Who owns Schwab Strategic Tr us lrg cap etf?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Charles Schwab Investment Advisory 61M $5.8B 5% Mar 2021
Charles Schwab Investment Management 16M $1.5B 2% Mar 2021
Sei Investments 15M $1.4B 0% Mar 2021
UBS Group 4.1M $390M 5% Mar 2021
Sage Financial 3.9M $370M -2% Mar 2021
Creative Planning 3.6M $343M -1% Mar 2021
HBK Sorce Advisory 3.3M $317M -1% Mar 2021
Envestnet Asset Management 3.0M $285M 57% Mar 2021
Campbell Wealth Management 2.1M $201M 4% Mar 2021
Aj Wealth Strategies 2.1M $197M 24% Mar 2021
Mariner Wealth Advisors 1.9M $187M 1% Mar 2021

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Schwab Strategic Tr us lrg cap etf?

QS Investors 1.9M $186M -3% Mar 2021
Mercer Global Advisors 1.9M $185M 45% Mar 2021
Prime Capital Investment Advisors 1.5M $148M 3% Mar 2021
Wealth Enhancement Advisory Services 1.5M $150M 3% Mar 2021
Advisor Group Holdings 1.3M $127M 3% Mar 2021
Northwestern Mutual Wealth Management Company 1.3M $124M 6% Mar 2021
BlueSky Wealth Advisors 1.2M $124M 1% Mar 2021
First Mercantile Trust Company 1.1M $104M -4% Mar 2021
Moneta Group Investment Advisors 1.1M $102M 21% Mar 2021
Evermay Wealth Management 1.0M $101M -1% Mar 2021
Adams Wealth Management 1.0M $97M 34% Mar 2021
Investment Security Group 976k $94M -1% Mar 2021
National Mutual Insurance Federation of Agricultural Cooperatives 950k $91M -37% Mar 2021
McAdam 911k $88M 6% Mar 2021
Koss-Olinger Consulting 871k $84M 100% Mar 2021
Wealthsource Partners 859k $83M -6% Mar 2021
Assetmark 828k $80M -25% Mar 2021
LPL Financial 817k $78M 6% Mar 2021
Northwest Quadrant Wealth Management 803k $77M 4% Mar 2021
United Capital Financial Advisers 792k $76M -1% Mar 2021
JMG Financial Group 755k $73M 0% Mar 2021
Sequoia Financial Advisors 742k $71M -7% Mar 2021
Pacific Edge Advisors 725k $70M 2% Mar 2021
Iwamoto Kong & Co 660k $63M -5% Mar 2021
Cambridge Investment Research Advisors 650k $62M 7% Mar 2021
Kuntz Lesher Capital 619k $59M -2% Mar 2021
Ameriprise Financial 605k $58M 4% Mar 2021
Bangor Savings Bank 575k $55M 10% Mar 2021
Foster Victor Wealth Advisors 551k $55M -2% Mar 2021
Cresset Asset Management 528k $51M -1% Mar 2021
HighTower Advisors 510k $49M 3% Mar 2021
Branch Banking & Trust Company 488k $47M 21% Mar 2021
Lighthouse Financial Advisors 468k $45M 3% Mar 2021
Filbrandt Wealth Management 464k $45M 3% Mar 2021
Sontag Advisory 441k $42M -10% Mar 2021
Parsec Financial Management 436k $42M -6% Mar 2021
Bank of America Corporation 434k $42M 42% Mar 2021
Alliance Wealth Management 421k $40M 1% Mar 2021
Towercrest Capital Management 421k $40M 1% Mar 2021
Aurum Wealth Management Group 420k $40M 23% Mar 2021
Matrix Trust 409k $39M -1% Mar 2021
Johnson Investment Counsel 400k $38M 10% Mar 2021
Pinkerton Retirement Specialists 398k $38M -20% Mar 2021
Riversedge Advisors 388k $37M -6% Mar 2021
Courage Miller Partners 382k $37M -2% Mar 2021
Jaffetilchin Investment Partners 377k $36M 0% Mar 2021
Ciovacco Capital Management 375k $36M 11% Mar 2021
Ancora Advisors 362k $36M 0% Mar 2021
Kohmann Bosshard Financial Services 351k $34M 19% Mar 2021
Budros, Ruhlin & Roe 341k $33M 1% Mar 2021
Buffington Mohr McNeal 333k $32M 3% Mar 2021
Orgel Wealth Management 330k $32M 5% Mar 2021
Pinnacle Advisory Group 317k $30M 9% Mar 2021
Curi Wealth Management 312k $30M 15% Mar 2021
CLS Investments 308k $30M 100% Mar 2021
Moneywise 302k $29M 0% Mar 2021
TrueNorth 297k $29M 1% Mar 2021
Financial Management Professionals 296k $28M -6% Mar 2021
Appleton Partners 294k $28M 6% Mar 2021
Red Cedar Investment Management 287k $28M -52% Mar 2021
Advanced Asset Management Advisors 282k $27M 0% Mar 2021
Colony Group 280k $27M -2% Mar 2021
Charles Schwab Trust 267k $26M 20% Mar 2021
Wells Fargo & Company 266k $26M -2% Mar 2021
Valley National Advisers 265k $26M 4% Mar 2021
Almanack Investment Partners 260k $25M -3% Mar 2021
Sage Financial Management Group 252k $24M 1056% Mar 2021
Adams Chetwood Wealth Management 247k $24M -6% Mar 2021
Stifel Financial 245k $24M 3% Mar 2021
Blue Bell Private Wealth Management 242k $23M 3% Mar 2021
St. Johns Investment Management Company 241k $23M 1% Mar 2021
Marshall Financial Group 239k $23M -2% Mar 2021
Bristlecone Advisors 239k $23M -2% Mar 2021
Piershale Financial 228k $22M -59% Mar 2021
Valicenti Advisory Services 226k $22M 6% Mar 2021
Bsc Private Wealth Management 222k $21M 6% Mar 2021
Manchester Financial 222k $21M 48% Mar 2021
Berger Financial Group 221k $21M 10% Mar 2021
North Star Asset Management 218k $21M 15% Mar 2021
Cantor Fitzgerald Investment Adviser 215k $20M 0% Mar 2021
Ballast Advisors 211k $20M 19% Mar 2021
Royal Bank of Canada 202k $20M 4% Mar 2021
Financial Consulate 201k $19M 4% Mar 2021
Access Financial Services 201k $19M 3% Mar 2021
Qci Asset Management 196k $19M 3% Mar 2021
Kavar Capital Partners Group 193k $19M 7% Mar 2021
Avenue 1 Advisors 189k $18M -7% Mar 2021
Appleton Group Wealth Management 187k $18M 10% Mar 2021
Asset Dedication 187k $18M -7% Mar 2021
D.B. Root & Company 183k $18M 1% Mar 2021
Unitrin 179k $17M 0% Mar 2021
CFG Asset Management 176k $17M 11% Mar 2021
Newman Dignan & Sheerar 174k $1.7M 3% Mar 2021
Ohe Financial 171k $16M -12% Mar 2021
Atria Investments 169k $16M 441% Mar 2021
Cooper/haims Advisors 168k $16M -17% Mar 2021
Dynamic Advisors Solutions 166k $16M -1% Mar 2021
Lenox Wealth Advisors 164k $16M 3% Mar 2021
Thrivent Financial for Lutherans 163k $16M 2% Mar 2021
Black Diamond Financial 163k $16M 2% Mar 2021
Grant Street Asset Management 162k $16M -8% Mar 2021
Captrust Financial Advisors 162k $16M -2% Mar 2021
PBWM Holdings 158k $15M 0% Mar 2021
Integrated Wealth Concepts 157k $15M 8% Mar 2021
Red Door Wealth Management 152k $15M 6% Mar 2021
Cobblestone Capital Advisors 151k $15M -12% Mar 2021
Coldstream Capital Management 149k $14M -1% Mar 2021
Allen Capital Group 147k $14M -4% Mar 2021
Ascension Capital Advisors 143k $14M 3% Mar 2021
Leavell Investment Management 142k $14M -1% Mar 2021
Schneider Downs Wealth Management Advisors 141k $14M 5% Mar 2021
Greenwood Gearhart 140k $13M -19% Mar 2021
R. W. Roge & Company 138k $13M -9% Mar 2021
Lowe, Brockenbrough & Company 136k $13M 11% Mar 2021
Planning Alternatives 135k $13M -7% Mar 2021
YCMNET Advisors 133k $13M -35% Mar 2021
BCS Wealth Management 129k $12M -1% Mar 2021
Cabot Money Management 128k $12M -6% Mar 2021
Vista Private Wealth Partners 124k $10M 23% Mar 2021
Trinity Legacy Partners 123k $12M -4% Mar 2021
Valley Forge Investment Consultants Inc Adv 119k $11M 13% Mar 2021
MAI Wealth Advisors 117k $11M -4% Mar 2021
B & T Capital Management DBA Alpha Capital Management 117k $11M 0% Mar 2021
Burt Wealth Advisors 116k $11M 3% Mar 2021
Sensible Financial Planning & Management 116k $11M -7% Mar 2021
Sheets Smith Wealth Management 114k $11M 0% Mar 2021
Sentinel Pension Advisors 113k $6.4M -8% Mar 2021
Financial Advisory Service 111k $11M 5% Mar 2021
Main Street Financial Solutions 111k $11M 29% Mar 2021
Provident Wealth Management 110k $11M -18% Mar 2021
Commonwealth Equity Services 109k $10M 29% Mar 2021
Private Advisor 108k $10M -17% Mar 2021
Ami Investment Management 105k $10M 2% Mar 2021
Resources Investment Advisors 102k $9.8M 0% Mar 2021
Jackson Wealth Management 100k $9.6M 1% Mar 2021
Bank Hapoalim Bm 100k $9.6M 100% Mar 2021
First Republic Investment Management 98k $9.4M -1% Mar 2021
Wagner Bowman Management 98k $9.4M 4% Mar 2021
55i 98k $9.4M 10% Mar 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 96k $9.3M -23% Mar 2021
Sharkey, Howes & Javer 93k $9.0M -19% Mar 2021
Bowling Portfolio Management 72k $6.9M -34% Mar 2021

Who sold out of Schwab Strategic Tr us lrg cap etf?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 363k $33M
Ascension Asset Management Dec 2020 139k $13M
SWS Partners Dec 2020 120k $11M