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 | 20M | $1.3B | 0% | Jun 2023 |
|
Mather Group | 9.2M | $618M | 7% | Jun 2023 |
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Sei Investments | 8.4M | $562M | 5% | Jun 2023 |
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Advisor Group Holdings | 5.7M | $385M | -2% | Jun 2023 |
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Honkamp Krueger Financial Services | 4.2M | $285M | -1% | Jun 2023 |
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Wealth Enhancement Advisory Services | 4.0M | $268M | 4% | Jun 2023 |
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Envestnet Asset Management | 3.5M | $237M | 14% | Jun 2023 |
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Mariner Wealth Advisors | 2.3M | $157M | 0% | Jun 2023 |
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Betterment | 1.9M | $129M | -2% | Jun 2023 |
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Savant Capital Management | 1.4M | $96M | -3% | Jun 2023 |
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Northwestern Mutual Wealth Management Company | 1.4M | $93M | -8% | Jun 2023 |
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Bishop & Co Investment Management | 1.3M | $19M | 6350% | Jun 2023 |
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Gemmer Asset Management | 1.2M | $83M | 5% | Jun 2023 |
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Krilogy Financial | 1.1M | $75M | 0% | Jun 2023 |
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LPL Financial | 1.1M | $73M | 1% | Jun 2023 |
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Financial Advisors | 879k | $59M | 1% | Jun 2023 |
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HighTower Advisors | 846k | $57M | -1% | Jun 2023 |
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Rainey & Randall Investment Management | 820k | $55M | 3% | Jun 2023 |
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Mokosak Advisory Group | 776k | $52M | 4% | Jun 2023 |
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United Capital Financial Advisers | 719k | $48M | -3% | Jun 2023 |
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Resources Investment Advisors | 708k | $48M | -11% | Jun 2023 |
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Morgan Stanley | 660k | $44M | -14% | Jun 2023 |
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Moneta Group Investment Advisors | 652k | $44M | 12% | Jun 2023 |
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UBS Group | 645k | $43M | 1% | Jun 2023 |
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Financial Counselors | 621k | $42M | -1% | Jun 2023 |
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Thrivent Financial for Lutherans | 508k | $34M | -3% | Jun 2023 |
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Financial Advisory Service | 492k | $33M | -7% | Jun 2023 |
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Bank of America Corporation | 484k | $33M | 17% | Jun 2023 |
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Ameriprise Financial | 456k | $31M | -23% | Jun 2023 |
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GenWealth Group | 431k | $29M | 1% | Jun 2023 |
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Summit Wealth & Retirement Planning | 429k | $29M | -2% | Jun 2023 |
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Ballast Advisors | 384k | $26M | -6% | Jun 2023 |
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Beacon Pointe Advisors | 362k | $24M | 7% | Jun 2023 |
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Us Bancorp | 338k | $23M | -23% | Jun 2023 |
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Jpmorgan Chase & Co | 335k | $23M | 24% | Jun 2023 |
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CliftonLarsonAllen Wealth Advisors | 332k | $22M | 0% | Jun 2023 |
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Mml Investors Services | 331k | $22M | 30% | Jun 2023 |
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Northwest Quadrant Wealth Management | 329k | $22M | 2% | Jun 2023 |
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Wells Fargo & Company | 317k | $21M | -24% | Jun 2023 |
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Northern Capital Management | 317k | $21M | 3% | Jun 2023 |
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XML Financial | 313k | $21M | 22% | Jun 2023 |
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Marshall Financial Group | 307k | $21M | 2% | Jun 2023 |
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CX Institutional | 293k | $20M | -37% | Jun 2023 |
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Commonwealth Equity Services | 291k | $20M | 108% | Jun 2023 |
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Lido Advisors | 286k | $19M | -19% | Jun 2023 |
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GHP Investment Advisors | 285k | $20M | 4% | Jun 2023 |
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Creative Planning | 283k | $19M | -5% | Jun 2023 |
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Sage Financial | 275k | $18M | -2% | Jun 2023 |
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HPM Partners | 266k | $18M | 3% | Jun 2023 |
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Financial Network Investment Corporation | 262k | $18M | 0% | Jun 2023 |
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Carlsbad Wealth Advisory Group | 260k | $18M | 100% | Jun 2023 |
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Personal Resources Investment & Strategic Management | 259k | $17M | 5% | Jun 2023 |
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ProVise Management Group | 254k | $17M | -2% | Jun 2023 |
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Prime Capital Investment Advisors | 252k | $17M | 16% | Jun 2023 |
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Summit Asset Management | 250k | $17M | 0% | Jun 2023 |
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Visionary Wealth Advisors | 244k | $16M | -13% | Jun 2023 |
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Garde Capital | 239k | $16M | -1% | Jun 2023 |
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Noble Family Wealth | 238k | $16M | 0% | Jun 2023 |
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Spectrum Asset Management | 236k | $16M | 1% | Jun 2023 |
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Black Diamond Financial | 229k | $15M | 7% | Jun 2023 |
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Vista Private Wealth Partners | 215k | $14M | 1% | Jun 2023 |
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Cetera Investment Advisers | 197k | $13M | 4% | Jun 2023 |
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IVC Wealth Advisors | 189k | $13M | 1% | Jun 2023 |
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Goepper Burkhardt | 183k | $12M | 0% | Jun 2023 |
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Cornerstone Wealth Advisors | 180k | $12M | 2% | Jun 2023 |
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Ethos Financial Group | 178k | $12M | 0% | Jun 2023 |
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Cambridge Investment Research Advisors | 177k | $12M | 10% | Jun 2023 |
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Integrated Advisors Network | 177k | $12M | -2% | Jun 2023 |
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Global Strategic Investment Solutions | 177k | $12M | 0% | Jun 2023 |
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Traverso Chambers Private Wealth Management | 176k | $12M | 5% | Jun 2023 |
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Mutual Advisors | 174k | $12M | -3% | Jun 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 158k | $11M | 0% | Jun 2023 |
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Perigon Wealth Management | 153k | $10M | 8% | Jun 2023 |
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Retirement Guys Formula | 153k | $10M | 4452% | Jun 2023 |
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EWG Elevate | 150k | $10M | 2% | Jun 2023 |
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Ackerman Capital Advisors | 150k | $10M | -8% | Jun 2023 |
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Stratos Wealth Advisors | 142k | $9.5M | 14% | Jun 2023 |
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Kestra Advisory Services | 141k | $9.4M | 1% | Jun 2023 |
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Total Wealth Planning | 134k | $9.0M | -2% | Jun 2023 |
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LCNB | 129k | $8.6M | 10% | Jun 2023 |
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Curtis Advisory Group | 127k | $8.5M | 5% | Jun 2023 |
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Captrust Financial Advisors | 124k | $8.3M | -13% | Jun 2023 |
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HBK Sorce Advisory | 117k | $7.9M | -2% | Jun 2023 |
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Harbor Group | 117k | $7.9M | -1% | Jun 2023 |
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Bogart Wealth | 114k | $7.7M | 9% | Jun 2023 |
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Gill Capital Partners | 114k | $7.6M | 1% | Jun 2023 |
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Waypoint Capital Advisors | 113k | $7.6M | -2% | Jun 2023 |
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Capital Planning | 110k | $7.4M | -2% | Jun 2023 |
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Gladstone Institutional Advisory | 110k | $7.4M | -3% | Jun 2023 |
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PrairieView Partners | 110k | $7.3M | -6% | Jun 2023 |
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James J. Burns & Company | 108k | $7.3M | -1% | Jun 2023 |
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Bank Hapoalim Bm | 106k | $7.1M | -50% | Jun 2023 |
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Cresset Asset Management | 106k | $7.1M | -19% | Jun 2023 |
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Emerald Investment Partners | 104k | $7.0M | 2% | Jun 2023 |
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David J.Sculati | 103k | $6.9M | 1% | Jun 2023 |
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Opes Wealth Management | 102k | $6.8M | 2% | Jun 2023 |
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Brand Asset Management Group | 100k | $6.7M | -4% | Jun 2023 |
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Arbor Trust Wealth Advisors | 98k | $6.6M | 2% | Jun 2023 |
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Santori & Peters | 96k | $6.4M | -2% | Jun 2023 |
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Sequoia Financial Advisors | 95k | $6.4M | -6% | Jun 2023 |
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Integrated Wealth Concepts | 95k | $6.4M | 8% | Jun 2023 |
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Forbes Financial Planning | 94k | $6.3M | -2% | Jun 2023 |
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MAI Wealth Advisors | 93k | $6.3M | -1% | Jun 2023 |
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Piershale Financial | 93k | $6.3M | 93139% | Jun 2023 |
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Wagner Bowman Management | 93k | $6.2M | 3% | Jun 2023 |
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Capital Advisors Wealth Management | 91k | $6.1M | -2% | Jun 2023 |
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Kuntz Lesher Capital | 91k | $6.1M | -2% | Jun 2023 |
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Royal Bank of Canada | 89k | $5.9M | 0% | Jun 2023 |
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Park Avenue Securities | 87k | $5.8M | 3% | Jun 2023 |
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Paces Ferry Wealth Advisors | 87k | $5.8M | -3% | Jun 2023 |
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Ally Invest Advisors | 86k | $5.8M | 43% | Jun 2023 |
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GRT Capital Partners | 85k | $5.7M | -1% | Jun 2023 |
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Mercer Global Advisors | 85k | $5.7M | -8% | Jun 2023 |
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Sunbelt Securities | 84k | $5.6M | 5% | Jun 2023 |
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Courage Miller Partners | 82k | $5.5M | 0% | Jun 2023 |
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Conning | 82k | $5.5M | -23% | Jun 2023 |
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Newman Dignan & Sheerar | 80k | $5.4M | -27% | Jun 2023 |
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Leavell Investment Management | 80k | $5.4M | -17% | Jun 2023 |
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One Capital Management | 80k | $5.4M | -11% | Jun 2023 |
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Lowery Thomas | 77k | $5.2M | 3% | Jun 2023 |
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Smith Anglin Financial | 74k | $5.0M | -4% | Jun 2023 |
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Glassman Wealth Services | 73k | $4.9M | -2% | Jun 2023 |
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Berkshire Asset Management | 72k | $4.8M | 6% | Jun 2023 |
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Riversedge Advisors | 71k | $4.8M | 1% | Jun 2023 |
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Affinity Capital Advisors | 70k | $4.7M | -6% | Jun 2023 |
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Meridian Wealth Management | 70k | $4.7M | 2% | Jun 2023 |
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Werba Rubin Papier Wealth Management | 69k | $4.7M | 1% | Jun 2023 |
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Proequities | 69k | $4.6B | 14% | Jun 2023 |
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Ifrah Financial Services | 69k | $4.6M | 1% | Jun 2023 |
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Raymond James Financial Services Advisors | 68k | $4.6M | 3% | Jun 2023 |
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Multi-Financial Securities | 68k | $4.6M | -2% | Jun 2023 |
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HB Wealth Management | 68k | $4.5M | -4% | Jun 2023 |
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SeaCrest Wealth Management | 66k | $4.4M | -3% | Jun 2023 |
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RE Dickinson Investment Advisors | 66k | $4.4M | 2% | Jun 2023 |
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Orion Portfolio Solutions | 64k | $4.3M | 392% | Jun 2023 |
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Family Asset Management | 64k | $4.3M | -5% | Jun 2023 |
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Summit Financial | 63k | $4.2M | 2% | Jun 2023 |
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MidWestOne Financial Group | 63k | $4.2M | 4% | Jun 2023 |
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Safeguard Financial | 63k | $4.2M | 1% | Jun 2023 |
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Stonebridge Capital Advisors | 61k | $4.1M | 1% | Jun 2023 |
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Strategic Financial | 61k | $4.1M | 2% | Jun 2023 |
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Continuum Advisory | 61k | $4.1M | 1% | Jun 2023 |
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H D Vest Advisory Services | 60k | $4.0M | 5% | Jun 2023 |
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Transparent Wealth Partners | 60k | $3.9M | -3% | Mar 2023 |
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Sculati Wealth Management | 59k | $4.0M | 5% | Jun 2023 |
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Edge Capital Group | 59k | $4.0M | -1% | Jun 2023 |
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Colony Group | 59k | $3.9M | -3% | Jun 2023 |
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Per Stirling Capital Management | 58k | $3.9M | 3% | Jun 2023 |
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Grey Fox Wealth Advisors | 57k | $3.8M | 6% | Jun 2023 |
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CWM | 57k | $3.8M | 410% | Jun 2023 |
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Thrive Wealth Management | 56k | $3.7M | -17% | Jun 2023 |
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Compass Advisory Group | 52k | $3.5M | -9% | Jun 2023 |
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Leeward Financial Partners | 45k | $3.0M | -44% | Jun 2023 |
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Pathstone Family Office | 42k | $2.8M | -60% | Jun 2023 |
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Nadler Financial | 38k | $2.5M | -82% | Jun 2023 |
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BCGM Wealth Management | 20k | $1.3M | -75% | Jun 2023 |
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GSB Wealth Management | 12k | $814k | -85% | Jun 2023 |
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Flow Traders US | 11k | $717k | -82% | Jun 2023 |
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Jane Street | 3.4k | $226k | -95% | Jun 2023 |
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Financial Management Professionals | 1.8k | $119k | -100% | Jun 2023 |
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BlackRock | 216.00 | $15k | -100% | Jun 2023 |
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Who sold out of Schwab Strategic Tr cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Main Management ETF Advisors | Mar 2023 | 950k | $62M |
Main Management | Mar 2023 | 325k | $21M |
Scarborough Advisors | Mar 2023 | 300k | $20M |
Polianta | Mar 2023 | 132k | $8.6M |
Citadel Advisors | Mar 2023 | 91k | $6.0M |
Stableford Capital Ii | Mar 2023 | 69k | $4.5M |