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 |
|---|---|---|---|---|---|
| Creative Planning | 28M | $1.9B | -1% | Sep 2024 |
|
| Moneta Group Investment Advisors | 26M | $579M | 220% | Sep 2024 |
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| Us Bancorp | 21M | $1.4B | 44% | Sep 2024 |
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| Sei Investments | 12M | $838M | -3% | Sep 2024 |
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| HBK Sorce Advisory | 11M | $722M | 0% | Sep 2024 |
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| Sage Financial | 8.4M | $567M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 6.7M | $431M | -7% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 6.5M | $439M | 10% | Sep 2024 |
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| HPM Partners | 6.2M | $422M | 10% | Sep 2024 |
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| Envestnet Asset Management | 5.2M | $350M | -6% | Sep 2024 |
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| Campbell Wealth Management | 5.1M | $347M | 100% | Sep 2024 |
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| Mercer Global Advisors | 4.7M | $304M | -5% | Jun 2024 |
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| Diversified | 3.9M | $251M | 5% | Jun 2024 |
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| Prime Capital Investment Advisors | 3.8M | $261M | -3% | Sep 2024 |
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| HighTower Advisors | 3.6M | $234M | -1% | Jun 2024 |
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| McAdam | 3.3M | $226M | 3% | Sep 2024 |
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| Mariner Wealth Advisors | 3.3M | $226M | -1% | Sep 2024 |
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| Henderson Group | 3.3M | $214M | -9% | Jun 2024 |
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| Koss-Olinger Consulting | 3.2M | $219M | 0% | Sep 2024 |
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| Assetmark | 3.1M | $213M | 1% | Sep 2024 |
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| JMG Financial Group | 2.8M | $191M | -1% | Sep 2024 |
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| LPL Financial | 2.2M | $153M | 2% | Sep 2024 |
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| Beacon Pointe Advisors | 2.1M | $145M | -7% | Sep 2024 |
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| Iwamoto Kong & Co | 2.0M | $129M | -2% | Jun 2024 |
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| Bank of America Corporation | 2.0M | $136M | 3% | Sep 2024 |
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| BlueSky Wealth Advisors | 2.0M | $134M | 0% | Sep 2024 |
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| Morgan Stanley | 1.8M | $118M | 2% | Jun 2024 |
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| Kohmann Bosshard Financial Services | 1.8M | $124M | 6% | Sep 2024 |
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| CI Private Wealth | 1.8M | $121M | 12% | Sep 2024 |
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| Greenwood Gearhart | 1.8M | $120M | 11% | Sep 2024 |
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| Evermay Wealth Management | 1.7M | $116M | -2% | Sep 2024 |
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| Kuntz Lesher Capital | 1.6M | $108M | -4% | Sep 2024 |
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| Scarborough Advisors | 1.6M | $107M | 100% | Sep 2024 |
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| Northwest Quadrant Wealth Management | 1.5M | $103M | 0% | Sep 2024 |
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| Orgel Wealth Management | 1.5M | $103M | 0% | Sep 2024 |
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| Newman Dignan & Sheerar | 1.5M | $34M | 206% | Sep 2024 |
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| Johnson Investment Counsel | 1.4M | $94M | 5% | Sep 2024 |
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| Chicago Partners Investment | 1.3M | $30M | 209% | Sep 2024 |
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| RMB Capital Management | 1.3M | $89M | 7% | Sep 2024 |
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| Aurum Wealth Management Group | 1.3M | $87M | -3% | Sep 2024 |
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| Standpoint Asset Management | 1.3M | $85M | 13% | Sep 2024 |
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| Steele Capital Management | 1.2M | $84M | -4% | Sep 2024 |
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| Financial Consulate | 1.2M | $84M | 6% | Sep 2024 |
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| Charles Schwab Trust | 1.2M | $82M | 7% | Sep 2024 |
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| Bangor Savings Bank | 1.2M | $81M | -3% | Sep 2024 |
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| HB Wealth Management | 1.1M | $72M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.0M | $71M | 4% | Sep 2024 |
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| Sontag Advisory | 1.0M | $70M | -2% | Sep 2024 |
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| Integrated Wealth Concepts | 1.0M | $69M | 2% | Sep 2024 |
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| Fund Evaluation Group | 1.0M | $69M | -1% | Sep 2024 |
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| Meridian Wealth Partners | 994k | $67M | -5% | Sep 2024 |
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| CacheTech | 959k | $65M | 1% | Sep 2024 |
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| Adams Wealth Management | 959k | $65M | 1% | Sep 2024 |
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| American Trust | 935k | $64M | -26% | Sep 2024 |
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| Berger Financial Group | 893k | $61M | -6% | Sep 2024 |
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| Leverty Financial Group | 875k | $59M | 59% | Sep 2024 |
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| Sequoia Financial Advisors | 874k | $59M | -2% | Sep 2024 |
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| Savant Capital Management | 849k | $58M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 827k | $56M | 14% | Sep 2024 |
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| Jaffetilchin Investment Partners | 820k | $56M | 4% | Sep 2024 |
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| Rsm Us Wealth Management | 807k | $54M | -6% | Sep 2024 |
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| Resources Investment Advisors | 803k | $55M | -7% | Sep 2024 |
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| Aptus Capital Advisors | 798k | $18M | 2% | Sep 2024 |
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| Cornerstone Advisors Asset Management | 795k | $54M | 26% | Sep 2024 |
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| Captrust Financial Advisors | 787k | $53M | 1% | Sep 2024 |
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| CFG Asset Management | 779k | $52M | 2% | Sep 2024 |
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| Legacy Wealth Management | 777k | $53M | -3% | Sep 2024 |
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| Colony | 755k | $51M | -32% | Sep 2024 |
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| Towercrest Capital Management | 755k | $51M | 0% | Sep 2024 |
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| Alliance Wealth Management | 754k | $49M | -3% | Jun 2024 |
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| Apollon Wealth Management | 742k | $50M | 3% | Sep 2024 |
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| United Capital Financial Advisers | 727k | $49M | -4% | Sep 2024 |
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| Buffington Mohr McNeal | 702k | $48M | 1% | Sep 2024 |
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| Harbour Investments | 697k | $47M | 2% | Sep 2024 |
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| Jpmorgan Chase & Co | 688k | $47M | 18% | Sep 2024 |
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| Csenge Advisory Group | 679k | $16M | 215% | Sep 2024 |
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| Appleton Partners | 644k | $44M | -1% | Sep 2024 |
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| Wells Fargo & Company | 636k | $43M | -1% | Sep 2024 |
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| Baker Avenue Asset Management | 636k | $43M | 17% | Sep 2024 |
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| Pinkerton Retirement Specialists | 628k | $43M | 0% | Sep 2024 |
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| Sanctuary Advisors | 627k | $15M | 274% | Sep 2024 |
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| Riversedge Advisors | 613k | $42M | -3% | Sep 2024 |
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| Courage Miller Partners | 609k | $41M | -3% | Sep 2024 |
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| Northeast Financial Group | 587k | $40M | 20% | Sep 2024 |
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| Embree Financial Group | 582k | $40M | 2% | Sep 2024 |
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| Commonwealth Equity Services | 578k | $39M | 8% | Sep 2024 |
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| Trinity Legacy Partners | 577k | $13M | 209% | Sep 2024 |
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| Valley National Advisers | 575k | $35M | -26% | Sep 2024 |
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| Ashford Advisors | 572k | $39M | 0% | Sep 2024 |
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| Modera Wealth Management | 558k | $38M | -4% | Sep 2024 |
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| Richardson Capital Management | 549k | $37M | 16% | Sep 2024 |
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| Strategic Equity Management | 524k | $36M | 29% | Sep 2024 |
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| Access Financial Services | 522k | $35M | -13% | Sep 2024 |
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| McGlone Suttner Wealth Management | 504k | $34M | -22% | Sep 2024 |
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| Matrix Trust | 482k | $33M | -13% | Sep 2024 |
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| Foster Victor Wealth Advisors | 480k | $33M | -4% | Sep 2024 |
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| FIDELIS iM | 478k | $32M | 1% | Sep 2024 |
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| Royal Bank of Canada | 476k | $32M | 3% | Sep 2024 |
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| Schneider Downs Wealth Management Advisors | 476k | $32M | 0% | Sep 2024 |
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| Burt Wealth Advisors | 471k | $32M | 1% | Sep 2024 |
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| Pure Portfolios Holdings | 468k | $32M | 100% | Sep 2024 |
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| YCMNET Advisors | 466k | $32M | -3% | Sep 2024 |
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| Moneywise | 465k | $32M | -9% | Sep 2024 |
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| Cornerstone Wealth Group | 460k | $31M | 0% | Sep 2024 |
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| Gleason Group | 460k | $31M | 1% | Sep 2024 |
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| Morris Financial Concepts | 457k | $31M | -2% | Sep 2024 |
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| Athena Investment Management | 453k | $31M | -1% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 453k | $31M | -5% | Sep 2024 |
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| Kolinsky Wealth Management | 451k | $31M | 3% | Sep 2024 |
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| Valicenti Advisory Services | 449k | $30M | 2% | Sep 2024 |
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| Ballast Advisors | 443k | $30M | -3% | Sep 2024 |
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| Kavar Capital Partners Group | 437k | $30M | 2% | Sep 2024 |
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| Marshall Financial Group | 434k | $29M | -4% | Sep 2024 |
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| Fortis Capital Management | 433k | $29M | 4% | Sep 2024 |
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| Bristlecone Advisors | 423k | $29M | -1% | Sep 2024 |
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| Sawgrass Asset Management | 423k | $29M | 4% | Sep 2024 |
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| Farrell Financial | 422k | $10M | 188% | Sep 2024 |
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| Manchester Financial | 414k | $28M | -2% | Sep 2024 |
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| Red Door Wealth Management | 410k | $28M | 0% | Sep 2024 |
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| Gordian Advisors | 409k | $28M | -4% | Sep 2024 |
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| Dynamic Advisors Solutions | 408k | $28M | 0% | Sep 2024 |
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| Powers Advisory Group | 403k | $27M | 0% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 402k | $27M | -1% | Sep 2024 |
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| Financial Management Professionals | 398k | $27M | 14141% | Sep 2024 |
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| Almanack Investment Partners | 393k | $27M | -3% | Sep 2024 |
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| Hrc Wealth Management | 388k | $26M | 0% | Sep 2024 |
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| Goldman Sachs Group | 386k | $25M | 3% | Jun 2024 |
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| Main Street Financial Solutions | 381k | $26M | 7% | Sep 2024 |
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| Ascension Capital Advisors | 381k | $26M | 1% | Sep 2024 |
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| Milestone Investment Advisors | 380k | $26M | -7% | Sep 2024 |
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| Orion Portfolio Solutions | 378k | $26M | -8% | Sep 2024 |
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| Anchor Investment Management | 376k | $26M | 8% | Sep 2024 |
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| D.B. Root & Company | 375k | $25M | 1% | Sep 2024 |
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| Sprinkle Financial Consultants | 359k | $24M | 0% | Sep 2024 |
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| St. Louis Trust | 356k | $24M | 5% | Sep 2024 |
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| Stifel Financial | 356k | $23M | -21% | Jun 2024 |
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| Hanson McClain Advisors | 351k | $24M | -32% | Sep 2024 |
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| St. Johns Investment Management Company | 343k | $23M | -4% | Sep 2024 |
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| Valley Forge Investment Consultants Inc Adv | 335k | $22M | 1% | Jun 2024 |
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| Sound View Wealth Advisors Group | 334k | $23M | 7% | Sep 2024 |
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| Provident Wealth Management | 334k | $23M | 4% | Sep 2024 |
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| Bell Investment Advisors | 328k | $22M | 10% | Sep 2024 |
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| SNS Financial | 318k | $22M | -29% | Sep 2024 |
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| Cantor Fitzgerald Investment Adviser | 317k | $22M | 81% | Sep 2024 |
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| Red Cedar Investment Management | 314k | $21M | -4% | Sep 2024 |
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| Salem Investment Counselors | 311k | $21M | 0% | Sep 2024 |
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| Ethos Financial Group | 308k | $21M | 1% | Sep 2024 |
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| Asset Dedication | 307k | $21M | -11% | Sep 2024 |
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| Carr Financial Group Corp | 305k | $21M | -13% | Sep 2024 |
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| Avenue 1 Advisors | 160k | $11M | -69% | Sep 2024 |
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| 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 |
|
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 |