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 | 19M | $1.4B | 100% | Mar 2024 |
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| Mather Group | 11M | $846M | 6% | Jun 2024 |
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| Sei Investments | 11M | $832M | 100% | Mar 2024 |
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| Advisor Group Holdings | 4.6M | $348M | -19% | Mar 2024 |
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| Honkamp Krueger Financial Services | 4.1M | $311M | -2% | Mar 2024 |
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| Envestnet Asset Management | 3.6M | $277M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 2.6M | $191M | -6% | Jun 2024 |
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| Mariner Wealth Advisors | 2.4M | $182M | -3% | Mar 2024 |
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| Betterment | 1.7M | $129M | -7% | Mar 2024 |
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| Gemmer Asset Management | 1.3M | $99M | 4% | Jun 2024 |
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| Savant Capital Management | 1.3M | $98M | -3% | Mar 2024 |
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| Krilogy Financial | 1.1M | $81M | 0% | Jun 2024 |
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| LPL Financial | 1.1M | $82M | 100% | Mar 2024 |
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| Financial Advisors | 899k | $67M | 0% | Jun 2024 |
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| Rainey & Randall Investment Management | 893k | $68M | 2% | Mar 2024 |
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| Mokosak Advisory Group | 885k | $66M | 1% | Jun 2024 |
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| United Capital Financial Advisers | 659k | $50M | -1% | Mar 2024 |
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| Morgan Stanley | 647k | $49M | 100% | Mar 2024 |
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| UBS Group | 627k | $48M | 0% | Mar 2024 |
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| Resources Investment Advisors | 613k | $47M | 100% | Mar 2024 |
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| CX Institutional | 612k | $45M | 13% | Jun 2024 |
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| Financial Counselors | 609k | $46M | -6% | Mar 2024 |
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| Bank of America Corporation | 552k | $42M | 11% | Mar 2024 |
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| Summit Wealth & Retirement Planning | 506k | $38M | 5% | Mar 2024 |
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| Ameriprise Financial | 463k | $35M | 100% | Mar 2024 |
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| Dodds Wealth | 445k | $33M | -2% | Jun 2024 |
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| GenWealth Group | 439k | $33M | -1% | Jun 2024 |
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| Cetera Investment Advisers | 432k | $33M | 100% | Mar 2024 |
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| Financial Advisory Service | 416k | $32M | -4% | Mar 2024 |
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| Northern Capital Management | 409k | $31M | 100% | Mar 2024 |
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| Cooper Financial Group | 402k | $30M | 20% | Jun 2024 |
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| Prime Capital Investment Advisors | 396k | $30M | 27% | Mar 2024 |
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| Hrc Wealth Management | 390k | $29M | 2% | Jun 2024 |
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| Focus Financial Network | 389k | $30M | -1% | Jun 2024 |
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| Thrivent Financial for Lutherans | 386k | $29M | 100% | Mar 2024 |
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| Ballast Advisors | 379k | $29M | 6% | Mar 2024 |
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| XML Financial | 372k | $28M | 2% | Jun 2024 |
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| Beacon Pointe Advisors | 356k | $27M | 0% | Mar 2024 |
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| Wells Fargo & Company | 344k | $26M | -7% | Mar 2024 |
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| Tradition Wealth Management | 333k | $25M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 330k | $25M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 327k | $25M | 100% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 325k | $24M | 0% | Jun 2024 |
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| MAI Wealth Advisors | 322k | $24M | 152% | Mar 2024 |
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| Marshall Financial Group | 307k | $23M | 3% | Mar 2024 |
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| GHP Investment Advisors | 305k | $23M | 2% | Mar 2024 |
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| Sage Financial | 279k | $21M | -2% | Mar 2024 |
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| Creative Planning | 275k | $21M | -1% | Mar 2024 |
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| HPM Partners | 274k | $21M | 0% | Mar 2024 |
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| Summit Asset Management | 261k | $20M | 3% | Mar 2024 |
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| Black Diamond Financial | 256k | $18M | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 253k | $19M | 8% | Jun 2024 |
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| H D Vest Advisory Services | 232k | $18M | 55% | Mar 2024 |
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| Noble Family Wealth | 231k | $17M | 0% | Jun 2024 |
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| Garde Capital | 226k | $17M | -4% | Mar 2024 |
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| Mercer Global Advisors | 218k | $18M | 184% | Mar 2024 |
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| Jpmorgan Chase & Co | 218k | $17M | -10% | Mar 2024 |
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| Spectrum Asset Management | 217k | $16M | 0% | Jun 2024 |
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| Vista Private Wealth Partners | 216k | $16M | 100% | Mar 2024 |
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| Cape Investment Advisory | 203k | $15M | 1% | Mar 2024 |
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| Kestra Advisory Services | 200k | $15M | 41% | Mar 2024 |
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| Ally Invest Advisors | 194k | $15M | 19% | Mar 2024 |
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| Atomi Financial Group | 194k | $15M | 119% | Mar 2024 |
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| Mml Investors Services | 193k | $15M | -8% | Mar 2024 |
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| Mutual Advisors | 192k | $15M | 0% | Mar 2024 |
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| Cornerstone Wealth Advisors | 190k | $14M | -1% | Jun 2024 |
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| Perigon Wealth Management | 181k | $14M | 4% | Mar 2024 |
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| Global Strategic Investment Solutions | 176k | $13M | 0% | Mar 2024 |
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| Goepper Burkhardt | 176k | $13M | -3% | Mar 2024 |
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| Ethos Financial Group | 169k | $13M | 4% | Mar 2024 |
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| Bank Hapoalim Bm | 168k | $12M | 100% | Jun 2024 |
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| Integrated Advisors Network | 163k | $12M | -8% | Mar 2024 |
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| LCNB | 153k | $12M | 8% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 146k | $11M | 0% | Mar 2024 |
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| Retirement Guys Formula | 143k | $11M | 1% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 143k | $11M | 0% | Mar 2024 |
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| Us Bancorp | 140k | $11M | -14% | Mar 2024 |
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| Cambridge Investment Research Advisors | 139k | $11M | 20% | Mar 2024 |
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| Bogart Wealth | 138k | $11M | 0% | Mar 2024 |
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| USAdvisors Wealth Management | 128k | $9.7M | 8% | Mar 2024 |
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| Gill Capital Partners | 125k | $9.3M | 2% | Jun 2024 |
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| ProVise Management Group | 124k | $9.5M | -35% | Mar 2024 |
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| Ackerman Capital Advisors | 122k | $9.0M | 12% | Jun 2024 |
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| Buckingham Strategic Partners | 119k | $9.0M | 570% | Mar 2024 |
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| James J. Burns & Company | 119k | $8.8M | 40% | Jun 2024 |
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| EWG Elevate | 118k | $8.8M | -1% | Jun 2024 |
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| Total Wealth Planning | 116k | $8.8M | -7% | Mar 2024 |
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| David J.Sculati | 116k | $8.6M | 2% | Jun 2024 |
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| Harbor Group | 114k | $8.4M | -2% | Jun 2024 |
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| Integrated Wealth Concepts | 113k | $8.6M | 100% | Mar 2024 |
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| Emerald Investment Partners | 113k | $8.5M | 8% | Mar 2024 |
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| Capital Planning | 108k | $8.0M | -2% | Jun 2024 |
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| HBK Sorce Advisory | 107k | $8.1M | -1% | Mar 2024 |
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| Captrust Financial Advisors | 107k | $8.1M | -23% | Mar 2024 |
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| Sunbelt Securities | 104k | $7.9M | 1% | Mar 2024 |
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| Opes Wealth Management | 103k | $7.9M | 1% | Mar 2024 |
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| IVC Wealth Advisors | 98k | $7.3M | -6% | Jun 2024 |
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| PrairieView Partners | 98k | $7.4M | -4% | Mar 2024 |
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| Adviser Investments | 96k | $7.3M | -2% | Mar 2024 |
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| Santori & Peters | 95k | $7.1M | 0% | Jun 2024 |
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| Raymond James Financial Services Advisors | 95k | $7.0M | 86% | Jun 2024 |
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| Brand Asset Management Group | 92k | $6.8M | 1% | Jun 2024 |
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| Orion Portfolio Solutions | 90k | $6.8M | 2% | Mar 2024 |
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| Royal Bank of Canada | 89k | $6.8M | -8% | Mar 2024 |
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| Courage Miller Partners | 89k | $6.6M | 0% | Jun 2024 |
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| Susquehanna International | 89k | $6.7M | 100% | Mar 2024 |
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| Gladstone Institutional Advisory | 88k | $6.7M | -2% | Mar 2024 |
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| Bishop & Co Investment Management | 87k | $6.6M | 278% | Mar 2024 |
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| Thrive Wealth Management | 84k | $6.2M | 0% | Jun 2024 |
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| Burns Wealth Management | 83k | $6.3M | 100% | Mar 2024 |
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| Diversified Portfolios | 82k | $6.1M | 3% | Jun 2024 |
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| GRT Capital Partners | 82k | $6.2M | 3% | Mar 2024 |
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| Cresset Asset Management | 82k | $6.2M | 1% | Mar 2024 |
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| MidWestOne Financial Group | 81k | $6.1M | 0% | Mar 2024 |
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| Berkshire Asset Management | 80k | $6.1M | -35% | Mar 2024 |
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| Kuntz Lesher Capital | 80k | $5.9M | -5% | Jun 2024 |
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| One Capital Management | 79k | $6.0M | -1% | Mar 2024 |
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| Visionary Wealth Advisors | 79k | $6.0M | -7% | Mar 2024 |
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| Sequoia Financial Advisors | 75k | $5.6M | -13% | Jun 2024 |
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| Ifrah Financial Services | 75k | $5.7M | 2% | Mar 2024 |
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| Paces Ferry Wealth Advisors | 75k | $5.7M | -13% | Mar 2024 |
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| Glassman Wealth Services | 71k | $5.4M | -1% | Mar 2024 |
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| Per Stirling Capital Management | 70k | $5.3M | 17% | Mar 2024 |
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| Murphy, Middleton, Hinkle & Parker | 70k | $5.2M | 8% | Jun 2024 |
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| Lowery Thomas | 69k | $5.3M | 100% | Mar 2024 |
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| Curtis Advisory Group | 69k | $5.2M | 1% | Mar 2024 |
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| Dravo Bay | 65k | $4.9M | 2% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 65k | $4.9M | -2% | Mar 2024 |
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| Warren Averett Asset Management | 65k | $4.9M | 100% | Mar 2024 |
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| Game Plan Financial Advisors | 64k | $4.9M | -7% | Mar 2024 |
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| Newman Dignan & Sheerar | 64k | $4.7M | -8% | Jun 2024 |
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| HB Wealth Management | 64k | $4.8M | -1% | Mar 2024 |
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| Leeward Financial Partners | 64k | $4.8M | 19% | Mar 2024 |
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| Petra Financial Advisors | 63k | $4.7M | 3% | Jun 2024 |
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| Avenue 1 Advisors | 63k | $4.7M | 39% | Jun 2024 |
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| Panoramic Investment Advisors | 63k | $4.8M | 3% | Mar 2024 |
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| Safeguard Financial | 63k | $4.7M | -1% | Mar 2024 |
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| Sculati Wealth Management | 62k | $4.7M | 1% | Mar 2024 |
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| Goldman Sachs Group | 62k | $4.7M | -84% | Mar 2024 |
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| DDD Partners | 61k | $4.7M | 8% | Mar 2024 |
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| Renaissance Technologies | 61k | $4.6M | 168% | Mar 2024 |
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| Stonebridge Capital Advisors | 61k | $4.6M | 1% | Mar 2024 |
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| Edge Capital Group | 60k | $4.6M | 100% | Mar 2024 |
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| SeaCrest Wealth Management | 60k | $4.4M | 5% | Jun 2024 |
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| Schneider Downs Wealth Management Advisors | 59k | $4.5M | -39% | Mar 2024 |
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| Ohe Financial | 58k | $4.4M | 100% | Mar 2024 |
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| Affinity Capital Advisors | 57k | $4.3M | -1% | Mar 2024 |
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| RE Dickinson Investment Advisors | 56k | $4.3M | 100% | Mar 2024 |
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| Von Berge Wealth Management Group | 56k | $4.1M | 1% | Jun 2024 |
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| Oakmont Partners | 54k | $4.0M | 21% | Jun 2024 |
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| Colony | 53k | $4.1M | -4% | Mar 2024 |
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| Townsquare Capital | 53k | $4.0M | -30% | Mar 2024 |
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| Gunma Bank | 50k | $3.7M | -50% | Jun 2024 |
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| Waypoint Capital Advisors | 49k | $3.6M | -23% | Jun 2024 |
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| Arbor Trust Wealth Advisors | 48k | $3.6M | -47% | Mar 2024 |
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| Baird Financial | 26k | $2.0M | -64% | Mar 2024 |
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| Summit Financial | 17k | $1.3M | -73% | Mar 2024 |
|
| Apollon Wealth Management | 16k | $1.2M | -94% | Jun 2024 |
|
Who sold out of Schwab Strategic Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HighTower Advisors | Dec 2023 | 877k | $62M |
| Retireful | Dec 2023 | 90k | $6.3M |
| Meridian Wealth Management | Dec 2023 | 57k | $4.0M |