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 |
|---|---|---|---|---|---|
| Us Bancorp | 201M | $5.4B | -2% | Dec 2025 |
|
| Creative Planning | 82M | $2.1B | -2% | Mar 2026 |
|
| Moneta Group Investment Advisors | 37M | $958M | 4% | Mar 2026 |
|
| HBK Sorce Advisory | 35M | $1.0B | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 35M | $893M | 12% | Mar 2026 |
|
| Sei Investments | 33M | $834M | 5% | Mar 2026 |
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| Sage Financial | 23M | $593M | -3% | Mar 2026 |
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| Captrust Financial Advisors | 20M | $525M | 6% | Dec 2025 |
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| HPM Partners | 19M | $492M | 1% | Mar 2026 |
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| Betterment | 18M | $488M | 0% | Dec 2025 |
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| Diversified Enterprises | 17M | $457M | 3% | Dec 2025 |
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| HighTower Advisors | 14M | $359M | -1% | Mar 2026 |
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| Henderson Group | 12M | $316M | 8% | Mar 2026 |
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| Koss-Olinger Consulting | 11M | $269M | 5% | Mar 2026 |
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| Mariner Wealth Advisors | 10M | $266M | 1% | Mar 2026 |
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| Norinchukin Bank, The | 10M | $261M | 0% | Mar 2026 |
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| McAdam | 10M | $261M | 2% | Mar 2026 |
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| Bank of America Corporation | 10M | $258M | 100% | Mar 2026 |
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| Mercer Global Advisors | 9.9M | $255M | -4% | Mar 2026 |
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| UBS Group | 9.5M | $245M | 672% | Mar 2026 |
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| Fund Evaluation Group | 9.3M | $238M | -2% | Mar 2026 |
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| Prime Capital Investment Advisors | 8.9M | $228M | -11% | Mar 2026 |
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| Morgan Stanley | 8.6M | $221M | 43% | Mar 2026 |
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| JMG Financial Group | 8.3M | $214M | -1% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 7.6M | $194M | 6% | Mar 2026 |
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| LPL Financial | 7.5M | $193M | -2% | Mar 2026 |
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| Vantagepoint Investment Advisers | 7.5M | $191M | -2% | Mar 2026 |
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| CI Private Wealth | 6.7M | $165M | 67% | Mar 2026 |
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| Assetmark | 6.5M | $167M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 6.5M | $174M | 8% | Dec 2025 |
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| Iwamoto Kong & Co | 6.2M | $166M | -4% | Dec 2025 |
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| Northwest Quadrant Wealth Management | 5.3M | $136M | 0% | Mar 2026 |
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| Financial Consulate | 5.2M | $133M | 0% | Mar 2026 |
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| Johnson Investment Counsel | 5.1M | $132M | 1% | Mar 2026 |
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| Farther Finance Advisors | 4.9M | $127M | 24% | Mar 2026 |
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| BlueSky Wealth Advisors | 4.9M | $125M | -21% | Mar 2026 |
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| Orgel Wealth Management | 4.7M | $120M | 0% | Mar 2026 |
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| Evermay Wealth Management | 4.4M | $112M | -2% | Mar 2026 |
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| Envestnet Asset Management | 4.2M | $107M | 125% | Mar 2026 |
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| Charles Schwab Trust | 4.2M | $107M | -1% | Mar 2026 |
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| Steele Capital Management | 4.1M | $105M | 2% | Mar 2026 |
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| AQR Capital Management | 4.0M | $102M | 44% | Mar 2026 |
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| FSA Investment Group | 3.8M | $97M | 7% | Mar 2026 |
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| RMB Capital Management | 3.6M | $93M | 2% | Mar 2026 |
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| Greenwood Gearhart | 3.5M | $90M | -26% | Mar 2026 |
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| Integrated Wealth Concepts | 3.5M | $89M | 11% | Mar 2026 |
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| Meridian Wealth Partners | 3.4M | $92M | 0% | Dec 2025 |
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| Rsm Us Wealth Management | 3.3M | $86M | 158% | Mar 2026 |
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| Sims Investment Management | 3.3M | $85M | -3% | Mar 2026 |
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| Colony | 3.2M | $86M | 22% | Dec 2025 |
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| BlackRock | 3.2M | $82M | 174% | Mar 2026 |
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| EP Wealth Advisors | 3.2M | $82M | -1% | Mar 2026 |
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| HB Wealth Management | 3.1M | $79M | 1% | Mar 2026 |
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| Ameriprise Financial | 3.0M | $77M | -14% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 3.0M | $77M | 3% | Mar 2026 |
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| Aptus Capital Advisors | 2.8M | $73M | 6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 2.8M | $73M | 4% | Mar 2026 |
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| Sontag Advisory | 2.8M | $72M | 0% | Mar 2026 |
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| Cresset Asset Management | 2.8M | $72M | -1% | Mar 2026 |
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| Advisor Group Holdings | 2.8M | $75M | 5% | Dec 2025 |
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| Financial Solutions Advisory Group | 2.8M | $71M | 100% | Mar 2026 |
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| Baker Avenue Asset Management | 2.7M | $70M | 1% | Mar 2026 |
|
| Guardian Wealth Advisors, Llc / Nc | 2.6M | $71M | 5% | Dec 2025 |
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| Jaffetilchin Investment Partners | 2.6M | $66M | 0% | Mar 2026 |
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| Standpoint Asset Management | 2.6M | $66M | -4% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.5M | $68M | 9% | Dec 2025 |
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| Savant Capital Management | 2.5M | $64M | 1% | Mar 2026 |
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| Bangor Savings Bank | 2.4M | $62M | -2% | Mar 2026 |
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| Berger Financial Group | 2.4M | $61M | 1% | Mar 2026 |
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| Scarborough Advisors | 2.4M | $61M | 100% | Mar 2026 |
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| CFG Asset Management | 2.4M | $60M | 3% | Mar 2026 |
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| Legacy Wealth Management | 2.3M | $59M | 4% | Mar 2026 |
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| CacheTech | 2.3M | $58M | -2% | Mar 2026 |
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| Financial Management Professionals | 2.2M | $57M | 2% | Mar 2026 |
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| Alliance Wealth Management | 2.2M | $56M | -2% | Mar 2026 |
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| Towercrest Capital Management | 2.2M | $56M | -2% | Mar 2026 |
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| Northeast Financial Group | 2.1M | $55M | 8% | Mar 2026 |
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| Adams Wealth Management | 2.1M | $54M | 0% | Mar 2026 |
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| McGlone Suttner Wealth Management | 2.1M | $54M | -1% | Mar 2026 |
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| Wells Fargo & Company | 2.1M | $54M | -7% | Mar 2026 |
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| Raymond James Financial | 2.0M | $55M | 5% | Dec 2025 |
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| Valley National Advisers | 2.0M | $51M | 4% | Mar 2026 |
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| Modern Wealth Management | 2.0M | $54M | 10% | Dec 2025 |
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| Pure Financial Advisors | 2.0M | $51M | 1% | Mar 2026 |
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| Red Door Wealth Management | 1.9M | $50M | -3% | Mar 2026 |
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| Royal Bank of Canada | 1.9M | $49M | -5% | Mar 2026 |
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| Bleakley Financial Group | 1.9M | $49M | 1% | Mar 2026 |
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| Ubs Global Asset Management Americas | 1.9M | $49M | 238% | Mar 2026 |
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| United Capital Financial Advisers | 1.9M | $48M | -2% | Mar 2026 |
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| Kuntz Lesher Capital | 1.9M | $48M | -13% | Mar 2026 |
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| TrueNorth | 1.9M | $48M | 4% | Mar 2026 |
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| Appleton Partners | 1.8M | $47M | 0% | Mar 2026 |
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| Chicago Partners Investment | 1.8M | $52M | 6% | Mar 2026 |
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| SigFig Wealth Management | 1.8M | $47M | 19% | Mar 2026 |
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| Visionary Wealth Advisors | 1.8M | $47M | 4% | Mar 2026 |
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| Richardson Capital Management | 1.8M | $46M | 3% | Mar 2026 |
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| Harbour Investments | 1.8M | $46M | 0% | Mar 2026 |
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| Courage Miller Partners | 1.7M | $45M | -1% | Mar 2026 |
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| Kavar Capital Partners Group | 1.7M | $44M | 3% | Mar 2026 |
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| Quantinno Capital Management | 1.7M | $43M | 4% | Mar 2026 |
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| Pensionmark Financial Group | 1.6M | $42M | -3% | Mar 2026 |
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| Cetera Investment Advisers | 1.6M | $41M | 17% | Mar 2026 |
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| FIDELIS iM | 1.6M | $41M | 6% | Mar 2026 |
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| Ascension Capital Advisors | 1.6M | $40M | 27% | Mar 2026 |
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| Newman Dignan & Sheerar | 1.6M | $40M | 1% | Mar 2026 |
|
| Fortis Capital Management | 1.5M | $39M | 12% | Mar 2026 |
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| Bryn Mawr Trust | 1.5M | $39M | -2% | Mar 2026 |
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| D.B. Root & Company | 1.5M | $38M | 1% | Mar 2026 |
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| Morris Financial Concepts | 1.5M | $38M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 1.5M | $37M | -4% | Mar 2026 |
|
| Matrix Trust | 1.5M | $37M | 0% | Mar 2026 |
|
| Modera Wealth Management | 1.4M | $37M | -3% | Mar 2026 |
|
| FMR | 1.4M | $39M | 6% | Dec 2025 |
|
| Access Financial Services | 1.4M | $37M | -6% | Mar 2026 |
|
| Schneider Downs Wealth Management Advisors | 1.4M | $38M | 1% | Dec 2025 |
|
| Ashton Thomas Private Wealth | 1.4M | $36M | 1% | Mar 2026 |
|
| Sequoia Financial Advisors | 1.4M | $36M | 0% | Mar 2026 |
|
| Valicenti Advisory Services | 1.4M | $36M | 6% | Mar 2026 |
|
| Pinkerton Retirement Specialists | 1.4M | $38M | -4% | Mar 2026 |
|
| Sherwood Financial Partners | 1.4M | $35M | -2% | Mar 2026 |
|
| Sherman Porfolios | 1.4M | $35M | 15% | Mar 2026 |
|
| Bernard Wealth Management Corp. | 1.3M | $36M | 1% | Dec 2025 |
|
| Belpointe Asset Management | 1.3M | $34M | -9% | Mar 2026 |
|
| Ballast Advisors | 1.3M | $34M | 5% | Mar 2026 |
|
| Ashford Advisors | 1.3M | $34M | -2% | Mar 2026 |
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| Athena Investment Management | 1.3M | $34M | 0% | Mar 2026 |
|
| St. Louis Trust | 1.3M | $35M | 0% | Dec 2025 |
|
| Foster Victor Wealth Advisors | 1.3M | $35M | 3% | Mar 2026 |
|
| Dynamic Advisors Solutions | 1.3M | $33M | 3% | Mar 2026 |
|
| Fortis Capital Advisors | 1.3M | $33M | -9% | Mar 2026 |
|
| Embree Financial Group | 1.3M | $32M | -12% | Mar 2026 |
|
| Main Street Financial Solutions | 1.3M | $34M | -4% | Dec 2025 |
|
| Gleason Group | 1.3M | $32M | -2% | Mar 2026 |
|
| Hrc Wealth Management | 1.3M | $32M | 0% | Mar 2026 |
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| Ethos Financial Group | 1.2M | $32M | 2% | Mar 2026 |
|
| MAI Wealth Advisors | 1.2M | $31M | 0% | Mar 2026 |
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| Cornerstone Wealth Group | 1.2M | $34M | -4% | Mar 2026 |
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| Stifel Financial | 1.2M | $31M | 3% | Mar 2026 |
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| Fpc Investment Advisory | 1.2M | $34M | 13% | Mar 2026 |
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| Perigon Wealth Management | 1.2M | $31M | 4% | Mar 2026 |
|
| Powers Advisory Group | 1.2M | $31M | 0% | Mar 2026 |
|
| Anchor Investment Management | 1.2M | $31M | 2% | Mar 2026 |
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| Pure Portfolios Holdings | 1.2M | $32M | 0% | Dec 2025 |
|
| Christensen, King & Associates Investment Services | 1.1M | $30M | 1% | Mar 2026 |
|
| Csenge Advisory Group | 1.1M | $29M | 2% | Mar 2026 |
|
| Goldman Sachs Group | 1.1M | $29M | -46% | Mar 2026 |
|
| Resources Investment Advisors | 1.1M | $29M | -2% | Mar 2026 |
|
| Gordian Advisors | 1.1M | $28M | 0% | Mar 2026 |
|
| Provident Wealth Management | 1.1M | $28M | 0% | Mar 2026 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $27M | -7% | Mar 2026 |
|
| YCMNET Advisors | 1.0M | $27M | -26% | Mar 2026 |
|
| Almanack Investment Partners | 857k | $22M | -25% | Mar 2026 |
|
| BCS Wealth Management | 678k | $17M | -50% | Mar 2026 |
|
| Tradewinds Capital Management | 411k | $11M | -65% | Mar 2026 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 19M | $522M |
| Jpmorgan Chase & Co | Sep 2025 | 2.3M | $61M |