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 |
|---|---|---|---|---|---|
| Creative Planning | 28M | $1.9B | -1% | Sep 2024 |
|
| Moneta Group Investment Advisors | 26M | $579M | 220% | Sep 2024 |
|
| Us Bancorp | 21M | $1.4B | 44% | Sep 2024 |
|
| Sei Investments | 12M | $838M | -3% | Sep 2024 |
|
| HBK Sorce Advisory | 11M | $722M | 0% | Sep 2024 |
|
| Sage Financial | 8.4M | $567M | 0% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 6.7M | $431M | -7% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 6.5M | $439M | 10% | Sep 2024 |
|
| HPM Partners | 6.2M | $422M | 10% | Sep 2024 |
|
| Envestnet Asset Management | 5.2M | $350M | -6% | Sep 2024 |
|
| Campbell Wealth Management | 5.1M | $347M | 100% | Sep 2024 |
|
| Mercer Global Advisors | 4.7M | $304M | -5% | Jun 2024 |
|
| Diversified | 3.9M | $251M | 5% | Jun 2024 |
|
| Prime Capital Investment Advisors | 3.8M | $261M | -3% | Sep 2024 |
|
| HighTower Advisors | 3.6M | $234M | -1% | Jun 2024 |
|
| McAdam | 3.3M | $226M | 3% | Sep 2024 |
|
| Mariner Wealth Advisors | 3.3M | $226M | -1% | Sep 2024 |
|
| Henderson Group | 3.3M | $214M | -9% | Jun 2024 |
|
| Koss-Olinger Consulting | 3.2M | $219M | 0% | Sep 2024 |
|
| Assetmark | 3.1M | $213M | 1% | Sep 2024 |
|
| JMG Financial Group | 2.8M | $191M | -1% | Sep 2024 |
|
| LPL Financial | 2.2M | $153M | 2% | Sep 2024 |
|
| Beacon Pointe Advisors | 2.1M | $145M | -7% | Sep 2024 |
|
| Iwamoto Kong & Co | 2.0M | $129M | -2% | Jun 2024 |
|
| Bank of America Corporation | 2.0M | $136M | 3% | Sep 2024 |
|
| BlueSky Wealth Advisors | 2.0M | $134M | 0% | Sep 2024 |
|
| Morgan Stanley | 1.8M | $118M | 2% | Jun 2024 |
|
| Kohmann Bosshard Financial Services | 1.8M | $124M | 6% | Sep 2024 |
|
| CI Private Wealth | 1.8M | $121M | 12% | Sep 2024 |
|
| Greenwood Gearhart | 1.8M | $120M | 11% | Sep 2024 |
|
| Evermay Wealth Management | 1.7M | $116M | -2% | Sep 2024 |
|
| Kuntz Lesher Capital | 1.6M | $108M | -4% | Sep 2024 |
|
| Scarborough Advisors | 1.6M | $107M | 100% | Sep 2024 |
|
| Northwest Quadrant Wealth Management | 1.5M | $103M | 0% | Sep 2024 |
|
| Orgel Wealth Management | 1.5M | $103M | 0% | Sep 2024 |
|
| Newman Dignan & Sheerar | 1.5M | $34M | 206% | Sep 2024 |
|
| Johnson Investment Counsel | 1.4M | $94M | 5% | Sep 2024 |
|
| Chicago Partners Investment | 1.3M | $30M | 209% | Sep 2024 |
|
| RMB Capital Management | 1.3M | $89M | 7% | Sep 2024 |
|
| Aurum Wealth Management Group | 1.3M | $87M | -3% | Sep 2024 |
|
| American Trust | 1.3M | $81M | 898% | Jun 2024 |
|
| Standpoint Asset Management | 1.3M | $85M | 13% | Sep 2024 |
|
| Steele Capital Management | 1.2M | $84M | -4% | Sep 2024 |
|
| Financial Consulate | 1.2M | $84M | 6% | Sep 2024 |
|
| Charles Schwab Trust | 1.2M | $82M | 7% | Sep 2024 |
|
| Bangor Savings Bank | 1.2M | $81M | -3% | Sep 2024 |
|
| HB Wealth Management | 1.1M | $72M | 0% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 1.0M | $71M | 4% | Sep 2024 |
|
| Sontag Advisory | 1.0M | $70M | -2% | Sep 2024 |
|
| Integrated Wealth Concepts | 1.0M | $69M | 2% | Sep 2024 |
|
| Fund Evaluation Group | 1.0M | $69M | -1% | Sep 2024 |
|
| Meridian Wealth Partners | 994k | $67M | -5% | Sep 2024 |
|
| CacheTech | 959k | $65M | 1% | Sep 2024 |
|
| Adams Wealth Management | 959k | $65M | 1% | Sep 2024 |
|
| Berger Financial Group | 893k | $61M | -6% | Sep 2024 |
|
| Leverty Financial Group | 875k | $59M | 59% | Sep 2024 |
|
| Sequoia Financial Advisors | 874k | $59M | -2% | Sep 2024 |
|
| Savant Capital Management | 849k | $58M | -1% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 827k | $56M | 14% | Sep 2024 |
|
| Jaffetilchin Investment Partners | 820k | $56M | 4% | Sep 2024 |
|
| Rsm Us Wealth Management | 807k | $54M | -6% | Sep 2024 |
|
| Resources Investment Advisors | 803k | $55M | -7% | Sep 2024 |
|
| Aptus Capital Advisors | 798k | $18M | 2% | Sep 2024 |
|
| Cornerstone Advisors Asset Management | 795k | $54M | 26% | Sep 2024 |
|
| Captrust Financial Advisors | 787k | $53M | 1% | Sep 2024 |
|
| CFG Asset Management | 779k | $52M | 2% | Sep 2024 |
|
| Legacy Wealth Management | 777k | $53M | -3% | Sep 2024 |
|
| Colony | 755k | $51M | -32% | Sep 2024 |
|
| Towercrest Capital Management | 755k | $51M | 0% | Sep 2024 |
|
| Alliance Wealth Management | 754k | $49M | -3% | Jun 2024 |
|
| Apollon Wealth Management | 742k | $50M | 3% | Sep 2024 |
|
| United Capital Financial Advisers | 727k | $49M | -4% | Sep 2024 |
|
| Buffington Mohr McNeal | 702k | $48M | 1% | Sep 2024 |
|
| Harbour Investments | 697k | $47M | 2% | Sep 2024 |
|
| Jpmorgan Chase & Co | 688k | $47M | 18% | Sep 2024 |
|
| Csenge Advisory Group | 679k | $16M | 215% | Sep 2024 |
|
| Appleton Partners | 644k | $44M | -1% | Sep 2024 |
|
| Wells Fargo & Company | 636k | $43M | -1% | Sep 2024 |
|
| Baker Avenue Asset Management | 636k | $43M | 17% | Sep 2024 |
|
| Pinkerton Retirement Specialists | 628k | $43M | 0% | Sep 2024 |
|
| Riversedge Advisors | 613k | $42M | -3% | Sep 2024 |
|
| Courage Miller Partners | 609k | $41M | -3% | Sep 2024 |
|
| Northeast Financial Group | 587k | $40M | 20% | Sep 2024 |
|
| Embree Financial Group | 582k | $40M | 2% | Sep 2024 |
|
| Commonwealth Equity Services | 578k | $39M | 8% | Sep 2024 |
|
| Trinity Legacy Partners | 577k | $13M | 209% | Sep 2024 |
|
| Valley National Advisers | 575k | $35M | -26% | Sep 2024 |
|
| Ashford Advisors | 572k | $39M | 0% | Sep 2024 |
|
| Modera Wealth Management | 558k | $38M | -4% | Sep 2024 |
|
| Richardson Capital Management | 549k | $37M | 16% | Sep 2024 |
|
| Strategic Equity Management | 524k | $36M | 29% | Sep 2024 |
|
| Access Financial Services | 522k | $35M | -13% | Sep 2024 |
|
| McGlone Suttner Wealth Management | 504k | $34M | -22% | Sep 2024 |
|
| Matrix Trust | 482k | $33M | -13% | Sep 2024 |
|
| Foster Victor Wealth Advisors | 480k | $33M | -4% | Sep 2024 |
|
| YCMNET Advisors | 480k | $31M | -10% | Jun 2024 |
|
| FIDELIS iM | 478k | $32M | 1% | Sep 2024 |
|
| Royal Bank of Canada | 476k | $32M | 3% | Sep 2024 |
|
| Schneider Downs Wealth Management Advisors | 476k | $32M | 0% | Sep 2024 |
|
| Burt Wealth Advisors | 471k | $32M | 1% | Sep 2024 |
|
| Pure Portfolios Holdings | 468k | $32M | 100% | Sep 2024 |
|
| Moneywise | 465k | $32M | -9% | Sep 2024 |
|
| Cornerstone Wealth Group | 460k | $31M | 0% | Sep 2024 |
|
| Gleason Group | 460k | $31M | 1% | Sep 2024 |
|
| Morris Financial Concepts | 457k | $31M | -2% | Sep 2024 |
|
| Athena Investment Management | 453k | $31M | -1% | Sep 2024 |
|
| Congress Wealth Management LLC / DE / | 453k | $31M | -5% | Sep 2024 |
|
| Kolinsky Wealth Management | 451k | $31M | 3% | Sep 2024 |
|
| Valicenti Advisory Services | 449k | $30M | 2% | Sep 2024 |
|
| Ballast Advisors | 443k | $30M | -3% | Sep 2024 |
|
| Kavar Capital Partners Group | 437k | $30M | 2% | Sep 2024 |
|
| Marshall Financial Group | 434k | $29M | -4% | Sep 2024 |
|
| Fortis Capital Management | 433k | $29M | 4% | Sep 2024 |
|
| Bristlecone Advisors | 423k | $29M | -1% | Sep 2024 |
|
| Sawgrass Asset Management | 423k | $29M | 4% | Sep 2024 |
|
| Farrell Financial | 422k | $10M | 188% | Sep 2024 |
|
| Manchester Financial | 414k | $28M | -2% | Sep 2024 |
|
| Red Door Wealth Management | 410k | $28M | 0% | Sep 2024 |
|
| Gordian Advisors | 409k | $28M | -4% | Sep 2024 |
|
| Dynamic Advisors Solutions | 408k | $28M | 0% | Sep 2024 |
|
| Powers Advisory Group | 403k | $27M | 0% | Sep 2024 |
|
| Christensen, King & Associates Investment Services | 402k | $27M | -1% | Sep 2024 |
|
| Financial Management Professionals | 398k | $27M | 14141% | Sep 2024 |
|
| Almanack Investment Partners | 393k | $27M | -3% | Sep 2024 |
|
| Hrc Wealth Management | 388k | $26M | 0% | Sep 2024 |
|
| Goldman Sachs Group | 386k | $25M | 3% | Jun 2024 |
|
| Main Street Financial Solutions | 381k | $26M | 7% | Sep 2024 |
|
| Ascension Capital Advisors | 381k | $26M | 1% | Sep 2024 |
|
| Milestone Investment Advisors | 380k | $26M | -7% | Sep 2024 |
|
| Orion Portfolio Solutions | 378k | $26M | -8% | Sep 2024 |
|
| D.B. Root & Company | 375k | $25M | 1% | Sep 2024 |
|
| Sprinkle Financial Consultants | 359k | $24M | 0% | Sep 2024 |
|
| St. Louis Trust | 356k | $24M | 5% | Sep 2024 |
|
| Stifel Financial | 356k | $23M | -21% | Jun 2024 |
|
| Hanson McClain Advisors | 351k | $24M | -32% | Sep 2024 |
|
| Anchor Investment Management | 347k | $22M | 13% | Jun 2024 |
|
| St. Johns Investment Management Company | 343k | $23M | -4% | Sep 2024 |
|
| Valley Forge Investment Consultants Inc Adv | 335k | $22M | 1% | Jun 2024 |
|
| Sound View Wealth Advisors Group | 334k | $23M | 7% | Sep 2024 |
|
| Provident Wealth Management | 334k | $23M | 4% | Sep 2024 |
|
| Bell Investment Advisors | 328k | $22M | 10% | Sep 2024 |
|
| SNS Financial | 318k | $22M | -29% | Sep 2024 |
|
| Cantor Fitzgerald Investment Adviser | 317k | $22M | 81% | Sep 2024 |
|
| Red Cedar Investment Management | 314k | $21M | -4% | Sep 2024 |
|
| Salem Investment Counselors | 311k | $21M | 0% | Sep 2024 |
|
| Ethos Financial Group | 308k | $21M | 1% | Sep 2024 |
|
| Asset Dedication | 307k | $21M | -11% | Sep 2024 |
|
| Carr Financial Group Corp | 305k | $21M | -13% | Sep 2024 |
|
| Sage Financial Management Group | 302k | $21M | 100% | Sep 2024 |
|
| Avenue 1 Advisors | 160k | $11M | -69% | Sep 2024 |
|
| Tradewinds Capital Management | 62k | $4.2M | -87% | Sep 2024 |
|
| Dravo Bay | 18k | $1.2M | -96% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 16k | $1.1M | -96% | Sep 2024 |
|
| Pillar Wealth Advisors | 11k | $717k | -97% | Sep 2024 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 149M | $9.6B |