View chart
BCGM Wealth Management 20k $1.3M -75% Jun 2023
 View chart
GSB Wealth Management 12k $814k -85% Jun 2023
 View chart
Flow Traders US 11k $717k -82% Jun 2023
 View chart
Jane Street 3.4k $226k -95% Jun 2023
 View chart
Financial Management Professionals 1.8k $119k -100% Jun 2023
 View chart
BlackRock 216.00 $15k -100% Jun 2023
 View chart

Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
Main Management ETF Advisors Mar 2023 950k $62M
Main Management Mar 2023 325k $21M
Scarborough Advisors Mar 2023 300k $20M
Polianta Mar 2023 132k $8.6M
Citadel Advisors Mar 2023 91k $6.0M
Stableford Capital Ii Mar 2023 69k $4.5M