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 | 95M | $4.6B | -1% | Mar 2023 |
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| Charles Schwab Investment Management | 44M | $2.1B | 6% | Mar 2023 |
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| Creative Planning | 31M | $1.4B | 25% | Dec 2022 |
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| Sei Investments | 30M | $1.4B | 2% | Mar 2023 |
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| HBK Sorce Advisory | 18M | $789M | 113% | Dec 2022 |
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| Envestnet Asset Management | 17M | $839M | -2% | Mar 2023 |
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| Mercer Global Advisors | 15M | $747M | -2% | Mar 2023 |
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| Sage Financial | 8.2M | $399M | 2% | Mar 2023 |
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| UBS Group | 7.8M | $379M | 0% | Mar 2023 |
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| Moneta Group Investment Advisors | 6.6M | $318M | 83091% | Mar 2023 |
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| Campbell Wealth Management | 4.5M | $219M | 3% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 4.3M | $193M | 1% | Dec 2022 |
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| Mariner Wealth Advisors | 4.1M | $186M | 3% | Dec 2022 |
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| Henderson Group | 3.7M | $178M | -5% | Mar 2023 |
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| Wealth Enhancement Advisory Services | 3.6M | $172M | 3% | Mar 2023 |
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| Aj Wealth Strategies | 3.5M | $171M | -6% | Mar 2023 |
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| Wealthsource Partners | 3.5M | $168M | -2% | Mar 2023 |
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| HighTower Advisors | 3.2M | $156M | -6% | Mar 2023 |
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| Koss-Olinger Consulting | 3.1M | $149M | 8% | Mar 2023 |
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| JMG Financial Group | 2.9M | $141M | 2% | Mar 2023 |
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| Prime Capital Investment Advisors | 2.8M | $136M | -18% | Mar 2023 |
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| McAdam | 2.6M | $124M | 117% | Mar 2023 |
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| Beacon Pointe Advisors | 2.4M | $118M | 4% | Mar 2023 |
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| Cresset Asset Management | 2.4M | $106M | 114% | Dec 2022 |
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| LPL Financial | 2.2M | $104M | 2% | Mar 2023 |
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| BlueSky Wealth Advisors | 2.0M | $96M | 3% | Mar 2023 |
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| Evermay Wealth Management | 1.9M | $92M | -3% | Mar 2023 |
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| Aurum Wealth Management Group | 1.8M | $85M | -1% | Mar 2023 |
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| Advisor Group Holdings | 1.7M | $82M | 0% | Mar 2023 |
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| Orgel Wealth Management | 1.6M | $80M | -6% | Mar 2023 |
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| Iwamoto Kong & Co | 1.6M | $74M | 22% | Dec 2022 |
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| Adams Wealth Management | 1.6M | $77M | -15% | Mar 2023 |
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| Kuntz Lesher Capital | 1.5M | $73M | 3% | Mar 2023 |
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| Northwest Quadrant Wealth Management | 1.5M | $71M | 2% | Mar 2023 |
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| United Capital Financial Advisers | 1.4M | $65M | -4% | Dec 2022 |
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| Scarborough Advisors | 1.4M | $64M | 16% | Dec 2022 |
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| Bangor Savings Bank | 1.4M | $67M | -2% | Mar 2023 |
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| Assetmark | 1.4M | $66M | 20% | Mar 2023 |
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| CI Private Wealth | 1.3M | $65M | 14% | Mar 2023 |
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| Bank of America Corporation | 1.3M | $61M | -4% | Mar 2023 |
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| Curi Wealth Management | 1.2M | $59M | 4% | Mar 2023 |
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| Integrated Wealth Concepts | 1.2M | $59M | 1% | Mar 2023 |
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| AE Wealth Management | 1.1M | $55M | 4% | Mar 2023 |
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| Sequoia Financial Advisors | 1.1M | $54M | -5% | Mar 2023 |
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| HB Wealth Management | 1.1M | $53M | 1% | Mar 2023 |
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| Sontag Advisory | 1.1M | $51M | -2% | Mar 2023 |
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| Cambridge Investment Research Advisors | 1.0M | $51M | 1% | Mar 2023 |
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| Meridian Wealth Partners | 1.0M | $50M | -4% | Mar 2023 |
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| Morgan Stanley | 976k | $44M | 100% | Dec 2022 |
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| Captrust Financial Advisors | 951k | $46M | -32% | Mar 2023 |
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| Pinkerton Retirement Specialists | 918k | $44M | 4% | Mar 2023 |
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| Legacy Wealth Management | 913k | $44M | -2% | Mar 2023 |
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| American Trust | 901k | $44M | -26% | Mar 2023 |
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| Charles Schwab Trust | 889k | $43M | 4% | Mar 2023 |
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| Leverty Financial Group | 883k | $43M | 6% | Mar 2023 |
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| Financial Consulate | 853k | $41M | 22% | Mar 2023 |
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| Alliance Wealth Management | 852k | $41M | 0% | Mar 2023 |
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| Towercrest Capital Management | 852k | $41M | 0% | Mar 2023 |
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| Johnson Investment Counsel | 846k | $41M | -3% | Mar 2023 |
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| Jaffetilchin Investment Partners | 807k | $39M | -7% | Mar 2023 |
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| Standpoint Asset Management | 797k | $39M | 5% | Mar 2023 |
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| Branch Banking & Trust Company | 796k | $39M | 2% | Mar 2023 |
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| Rsm Us Wealth Management | 788k | $38M | 100% | Mar 2023 |
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| Valley National Advisers | 764k | $37M | -3% | Mar 2023 |
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| Riversedge Advisors | 748k | $36M | 1% | Mar 2023 |
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| Buffington Mohr McNeal | 699k | $34M | 0% | Mar 2023 |
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| Courage Miller Partners | 695k | $34M | -4% | Mar 2023 |
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| TrueNorth | 675k | $33M | 1% | Mar 2023 |
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| Ameriprise Financial | 655k | $32M | -37% | Mar 2023 |
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| Appleton Partners | 652k | $32M | -1% | Mar 2023 |
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| Moneywise | 647k | $31M | 6% | Mar 2023 |
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| Ashford Advisors | 647k | $31M | -3% | Mar 2023 |
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| Parsec Financial Management | 623k | $30M | -2% | Mar 2023 |
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| Congress Wealth Management LLC / DE / | 604k | $29M | 4% | Mar 2023 |
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| Foster Victor Wealth Advisors | 602k | $29M | -45% | Mar 2023 |
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| Hanson McClain Advisors | 598k | $29M | -20% | Mar 2023 |
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| Access Financial Services | 593k | $29M | -5% | Mar 2023 |
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| Kohmann Bosshard Financial Services | 587k | $28M | 1% | Mar 2023 |
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| Berger Financial Group | 581k | $28M | -22% | Mar 2023 |
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| Financial Management Professionals | 574k | $28M | 0% | Mar 2023 |
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| CFG Asset Management | 574k | $28M | 4% | Mar 2023 |
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| McGlone Suttner Wealth Management | 572k | $28M | 22% | Mar 2023 |
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| Harbour Investments | 570k | $28M | 14% | Mar 2023 |
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| Advanced Asset Management Advisors | 563k | $27M | 0% | Mar 2023 |
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| Matrix Trust | 551k | $27M | 2% | Mar 2023 |
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| Cantor Fitzgerald, L. P. | 548k | $27M | -28% | Mar 2023 |
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| Huntington Asset Advisors | 543k | $25M | -12% | Dec 2022 |
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| Wells Fargo & Company | 536k | $24M | 46% | Dec 2022 |
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| Ballast Advisors | 510k | $25M | 0% | Mar 2023 |
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| Manchester Financial | 508k | $25M | 5% | Mar 2023 |
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| Jpmorgan Chase & Co | 501k | $0 | -9% | Mar 2023 |
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| CLS Investments | 500k | $23M | -2% | Dec 2022 |
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| Savant Capital Management | 491k | $24M | -16% | Mar 2023 |
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| Dravo Bay | 490k | $24M | 2% | Mar 2023 |
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| Avenue 1 Advisors | 480k | $23M | 12% | Mar 2023 |
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| Athena Investment Management | 477k | $23M | 0% | Mar 2023 |
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| Marshall Financial Group | 476k | $23M | -2% | Mar 2023 |
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| SNS Financial | 467k | $23M | 10% | Mar 2023 |
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| FIDELIS iM | 465k | $23M | 9% | Mar 2023 |
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| Kavar Capital Partners Group | 464k | $21M | 0% | Dec 2022 |
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| Valicenti Advisory Services | 458k | $22M | -7% | Mar 2023 |
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| Kolinsky Wealth Management | 456k | $22M | 0% | Mar 2023 |
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| Milestone Investment Advisors | 455k | $22M | 1% | Mar 2023 |
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| Bristlecone Advisors | 444k | $22M | 0% | Mar 2023 |
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| Sage Financial Management Group | 442k | $21M | -22% | Mar 2023 |
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| YCMNET Advisors | 439k | $21M | -44% | Mar 2023 |
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| Royal Bank of Canada | 436k | $20M | 2% | Dec 2022 |
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| Bsc Private Wealth Management | 436k | $21M | -3% | Mar 2023 |
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| Your Advocates | 418k | $20M | 378% | Mar 2023 |
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| Diversified | 416k | $20M | -18% | Mar 2023 |
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| Burt Wealth Advisors | 415k | $20M | 5% | Mar 2023 |
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| Schneider Downs Wealth Management Advisors | 409k | $20M | 3% | Mar 2023 |
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| Commonwealth Equity Services | 398k | $19M | 0% | Mar 2023 |
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| Asset Dedication | 395k | $19M | 5% | Mar 2023 |
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| Ancora Advisors | 394k | $19M | -7% | Mar 2023 |
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| Valley Forge Investment Consultants Inc Adv | 394k | $19M | 1% | Mar 2023 |
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| Baker Avenue Asset Management | 392k | $19M | 9% | Mar 2023 |
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| Powers Advisory Group | 392k | $19M | 2% | Mar 2023 |
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| Main Street Financial Solutions | 390k | $19M | 4% | Mar 2023 |
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| Colony Group | 388k | $19M | -3% | Mar 2023 |
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| Fortis Capital Management | 386k | $19M | 2% | Mar 2023 |
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| Red Door Wealth Management | 383k | $19M | -6% | Mar 2023 |
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| Bank Hapoalim Bm | 380k | $18M | 0% | Mar 2023 |
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| Newman Dignan & Sheerar | 380k | $18M | 2% | Mar 2023 |
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| Morris Financial Concepts | 377k | $18M | 4% | Mar 2023 |
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| St. Johns Investment Management Company | 376k | $18M | -3% | Mar 2023 |
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| Pillar Wealth Advisors | 376k | $18M | -1% | Mar 2023 |
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| Dynamic Advisors Solutions | 361k | $17M | -4% | Mar 2023 |
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| Gleason Group | 358k | $17M | 6% | Mar 2023 |
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| Raymond James Financial Services Advisors | 352k | $17M | 153% | Mar 2023 |
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| Revolve Wealth Partners | 347k | $17M | -36% | Mar 2023 |
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| Blue Bell Private Wealth Management | 337k | $16M | -4% | Mar 2023 |
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| MAI Wealth Advisors | 331k | $16M | -4% | Mar 2023 |
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| Provident Wealth Management | 328k | $16M | -1% | Mar 2023 |
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| Hengehold Capital Management | 316k | $15M | -1% | Mar 2023 |
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| Koesten, Hirschmann & Crabtree | 316k | $15M | 3% | Mar 2023 |
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| Aptus Capital Advisors | 314k | $15M | 23% | Mar 2023 |
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| Sound View Wealth Advisors Group | 314k | $15M | 57% | Mar 2023 |
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| Ascension Capital Advisors | 308k | $15M | 0% | Mar 2023 |
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| PBWM Holdings | 306k | $15M | 0% | Mar 2023 |
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| Coldstream Capital Management | 304k | $14M | 100% | Dec 2022 |
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| D.B. Root & Company | 304k | $15M | -3% | Mar 2023 |
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| BCS Wealth Management | 303k | $15M | 18% | Mar 2023 |
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| Black Diamond Financial | 302k | $15M | 0% | Mar 2023 |
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| Appleton Group Wealth Management | 302k | $15M | -4% | Mar 2023 |
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| Lowe, Brockenbrough & Company | 298k | $14M | 24% | Dec 2022 |
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| Chicago Partners Investment | 297k | $14M | 18% | Mar 2023 |
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| Leavell Investment Management | 297k | $14M | -1% | Mar 2023 |
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| Compass Advisory Group | 295k | $14M | 24% | Mar 2023 |
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| Salem Investment Counselors | 291k | $14M | 1% | Mar 2023 |
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| Sheets Smith Wealth Management | 288k | $14M | -6% | Mar 2023 |
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| Red Cedar Investment Management | 248k | $12M | -45% | Mar 2023 |
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| IFP Advisors | 219k | $14M | -63% | Mar 2023 |
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| Greenwood Gearhart | 206k | $10M | -49% | Mar 2023 |
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| Streettalk Advisors | 6.3k | $306k | -99% | Mar 2023 |
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