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
Creative Planning 25M $1.0B 63% Sep 2022
Envestnet Asset Management 18M $765M 28% Sep 2022
Mercer Global Advisors 16M $686M 26% Sep 2022
UBS Group 8.2M $346M -1% Sep 2022
Sage Financial 8.0M $337M 1% Sep 2022
Campbell Wealth Management 4.4M $198M 1% Dec 2022
Mariner Wealth Advisors 4.0M $170M 100% Sep 2022
Henderson Group 3.8M $162M 100% Sep 2022
Aj Wealth Strategies 3.7M $169M -23% Dec 2022
Wealth Enhancement Advisory Services 3.6M $153M -7% Sep 2022
Wealthsource Partners 3.5M $148M 10% Sep 2022

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HighTower Advisors 3.4M $145M 2% Sep 2022
Prime Capital Investment Advisors 3.2M $137M -11% Sep 2022
Adams Wealth Management 2.7M $116M -8% Sep 2022
JMG Financial Group 2.6M $109M 10% Sep 2022
McAdam 2.4M $103M 3% Sep 2022
Beacon Pointe Advisors 2.3M $98M 6% Sep 2022
BlueSky Wealth Advisors 2.0M $84M 2% Sep 2022
Aurum Wealth Management Group 1.8M $80M 24% Dec 2022
Orgel Wealth Management 1.8M $79M 1% Dec 2022
Captrust Financial Advisors 1.7M $71M 426% Sep 2022
United Capital Financial Advisers 1.5M $64M -2% Sep 2022
Assetmark 1.5M $63M -6% Sep 2022
Northwest Quadrant Wealth Management 1.4M $61M 2% Sep 2022
Bangor Savings Bank 1.4M $64M -1% Dec 2022
Johnson Financial 1.4M $57M 909% Sep 2022
American Trust 1.3M $57M -16% Sep 2022
Scarborough Advisors 1.2M $52M 100% Sep 2022
Sequoia Financial Advisors 1.2M $53M -1% Dec 2022
AE Wealth Management 1.1M $48M 55% Sep 2022
HB Wealth Management 1.1M $50M 3% Dec 2022
Foster Victor Wealth Advisors 1.1M $48M 0% Sep 2022
Meridian Wealth Partners 1.1M $45M 100% Sep 2022
Cambridge Investment Research Advisors 1.0M $44M 2% Sep 2022
Sontag Advisory 1.0M $43M 5% Sep 2022
JFG Wealth Management 1.0M $43M 2603% Sep 2022
Curi Wealth Management 1.0M $43M 9% Sep 2022
Legacy Wealth Management 927k $42M 1574% Dec 2022
Savant Capital Management 887k $38M -9% Sep 2022
Alliance Wealth Management 841k $36M 7% Sep 2022
Branch Banking & Trust Company 833k $35M -3% Sep 2022
Valley National Advisers 787k $37M 7% Dec 2022
Hanson McClain Advisors 750k $34M -2% Dec 2022
Berger Financial Group 745k $32M 6% Sep 2022
Riversedge Advisors 742k $34M -1% Dec 2022
Budros, Ruhlin & Roe 731k $31M 3% Sep 2022
Courage Miller Partners 724k $31M -1% Sep 2022
Buffington Mohr McNeal 702k $30M 1% Sep 2022
Financial Consulate 697k $32M -1% Dec 2022
TrueNorth 665k $28M -1% Sep 2022
Appleton Partners 651k $28M 2% Sep 2022
Moneywise 642k $27M -1% Sep 2022
Kohmann Bosshard Financial Services 642k $27M -6% Sep 2022
Parsec Financial Management 622k $26M -3% Sep 2022
Huntington Asset Advisors 614k $26M -4% Sep 2022
IFP Advisors 609k $40M 4% Sep 2022
Congress Wealth Management LLC / DE / 607k $26M 1% Sep 2022
Access Financial Services 592k $25M 7% Sep 2022
Ashford Advisors 584k $25M 0% Sep 2022
Bank Hapoalim Bm 577k $24M 0% Sep 2022
Financial Management Professionals 575k $26M -34% Dec 2022
Sage Financial Management Group 570k $26M 13% Dec 2022
Advanced Asset Management Advisors 563k $24M 0% Sep 2022
Matrix Trust 540k $24M -1% Dec 2022
Revolve Wealth Partners 538k $24M -3% Dec 2022
CFG Asset Management 528k $22M 0% Sep 2022
CLS Investments 510k $22M -1% Sep 2022
Valicenti Advisory Services 495k $22M 1% Dec 2022
Red Cedar Investment Management 468k $20M 0% Sep 2022
Diversified 464k $20M 20% Sep 2022
Kavar Capital Partners Group 462k $20M 2% Sep 2022
Bsc Private Wealth Management 457k $19M 7% Sep 2022
Athena Investment Management 451k $19M 100% Sep 2022
Kolinsky Wealth Management 451k $19M 2% Sep 2022
Bristlecone Advisors 450k $19M -1% Sep 2022
Avenue 1 Advisors 430k $19M -1% Dec 2022
Royal Bank of Canada 428k $18M 100% Sep 2022
Colony Group 425k $18M -5% Sep 2022
SNS Financial 424k $19M 100% Dec 2022
FIDELIS iM 416k $18M 5% Sep 2022
Red Door Wealth Management 406k $18M 15% Dec 2022
Burt Wealth Advisors 397k $18M 45% Dec 2022
Greenwood Gearhart 395k $17M 2% Sep 2022
Powers Advisory Group 384k $17M 1% Dec 2022
Asset Dedication 382k $16M 100% Sep 2022
Pillar Wealth Advisors 379k $16M 1% Sep 2022
Dynamic Advisors Solutions 375k $17M 1% Dec 2022
Newman Dignan & Sheerar 372k $17M 2% Dec 2022
Blue Bell Private Wealth Management 370k $16M -2% Sep 2022
Schneider Downs Wealth Management Advisors 368k $16M 3% Sep 2022
St. Johns Investment Management Company 365k $16M -18% Sep 2022
Compass Advisory Group 359k $15M 9% Sep 2022
Main Street Financial Solutions 357k $15M 17% Sep 2022
Valley Forge Investment Consultants Inc Adv 352k $15M -2% Sep 2022
MAI Wealth Advisors 351k $15M -6% Sep 2022
Provident Wealth Management 350k $15M 8% Sep 2022
Morris Financial Concepts 345k $15M 0% Sep 2022
D.B. Root & Company 342k $15M -1% Sep 2022
Gleason Group 337k $15M 42971% Dec 2022
Allen Capital Group 335k $14M 8% Sep 2022
Harbour Investments 324k $15M 0% Sep 2022
PBWM Holdings 307k $14M 0% Dec 2022
Coldstream Capital Management 304k $14M -6% Dec 2022
Black Diamond Financial 304k $13M 6% Sep 2022
Charles Schwab Trust 301k $13M 712% Sep 2022
Leavell Investment Management 299k $14M 0% Dec 2022
Sheets Smith Wealth Management 293k $12M 0% Sep 2022
Salem Investment Counselors 277k $12M 3% Sep 2022
B & T Capital Management DBA Alpha Capital Management 276k $12M 2% Sep 2022
Aptus Capital Advisors 273k $12M 7% Sep 2022
Money Matters Financial 267k $13M 3% Dec 2022
BCS Wealth Management 257k $12M 1% Dec 2022
Sensible Financial Planning & Management 254k $11M -2% Sep 2022
Bell Investment Advisors 253k $11M 12% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 252k $11M -6% Sep 2022
Financial Advisory Service 247k $11M 3% Sep 2022
Northwest Capital Management 246k $10M 8% Sep 2022
First Republic Investment Management 245k $10M 8% Sep 2022
Castle Wealth Management 244k $10M 100% Sep 2022
Wagner Bowman Management 244k $10M -2% Sep 2022
Lowe, Brockenbrough & Company 241k $10M -3% Sep 2022
R. W. Roge & Company 239k $10M -2% Sep 2022
Cobblestone Capital Advisors 239k $10M -1% Sep 2022
MCF Advisors 221k $9.4M -1% Sep 2022
Planning Alternatives 208k $8.8M -2% Sep 2022
Private Capital Management 207k $8.7M 18% Sep 2022
Shilanski & Associates 207k $8.7M 100% Sep 2022
Vista Private Wealth Partners 205k $9.3M 16% Dec 2022
Buckingham Asset Management 197k $8.3M 3% Sep 2022
First National Corp 197k $8.3M 2% Sep 2022
Sound View Wealth Advisors Group 195k $8.3M 3% Sep 2022
ProVise Management Group 194k $8.2M 18% Sep 2022
Cooper/haims Advisors 194k $8.2M -5% Sep 2022
Trinity Legacy Partners 193k $8.7M -2% Dec 2022
Rosenberg Matthew Hamilton 191k $8.1M -4% Sep 2022
Nottingham Advisors 190k $8.1M -2% Sep 2022
SWS Partners 190k $8.0M 100% Sep 2022
Jane Street 186k $7.9M 3862% Sep 2022
Csenge Advisory Group 186k $7.9M 5% Sep 2022
Lutz Financial Services 178k $7.6M -12% Sep 2022
North Star Asset Management 178k $7.6M -72% Sep 2022
Leisure Capital Management 177k $7.5M 1% Sep 2022
Ami Investment Management 176k $7.5M -1% Sep 2022
Toronto-Dominion Bank 175k $7.4M 100% Sep 2022
Vishria Bird Financial Group 174k $7.4M -1% Sep 2022
Hengehold Capital Management 172k $7.3M 33% Sep 2022
Sanford Advisory Services 170k $7.2M 312% Sep 2022
Morling Financial Advisors 167k $7.1M -1% Sep 2022
Resources Investment Advisors 167k $7.1M 1% Sep 2022
Lloyd Advisory Services 166k $7.0M 100% Sep 2022
Relaxing Retirement Coach 166k $7.0M -2% Sep 2022
Columbus Macro 157k $6.6M -6% Sep 2022
Cornerstone Wealth Advisors 151k $6.8M -18% Dec 2022
Atria Investments 81k $3.4M -60% Sep 2022
Kestra Advisory Services 35k $1.5M -92% Sep 2022

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

Fund or Company Name Date Sold Shares Held Valued At
Oak Asset Management Jun 2022 731k $33M
Almanack Investment Partners Jun 2022 688k $31M