Who owns Schwab Strategic Tr us lrg cap etf?

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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
Charles Schwab Investment Advisory 96M $4.9B 1% Sep 2023
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Charles Schwab Investment Management 46M $2.3B 4% Sep 2023
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Creative Planning 29M $1.5B 0% Sep 2023
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Sei Investments 24M $1.2B -10% Sep 2023
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HBK Sorce Advisory 8.7M $441M 1% Sep 2023
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Sage Financial 8.1M $411M -2% Sep 2023
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Wealth Enhancement Advisory Services 7.8M $392M 126% Sep 2023
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UBS Group 7.5M $379M -2% Sep 2023
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Envestnet Asset Management 7.3M $368M -6% Sep 2023
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Moneta Group Investment Advisors 7.2M $366M 3% Sep 2023
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Mercer Global Advisors 5.4M $275M -5% Sep 2023
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HPM Partners 4.6M $232M 581% Sep 2023
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Campbell Wealth Management 4.5M $228M -3% Sep 2023
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Northwestern Mutual Wealth Management Company 4.5M $227M 5% Sep 2023
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Aj Wealth Strategies 3.8M $199M 7% Jun 2023
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Mariner Wealth Advisors 3.7M $187M 4% Sep 2023
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Henderson Group 3.6M $184M 2% Sep 2023
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HighTower Advisors 3.6M $181M 10% Sep 2023
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Wealthsource Partners 3.3M $169M -2% Sep 2023
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Prime Capital Investment Advisors 3.1M $155M 3% Sep 2023
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JMG Financial Group 2.8M $144M -1% Sep 2023
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McAdam 2.8M $141M 5% Sep 2023
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Beacon Pointe Advisors 2.4M $121M 6% Sep 2023
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LPL Financial 2.2M $113M 2% Sep 2023
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Cresset Asset Management 2.1M $106M -3% Sep 2023
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BlueSky Wealth Advisors 2.0M $100M 0% Sep 2023
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Evermay Wealth Management 1.8M $93M -2% Sep 2023
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Iwamoto Kong & Co 1.8M $90M 4% Sep 2023
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Diversified 1.7M $86M 2% Sep 2023
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Orgel Wealth Management 1.7M $85M 1% Sep 2023
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Aurum Wealth Management Group 1.7M $84M -3% Sep 2023
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Morgan Stanley 1.6M $81M 66% Sep 2023
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Kuntz Lesher Capital 1.6M $81M 2% Sep 2023
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Scarborough Advisors 1.5M $78M 1% Sep 2023
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Adams Wealth Management 1.5M $78M -4% Sep 2023
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Bank of America Corporation 1.5M $77M 12% Sep 2023
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Northwest Quadrant Wealth Management 1.5M $76M 2% Sep 2023
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Integrated Wealth Concepts 1.5M $74M 14% Sep 2023
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CI Private Wealth 1.4M $71M 6% Sep 2023
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Bangor Savings Bank 1.3M $67M -1% Sep 2023
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United Capital Financial Advisers 1.3M $64M -5% Sep 2023
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Sontag Advisory 1.2M $61M -3% Sep 2023
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Assetmark 1.2M $60M -6% Sep 2023
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HB Wealth Management 1.1M $58M 0% Sep 2023
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Johnson Investment Counsel 1.1M $55M 22% Sep 2023
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Granite Bay Wealth Management 1.1M $56M 100% Sep 2023
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Fund Evaluation Group 1.1M $54M 4% Sep 2023
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Meridian Wealth Partners 1.1M $54M 1% Sep 2023
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Sequoia Financial Advisors 1.0M $53M -3% Sep 2023
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Cambridge Investment Research Advisors 1.0M $53M -3% Sep 2023
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American Trust 1.0M $52M 45% Sep 2023
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Curi Wealth Management 957k $48M -18% Sep 2023
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Financial Management Professionals 947k $48M 3% Sep 2023
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Standpoint Asset Management 943k $48M 3% Sep 2023
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Charles Schwab Trust 916k $46M 3% Sep 2023
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Pinkerton Retirement Specialists 906k $46M 0% Sep 2023
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Financial Consulate 900k $46M 1% Sep 2023
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Savant Capital Management 897k $45M 17% Sep 2023
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Legacy Wealth Management 887k $45M -2% Sep 2023
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AE Wealth Management 876k $44M -21% Sep 2023
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Captrust Financial Advisors 869k $44M 15% Sep 2023
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Alliance Wealth Management 826k $43M -3% Jun 2023
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Rsm Us Wealth Management 820k $42M 10% Sep 2023
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Jaffetilchin Investment Partners 782k $40M 0% Sep 2023
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Towercrest Capital Management 780k $40M -6% Sep 2023
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Valley National Advisers 776k $39M 1% Sep 2023
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Aptus Capital Advisors 757k $38M 127% Sep 2023
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Guardian Wealth Advisors, Llc / Nc 749k $38M 130% Sep 2023
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Branch Banking & Trust Company 728k $37M -5% Sep 2023
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Apollon Wealth Management 719k $36M 664% Sep 2023
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Buffington Mohr McNeal 718k $36M 1% Sep 2023
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Kohmann Bosshard Financial Services 714k $36M 15% Sep 2023
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Riversedge Advisors 682k $35M 0% Sep 2023
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Modera Wealth Management 676k $34M -1% Sep 2023
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Courage Miller Partners 661k $33M 0% Sep 2023
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CFG Asset Management 659k $32M 8% Sep 2023
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Harbour Investments 646k $33M 6% Sep 2023
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McGlone Suttner Wealth Management 643k $33M 4% Sep 2023
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Access Financial Services 628k $32M 1% Sep 2023
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Appleton Partners 627k $32M 1% Sep 2023
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Berger Financial Group 621k $31M 1% Sep 2023
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Raymond James Financial Services Advisors 599k $30M 26% Sep 2023
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TrueNorth 597k $30M -9% Sep 2023
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Moneywise 591k $30M -4% Sep 2023
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Wells Fargo & Company 577k $29M 7% Sep 2023
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Ameriprise Financial 575k $29M -5% Sep 2023
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Matrix Trust 570k $29M 3% Sep 2023
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Advanced Asset Management Advisors 563k $29M 0% Sep 2023
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Ashford Advisors 560k $28M -13% Sep 2023
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Foster Victor Wealth Advisors 560k $28M -4% Sep 2023
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Hanson McClain Advisors 540k $27M -5% Sep 2023
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Leverty Financial Group 531k $27M -42% Sep 2023
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Avenue 1 Advisors 524k $27M 2% Sep 2023
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Jpmorgan Chase & Co 523k $27M 5% Sep 2023
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Dravo Bay 509k $26M 4% Sep 2023
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Cantor Fitzgerald, L. P. 506k $26M -5% Sep 2023
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Congress Wealth Management LLC / DE / 487k $25M -15% Sep 2023
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Orion Portfolio Solutions 485k $25M 1% Sep 2023
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FIDELIS iM 479k $24M 1% Sep 2023
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Athena Investment Management 477k $24M 0% Sep 2023
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Ballast Advisors 476k $24M -3% Sep 2023
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Commonwealth Equity Services 474k $24M 12% Sep 2023
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Manchester Financial 473k $24M -5% Sep 2023
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Sutton Wealth Advisors 470k $24M 1% Sep 2023
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Thrivent Financial for Lutherans 460k $23M 1% Sep 2023
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Baker Avenue Asset Management 459k $23M 8% Sep 2023
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Milestone Investment Advisors 457k $23M 1% Sep 2023
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SNS Financial 456k $23M -2% Sep 2023
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Townsquare Capital 455k $23M 2193% Sep 2023
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Marshall Financial Group 452k $23M -5% Sep 2023
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Carlsbad Wealth Advisory Group 445k $23M 100% Jun 2023
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Northeast Financial Group 443k $22M 13% Sep 2023
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Newman Dignan & Sheerar 442k $22M 5% Sep 2023
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Burt Wealth Advisors 440k $22M 1% Sep 2023
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Bristlecone Advisors 439k $22M -4% Sep 2023
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Kolinsky Wealth Management 438k $22M -2% Sep 2023
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Royal Bank of Canada 438k $22M -36% Sep 2023
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Schneider Downs Wealth Management Advisors 435k $22M 2% Sep 2023
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Huntington Asset Advisors 423k $21M -13% Sep 2023
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Valicenti Advisory Services 422k $21M -2% Sep 2023
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Brown Wealth Management 411k $21M -7% Sep 2023
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Fortis Capital Management 409k $21M 3% Sep 2023
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Stifel Financial 408k $21M 63% Sep 2023
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Valley Forge Investment Consultants Inc Adv 406k $21M 3% Sep 2023
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Powers Advisory Group 400k $20M 2% Sep 2023
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Gleason Group 400k $20M 10% Sep 2023
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YCMNET Advisors 395k $20M -3% Sep 2023
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Red Door Wealth Management 390k $20M 4% Sep 2023
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Morris Financial Concepts 385k $20M 0% Sep 2023
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St. Johns Investment Management Company 381k $19M -1% Sep 2023
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Bank Hapoalim Bm 380k $19M 0% Sep 2023
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Sawgrass Asset Management 380k $19M 328% Sep 2023
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Ancora Advisors 378k $19M -1% Sep 2023
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Kavar Capital Partners Group 369k $19M -2% Sep 2023
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Colony Group 366k $19M -3% Sep 2023
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Dynamic Advisors Solutions 364k $18M 10% Sep 2023
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Asset Dedication 361k $18M -5% Sep 2023
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Pillar Wealth Advisors 353k $18M -3% Sep 2023
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Chicago Partners Investment 352k $18M 10% Sep 2023
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St. Louis Trust 350k $18M 2% Sep 2023
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Main Street Financial Solutions 344k $17M -14% Sep 2023
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CWM 335k $17M 3% Sep 2023
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Advisor Group Holdings 332k $17M -26% Sep 2023
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Blue Bell Private Wealth Management 326k $17M -1% Sep 2023
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Wealthcare Advisory Partners 324k $16M 8% Sep 2023
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Provident Wealth Management 320k $16M 1% Sep 2023
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Red Cedar Investment Management 319k $16M 23% Sep 2023
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Compass Advisory Group 315k $16M 5% Sep 2023
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Koesten, Hirschmann & Crabtree 313k $16M 0% Sep 2023
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Sound View Wealth Advisors Group 313k $16M -2% Sep 2023
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Bsc Private Wealth Management 306k $16M -26% Sep 2023
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Your Advocates 17k $882k -96% Sep 2023
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Who sold out of Schwab Strategic Tr us lrg cap etf?

Fund or Company Name Date Sold Shares Held Valued At
Koss-Olinger Consulting Jun 2023 3.2M $165M