Who owns Schwab Strategic Tr us lrg cap etf?
- Ticker: SCHX
- CUSIP Number: 808524201
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Strategic Tr us lrg cap etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | $4.8B | 902% | Dec 2024 |
|
| Creative Planning | 83M | $1.9B | 195% | Dec 2024 |
|
| Sei Investments | 35M | $815M | 185% | Dec 2024 |
|
| HBK Sorce Advisory | 32M | $745M | 202% | Dec 2024 |
|
| Moneta Group Investment Advisors | 26M | $608M | 2% | Dec 2024 |
|
| Sage Financial | 25M | $576M | 198% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 21M | $482M | 221% | Dec 2024 |
|
| HPM Partners | 19M | $429M | 197% | Dec 2024 |
|
| UBS Group | 17M | $388M | 180% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 17M | $367M | -5% | Mar 2025 |
|
| Campbell Wealth Management | 16M | $366M | 209% | Dec 2024 |
|
| Diversified Enterprises | 15M | $345M | 100% | Dec 2024 |
|
| Envestnet Asset Management | 15M | $341M | 185% | Dec 2024 |
|
| Mercer Global Advisors | 12M | $276M | -15% | Dec 2024 |
|
| Prime Capital Investment Advisors | 11M | $258M | 190% | Dec 2024 |
|
| HighTower Advisors | 11M | $256M | 201% | Dec 2024 |
|
| Henderson Group | 11M | $253M | 226% | Dec 2024 |
|
| McAdam | 10M | $240M | 210% | Dec 2024 |
|
| Mariner Wealth Advisors | 10M | $236M | 206% | Dec 2024 |
|
| Koss-Olinger Consulting | 9.8M | $228M | 205% | Dec 2024 |
|
| Assetmark | 9.2M | $214M | 194% | Dec 2024 |
|
| JMG Financial Group | 8.3M | $192M | 194% | Dec 2024 |
|
| LPL Financial | 7.0M | $163M | 212% | Dec 2024 |
|
| Bank of America Corporation | 6.5M | $151M | 225% | Dec 2024 |
|
| Beacon Pointe Advisors | 6.2M | $143M | 190% | Dec 2024 |
|
| Morgan Stanley | 6.2M | $143M | 234% | Dec 2024 |
|
| Betterment | 6.0M | $140M | 203% | Dec 2024 |
|
| BlueSky Wealth Advisors | 6.0M | $139M | 203% | Dec 2024 |
|
| Greenwood Gearhart | 5.9M | $137M | 236% | Dec 2024 |
|
| Kohmann Bosshard Financial Services | 5.9M | $136M | 223% | Dec 2024 |
|
| Iwamoto Kong & Co | 5.9M | $136M | 202% | Dec 2024 |
|
| Evermay Wealth Management | 5.1M | $118M | 197% | Dec 2024 |
|
| CI Private Wealth | 4.9M | $106M | 176% | Dec 2024 |
|
| Johnson Investment Counsel | 4.7M | $109M | 239% | Dec 2024 |
|
| Northwest Quadrant Wealth Management | 4.6M | $108M | 204% | Dec 2024 |
|
| Orgel Wealth Management | 4.6M | $102M | 0% | Mar 2025 |
|
| Fund Evaluation Group | 4.2M | $97M | 316% | Dec 2024 |
|
| Kuntz Lesher Capital | 4.1M | $96M | 158% | Dec 2024 |
|
| Charles Schwab Trust | 3.9M | $87M | 11% | Mar 2025 |
|
| Cresset Asset Management | 3.9M | $90M | 113% | Dec 2024 |
|
| RMB Capital Management | 3.8M | $89M | 191% | Dec 2024 |
|
| Steele Capital Management | 3.8M | $85M | 1% | Mar 2025 |
|
| Leverty Financial Group | 3.8M | $84M | 45% | Mar 2025 |
|
| Standpoint Asset Management | 3.8M | $88M | 200% | Dec 2024 |
|
| Financial Consulate | 3.8M | $87M | 205% | Dec 2024 |
|
| Aurum Wealth Management Group | 3.7M | $86M | 191% | Dec 2024 |
|
| FSA Investment Group | 3.7M | $81M | 6% | Mar 2025 |
|
| Ameriprise Financial | 3.5M | $80M | 208% | Dec 2024 |
|
| Scarborough Advisors | 3.5M | $81M | 121% | Dec 2024 |
|
| Bangor Savings Bank | 3.2M | $71M | -8% | Mar 2025 |
|
| Sontag Advisory | 3.1M | $72M | 200% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 3.1M | $71M | 195% | Dec 2024 |
|
| Integrated Wealth Concepts | 3.1M | $71M | 201% | Dec 2024 |
|
| HB Wealth Management | 3.0M | $70M | 185% | Dec 2024 |
|
| Meridian Wealth Partners | 3.0M | $69M | 201% | Dec 2024 |
|
| CacheTech | 3.0M | $69M | 210% | Dec 2024 |
|
| Adams Wealth Management | 2.9M | $68M | 205% | Dec 2024 |
|
| Empowered Funds | 2.9M | $67M | 100% | Dec 2024 |
|
| Berger Financial Group | 2.7M | $63M | 205% | Dec 2024 |
|
| Savant Capital Management | 2.5M | $59M | 199% | Dec 2024 |
|
| Sequoia Financial Advisors | 2.5M | $59M | 190% | Dec 2024 |
|
| Jaffetilchin Investment Partners | 2.5M | $59M | 208% | Dec 2024 |
|
| Colony | 2.5M | $58M | 225% | Dec 2024 |
|
| Cornerstone Advisors Asset Management | 2.4M | $56M | 205% | Dec 2024 |
|
| American Trust | 2.4M | $56M | 158% | Dec 2024 |
|
| Aptus Capital Advisors | 2.4M | $56M | 200% | Dec 2024 |
|
| Rsm Us Wealth Management | 2.4M | $55M | 195% | Dec 2024 |
|
| CFG Asset Management | 2.4M | $52M | 3% | Mar 2025 |
|
| Guardian Wealth Advisors, Llc / Nc | 2.3M | $54M | 198% | Dec 2024 |
|
| Towercrest Capital Management | 2.3M | $53M | 201% | Dec 2024 |
|
| Alliance Wealth Management | 2.3M | $53M | 201% | Dec 2024 |
|
| Captrust Financial Advisors | 2.3M | $53M | 188% | Dec 2024 |
|
| Legacy Wealth Management | 2.2M | $52M | 188% | Dec 2024 |
|
| Baker Avenue Asset Management | 2.2M | $52M | 251% | Dec 2024 |
|
| Apollon Wealth Management | 2.2M | $52M | 199% | Dec 2024 |
|
| Raymond James Financial | 2.2M | $51M | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 2.2M | $51M | 219% | Dec 2024 |
|
| Sims Investment Management | 2.2M | $50M | 100% | Dec 2024 |
|
| Financial Management Professionals | 2.1M | $47M | 159% | Mar 2025 |
|
| United Capital Financial Advisers | 2.1M | $49M | 190% | Dec 2024 |
|
| Buffington Mohr McNeal | 2.1M | $49M | 200% | Dec 2024 |
|
| Harbour Investments | 2.1M | $48M | 196% | Dec 2024 |
|
| McGlone Suttner Wealth Management | 2.0M | $46M | 297% | Dec 2024 |
|
| Resources Investment Advisors | 1.9M | $45M | 142% | Dec 2024 |
|
| Appleton Partners | 1.9M | $45M | 198% | Dec 2024 |
|
| Wells Fargo & Company | 1.9M | $44M | 199% | Dec 2024 |
|
| TrueNorth | 1.8M | $43M | 193% | Dec 2024 |
|
| Riversedge Advisors | 1.8M | $42M | 198% | Dec 2024 |
|
| Courage Miller Partners | 1.8M | $42M | 197% | Dec 2024 |
|
| Embree Financial Group | 1.8M | $41M | 205% | Dec 2024 |
|
| Commonwealth Equity Services | 1.7M | $41M | 202% | Dec 2024 |
|
| Northeast Financial Group | 1.7M | $40M | 196% | Dec 2024 |
|
| Richardson Capital Management | 1.7M | $40M | 216% | Dec 2024 |
|
| Pinkerton Retirement Specialists | 1.7M | $40M | 175% | Dec 2024 |
|
| Valley National Advisers | 1.7M | $35M | 199% | Dec 2024 |
|
| Ashford Advisors | 1.7M | $40M | 199% | Dec 2024 |
|
| Modera Wealth Management | 1.6M | $37M | 189% | Dec 2024 |
|
| Strategic Equity Management | 1.6M | $35M | 0% | Mar 2025 |
|
| Bryn Mawr Trust | 1.6M | $36M | 100% | Dec 2024 |
|
| Royal Bank of Canada | 1.5M | $36M | 223% | Dec 2024 |
|
| Tradewinds Capital Management | 1.5M | $36M | 2389% | Dec 2024 |
|
| Access Financial Services | 1.5M | $35M | 192% | Dec 2024 |
|
| YCMNET Advisors | 1.5M | $35M | 221% | Dec 2024 |
|
| Schneider Downs Wealth Management Advisors | 1.5M | $35M | 215% | Dec 2024 |
|
| Newman Dignan & Sheerar | 1.5M | $35M | 0% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 1.4M | $34M | 100% | Dec 2024 |
|
| Kolinsky Wealth Management | 1.4M | $38M | 220% | Dec 2024 |
|
| Sherwood Financial Partners | 1.4M | $33M | 100% | Dec 2024 |
|
| Burt Wealth Advisors | 1.4M | $33M | 204% | Dec 2024 |
|
| Matrix Trust | 1.4M | $32M | 0% | Mar 2025 |
|
| Pure Portfolios Holdings | 1.4M | $33M | 201% | Dec 2024 |
|
| Chicago Partners Investment | 1.4M | $32M | 4% | Dec 2024 |
|
| Goldman Sachs Group | 1.4M | $32M | 326% | Dec 2024 |
|
| Cornerstone Wealth Group | 1.4M | $32M | 200% | Dec 2024 |
|
| Athena Investment Management | 1.4M | $32M | 203% | Dec 2024 |
|
| Morris Financial Concepts | 1.4M | $32M | 199% | Dec 2024 |
|
| Congress Wealth Management LLC / DE / | 1.4M | $32M | 201% | Dec 2024 |
|
| Foster Victor Wealth Advisors | 1.4M | $32M | 182% | Dec 2024 |
|
| Kavar Capital Partners Group | 1.4M | $31M | 210% | Dec 2024 |
|
| Valicenti Advisory Services | 1.3M | $31M | 198% | Dec 2024 |
|
| Bernard Wealth Management Corp. | 1.3M | $30M | 4% | Mar 2025 |
|
| Ballast Advisors | 1.3M | $31M | 198% | Dec 2024 |
|
| Moneywise | 1.3M | $31M | 184% | Dec 2024 |
|
| MAI Wealth Advisors | 1.3M | $31M | 373% | Dec 2024 |
|
| Gleason Group | 1.3M | $29M | -7% | Mar 2025 |
|
| FIDELIS iM | 1.3M | $30M | 171% | Dec 2024 |
|
| Stifel Financial | 1.3M | $30M | 231% | Dec 2024 |
|
| Bristlecone Advisors | 1.3M | $30M | 201% | Dec 2024 |
|
| Red Door Wealth Management | 1.3M | $29M | 209% | Dec 2024 |
|
| Marshall Financial Group | 1.3M | $29M | 192% | Dec 2024 |
|
| Manchester Financial | 1.2M | $29M | 199% | Dec 2024 |
|
| Fortis Capital Management | 1.2M | $29M | 185% | Dec 2024 |
|
| Christensen, King & Associates Investment Services | 1.2M | $29M | 202% | Dec 2024 |
|
| Powers Advisory Group | 1.2M | $26M | 0% | Mar 2025 |
|
| Gordian Advisors | 1.2M | $28M | 190% | Dec 2024 |
|
| Main Street Financial Solutions | 1.2M | $27M | 210% | Dec 2024 |
|
| Sawgrass Asset Management | 1.2M | $27M | 178% | Dec 2024 |
|
| Ascension Capital Advisors | 1.2M | $27M | 205% | Dec 2024 |
|
| Hrc Wealth Management | 1.2M | $27M | 199% | Dec 2024 |
|
| Almanack Investment Partners | 1.2M | $27M | 194% | Dec 2024 |
|
| Anchor Investment Management | 1.1M | $26M | 199% | Dec 2024 |
|
| D.B. Root & Company | 1.1M | $26M | 199% | Dec 2024 |
|
| Milestone Investment Advisors | 1.1M | $26M | 195% | Dec 2024 |
|
| GEN Financial Management | 1.1M | $25M | 0% | Mar 2025 |
|
| Searcy Financial Services | 1.1M | $24M | 100% | Mar 2025 |
|
| St. Louis Trust | 1.1M | $25M | 200% | Dec 2024 |
|
| Provident Wealth Management | 1.1M | $25M | 219% | Dec 2024 |
|
| Hanson McClain Advisors | 1.1M | $25M | 201% | Dec 2024 |
|
| St. Johns Investment Management Company | 1.1M | $24M | 206% | Dec 2024 |
|
| Sprinkle Financial Consultants | 1.0M | $23M | -4% | Mar 2025 |
|