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

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