Who owns Schwab Strategic Tr us lrg cap etf?
- Ticker: SCHX
- CUSIP Number: 808524201
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Analyze quarterly positions in Schwab Strategic Tr us lrg cap etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Strategic Tr us lrg cap etf stock
Who bought or sold Schwab Strategic Tr us lrg cap etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Us Bancorp | 206M | $5.4B | 0% | Sep 2025 |
|
| Creative Planning | 81M | $2.1B | -1% | Sep 2025 |
|
| Moneta Group Investment Advisors | 35M | $916M | 5% | Sep 2025 |
|
| HBK Sorce Advisory | 34M | $897M | 2% | Sep 2025 |
|
| Sei Investments | 31M | $827M | -13% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 29M | $775M | 6% | Sep 2025 |
|
| Sage Financial | 25M | $659M | 1% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 19M | $514M | -1% | Sep 2025 |
|
| HPM Partners | 19M | $497M | 1% | Sep 2025 |
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| Captrust Financial Advisors | 19M | $487M | 1% | Sep 2025 |
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| Betterment | 18M | $476M | -4% | Sep 2025 |
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| Diversified Enterprises | 17M | $434M | 1% | Sep 2025 |
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| HighTower Advisors | 14M | $374M | -1% | Sep 2025 |
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| Henderson Group | 11M | $301M | 4% | Sep 2025 |
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| Mercer Global Advisors | 10M | $273M | -10% | Sep 2025 |
|
| Prime Capital Investment Advisors | 10M | $268M | -8% | Sep 2025 |
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| McAdam | 9.6M | $254M | 4% | Sep 2025 |
|
| Mariner Wealth Advisors | 9.6M | $252M | 0% | Sep 2025 |
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| Koss-Olinger Consulting | 9.4M | $230M | -1% | Sep 2025 |
|
| JMG Financial Group | 8.8M | $231M | -3% | Sep 2025 |
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| LPL Financial | 8.2M | $217M | 17% | Sep 2025 |
|
| Assetmark | 7.6M | $201M | 8% | Sep 2025 |
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| Vantagepoint Investment Advisers | 7.6M | $200M | 100% | Sep 2025 |
|
| Fund Evaluation Group | 7.2M | $189M | -2% | Sep 2025 |
|
| Kohmann Bosshard Financial Services | 6.5M | $171M | 2% | Sep 2025 |
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| Iwamoto Kong & Co | 6.4M | $169M | 3% | Sep 2025 |
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| BlueSky Wealth Advisors | 6.2M | $162M | 0% | Sep 2025 |
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| Beacon Pointe Advisors | 6.0M | $158M | -1% | Sep 2025 |
|
| Sontag Advisory | 5.7M | $151M | -2% | Sep 2025 |
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| Morgan Stanley | 5.6M | $137M | 100% | Jun 2025 |
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| CI Private Wealth | 5.5M | $145M | -9% | Sep 2025 |
|
| Northwest Quadrant Wealth Management | 5.2M | $138M | 10% | Sep 2025 |
|
| Financial Consulate | 5.1M | $135M | 9% | Sep 2025 |
|
| Johnson Investment Counsel | 5.0M | $132M | 3% | Sep 2025 |
|
| Greenwood Gearhart | 5.0M | $131M | 2% | Sep 2025 |
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| Orgel Wealth Management | 4.7M | $124M | -1% | Sep 2025 |
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| Evermay Wealth Management | 4.5M | $118M | -1% | Sep 2025 |
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| Charles Schwab Trust | 4.2M | $110M | 7% | Sep 2025 |
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| Envestnet Asset Management | 4.1M | $109M | -69% | Sep 2025 |
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| Steele Capital Management | 3.9M | $103M | -1% | Sep 2025 |
|
| FSA Investment Group | 3.7M | $97M | 0% | Sep 2025 |
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| RMB Capital Management | 3.6M | $95M | -2% | Sep 2025 |
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| Ameriprise Financial | 3.5M | $91M | 4% | Sep 2025 |
|
| Meridian Wealth Partners | 3.4M | $90M | 16% | Sep 2025 |
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| Sims Investment Management | 3.4M | $89M | 3% | Sep 2025 |
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| EP Wealth Advisors | 3.1M | $77M | 976% | Jun 2025 |
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| Integrated Wealth Concepts | 3.1M | $83M | 1% | Sep 2025 |
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| HB Wealth Management | 3.0M | $80M | 1% | Sep 2025 |
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| Cornerstone Advisors Asset Management | 2.9M | $77M | 2% | Sep 2025 |
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| Cresset Asset Management | 2.9M | $76M | -5% | Sep 2025 |
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| Farther Finance Advisors | 2.9M | $76M | 532% | Sep 2025 |
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| Standpoint Asset Management | 2.7M | $72M | -15% | Sep 2025 |
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| Cambridge Investment Research Advisors | 2.7M | $72M | 1% | Sep 2025 |
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| Advisor Group Holdings | 2.7M | $70M | 103% | Sep 2025 |
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| Colony | 2.6M | $69M | 7% | Sep 2025 |
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| Baker Avenue Asset Management | 2.6M | $69M | 3% | Sep 2025 |
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| Aptus Capital Advisors | 2.6M | $68M | 1% | Sep 2025 |
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| Jaffetilchin Investment Partners | 2.6M | $68M | 0% | Sep 2025 |
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| CFG Asset Management | 2.6M | $67M | 3% | Sep 2025 |
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| Bangor Savings Bank | 2.5M | $67M | -2% | Sep 2025 |
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| Savant Capital Management | 2.5M | $66M | 1% | Sep 2025 |
|
| Guardian Wealth Advisors, Llc / Nc | 2.5M | $66M | 0% | Sep 2025 |
|
| Berger Financial Group | 2.4M | $62M | 2% | Sep 2025 |
|
| Jpmorgan Chase & Co | 2.3M | $61M | 1% | Sep 2025 |
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| Jones Financial Companies, L.L | 2.3M | $61M | 3% | Sep 2025 |
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| Financial Management Professionals | 2.3M | $60M | 1% | Sep 2025 |
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| Legacy Wealth Management | 2.3M | $60M | -3% | Sep 2025 |
|
| CacheTech | 2.3M | $60M | -17% | Sep 2025 |
|
| Towercrest Capital Management | 2.2M | $59M | -2% | Sep 2025 |
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| Alliance Wealth Management | 2.2M | $59M | -2% | Sep 2025 |
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| Wells Fargo & Company | 2.2M | $57M | 12% | Sep 2025 |
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| Kuntz Lesher Capital | 2.2M | $57M | -7% | Sep 2025 |
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| Adams Wealth Management | 2.2M | $57M | -18% | Sep 2025 |
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| AQR Capital Management | 2.2M | $57M | 128% | Sep 2025 |
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| Harbour Investments | 2.1M | $55M | 2% | Sep 2025 |
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| McGlone Suttner Wealth Management | 2.1M | $55M | 1% | Sep 2025 |
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| Royal Bank of Canada | 2.0M | $53M | 7% | Sep 2025 |
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| Pure Financial Advisors | 2.0M | $52M | -2% | Sep 2025 |
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| Raymond James Financial | 1.9M | $51M | -7% | Sep 2025 |
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| United Capital Financial Advisers | 1.9M | $51M | -3% | Sep 2025 |
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| Northeast Financial Group | 1.9M | $51M | 7% | Sep 2025 |
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| Red Door Wealth Management | 1.9M | $51M | 1% | Sep 2025 |
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| Valley National Advisers | 1.9M | $49M | 2% | Sep 2025 |
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| Richardson Capital Management | 1.9M | $50M | -17% | Sep 2025 |
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| Appleton Partners | 1.9M | $49M | 0% | Sep 2025 |
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| Modern Wealth Management | 1.8M | $48M | 3179% | Sep 2025 |
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| TrueNorth | 1.8M | $48M | 0% | Sep 2025 |
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| Courage Miller Partners | 1.8M | $48M | -3% | Sep 2025 |
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| Bleakley Financial Group | 1.8M | $47M | 10% | Sep 2025 |
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| Commonwealth Equity Services | 1.8M | $47M | 0% | Sep 2025 |
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| Visionary Wealth Advisors | 1.7M | $45M | 996% | Sep 2025 |
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| Pensionmark Financial Group | 1.6M | $43M | 1% | Sep 2025 |
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| Kavar Capital Partners Group | 1.6M | $43M | 5% | Sep 2025 |
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| Chicago Partners Investment | 1.6M | $44M | 8% | Sep 2025 |
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| Embree Financial Group | 1.6M | $42M | -8% | Sep 2025 |
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| Newman Dignan & Sheerar | 1.5M | $41M | -1% | Sep 2025 |
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| Modera Wealth Management | 1.5M | $40M | -2% | Sep 2025 |
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| Bryn Mawr Trust | 1.5M | $40M | 1% | Sep 2025 |
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| Burt Wealth Advisors | 1.5M | $39M | 0% | Sep 2025 |
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| Rsm Us Wealth Management | 1.5M | $39M | -9% | Sep 2025 |
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| Pinkerton Retirement Specialists | 1.4M | $38M | 19% | Sep 2025 |
|
| Matrix Trust | 1.4M | $38M | -1% | Sep 2025 |
|
| Belpointe Asset Management | 1.4M | $38M | 4% | Sep 2025 |
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| Ashton Thomas Private Wealth | 1.4M | $38M | 0% | Sep 2025 |
|
| Sherwood Financial Partners | 1.4M | $38M | -1% | Sep 2025 |
|
| Sequoia Financial Advisors | 1.4M | $37M | 0% | Sep 2025 |
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| Access Financial Services | 1.4M | $37M | -9% | Sep 2025 |
|
| Schneider Downs Wealth Management Advisors | 1.4M | $37M | -9% | Sep 2025 |
|
| Quantinno Capital Management | 1.4M | $37M | 15% | Sep 2025 |
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| Morris Financial Concepts | 1.4M | $36M | 4% | Sep 2025 |
|
| Fortis Capital Advisors | 1.4M | $36M | 4% | Sep 2025 |
|
| Ashford Advisors | 1.4M | $36M | -4% | Sep 2025 |
|
| Congress Wealth Management LLC / DE / | 1.4M | $33M | 0% | Jun 2025 |
|
| FMR | 1.4M | $36M | 6% | Sep 2025 |
|
| Bernard Wealth Management Corp. | 1.3M | $35M | 3% | Sep 2025 |
|
| Valicenti Advisory Services | 1.3M | $35M | 1% | Sep 2025 |
|
| SigFig Wealth Management | 1.3M | $35M | 13% | Sep 2025 |
|
| Cornerstone Wealth Group | 1.3M | $35M | -1% | Sep 2025 |
|
| Athena Investment Management | 1.3M | $35M | -1% | Sep 2025 |
|
| Main Street Financial Solutions | 1.3M | $34M | 2% | Sep 2025 |
|
| Ballast Advisors | 1.3M | $34M | -1% | Sep 2025 |
|
| Marshall Financial Group | 1.3M | $34M | 4% | Sep 2025 |
|
| St. Louis Trust | 1.3M | $34M | 0% | Sep 2025 |
|
| Foster Victor Wealth Advisors | 1.3M | $34M | -2% | Sep 2025 |
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| Resources Investment Advisors | 1.3M | $34M | -2% | Sep 2025 |
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| Fortis Capital Management | 1.3M | $33M | 5% | Sep 2025 |
|
| Gleason Group | 1.3M | $33M | -2% | Sep 2025 |
|
| Hrc Wealth Management | 1.3M | $33M | 1% | Sep 2025 |
|
| Dynamic Advisors Solutions | 1.3M | $33M | 1% | Sep 2025 |
|
| Bristlecone Advisors | 1.2M | $32M | -1% | Sep 2025 |
|
| D.B. Root & Company | 1.2M | $32M | 8% | Sep 2025 |
|
| Stifel Financial | 1.2M | $32M | 0% | Sep 2025 |
|
| MAI Wealth Advisors | 1.2M | $32M | -6% | Sep 2025 |
|
| UBS Group | 1.2M | $32M | -1% | Sep 2025 |
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| Ethos Financial Group | 1.2M | $32M | 0% | Sep 2025 |
|
| Powers Advisory Group | 1.2M | $32M | -1% | Sep 2025 |
|
| Pure Portfolios Holdings | 1.2M | $31M | -9% | Sep 2025 |
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| Perigon Wealth Management | 1.2M | $31M | -2% | Sep 2025 |
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| Christensen, King & Associates Investment Services | 1.2M | $31M | -1% | Sep 2025 |
|
| Anchor Investment Management | 1.2M | $30M | 2% | Sep 2025 |
|
| Gordian Advisors | 1.2M | $30M | 0% | Sep 2025 |
|
| Ascension Capital Advisors | 1.1M | $30M | -1% | Sep 2025 |
|
| Almanack Investment Partners | 1.1M | $30M | -3% | Sep 2025 |
|
| Cetera Investment Advisers | 1.1M | $29M | 19% | Sep 2025 |
|
| Sawgrass Asset Management | 1.1M | $28M | 0% | Sep 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $28M | -1% | Sep 2025 |
|
| Provident Wealth Management | 1.1M | $28M | 0% | Sep 2025 |
|
| Goldman Sachs Group | 1.1M | $28M | 0% | Sep 2025 |
|
| Csenge Advisory Group | 1.0M | $28M | 6% | Sep 2025 |
|
| Kelman-Lazarov | 1.0M | $27M | -2% | Sep 2025 |
|
| Milestone Investment Advisors | 1.0M | $27M | -2% | Sep 2025 |
|
| Manchester Financial | 931k | $25M | -13% | Sep 2025 |
|
| Cantor Fitzgerald Investment Adviser | 902k | $24M | -27% | Sep 2025 |
|
| Foundations Investment Advisors | 378k | $10M | -65% | Sep 2025 |
|
| FIDELIS iM | 149k | $16M | -89% | Sep 2025 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Scarborough Advisors | Mar 2025 | 2.8M | $61M |