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
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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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 97M | $5.5B | 0% | Dec 2023 |
|
| Charles Schwab Investment Management | 48M | $2.7B | 6% | Dec 2023 |
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| Creative Planning | 29M | $1.6B | 0% | Dec 2023 |
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| HPM Partners | 28M | $299M | 519% | Dec 2023 |
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| HBK Sorce Advisory | 10M | $580M | 18% | Dec 2023 |
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| Sage Financial | 8.1M | $456M | 0% | Dec 2023 |
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| Moneta Group Investment Advisors | 7.6M | $427M | 5% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 7.3M | $450M | -3% | Mar 2024 |
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| UBS Group | 7.1M | $400M | -5% | Dec 2023 |
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| Mercer Global Advisors | 5.0M | $283M | -8% | Dec 2023 |
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| Campbell Wealth Management | 4.6M | $259M | 2% | Dec 2023 |
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| HighTower Advisors | 3.7M | $208M | 3% | Dec 2023 |
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| Henderson Group | 3.7M | $206M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 3.6M | $205M | -2% | Dec 2023 |
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| Wealthsource Partners | 3.2M | $179M | -5% | Dec 2023 |
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| Prime Capital Investment Advisors | 3.1M | $176M | 2% | Dec 2023 |
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| McAdam | 3.0M | $189M | 6% | Mar 2024 |
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| JMG Financial Group | 2.9M | $163M | 2% | Dec 2023 |
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| Beacon Pointe Advisors | 2.3M | $132M | -3% | Dec 2023 |
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| Diversified | 2.2M | $123M | 28% | Dec 2023 |
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| Iwamoto Kong & Co | 1.9M | $108M | 8% | Dec 2023 |
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| Evermay Wealth Management | 1.8M | $101M | -3% | Dec 2023 |
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| Aurum Wealth Management Group | 1.7M | $95M | 2% | Dec 2023 |
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| Bank of America Corporation | 1.7M | $94M | 9% | Dec 2023 |
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| Goldman Sachs Group | 1.6M | $93M | 2285% | Dec 2023 |
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| Kuntz Lesher Capital | 1.6M | $91M | 2% | Dec 2023 |
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| Scarborough Advisors | 1.6M | $91M | 4% | Dec 2023 |
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| Orgel Wealth Management | 1.5M | $95M | -5% | Mar 2024 |
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| Northwest Quadrant Wealth Management | 1.5M | $93M | 0% | Mar 2024 |
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| Assetmark | 1.4M | $81M | 21% | Dec 2023 |
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| CI Private Wealth | 1.4M | $80M | 1% | Dec 2023 |
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| Bangor Savings Bank | 1.3M | $78M | -5% | Mar 2024 |
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| Curi Wealth Management | 1.3M | $71M | 31% | Dec 2023 |
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| Sontag Advisory | 1.2M | $66M | -3% | Dec 2023 |
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| Financial Consulate | 1.2M | $72M | 4% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 1.1M | $71M | 42% | Mar 2024 |
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| HB Wealth Management | 1.1M | $64M | 0% | Dec 2023 |
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| Charles Schwab Trust | 1.1M | $70M | 12% | Mar 2024 |
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| Johnson Investment Counsel | 1.1M | $64M | 4% | Dec 2023 |
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| Granite Bay Wealth Management | 1.1M | $59M | 5% | Dec 2023 |
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| Fund Evaluation Group | 1.1M | $59M | -1% | Dec 2023 |
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| Sequoia Financial Advisors | 1.0M | $58M | -1% | Dec 2023 |
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| Steele Capital Management | 1.0M | $64M | 1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 994k | $62M | -5% | Mar 2024 |
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| Standpoint Asset Management | 963k | $54M | 2% | Dec 2023 |
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| Berger Financial Group | 948k | $59M | 46% | Mar 2024 |
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| Savant Capital Management | 887k | $50M | -1% | Dec 2023 |
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| United Capital Financial Advisers | 886k | $50M | -30% | Dec 2023 |
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| Adams Wealth Management | 883k | $50M | -43% | Dec 2023 |
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| Rsm Us Wealth Management | 864k | $49M | 5% | Dec 2023 |
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| Apollon Wealth Management | 855k | $48M | 19% | Dec 2023 |
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| Captrust Financial Advisors | 825k | $47M | -5% | Dec 2023 |
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| Legacy Wealth Management | 809k | $50M | -6% | Mar 2024 |
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| Kavar Capital Partners Group | 804k | $45M | 118% | Dec 2023 |
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| AE Wealth Management | 798k | $46M | -9% | Dec 2023 |
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| Pinkerton Retirement Specialists | 785k | $44M | -13% | Dec 2023 |
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| Alliance Wealth Management | 777k | $44M | 100% | Dec 2023 |
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| Towercrest Capital Management | 777k | $44M | 0% | Dec 2023 |
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| Valley National Advisers | 768k | $46M | 0% | Mar 2024 |
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| American Trust | 729k | $41M | -29% | Dec 2023 |
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| Riversedge Advisors | 705k | $40M | 3% | Dec 2023 |
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| CFG Asset Management | 704k | $39M | 7% | Dec 2023 |
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| Buffington Mohr McNeal | 691k | $43M | -3% | Mar 2024 |
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| Harbour Investments | 671k | $38M | 4% | Dec 2023 |
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| Modera Wealth Management | 669k | $38M | -1% | Dec 2023 |
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| Appleton Partners | 662k | $37M | 6% | Dec 2023 |
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| Raymond James Financial Services Advisors | 649k | $40M | 6% | Mar 2024 |
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| McGlone Suttner Wealth Management | 645k | $40M | 0% | Mar 2024 |
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| Courage Miller Partners | 638k | $40M | -1% | Mar 2024 |
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| Ashford Advisors | 608k | $34M | 8% | Dec 2023 |
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| Access Financial Services | 607k | $38M | -5% | Mar 2024 |
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| Wells Fargo & Company | 605k | $34M | 5% | Dec 2023 |
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| Branch Banking & Trust Company | 573k | $32M | -21% | Dec 2023 |
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| Jpmorgan Chase & Co | 571k | $32M | 9% | Dec 2023 |
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| Matrix Trust | 570k | $32M | 0% | Dec 2023 |
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| Leverty Financial Group | 570k | $35M | 3% | Mar 2024 |
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| Avenue 1 Advisors | 549k | $34M | 1% | Mar 2024 |
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| Baker Avenue Asset Management | 544k | $31M | 19% | Dec 2023 |
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| Foster Victor Wealth Advisors | 544k | $31M | -3% | Dec 2023 |
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| Moneywise | 527k | $33M | -8% | Mar 2024 |
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| Hanson McClain Advisors | 517k | $32M | -3% | Mar 2024 |
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| Commonwealth Equity Services | 510k | $29M | 7% | Dec 2023 |
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| Sheets Smith Wealth Management | 499k | $15M | 85% | Dec 2023 |
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| Dravo Bay | 490k | $28M | -4% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 476k | $30M | -1% | Mar 2024 |
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| Northeast Financial Group | 473k | $29M | 8% | Mar 2024 |
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| FIDELIS iM | 472k | $29M | -1% | Mar 2024 |
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| Burt Wealth Advisors | 469k | $29M | 5% | Mar 2024 |
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| Townsquare Capital | 465k | $26M | 2% | Dec 2023 |
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| SNS Financial | 465k | $29M | 0% | Mar 2024 |
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| Newman Dignan & Sheerar | 463k | $26M | 5% | Dec 2023 |
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| Cornerstone Wealth Group | 459k | $29M | 100% | Mar 2024 |
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| Milestone Investment Advisors | 455k | $26M | 0% | Dec 2023 |
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| Gleason Group | 455k | $28M | 2% | Mar 2024 |
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| Ballast Advisors | 454k | $26M | -5% | Dec 2023 |
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| Stifel Financial | 452k | $26M | 11% | Dec 2023 |
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| Marshall Financial Group | 447k | $25M | -1% | Dec 2023 |
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| Gordian Advisors | 445k | $28M | 100% | Mar 2024 |
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| Valicenti Advisory Services | 443k | $28M | -1% | Mar 2024 |
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| Richardson Capital Management | 443k | $28M | 100% | Mar 2024 |
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| Orion Portfolio Solutions | 442k | $25M | -9% | Dec 2023 |
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| Royal Bank of Canada | 430k | $24M | -2% | Dec 2023 |
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| Morris Financial Concepts | 429k | $27M | 10% | Mar 2024 |
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| Bristlecone Advisors | 428k | $27M | -2% | Mar 2024 |
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| Manchester Financial | 427k | $27M | -5% | Mar 2024 |
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| Schneider Downs Wealth Management Advisors | 421k | $24M | -3% | Dec 2023 |
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| Brown Wealth Management | 416k | $24M | 1% | Dec 2023 |
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| Focus Financial Network | 416k | $23M | 100% | Dec 2023 |
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| Chicago Partners Investment | 409k | $25M | 6% | Mar 2024 |
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| Red Door Wealth Management | 406k | $25M | 6% | Mar 2024 |
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| Powers Advisory Group | 400k | $25M | -1% | Mar 2024 |
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| Dynamic Advisors Solutions | 399k | $25M | -2% | Mar 2024 |
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| Fortis Capital Management | 397k | $22M | -3% | Dec 2023 |
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| Sawgrass Asset Management | 392k | $22M | 3% | Dec 2023 |
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| Red Cedar Investment Management | 392k | $24M | 22% | Mar 2024 |
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| Hrc Wealth Management | 385k | $22M | 100% | Dec 2023 |
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| Bank Hapoalim Bm | 380k | $21M | 0% | Dec 2023 |
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| Financial Management Professionals | 370k | $23M | 0% | Mar 2024 |
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| St. Louis Trust | 363k | $21M | 4% | Dec 2023 |
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| St. Johns Investment Management Company | 362k | $23M | -9% | Mar 2024 |
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| Colony | 362k | $20M | 100% | Dec 2023 |
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| Sprinkle Financial Consultants | 359k | $22M | -1% | Mar 2024 |
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| Main Street Financial Solutions | 358k | $22M | 0% | Mar 2024 |
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| D.B. Root & Company | 357k | $22M | 13% | Mar 2024 |
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| Asset Dedication | 356k | $22M | 2% | Mar 2024 |
|
| Valley Forge Investment Consultants Inc Adv | 344k | $19M | -15% | Dec 2023 |
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| Strategic Equity Management | 341k | $21M | 26% | Mar 2024 |
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| Carr Financial Group Corp | 337k | $21M | 11% | Mar 2024 |
|
| Pillar Wealth Advisors | 330k | $19M | -7% | Dec 2023 |
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| Sound View Wealth Advisors Group | 327k | $19M | 5% | Dec 2023 |
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| CWM | 326k | $20M | -8% | Mar 2024 |
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| Northwest Capital Management | 323k | $20M | -2% | Mar 2024 |
|
| Provident Wealth Management | 316k | $20M | -2% | Mar 2024 |
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| Salem Investment Counselors | 314k | $20M | 1% | Mar 2024 |
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| Ancora Advisors | 311k | $18M | -18% | Dec 2023 |
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| Koesten, Hirschmann & Crabtree | 307k | $17M | -2% | Dec 2023 |
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| Bsc Private Wealth Management | 301k | $17M | -1% | Dec 2023 |
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| Anchor Investment Management | 300k | $17M | 3% | Dec 2023 |
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| Hengehold Capital Management | 300k | $19M | -3% | Mar 2024 |
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| Sage Financial Management Group | 291k | $16M | -2% | Dec 2023 |
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| Ascension Capital Advisors | 290k | $16M | -5% | Dec 2023 |
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| Wagner Bowman Management | 290k | $18M | 0% | Mar 2024 |
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| Black Diamond Financial | 286k | $16M | -3% | Dec 2023 |
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| MAI Wealth Advisors | 286k | $16M | 1% | Dec 2023 |
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| Bell Investment Advisors | 286k | $16M | 4% | Dec 2023 |
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| Blue Bell Private Wealth Management | 285k | $18M | -5% | Mar 2024 |
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| Ethos Financial Group | 278k | $16M | 10% | Dec 2023 |
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| Wealthcare Advisory Partners | 271k | $17M | -31% | Mar 2024 |
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| Coldstream Capital Management | 268k | $15M | -9% | Dec 2023 |
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| Buckingham Asset Management | 253k | $14M | -6% | Dec 2023 |
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| Advisor Group Holdings | 249k | $14M | -25% | Dec 2023 |
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| Hart & Patterson Financial Group | 234k | $15M | -50% | Mar 2024 |
|
| Compass Advisory Group | 23k | $1.3M | -93% | Dec 2023 |
|
| Tradewinds Capital Management | 16k | $964k | -97% | Mar 2024 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlueSky Wealth Advisors | Dec 2023 | 2.0M | $110M |
| Advanced Asset Management Advisors | Dec 2023 | 563k | $32M |
| Cantor Fitzgerald, L. P. | Sep 2023 | 506k | $26M |
| Huntington Asset Advisors | Dec 2023 | 387k | $22M |