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 | 96M | $4.9B | 1% | Sep 2023 |
|
| 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 |
|
| 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 |
|
| Stifel Financial | 408k | $21M | 63% | Sep 2023 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |