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 25M $1.7B -12% Sep 2021
Mather Group 6.0M $402M 9% Sep 2021
Honkamp Krueger Financial Services 5.6M $376M 2% Sep 2021
Advisor Group Holdings 4.5M $306M 1% Sep 2021
Wealth Enhancement Advisory Services 3.2M $227M 2% Sep 2021
Betterment 2.3M $158M -3% Sep 2021
Mariner Wealth Advisors 1.9M $130M 2% Sep 2021
Envestnet Asset Management 1.9M $125M -10% Sep 2021
Ameriprise Financial 1.7M $116M 2% Sep 2021
Sei Investments 1.5M $103M 7% Sep 2021
Krilogy Financial 1.2M $81M -3% Sep 2021

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Financial Advisory Service 1.2M $80M 2% Sep 2021
Resources Investment Advisors 1.2M $78M 6% Sep 2021
United Capital Financial Advisers 1.1M $75M -5% Sep 2021
LPL Financial 1.0M $69M 6% Sep 2021
Main Management ETF Advisors 822k $56M 5% Sep 2021
Savant Capital Management 813k $55M 41% Sep 2021
Gemmer Asset Management 711k $52M 9% Dec 2021
Financial Counselors 620k $42M -3% Sep 2021
UBS Group 599k $40M 8% Sep 2021
UnionBanCal Corporation 554k $37M 3% Sep 2021
Wells Fargo & Company 544k $37M 1% Sep 2021
Mokosak Advisory Group 529k $36M 3% Sep 2021
GenWealth Group 520k $35M 1% Sep 2021
Rainey & Randall Investment Management 516k $35M 72% Sep 2021
Thrivent Financial for Lutherans 457k $31M 4% Sep 2021
HighTower Advisors 434k $29M 0% Sep 2021
Northwestern Mutual Wealth Management Company 431k $29M 7% Sep 2021
ProVise Management Group 419k $31M 3% Dec 2021
CliftonLarsonAllen Wealth Advisors 416k $28M 0% Sep 2021
Ballast Advisors 384k $26M -5% Sep 2021
Visionary Wealth Advisors 378k $26M 5% Sep 2021
Nadler Financial 337k $25M 0% Dec 2021
Spectrum Asset Management 316k $21M -3% Sep 2021
Main Management 305k $21M 1% Sep 2021
Advisory Services & Investments 290k $20M 2% Sep 2021
Marshall Financial Group 289k $20M 3% Sep 2021
Appleton Group Wealth Management 288k $19M -1% Sep 2021
Ackerman Capital Advisors 267k $18M 0% Sep 2021
Tradition Wealth Management 265k $18M 2% Sep 2021
Summit Asset Management 263k $18M 1% Sep 2021
Financial Management Professionals 259k $18M 55394% Sep 2021
CX Institutional 244k $18M 3% Dec 2021
Moneta Group Investment Advisors 241k $16M 18% Sep 2021
Garde Capital 240k $16M -1% Sep 2021
Summit Wealth & Retirement Planning 239k $16M 9% Sep 2021
Financial Network Investment Corporation 227k $15M 3% Sep 2021
Personal Resources Investment & Strategic Management 226k $15M -2% Sep 2021
Sage Financial 220k $15M 0% Sep 2021
GHP Investment Advisors 217k $15M -1% Sep 2021
Horizon Investments 206k $14M -25% Sep 2021
Northern Capital Management 203k $15M 0% Dec 2021
IVC Wealth Advisors 201k $15M 6% Dec 2021
Creative Planning 200k $14M 25% Sep 2021
Mutual Advisors 195k $13M 2% Sep 2021
Raymond James Financial Services Advisors 195k $13M 10% Sep 2021
XML Financial 194k $13M 13% Sep 2021
Goepper Burkhardt 191k $14M 6% Dec 2021
Vista Private Wealth Partners 184k $14M 8% Dec 2021
Almanack Investment Partners 181k $12M -14% Sep 2021
Integrated Advisors Network 180k $12M 4% Sep 2021
Mercer Global Advisors 170k $11M -65% Sep 2021
Financial Advisors Network 167k $12M 19% Sep 2021
Commonwealth Equity Services 167k $11M -12% Sep 2021
Kestra Advisory Services 159k $12M -72% Dec 2021
Traverso Chambers Private Wealth Management 159k $12M 0% Dec 2021
Beacon Pointe Advisors 158k $11M 1% Sep 2021
Sargent Bickham Lagudis 148k $11M 7% Dec 2021
Clark Capital Management Group 147k $9.9M -25% Sep 2021
Cetera Investment Advisers 144k $9.7M -2% Sep 2021
Wipfli Financial Advisors Llc, 142k $9.6M -1% Sep 2021
Prime Capital Investment Advisors 138k $9.3M -2% Sep 2021
GRT Capital Partners 138k $9.3M -7% Sep 2021
HBK Sorce Advisory 138k $9.3M -1% Sep 2021
PrairieView Partners 137k $10M -2% Dec 2021
Harbor Group 132k $8.9M -3% Sep 2021
Spinnaker Trust 130k $8.8M 0% Sep 2021
Gladstone Institutional Advisory 129k $8.7M -1% Sep 2021
Opes Wealth Management 129k $8.7M 2% Sep 2021
Cambridge Investment Research Advisors 128k $8.6M -10% Sep 2021
Moisand Fitzgerald Tamayo 127k $8.6M -2% Sep 2021
Sowell Financial Services 125k $8.5M -11% Sep 2021
Newman Dignan & Sheerar 124k $9.1M -3% Dec 2021
Harborview Advisors 123k $8.3M -3% Sep 2021
Colton Groome Financial Advisors 122k $8.9M -19% Dec 2021
Total Wealth Planning 116k $7.8M 7% Sep 2021
Paces Ferry Wealth Advisors 115k $8.4M 11% Dec 2021
Cresset Asset Management 114k $7.7M -5% Sep 2021
Pathstone Family Office 112k $7.5M 1% Sep 2021
Curtis Advisory Group 111k $7.5M 2% Sep 2021
Capital Planning 110k $7.5M 2% Sep 2021
One Capital Management 107k $7.2M -1% Sep 2021
Global Strategic Investment Solutions 107k $7.2M 0% Sep 2021
Gill Capital Partners 104k $7.0M 1% Sep 2021
MAI Wealth Advisors 102k $6.9M -3% Sep 2021
Leavell Investment Management 102k $7.5M 4% Dec 2021
David J.Sculati 102k $6.8M 0% Sep 2021
Kuntz Lesher Capital 94k $6.3M -1% Sep 2021
LCNB 94k $6.3M 11% Sep 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 93k $6.3M 0% Sep 2021
Captrust Financial Advisors 86k $5.8M -3% Sep 2021
Financial Advisors 84k $5.7M 26% Sep 2021
Southern Wealth Management 84k $5.7M 2% Sep 2021
Affinity Capital Advisors 84k $5.6M -6% Sep 2021
Citadel Advisors 84k $5.6M 535% Sep 2021
Stratos Wealth Advisors 83k $6.0M 1% Dec 2021
Brand Asset Management Group 82k $5.5M 1% Sep 2021
Glassman Wealth Services 82k $5.5M -7% Sep 2021
Mml Investors Services 76k $5.1M 8% Sep 2021
B&D White Capital Company 75k $5.1M 0% Sep 2021
SeaCrest Wealth Management 75k $5.1M -1% Sep 2021
Colony Group 74k $5.0M 0% Sep 2021
Private Advisor 73k $4.9M 87% Sep 2021
Ifrah Financial Services 72k $4.8M 0% Sep 2021
Flow Traders US 71k $4.8M 100% Sep 2021
Arbor Trust Wealth Advisors 70k $5.1M 5% Dec 2021
Homrich Berg 69k $4.7M 0% Sep 2021
Summit Financial 66k $4.4M 17% Sep 2021
Courage Miller Partners 66k $4.8M 6% Dec 2021
Reilly Financial Advisors 65k $4.4M 4% Sep 2021
Game Plan Financial Advisors 64k $4.3M 1% Sep 2021
Financial Advocates Investment Management 61k $4.1M 16% Sep 2021
Ohe Financial 60k $4.0M 2% Sep 2021
Sequoia Financial Advisors 60k $4.0M -55% Sep 2021
Continuum Advisory 58k $3.9M 100% Sep 2021
Foster Victor Wealth Advisors 56k $4.2M 0% Dec 2021
Stonebridge Capital Advisors 56k $3.8M 15% Sep 2021
Edge Capital Group 56k $4.1M 6% Dec 2021
Dynamic Advisors Solutions 56k $3.7M -4% Sep 2021
Strategic Financial 55k $3.7M 7% Sep 2021
GSB Wealth Management 55k $3.7M -2% Sep 2021
Berkshire Asset Management 55k $3.7M 8% Sep 2021
Susquehanna International 53k $3.6M -26% Sep 2021
Sunbelt Securities 53k $3.6M 0% Sep 2021
Blue Bell Private Wealth Management 52k $3.5M 2% Sep 2021
Financial Advisory Corp 50k $3.4M -3% Sep 2021
Conning 49k $3.3M 8% Sep 2021
EP Wealth Advisors 49k $3.3M 1% Sep 2021
BerganKDV Wealth Management 49k $3.3M 3% Sep 2021
Cary Street Partner Investment Advisory 49k $3.3M 1% Sep 2021
Sculati Wealth Management 48k $3.2M 1% Sep 2021
Managed Account Services 48k $3.2M -6% Sep 2021
Park Avenue Securities 47k $3.2M 1% Sep 2021
Perigon Wealth Management 47k $3.2M 7% Sep 2021
North Star Asset Management 47k $3.2M 0% Sep 2021
Murphy, Middleton, Hinkle & Parker 47k $3.4M 3% Dec 2021
Iwamoto Kong & Co 46k $3.1M 6% Sep 2021
Red Cedar Investment Management 46k $3.1M 100% Sep 2021
Newport Wealth Strategies 46k $3.1M 1% Sep 2021
Sovereign Financial Group 45k $3.1M -6% Sep 2021
Asset Dedication 43k $3.2M -22% Dec 2021

Who sold out of Schwab Strategic Tr cmn?

Fund or Company Name Date Sold Shares Held Valued At
Stuart Chaussee & Associates Jun 2021 293k $20M
Ferris Capital Jun 2021 108k $7.4M
AE Wealth Management Sep 2021 102k $6.9M
Bank Hapoalim Bm Jun 2021 48k $15M