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 |
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Financial Engines Advisors L.L.C | 20M | $1.3B | -1% | Mar 2023 |
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Mather Group | 8.6M | $564M | 8% | Mar 2023 |
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Sei Investments | 8.0M | $522M | 4% | Mar 2023 |
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Advisor Group Holdings | 5.9M | $386M | 2% | Mar 2023 |
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Honkamp Krueger Financial Services | 4.3M | $281M | -20% | Mar 2023 |
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Wealth Enhancement Advisory Services | 3.8M | $252M | -3% | Mar 2023 |
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Envestnet Asset Management | 3.1M | $204M | 7% | Mar 2023 |
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Mariner Wealth Advisors | 2.4M | $160M | 7% | Dec 2022 |
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Betterment | 2.0M | $133M | -6% | Dec 2022 |
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Northwestern Mutual Wealth Management Company | 1.5M | $100M | 40% | Dec 2022 |
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Savant Capital Management | 1.5M | $98M | -3% | Mar 2023 |
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Gemmer Asset Management | 1.2M | $77M | 4% | Mar 2023 |
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Krilogy Financial | 1.1M | $74M | 5% | Mar 2023 |
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LPL Financial | 1.1M | $71M | -27% | Mar 2023 |
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Main Management ETF Advisors | 950k | $62M | 3% | Mar 2023 |
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Financial Advisors | 867k | $57M | 1% | Mar 2023 |
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HighTower Advisors | 856k | $56M | 20% | Mar 2023 |
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Resources Investment Advisors | 797k | $52M | -9% | Mar 2023 |
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Rainey & Randall Investment Management | 797k | $52M | 6% | Mar 2023 |
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United Capital Financial Advisers | 792k | $52M | -8% | Dec 2022 |
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Morgan Stanley | 770k | $51M | 100% | Dec 2022 |
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Mokosak Advisory Group | 744k | $49M | -2% | Mar 2023 |
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UBS Group | 637k | $42M | -9% | Mar 2023 |
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Financial Counselors | 624k | $41M | -5% | Mar 2023 |
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Ameriprise Financial | 593k | $39M | 2% | Mar 2023 |
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Moneta Group Investment Advisors | 580k | $38M | 7227% | Mar 2023 |
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Financial Advisory Service | 529k | $35M | -33% | Mar 2023 |
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Financial Management Professionals | 476k | $31M | 1% | Mar 2023 |
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CX Institutional | 464k | $31M | 22% | Mar 2023 |
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Us Bancorp | 439k | $29M | -8% | Mar 2023 |
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Summit Wealth & Retirement Planning | 437k | $29M | 8% | Mar 2023 |
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GenWealth Group | 427k | $28M | -1% | Mar 2023 |
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Creative Planning | 422k | $28M | 71% | Dec 2022 |
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Wells Fargo & Company | 415k | $27M | -2% | Dec 2022 |
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Bank of America Corporation | 414k | $27M | 0% | Mar 2023 |
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Ballast Advisors | 411k | $27M | -1% | Mar 2023 |
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Lido Advisors | 351k | $23M | 5862% | Mar 2023 |
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Beacon Pointe Advisors | 339k | $22M | -1% | Mar 2023 |
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CliftonLarsonAllen Wealth Advisors | 333k | $22M | -6% | Mar 2023 |
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Main Management | 325k | $21M | 1% | Mar 2023 |
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Northwest Quadrant Wealth Management | 324k | $21M | 5% | Mar 2023 |
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Northern Capital Management | 306k | $20M | 3% | Mar 2023 |
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Marshall Financial Group | 301k | $20M | -2% | Mar 2023 |
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Scarborough Advisors | 298k | $20M | -7% | Dec 2022 |
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Sage Financial | 280k | $18M | 2% | Mar 2023 |
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Visionary Wealth Advisors | 277k | $18M | -3% | Dec 2022 |
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Sargent Bickham Lagudis | 275k | $18M | 0% | Dec 2022 |
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GHP Investment Advisors | 274k | $18M | 7% | Mar 2023 |
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Jpmorgan Chase & Co | 271k | $17M | -16% | Mar 2023 |
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Financial Network Investment Corporation | 263k | $17M | 7% | Dec 2022 |
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XML Financial | 263k | $17M | -4% | Dec 2022 |
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ProVise Management Group | 260k | $17M | -6% | Mar 2023 |
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HPM Partners | 258k | $17M | 2% | Mar 2023 |
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Mml Investors Services | 254k | $17M | -17% | Mar 2023 |
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Summit Asset Management | 249k | $16M | -1% | Mar 2023 |
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HBK Sorce Advisory | 243k | $16M | 93% | Dec 2022 |
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Personal Resources Investment & Strategic Management | 242k | $16M | 2% | Dec 2022 |
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Garde Capital | 241k | $16M | 0% | Mar 2023 |
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Noble Family Wealth | 239k | $16M | 100% | Mar 2023 |
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Spectrum Asset Management | 233k | $15M | -3% | Mar 2023 |
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Prime Capital Investment Advisors | 217k | $14M | -4% | Mar 2023 |
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Black Diamond Financial | 213k | $14M | 14% | Mar 2023 |
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Vista Private Wealth Partners | 213k | $14M | 5% | Mar 2023 |
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Bank Hapoalim Bm | 212k | $14M | 0% | Mar 2023 |
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Nadler Financial | 209k | $14M | -43% | Mar 2023 |
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Financial Advisors Network | 195k | $13M | 0% | Dec 2022 |
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Cetera Investment Advisers | 190k | $13M | -3% | Mar 2023 |
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Pensionmark Financial Group | 188k | $12M | 1616% | Dec 2022 |
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IVC Wealth Advisors | 186k | $12M | 0% | Mar 2023 |
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Integrated Advisors Network | 180k | $12M | 0% | Mar 2023 |
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Mutual Advisors | 180k | $12M | -2% | Mar 2023 |
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Ethos Financial Group | 178k | $12M | 3% | Mar 2023 |
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Goepper Burkhardt | 178k | $12M | -7% | Dec 2022 |
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Global Strategic Investment Solutions | 177k | $12M | -5% | Mar 2023 |
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Cornerstone Wealth Advisors | 176k | $12M | 7% | Mar 2023 |
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Traverso Chambers Private Wealth Management | 169k | $11M | 4% | Mar 2023 |
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Ackerman Capital Advisors | 163k | $11M | -21% | Mar 2023 |
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Cambridge Investment Research Advisors | 162k | $11M | 4% | Mar 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 158k | $10M | 3% | Mar 2023 |
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EWG Elevate | 147k | $9.6M | 227% | Mar 2023 |
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Perigon Wealth Management | 142k | $9.3M | 10% | Mar 2023 |
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Captrust Financial Advisors | 142k | $9.3M | -16% | Mar 2023 |
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Kestra Advisory Services | 140k | $9.2M | -38% | Mar 2023 |
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Commonwealth Equity Services | 140k | $9.1M | -1% | Mar 2023 |
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Total Wealth Planning | 137k | $9.0M | -3% | Mar 2023 |
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Cresset Asset Management | 133k | $8.8M | -3% | Dec 2022 |
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Polianta | 132k | $8.6M | 89% | Mar 2023 |
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Stratos Wealth Advisors | 124k | $8.1M | -42% | Mar 2023 |
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Curtis Advisory Group | 120k | $7.9M | 3% | Mar 2023 |
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Harbor Group | 118k | $7.8M | 0% | Mar 2023 |
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L2 Asset Management | 117k | $7.8M | 100% | Dec 2022 |
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LCNB | 117k | $7.7M | -2% | Mar 2023 |
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PrairieView Partners | 117k | $7.7M | -3% | Mar 2023 |
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Waypoint Capital Advisors | 116k | $7.6M | 0% | Mar 2023 |
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Gladstone Institutional Advisory | 114k | $7.4M | -1% | Mar 2023 |
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Gill Capital Partners | 112k | $7.4M | 5% | Mar 2023 |
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Capital Planning | 112k | $7.3M | -5% | Mar 2023 |
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Newman Dignan & Sheerar | 110k | $7.2M | -3% | Mar 2023 |
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James J. Burns & Company | 109k | $7.2M | 38% | Mar 2023 |
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Conning | 107k | $7.0M | 0% | Mar 2023 |
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Pathstone Family Office | 105k | $6.9M | -3% | Mar 2023 |
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Brand Asset Management Group | 104k | $6.8M | 0% | Mar 2023 |
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David J.Sculati | 102k | $6.7M | -1% | Mar 2023 |
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Emerald Investment Partners | 102k | $6.7M | 2% | Mar 2023 |
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Sequoia Financial Advisors | 101k | $6.6M | -8% | Mar 2023 |
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Opes Wealth Management | 100k | $6.6M | 0% | Mar 2023 |
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Santori & Peters | 98k | $6.4M | -1% | Mar 2023 |
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Leavell Investment Management | 96k | $6.3M | -8% | Mar 2023 |
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Forbes Financial Planning | 96k | $6.3M | 16% | Mar 2023 |
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Arbor Trust Wealth Advisors | 96k | $6.3M | -1% | Mar 2023 |
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MAI Wealth Advisors | 94k | $6.2M | -1% | Mar 2023 |
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Kuntz Lesher Capital | 93k | $6.1M | 1% | Mar 2023 |
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Capital Advisors Wealth Management | 93k | $6.1M | -10% | Mar 2023 |
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Mercer Global Advisors | 92k | $6.0M | -6% | Mar 2023 |
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Citadel Advisors | 91k | $6.0M | 100% | Mar 2023 |
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Wagner Bowman Management | 90k | $5.9M | -24% | Mar 2023 |
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One Capital Management | 90k | $5.9M | -2% | Mar 2023 |
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Paces Ferry Wealth Advisors | 89k | $5.9M | -33% | Mar 2023 |
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Royal Bank of Canada | 88k | $5.8M | -9% | Dec 2022 |
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Integrated Wealth Concepts | 88k | $5.8M | 15% | Mar 2023 |
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GRT Capital Partners | 86k | $5.6M | -2% | Mar 2023 |
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Park Avenue Securities | 84k | $5.5M | -10% | Mar 2023 |
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GSB Wealth Management | 82k | $5.4M | 10% | Mar 2023 |
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Courage Miller Partners | 82k | $5.4M | 10% | Mar 2023 |
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BCGM Wealth Management | 81k | $5.3M | -13% | Mar 2023 |
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Sunbelt Securities | 80k | $5.2M | 0% | Mar 2023 |
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Leeward Financial Partners | 80k | $5.2M | 4% | Mar 2023 |
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Smith Anglin Financial | 77k | $5.1M | -21% | Mar 2023 |
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BlackRock | 76k | $5.0M | -25% | Mar 2023 |
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Lowery Thomas | 75k | $4.9M | -12% | Mar 2023 |
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Glassman Wealth Services | 75k | $4.9M | 0% | Mar 2023 |
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Affinity Capital Advisors | 74k | $4.9M | -6% | Mar 2023 |
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Multi-Financial Securities | 72k | $4.7M | 125% | Dec 2022 |
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Riversedge Advisors | 70k | $4.6M | 0% | Mar 2023 |
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Berkshire Asset Management | 70k | $4.6M | 0% | Dec 2022 |
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HB Wealth Management | 70k | $4.6M | -1% | Mar 2023 |
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Baird Financial | 69k | $4.6M | 56% | Dec 2022 |
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Stableford Capital Ii | 69k | $4.5M | 100% | Mar 2023 |
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Werba Rubin Papier Wealth Management | 69k | $4.5M | -13% | Mar 2023 |
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Ifrah Financial Services | 68k | $4.5M | -1% | Mar 2023 |
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SeaCrest Wealth Management | 68k | $4.5M | -3% | Mar 2023 |
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Family Asset Management | 68k | $4.4M | 100% | Mar 2023 |
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Thrive Wealth Management | 68k | $4.4M | 0% | Mar 2023 |
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Meridian Wealth Management | 67k | $4.4M | -4% | Dec 2022 |
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Raymond James Financial Services Advisors | 67k | $4.4M | -13% | Mar 2023 |
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RE Dickinson Investment Advisors | 64k | $4.2M | -52% | Mar 2023 |
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Game Plan Financial Advisors | 64k | $4.2M | 0% | Dec 2022 |
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Proequities | 64k | $4.2B | 13% | Dec 2022 |
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Summit Financial | 62k | $4.1M | 1% | Mar 2023 |
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Safeguard Financial | 62k | $4.1M | -10% | Mar 2023 |
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Jane Street | 62k | $4.0M | -30% | Mar 2023 |
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Continuum Advisory | 61k | $4.0M | -5% | Mar 2023 |
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Colony Group | 60k | $4.0M | -5% | Mar 2023 |
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IFP Advisors | 37k | $2.0M | -78% | Mar 2023 |
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Susquehanna International | 35k | $2.3M | -64% | Mar 2023 |
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Econ Financial Services Corp | 8.1k | $530k | -91% | Mar 2023 |
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Colton Groome Financial Advisors | 6.7k | $441k | -91% | Mar 2023 |
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Who sold out of Schwab Strategic Tr cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Thrivent Financial for Lutherans | Dec 2022 | 684k | $45M |
Spinnaker Trust | Dec 2022 | 149k | $9.8M |
True North Advisors | Sep 2022 | 114k | $6.7M |
First Trust Advisors | Sep 2022 | 76k | $4.4M |
Bogart Wealth | Dec 2022 | 66k | $4.3M |