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 21M $1.2B -11% Sep 2022
Mather Group 7.2M $419M 5% Sep 2022
Advisor Group Holdings 5.6M $353M 11% Jun 2022
Honkamp Krueger Financial Services 5.2M $302M 2% Sep 2022
Wealth Enhancement Advisory Services 3.8M $226M 5% Sep 2022
Envestnet Asset Management 2.8M $161M 9% Sep 2022
Mariner Wealth Advisors 2.3M $133M 4% Sep 2022
Betterment 2.1M $133M -2% Jun 2022
Financial Advisory Service 1.3M $74M 1% Sep 2022
Savant Capital Management 1.3M $74M 4% Sep 2022
LPL Financial 1.2M $76M -1% Jun 2022

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Resources Investment Advisors 1.1M $65M -7% Sep 2022
Krilogy Financial 1.1M $63M 1% Sep 2022
Gemmer Asset Management 1.0M $59M 1% Sep 2022
Main Management ETF Advisors 885k $55M 0% Jun 2022
United Capital Financial Advisers 860k $50M -11% Sep 2022
Mokosak Advisory Group 739k $43M 0% Sep 2022
Rainey & Randall Investment Management 727k $43M 13% Sep 2022
HighTower Advisors 721k $42M 48% Sep 2022
UBS Group 694k $41M 4% Sep 2022
Morgan Stanley 679k $43M -42% Jun 2022
Financial Counselors 625k $37M 1% Sep 2022
Northwestern Mutual Wealth Management Company 539k $34M 9% Jun 2022
UnionBanCal Corporation 487k $29M -1% Sep 2022
Financial Management Professionals 471k $28M 12% Sep 2022
Wells Fargo & Company 469k $29M -2% Jun 2022
Bank of America Corporation 463k $29M 100% Jun 2022
Thrivent Financial for Lutherans 454k $28M 10% Jun 2022
GenWealth Group 451k $26M -8% Sep 2022
Ballast Advisors 403k $25M 5% Jun 2022
Nadler Financial 334k $20M 0% Sep 2022
Beacon Pointe Advisors 334k $20M 27% Sep 2022
Main Management 324k $20M -2% Jun 2022
Scarborough Advisors 320k $19M 100% Sep 2022
Marshall Financial Group 315k $20M 0% Jun 2022
ProVise Management Group 300k $18M -29% Sep 2022
Northern Capital Management 299k $18M 1% Sep 2022
Northwest Quadrant Wealth Management 293k $17M 3% Sep 2022
Visionary Wealth Advisors 287k $17M -36% Sep 2022
Sargent Bickham Lagudis 276k $16M -23% Sep 2022
XML Financial 274k $16M 4% Sep 2022
Sage Financial 262k $15M 2% Sep 2022
Ackerman Capital Advisors 256k $15M 8% Sep 2022
Summit Asset Management 256k $15M -2% Sep 2022
Summit Wealth & Retirement Planning 250k $16M 2% Jun 2022
Creative Planning 247k $14M -2% Sep 2022
Spectrum Asset Management 244k $14M 0% Sep 2022
GHP Investment Advisors 244k $14M 2% Sep 2022
Personal Resources Investment & Strategic Management 236k $14M 1% Sep 2022
Garde Capital 223k $14M -8% Jun 2022
Financial Network Investment Corporation 216k $14M -9% Jun 2022
Prime Capital Investment Advisors 216k $13M -11% Sep 2022
Stratos Wealth Advisors 213k $13M 176% Sep 2022
Bank Hapoalim Bm 212k $12M 0% Sep 2022
Captrust Financial Advisors 210k $12M 107% Sep 2022
Vista Private Wealth Partners 202k $12M 3% Sep 2022
Goepper Burkhardt 194k $12M -2% Jun 2022
Financial Advisors Network 192k $12M -1% Jun 2022
IVC Wealth Advisors 189k $11M -1% Sep 2022
Integrated Advisors Network 188k $11M 0% Sep 2022
Mutual Advisors 186k $11M 2% Sep 2022
Kestra Advisory Services 175k $10M -29% Sep 2022
Cornerstone Wealth Advisors 174k $10M -3% Sep 2022
Commonwealth Equity Services 170k $11M -8% Jun 2022
Traverso Chambers Private Wealth Management 164k $9.6M 4% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 158k $9.2M 12% Sep 2022
Cetera Investment Advisers 147k $9.1M 6% Jun 2022
CX Institutional 146k $8.5M -41% Sep 2022
Spinnaker Trust 145k $8.5M 3% Sep 2022
Global Strategic Investment Solutions 144k $8.4M 13% Sep 2022
Cambridge Investment Research Advisors 144k $8.4M 1% Sep 2022
RE Dickinson Investment Advisors 142k $8.3M 0% Sep 2022
Black Diamond Financial 142k $8.3M 44% Sep 2022
Appleton Group Wealth Management 140k $8.2M 761% Sep 2022
Financial Advisors 137k $8.5M 12% Jun 2022
PrairieView Partners 126k $7.4M -7% Sep 2022
Paces Ferry Wealth Advisors 124k $7.3M 0% Sep 2022
Mml Investors Services 122k $7.6M 41% Jun 2022
Harbor Group 120k $7.0M 0% Sep 2022
Wagner Bowman Management 119k $7.0M 8% Sep 2022
Gladstone Institutional Advisory 118k $6.9M -9% Sep 2022
Capital Planning 117k $6.8M 0% Sep 2022
True North Advisors 117k $7.3M -4% Jun 2022
Park Avenue Securities 117k $6.8M 10% Sep 2022
Curtis Advisory Group 117k $6.8M -1% Sep 2022
Waypoint Capital Advisors 116k $6.8M -37% Sep 2022
Meridian Wealth Management 115k $7.2M 1539% Jun 2022
Newman Dignan & Sheerar 115k $6.7M -4% Sep 2022
BlackRock 112k $7.0M 100% Jun 2022
Sequoia Financial Advisors 109k $6.3M -8% Sep 2022
Perigon Wealth Management 108k $6.7M 92% Jun 2022
Conning 107k $6.3M 107% Sep 2022
Total Wealth Planning 107k $6.7M 5% Jun 2022
Leavell Investment Management 106k $6.2M -2% Sep 2022
Gill Capital Partners 105k $6.2M -5% Sep 2022
David J.Sculati 105k $6.1M -2% Sep 2022
LCNB 104k $6.5M -1% Jun 2022
Smith Anglin Financial 103k $6.0M -4% Sep 2022
Wipfli Financial Advisors Llc, 101k $5.9M -2% Sep 2022
Emerald Investment Partners 101k $5.9M -6% Sep 2022
55i 100k $6.2M -18% Jun 2022
Santori & Peters 99k $5.8M 0% Sep 2022
Opes Wealth Management 99k $5.8M 3% Sep 2022
Mercer Global Advisors 98k $5.8M -1% Sep 2022
IFP Advisors 98k $5.3M 19% Sep 2022
Royal Bank of Canada 97k $5.7M 100% Sep 2022
MAI Wealth Advisors 96k $5.6M -2% Sep 2022
Kuntz Lesher Capital 96k $6.0M 4% Jun 2022
GRT Capital Partners 91k $5.3M -15% Sep 2022
BCGM Wealth Management 91k $5.8M 475% Sep 2022
Brand Asset Management Group 90k $5.2M -5% Sep 2022
Arbor Trust Wealth Advisors 88k $5.1M 5% Sep 2022
Econ Financial Services Corp 87k $5.1M 100% Sep 2022
Raymond James & Associates 83k $4.8M 1% Sep 2022
Forbes Financial Planning 83k $4.8M 4% Sep 2022
James J. Burns & Company 81k $4.7M 100% Sep 2022
Sunbelt Securities 79k $4.6M 8% Sep 2022
Leeward Financial Partners 79k $4.6M 1% Sep 2022
GSB Wealth Management 77k $4.5M 24% Sep 2022
Financial Advocates Investment Management 77k $4.8M 4% Jun 2022
First Trust Advisors 77k $4.8M 117% Jun 2022
Affinity Capital Advisors 75k $4.4M 10% Sep 2022
Thrive Wealth Management 75k $4.4M 47% Sep 2022
Glassman Wealth Services 73k $4.3M -4% Sep 2022
Guardian Wealth Advisors 73k $4.3M 100% Sep 2022
Polianta 73k $4.3M 100% Sep 2022
HB Wealth Management 72k $4.2M -3% Sep 2022
SeaCrest Wealth Management 72k $4.2M 1% Sep 2022
Courage Miller Partners 72k $4.2M 3% Sep 2022
Riversedge Advisors 71k $4.2M 1032% Sep 2022
Berkshire Asset Management 71k $4.4M 100% Jun 2022
Colony Group 70k $4.1M -2% Sep 2022
Ifrah Financial Services 70k $4.1M -2% Sep 2022
Raymond James Financial Services Advisors 69k $4.0M 9% Sep 2022
H D Vest Advisory Services 68k $4.0M 2% Sep 2022
Capital Advisors Wealth Management 67k $4.2M 53% Jun 2022
Game Plan Financial Advisors 64k $3.8M 1% Sep 2022
Continuum Advisory 63k $3.7M -5% Sep 2022
Summit Financial 63k $3.7M 0% Sep 2022
Fortress Wealth Management 62k $3.7M -13% Sep 2022
Meritage Portfolio Management 62k $3.6M 424% Sep 2022
Safeguard Financial 62k $3.6M 18% Sep 2022
Compass Advisory Group 60k $3.5M 83% Sep 2022
Moisand Fitzgerald Tamayo 60k $3.5M -7% Sep 2022
Stonebridge Capital Advisors 59k $3.7M -1% Jun 2022
Strategic Financial 59k $3.4M 0% Sep 2022
Blue Bell Private Wealth Management 57k $3.3M 6% Sep 2022
Proequities 57k $3.3M 48% Sep 2022
Edge Capital Group 56k $3.3M -13% Sep 2022
Sculati Wealth Management 55k $3.2M 2% Sep 2022
Colton Groome Financial Advisors 48k $2.8M -66% Sep 2022
EP Wealth Advisors 48k $3.0M -20% Jun 2022
Berkshire Money Management 32k $1.9M -63% Sep 2022
Advisory Services & Investments 18k $1.1M -79% Sep 2022
Pensionmark Financial Group 12k $765k -95% Jun 2022
Aurora Private Wealth 7.6k $442k -97% Sep 2022

Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
CliftonLarsonAllen Wealth Advisors Jun 2022 380k $24M
Tradition Wealth Management Mar 2022 277k $20M
Almanack Investment Partners Jun 2022 269k $17M
Horizon Investments Jun 2022 111k $6.9M
Oak Asset Management Jun 2022 70k $4.4M