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
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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 | Actions |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 51M | $1.5B | -2% | Dec 2025 |
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| Sei Investments | 46M | $1.4B | 3% | Dec 2025 |
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| Mather Group | 35M | $1.1B | 1% | Mar 2026 |
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| Envestnet Asset Management | 17M | $492M | 0% | Dec 2025 |
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| Advisor Group Holdings | 12M | $344M | -4% | Dec 2025 |
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| Honkamp Krueger Financial Services | 10M | $302M | 1% | Dec 2025 |
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| Mariner Wealth Advisors | 9.1M | $270M | 4% | Dec 2025 |
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| Vantagepoint Investment Advisers | 8.5M | $252M | 1% | Dec 2025 |
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| Moneta Group Investment Advisors | 4.7M | $140M | 0% | Dec 2025 |
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| Betterment | 4.1M | $122M | -3% | Dec 2025 |
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| Cetera Investment Advisers | 3.6M | $107M | 21% | Dec 2025 |
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| Gemmer Asset Management | 3.4M | $105M | -7% | Mar 2026 |
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| LPL Financial | 3.3M | $96M | -14% | Dec 2025 |
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| Savant Capital Management | 3.2M | $95M | -5% | Dec 2025 |
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| Mokosak Advisory Group | 3.0M | $90M | 3% | Dec 2025 |
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| Creative Planning | 3.0M | $90M | 282% | Dec 2025 |
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| Rainey & Randall Investment Management | 3.0M | $91M | 1% | Mar 2026 |
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| Krilogy Financial | 2.9M | $91M | 0% | Mar 2026 |
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| Ameriprise Financial | 2.8M | $83M | 85% | Dec 2025 |
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| HighTower Advisors | 2.7M | $79M | 2% | Dec 2025 |
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| UBS Group | 2.5M | $73M | -1% | Dec 2025 |
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| Cooper Financial Group | 2.1M | $65M | 4% | Mar 2026 |
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| Exchange Traded Concepts | 2.1M | $64M | 3% | Mar 2026 |
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| Atomi Financial Group | 2.1M | $62M | 0% | Dec 2025 |
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| Financial Management Professionals | 1.7M | $53M | 100% | Mar 2026 |
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| Summit Wealth & Retirement Planning | 1.7M | $51M | 2% | Dec 2025 |
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| United Capital Financial Advisers | 1.7M | $49M | -2% | Dec 2025 |
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| GenWealth Group | 1.6M | $50M | 7% | Dec 2025 |
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| Buckingham Strategic Partners | 1.6M | $49M | -7% | Dec 2025 |
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| Thrivent Financial for Lutherans | 1.4M | $41M | 130% | Dec 2025 |
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| Black Diamond Financial | 1.4M | $41M | 7% | Dec 2025 |
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| Hrc Wealth Management | 1.3M | $38M | 0% | Dec 2025 |
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| Dravo Bay | 1.3M | $38M | 4% | Dec 2025 |
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| XML Financial | 1.2M | $38M | 7% | Mar 2026 |
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| MidWestOne Financial Group | 1.2M | $35M | 3% | Dec 2025 |
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| Envestnet Portfolio Solutions | 1.2M | $35M | 4% | Dec 2025 |
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| Summit Asset Management | 1.2M | $35M | 6% | Dec 2025 |
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| Avenue 1 Advisors | 1.2M | $36M | 3% | Mar 2026 |
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| Beacon Pointe Advisors | 1.2M | $34M | 1% | Dec 2025 |
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| Ballast Advisors | 1.1M | $34M | -1% | Dec 2025 |
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| Brady Martz Wealth Solutions | 1.1M | $35M | -8% | Mar 2026 |
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| Northern Capital Management | 1.1M | $33M | -3% | Dec 2025 |
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| Financial Advisory Service | 1.1M | $33M | -2% | Dec 2025 |
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| Midwest Trust | 1.1M | $33M | 19% | Dec 2025 |
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| Mml Investors Services | 1.1M | $32M | 24% | Dec 2025 |
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| Dodds Wealth | 1.1M | $32M | -3% | Dec 2025 |
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| CX Institutional | 1.1M | $32M | -43% | Mar 2026 |
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| Resources Investment Advisors | 1.0M | $31M | -4% | Dec 2025 |
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| GHP Investment Advisors | 1.0M | $31M | 2% | Mar 2026 |
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| MAI Wealth Advisors | 1.0M | $30M | 1% | Dec 2025 |
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| Pensionmark Financial Group | 981k | $29M | 628% | Dec 2025 |
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| Ally Invest Advisors | 952k | $28M | 3% | Dec 2025 |
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| HPM Partners | 944k | $28M | -1% | Dec 2025 |
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| Tradition Wealth Management | 935k | $28M | -1% | Dec 2025 |
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| Wells Fargo & Company | 879k | $26M | 5% | Dec 2025 |
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| Global Retirement Partners | 875k | $26M | 922% | Dec 2025 |
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| Persium Advisors | 845k | $25M | 3% | Dec 2025 |
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| Raymond James Financial | 842k | $25M | 53% | Dec 2025 |
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| Krm Wealth Management | 832k | $25M | 4% | Mar 2026 |
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| Merit Financial Group | 805k | $25M | 0% | Mar 2026 |
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| Sage Financial | 782k | $23M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 772k | $23M | 15% | Dec 2025 |
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| Noble Family Wealth | 725k | $22M | -1% | Mar 2026 |
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| Prime Capital Investment Advisors | 709k | $21M | -9% | Dec 2025 |
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| USAdvisors Wealth Management | 700k | $21M | 10% | Dec 2025 |
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| Ethos Financial Group | 682k | $20M | 1% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 681k | $21M | -2% | Mar 2026 |
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| Keeler & Nadler Financial Planning & Wealth Management | 680k | $20M | 5% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 673k | $20M | -2% | Dec 2025 |
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| Vista Private Wealth Partners | 662k | $18M | 0% | Dec 2025 |
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| Meriwether Wealth & Planning | 656k | $20M | -14% | Mar 2026 |
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| LCNB | 653k | $19M | 0% | Dec 2025 |
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| Colony | 651k | $19M | 140% | Dec 2025 |
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| Captrust Financial Advisors | 650k | $19M | -1% | Dec 2025 |
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| Cornerstone Wealth Advisors | 643k | $20M | 2% | Mar 2026 |
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| Seneca Financial Advisors | 639k | $20M | -2% | Mar 2026 |
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| Focus Financial Network | 637k | $19M | -11% | Mar 2026 |
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| Perigon Wealth Management | 629k | $19M | 2% | Mar 2026 |
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| Kestra Advisory Services | 608k | $18M | 3% | Dec 2025 |
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| Northeast Financial Group | 606k | $18M | 3% | Dec 2025 |
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| Garde Capital | 603k | $18M | -1% | Dec 2025 |
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| Mutual Advisors | 599k | $18M | -1% | Dec 2025 |
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| Cape Investment Advisory | 598k | $18M | 5800% | Dec 2025 |
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| Warren Averett Asset Management | 585k | $17M | -1% | Dec 2025 |
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| Seek First | 580k | $18M | 7% | Mar 2026 |
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| Whitaker-Myers Wealth Managers | 577k | $18M | 4% | Mar 2026 |
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| Farther Finance Advisors | 569k | $17M | 12% | Mar 2026 |
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| JBGlobal.com | 563k | $17M | 100% | Mar 2026 |
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| YANKCOM Partnership | 536k | $16M | 14% | Mar 2026 |
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| Payne Capital Management | 530k | $16M | 4% | Dec 2025 |
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| Global Strategic Investment Solutions | 528k | $16M | -1% | Dec 2025 |
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| Martel Wealth Advisors | 498k | $15M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 485k | $14M | -13% | Dec 2025 |
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| Spectrum Asset Management | 475k | $15M | 16% | Mar 2026 |
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| rebel Financial | 469k | $14M | 100% | Dec 2025 |
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| Mercer Global Advisors | 435k | $13M | 26% | Dec 2025 |
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| Investor's Fiduciary Advisor Network | 427k | $13M | 100% | Dec 2025 |
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| Bogart Wealth | 427k | $13M | 0% | Dec 2025 |
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| Goepper Burkhardt | 426k | $13M | -2% | Dec 2025 |
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| Sunbelt Securities | 408k | $12M | 90% | Dec 2025 |
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| Hanson McClain Advisors | 407k | $12M | -2% | Dec 2025 |
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| Peak Wealth Management | 391k | $12M | -9% | Mar 2026 |
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| Adviser Investments | 390k | $12M | -2% | Dec 2025 |
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| CWM | 387k | $12M | 180% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 387k | $12M | 2569% | Mar 2026 |
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| Gill Capital Partners | 385k | $12M | 0% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 384k | $11M | -1% | Dec 2025 |
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| James J. Burns & Company | 376k | $12M | -3% | Mar 2026 |
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| Integrated Advisors Network | 363k | $11M | -4% | Dec 2025 |
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| Diversified Portfolios | 356k | $11M | -8% | Dec 2025 |
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| Opes Wealth Management | 347k | $10M | 1% | Dec 2025 |
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| Emerald Investment Partners | 341k | $10M | -2% | Dec 2025 |
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| Fiduciary Alliance | 329k | $10M | -2% | Mar 2026 |
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| Murphy, Middleton, Hinkle & Parker | 327k | $10M | 100% | Mar 2026 |
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| Harbor Group | 327k | $10M | -2% | Mar 2026 |
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| David J.Sculati | 326k | $9.9M | -1% | Mar 2026 |
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| Friday Financial | 314k | $9.6M | 1% | Mar 2026 |
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| Independent Solutions Wealth Management | 313k | $9.3M | -1% | Dec 2025 |
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| Cathy Pareto & Associates | 313k | $9.5M | 27% | Mar 2026 |
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| Capital Squared Financial | 306k | $9.1M | 5% | Dec 2025 |
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| Sightline Wealth Advisors | 296k | $9.0M | 109% | Mar 2026 |
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| Schneider Downs Wealth Management Advisors | 292k | $8.7M | 0% | Dec 2025 |
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| Thrive Wealth Management | 289k | $8.8M | -1% | Mar 2026 |
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| HBK Sorce Advisory | 288k | $9.3M | -1% | Dec 2025 |
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| May Barnhard Investments | 283k | $8.4M | -8% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 283k | $8.6M | 0% | Mar 2026 |
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| Visionary Wealth Advisors | 280k | $8.3M | 19% | Dec 2025 |
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| Bishop & Co Investment Management | 279k | $8.5M | -19% | Mar 2026 |
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| Burns Wealth Management | 277k | $8.2M | 1% | Dec 2025 |
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| Weinberger Asset Management | 276k | $8.2M | -6% | Dec 2025 |
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| Steel Peak Wealth Management | 276k | $8.2M | 100% | Dec 2025 |
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| Courage Miller Partners | 272k | $8.1M | -1% | Dec 2025 |
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| Ackerman Capital Advisors | 264k | $7.8M | -36% | Dec 2025 |
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| Per Stirling Capital Management | 262k | $7.8M | 3% | Dec 2025 |
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| Plus Group Wealth Advisors | 262k | $8.0M | 3% | Mar 2026 |
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| Berkshire Asset Management | 257k | $7.6M | 7% | Dec 2025 |
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| Gladstone Institutional Advisory | 254k | $7.5M | 0% | Dec 2025 |
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| Lighthouse Wealth Management | 250k | $7.6M | 25% | Mar 2026 |
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| Savvy Advisors | 245k | $7.2M | 17% | Dec 2025 |
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| Arnold Financial Planning | 239k | $7.3M | 15% | Mar 2026 |
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| Baring Financial | 235k | $7.2M | 1% | Mar 2026 |
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| Us Bancorp | 230k | $6.8M | -11% | Dec 2025 |
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| FMR | 226k | $6.7M | 6% | Dec 2025 |
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| Pathstone Holdings | 226k | $6.7M | 7% | Dec 2025 |
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| Cresset Asset Management | 222k | $6.6M | 2% | Dec 2025 |
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| Lowery Thomas | 222k | $6.6M | -1% | Dec 2025 |
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| ProVise Management Group | 221k | $6.5M | -1% | Dec 2025 |
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| Cadence Wealth Management | 221k | $6.5M | 6% | Dec 2025 |
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| Brookstone Capital Management | 221k | $6.7M | -12% | Mar 2026 |
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| Panoramic Investment Advisors | 220k | $6.5M | 2% | Dec 2025 |
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| Game Plan Financial Advisors | 201k | $6.1M | -22% | Mar 2026 |
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| Integrated Wealth Concepts | 196k | $5.8M | -23% | Dec 2025 |
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| Goldman Sachs Group | 42k | $1.2M | -82% | Dec 2025 |
|
| Total Wealth Planning | 16k | $478k | -95% | Dec 2025 |
|
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 6.4M | $194M |
| Wellington Management Company | Sep 2025 | 2.4M | $69M |
| Financial Counselors | Sep 2025 | 730k | $21M |