Who owns Schwab Strategic Tr cmn?
- Ticker: SCHV
- CUSIP Number: 808524409
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 csv
Download as Excel
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% | Mar 2023 |
|
| Mather Group | 8.6M | $564M | 8% | Mar 2023 |
|
| Sei Investments | 8.0M | $522M | 4% | Mar 2023 |
|
| Advisor Group Holdings | 5.9M | $386M | 2% | Mar 2023 |
|
| Honkamp Krueger Financial Services | 4.3M | $281M | -20% | Mar 2023 |
|
| Wealth Enhancement Advisory Services | 3.8M | $252M | -3% | Mar 2023 |
|
| Envestnet Asset Management | 3.1M | $204M | 7% | Mar 2023 |
|
| Mariner Wealth Advisors | 2.4M | $160M | 7% | Dec 2022 |
|
| Betterment | 2.0M | $133M | -6% | Dec 2022 |
|
| Northwestern Mutual Wealth Management Company | 1.5M | $100M | 40% | Dec 2022 |
|
| Savant Capital Management | 1.5M | $98M | -3% | Mar 2023 |
|
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr cmn? |
|||||
| Gemmer Asset Management | 1.2M | $77M | 4% | Mar 2023 |
|
| Krilogy Financial | 1.1M | $74M | 5% | Mar 2023 |
|
| LPL Financial | 1.1M | $71M | -27% | Mar 2023 |
|
| Main Management ETF Advisors | 950k | $62M | 3% | Mar 2023 |
|
| Financial Advisors | 867k | $57M | 1% | Mar 2023 |
|
| HighTower Advisors | 856k | $56M | 20% | Mar 2023 |
|
| Resources Investment Advisors | 797k | $52M | -9% | Mar 2023 |
|
| Rainey & Randall Investment Management | 797k | $52M | 6% | Mar 2023 |
|
| United Capital Financial Advisers | 792k | $52M | -8% | Dec 2022 |
|
| Morgan Stanley | 770k | $51M | 100% | Dec 2022 |
|
| Mokosak Advisory Group | 744k | $49M | -2% | Mar 2023 |
|
| UBS Group | 637k | $42M | -9% | Mar 2023 |
|
| Financial Counselors | 624k | $41M | -5% | Mar 2023 |
|
| Ameriprise Financial | 593k | $39M | 2% | Mar 2023 |
|
| Moneta Group Investment Advisors | 580k | $38M | 7227% | Mar 2023 |
|
| Financial Advisory Service | 529k | $35M | -33% | Mar 2023 |
|
| Financial Management Professionals | 476k | $31M | 1% | Mar 2023 |
|
| CX Institutional | 464k | $31M | 22% | Mar 2023 |
|
| Us Bancorp | 439k | $29M | -8% | Mar 2023 |
|
| Summit Wealth & Retirement Planning | 437k | $29M | 8% | Mar 2023 |
|
| GenWealth Group | 427k | $28M | -1% | Mar 2023 |
|
| Creative Planning | 422k | $28M | 71% | Dec 2022 |
|
| Wells Fargo & Company | 415k | $27M | -2% | Dec 2022 |
|
| Bank of America Corporation | 414k | $27M | 0% | Mar 2023 |
|
| Ballast Advisors | 411k | $27M | -1% | Mar 2023 |
|
| Lido Advisors | 351k | $23M | 5862% | Mar 2023 |
|
| Beacon Pointe Advisors | 339k | $22M | -1% | Mar 2023 |
|
| CliftonLarsonAllen Wealth Advisors | 333k | $22M | -6% | Mar 2023 |
|
| Main Management | 325k | $21M | 1% | Mar 2023 |
|
| Northwest Quadrant Wealth Management | 324k | $21M | 5% | Mar 2023 |
|
| Northern Capital Management | 306k | $20M | 3% | Mar 2023 |
|
| Marshall Financial Group | 301k | $20M | -2% | Mar 2023 |
|
| Scarborough Advisors | 298k | $20M | -7% | Dec 2022 |
|
| Sage Financial | 280k | $18M | 2% | Mar 2023 |
|
| Visionary Wealth Advisors | 277k | $18M | -3% | Dec 2022 |
|
| Sargent Bickham Lagudis | 275k | $18M | 0% | Dec 2022 |
|
| GHP Investment Advisors | 274k | $18M | 7% | Mar 2023 |
|
| Jpmorgan Chase & Co | 271k | $17M | -16% | Mar 2023 |
|
| Financial Network Investment Corporation | 263k | $17M | 7% | Dec 2022 |
|
| XML Financial | 263k | $17M | -4% | Dec 2022 |
|
| ProVise Management Group | 260k | $17M | -6% | Mar 2023 |
|
| HPM Partners | 258k | $17M | 2% | Mar 2023 |
|
| Mml Investors Services | 254k | $17M | -17% | Mar 2023 |
|
| Summit Asset Management | 249k | $16M | -1% | Mar 2023 |
|
| HBK Sorce Advisory | 243k | $16M | 93% | Dec 2022 |
|
| Personal Resources Investment & Strategic Management | 242k | $16M | 2% | Dec 2022 |
|
| Garde Capital | 241k | $16M | 0% | Mar 2023 |
|
| Noble Family Wealth | 239k | $16M | 100% | Mar 2023 |
|
| Spectrum Asset Management | 233k | $15M | -3% | Mar 2023 |
|
| Prime Capital Investment Advisors | 217k | $14M | -4% | Mar 2023 |
|
| Black Diamond Financial | 213k | $14M | 14% | Mar 2023 |
|
| Vista Private Wealth Partners | 213k | $14M | 5% | Mar 2023 |
|
| Bank Hapoalim Bm | 212k | $14M | 0% | Mar 2023 |
|
| Nadler Financial | 209k | $14M | -43% | Mar 2023 |
|
| Financial Advisors Network | 195k | $13M | 0% | Dec 2022 |
|
| Cetera Investment Advisers | 190k | $13M | -3% | Mar 2023 |
|
| Pensionmark Financial Group | 188k | $12M | 1616% | Dec 2022 |
|
| IVC Wealth Advisors | 186k | $12M | 0% | Mar 2023 |
|
| Integrated Advisors Network | 180k | $12M | 0% | Mar 2023 |
|
| Mutual Advisors | 180k | $12M | -2% | Mar 2023 |
|
| Ethos Financial Group | 178k | $12M | 3% | Mar 2023 |
|
| Goepper Burkhardt | 178k | $12M | -7% | Dec 2022 |
|
| Global Strategic Investment Solutions | 177k | $12M | -5% | Mar 2023 |
|
| Cornerstone Wealth Advisors | 176k | $12M | 7% | Mar 2023 |
|
| Traverso Chambers Private Wealth Management | 169k | $11M | 4% | Mar 2023 |
|
| Ackerman Capital Advisors | 163k | $11M | -21% | Mar 2023 |
|
| Cambridge Investment Research Advisors | 162k | $11M | 4% | Mar 2023 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 158k | $10M | 3% | Mar 2023 |
|
| EWG Elevate | 147k | $9.6M | 227% | Mar 2023 |
|
| Perigon Wealth Management | 142k | $9.3M | 10% | Mar 2023 |
|
| Captrust Financial Advisors | 142k | $9.3M | -16% | Mar 2023 |
|
| Kestra Advisory Services | 140k | $9.2M | -38% | Mar 2023 |
|
| Commonwealth Equity Services | 140k | $9.1M | -1% | Mar 2023 |
|
| Total Wealth Planning | 137k | $9.0M | -3% | Mar 2023 |
|
| Cresset Asset Management | 133k | $8.8M | -3% | Dec 2022 |
|
| Polianta | 132k | $8.6M | 89% | Mar 2023 |
|
| Stratos Wealth Advisors | 124k | $8.1M | -42% | Mar 2023 |
|
| Curtis Advisory Group | 120k | $7.9M | 3% | Mar 2023 |
|
| Harbor Group | 118k | $7.8M | 0% | Mar 2023 |
|
| L2 Asset Management | 117k | $7.8M | 100% | Dec 2022 |
|
| LCNB | 117k | $7.7M | -2% | Mar 2023 |
|
| PrairieView Partners | 117k | $7.7M | -3% | Mar 2023 |
|
| Waypoint Capital Advisors | 116k | $7.6M | 0% | Mar 2023 |
|
| Gladstone Institutional Advisory | 114k | $7.4M | -1% | Mar 2023 |
|
| Gill Capital Partners | 112k | $7.4M | 5% | Mar 2023 |
|
| Capital Planning | 112k | $7.3M | -5% | Mar 2023 |
|
| Newman Dignan & Sheerar | 110k | $7.2M | -3% | Mar 2023 |
|
| James J. Burns & Company | 109k | $7.2M | 38% | Mar 2023 |
|
| Conning | 107k | $7.0M | 0% | Mar 2023 |
|
| Pathstone Family Office | 105k | $6.9M | -3% | Mar 2023 |
|
| Brand Asset Management Group | 104k | $6.8M | 0% | Mar 2023 |
|
| David J.Sculati | 102k | $6.7M | -1% | Mar 2023 |
|
| Emerald Investment Partners | 102k | $6.7M | 2% | Mar 2023 |
|
| Sequoia Financial Advisors | 101k | $6.6M | -8% | Mar 2023 |
|
| Opes Wealth Management | 100k | $6.6M | 0% | Mar 2023 |
|
| Santori & Peters | 98k | $6.4M | -1% | Mar 2023 |
|
| Leavell Investment Management | 96k | $6.3M | -8% | Mar 2023 |
|
| Forbes Financial Planning | 96k | $6.3M | 16% | Mar 2023 |
|
| Arbor Trust Wealth Advisors | 96k | $6.3M | -1% | Mar 2023 |
|
| MAI Wealth Advisors | 94k | $6.2M | -1% | Mar 2023 |
|
| Kuntz Lesher Capital | 93k | $6.1M | 1% | Mar 2023 |
|
| Capital Advisors Wealth Management | 93k | $6.1M | -10% | Mar 2023 |
|
| Mercer Global Advisors | 92k | $6.0M | -6% | Mar 2023 |
|
| Citadel Advisors | 91k | $6.0M | 100% | Mar 2023 |
|
| Wagner Bowman Management | 90k | $5.9M | -24% | Mar 2023 |
|
| One Capital Management | 90k | $5.9M | -2% | Mar 2023 |
|
| Paces Ferry Wealth Advisors | 89k | $5.9M | -33% | Mar 2023 |
|
| Royal Bank of Canada | 88k | $5.8M | -9% | Dec 2022 |
|
| Integrated Wealth Concepts | 88k | $5.8M | 15% | Mar 2023 |
|
| GRT Capital Partners | 86k | $5.6M | -2% | Mar 2023 |
|
| Park Avenue Securities | 84k | $5.5M | -10% | Mar 2023 |
|
| GSB Wealth Management | 82k | $5.4M | 10% | Mar 2023 |
|
| Courage Miller Partners | 82k | $5.4M | 10% | Mar 2023 |
|
| BCGM Wealth Management | 81k | $5.3M | -13% | Mar 2023 |
|
| Sunbelt Securities | 80k | $5.2M | 0% | Mar 2023 |
|
| Leeward Financial Partners | 80k | $5.2M | 4% | Mar 2023 |
|
| Smith Anglin Financial | 77k | $5.1M | -21% | Mar 2023 |
|
| BlackRock | 76k | $5.0M | -25% | Mar 2023 |
|
| Lowery Thomas | 75k | $4.9M | -12% | Mar 2023 |
|
| Glassman Wealth Services | 75k | $4.9M | 0% | Mar 2023 |
|
| Affinity Capital Advisors | 74k | $4.9M | -6% | Mar 2023 |
|
| Multi-Financial Securities | 72k | $4.7M | 125% | Dec 2022 |
|
| Riversedge Advisors | 70k | $4.6M | 0% | Mar 2023 |
|
| Berkshire Asset Management | 70k | $4.6M | 0% | Dec 2022 |
|
| HB Wealth Management | 70k | $4.6M | -1% | Mar 2023 |
|
| Baird Financial | 69k | $4.6M | 56% | Dec 2022 |
|
| Stableford Capital Ii | 69k | $4.5M | 100% | Mar 2023 |
|
| Werba Rubin Papier Wealth Management | 69k | $4.5M | -13% | Mar 2023 |
|
| Ifrah Financial Services | 68k | $4.5M | -1% | Mar 2023 |
|
| SeaCrest Wealth Management | 68k | $4.5M | -3% | Mar 2023 |
|
| Family Asset Management | 68k | $4.4M | 100% | Mar 2023 |
|
| Thrive Wealth Management | 68k | $4.4M | 0% | Mar 2023 |
|
| Meridian Wealth Management | 67k | $4.4M | -4% | Dec 2022 |
|
| Raymond James Financial Services Advisors | 67k | $4.4M | -13% | Mar 2023 |
|
| RE Dickinson Investment Advisors | 64k | $4.2M | -52% | Mar 2023 |
|
| Game Plan Financial Advisors | 64k | $4.2M | 0% | Dec 2022 |
|
| Proequities | 64k | $4.2B | 13% | Dec 2022 |
|
| Summit Financial | 62k | $4.1M | 1% | Mar 2023 |
|
| Safeguard Financial | 62k | $4.1M | -10% | Mar 2023 |
|
| Jane Street | 62k | $4.0M | -30% | Mar 2023 |
|
| Continuum Advisory | 61k | $4.0M | -5% | Mar 2023 |
|
| Colony Group | 60k | $4.0M | -5% | Mar 2023 |
|
| IFP Advisors | 37k | $2.0M | -78% | Mar 2023 |
|
| Susquehanna International | 35k | $2.3M | -64% | Mar 2023 |
|
| Econ Financial Services Corp | 8.1k | $530k | -91% | Mar 2023 |
|
| Colton Groome Financial Advisors | 6.7k | $441k | -91% | Mar 2023 |
|
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2022 | 684k | $45M |
| Spinnaker Trust | Dec 2022 | 149k | $9.8M |
| True North Advisors | Sep 2022 | 114k | $6.7M |
| First Trust Advisors | Sep 2022 | 76k | $4.4M |
| Bogart Wealth | Dec 2022 | 66k | $4.3M |