Who owns Schwab Strategic Tr us lrg cap etf?
- Ticker: SCHX
- CUSIP Number: 808524201
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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 | Actions |
|---|---|---|---|---|---|
| Us Bancorp | 217M | $4.8B | 5% | Mar 2025 |
|
| Creative Planning | 83M | $1.8B | 0% | Mar 2025 |
|
| Sei Investments | 35M | $815M | 185% | Dec 2024 |
|
| HBK Sorce Advisory | 33M | $729M | 3% | Mar 2025 |
|
| Moneta Group Investment Advisors | 31M | $690M | 19% | Mar 2025 |
|
| Sage Financial | 25M | $560M | 2% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 21M | $482M | 221% | Dec 2024 |
|
| UBS Group | 19M | $415M | 12% | Mar 2025 |
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| HPM Partners | 19M | $413M | 1% | Mar 2025 |
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| Captrust Financial Advisors | 18M | $393M | 687% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 17M | $367M | -5% | Mar 2025 |
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| Campbell Wealth Management | 16M | $366M | 209% | Dec 2024 |
|
| Diversified Enterprises | 15M | $340M | 3% | Mar 2025 |
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| Envestnet Asset Management | 13M | $292M | -10% | Mar 2025 |
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| Mercer Global Advisors | 12M | $259M | -2% | Mar 2025 |
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| Prime Capital Investment Advisors | 11M | $258M | 190% | Dec 2024 |
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| HighTower Advisors | 11M | $256M | 201% | Dec 2024 |
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| Henderson Group | 11M | $241M | 1% | Mar 2025 |
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| Mariner Wealth Advisors | 9.9M | $218M | -3% | Mar 2025 |
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| Koss-Olinger Consulting | 9.9M | $218M | 0% | Mar 2025 |
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| Assetmark | 9.2M | $214M | 194% | Dec 2024 |
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| McAdam | 9.2M | $203M | -11% | Mar 2025 |
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| JMG Financial Group | 8.1M | $180M | -2% | Mar 2025 |
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| Fund Evaluation Group | 8.0M | $176M | 89% | Mar 2025 |
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| LPL Financial | 6.8M | $151M | -3% | Mar 2025 |
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| Bank of America Corporation | 6.5M | $151M | 225% | Dec 2024 |
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| Greenwood Gearhart | 6.4M | $141M | 7% | Mar 2025 |
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| BlueSky Wealth Advisors | 6.2M | $137M | 3% | Mar 2025 |
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| Beacon Pointe Advisors | 6.2M | $143M | 190% | Dec 2024 |
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| Kohmann Bosshard Financial Services | 6.2M | $136M | 5% | Mar 2025 |
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| Morgan Stanley | 6.2M | $143M | 100% | Dec 2024 |
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| Iwamoto Kong & Co | 6.1M | $135M | 4% | Mar 2025 |
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| Sontag Advisory | 6.1M | $134M | 96% | Mar 2025 |
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| Betterment | 6.0M | $140M | 203% | Dec 2024 |
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| Evermay Wealth Management | 5.0M | $111M | -1% | Mar 2025 |
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| Johnson Investment Counsel | 4.8M | $107M | 3% | Mar 2025 |
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| CI Private Wealth | 4.7M | $105M | -4% | Mar 2025 |
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| Northwest Quadrant Wealth Management | 4.7M | $105M | 2% | Mar 2025 |
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| Orgel Wealth Management | 4.6M | $102M | 0% | Mar 2025 |
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| Financial Consulate | 4.1M | $91M | 10% | Mar 2025 |
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| Standpoint Asset Management | 4.0M | $89M | 7% | Mar 2025 |
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| Charles Schwab Trust | 3.9M | $87M | 11% | Mar 2025 |
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| Cresset Asset Management | 3.9M | $90M | 113% | Dec 2024 |
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| RMB Capital Management | 3.8M | $85M | 0% | Mar 2025 |
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| Steele Capital Management | 3.8M | $85M | 1% | Mar 2025 |
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| Leverty Financial Group | 3.8M | $84M | 45% | Mar 2025 |
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| FSA Investment Group | 3.7M | $81M | 6% | Mar 2025 |
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| Aurum Wealth Management Group | 3.6M | $80M | -3% | Mar 2025 |
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| Ameriprise Financial | 3.4M | $75M | -3% | Mar 2025 |
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| Bangor Savings Bank | 3.2M | $71M | -8% | Mar 2025 |
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| Sims Investment Management | 3.1M | $68M | 43% | Mar 2025 |
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| HB Wealth Management | 3.1M | $68M | 3% | Mar 2025 |
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| Integrated Wealth Concepts | 3.1M | $71M | 201% | Dec 2024 |
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| Meridian Wealth Partners | 3.0M | $69M | 201% | Dec 2024 |
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| Cambridge Investment Research Advisors | 2.8M | $62M | -9% | Mar 2025 |
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| Scarborough Advisors | 2.8M | $61M | -20% | Mar 2025 |
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| CacheTech | 2.8M | $60M | -7% | Mar 2025 |
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| Adams Wealth Management | 2.7M | $60M | -8% | Mar 2025 |
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| Colony | 2.7M | $59M | 9% | Mar 2025 |
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| Cornerstone Advisors Asset Management | 2.6M | $58M | 8% | Mar 2025 |
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| Kuntz Lesher Capital | 2.6M | $57M | -38% | Mar 2025 |
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| Jaffetilchin Investment Partners | 2.5M | $56M | 1% | Mar 2025 |
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| Sequoia Financial Advisors | 2.5M | $56M | 0% | Mar 2025 |
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| Savant Capital Management | 2.5M | $56M | -1% | Mar 2025 |
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| Aptus Capital Advisors | 2.5M | $54M | 3% | Mar 2025 |
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| Baker Avenue Asset Management | 2.4M | $54M | 9% | Mar 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 2.4M | $53M | 2% | Mar 2025 |
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| CFG Asset Management | 2.4M | $52M | 3% | Mar 2025 |
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| Jpmorgan Chase & Co | 2.3M | $51M | 5% | Mar 2025 |
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| Legacy Wealth Management | 2.3M | $51M | 3% | Mar 2025 |
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| Raymond James Financial | 2.3M | $50M | 3% | Mar 2025 |
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| Berger Financial Group | 2.3M | $50M | -17% | Mar 2025 |
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| Alliance Wealth Management | 2.2M | $49M | -3% | Mar 2025 |
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| Towercrest Capital Management | 2.2M | $49M | -3% | Mar 2025 |
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| Rsm Us Wealth Management | 2.2M | $48M | -8% | Mar 2025 |
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| Financial Management Professionals | 2.1M | $47M | 159% | Mar 2025 |
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| Buffington Mohr McNeal | 2.1M | $47M | 0% | Mar 2025 |
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| Harbour Investments | 2.1M | $45M | 0% | Mar 2025 |
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| Richardson Capital Management | 2.1M | $45M | 18% | Mar 2025 |
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| United Capital Financial Advisers | 2.1M | $45M | -3% | Mar 2025 |
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| McGlone Suttner Wealth Management | 2.0M | $45M | 1% | Mar 2025 |
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| Pure Financial Advisors | 2.0M | $44M | 17679% | Mar 2025 |
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| Wells Fargo & Company | 1.9M | $42M | 1% | Mar 2025 |
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| Appleton Partners | 1.9M | $42M | -1% | Mar 2025 |
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| Embree Financial Group | 1.8M | $40M | 2% | Mar 2025 |
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| TrueNorth | 1.8M | $40M | -2% | Mar 2025 |
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| Courage Miller Partners | 1.8M | $40M | 0% | Mar 2025 |
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| Valley National Advisers | 1.8M | $36M | 5% | Mar 2025 |
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| Commonwealth Equity Services | 1.7M | $41M | 202% | Dec 2024 |
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| Northeast Financial Group | 1.7M | $38M | 0% | Mar 2025 |
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| Royal Bank of Canada | 1.6M | $36M | 5% | Mar 2025 |
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| Bryn Mawr Trust | 1.6M | $35M | 2% | Mar 2025 |
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| Resources Investment Advisors | 1.6M | $35M | -18% | Mar 2025 |
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| Access Financial Services | 1.6M | $35M | 4% | Mar 2025 |
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| Modera Wealth Management | 1.6M | $35M | -2% | Mar 2025 |
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| Strategic Equity Management | 1.6M | $35M | 0% | Mar 2025 |
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| Pinkerton Retirement Specialists | 1.6M | $34M | -10% | Mar 2025 |
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| YCMNET Advisors | 1.5M | $35M | 221% | Dec 2024 |
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| Schneider Downs Wealth Management Advisors | 1.5M | $35M | 215% | Dec 2024 |
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| Newman Dignan & Sheerar | 1.5M | $35M | 0% | Mar 2025 |
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| Ashford Advisors | 1.5M | $33M | -13% | Mar 2025 |
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| Chicago Partners Investment | 1.5M | $33M | 6% | Mar 2025 |
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| Sherwood Financial Partners | 1.5M | $32M | 1% | Mar 2025 |
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| Burt Wealth Advisors | 1.5M | $32M | 1% | Mar 2025 |
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| Kolinsky Wealth Management | 1.4M | $38M | 220% | Dec 2024 |
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| Kavar Capital Partners Group | 1.4M | $32M | 6% | Mar 2025 |
|
| Ashton Thomas Private Wealth | 1.4M | $32M | -1% | Mar 2025 |
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| Matrix Trust | 1.4M | $32M | 0% | Mar 2025 |
|
| Pure Portfolios Holdings | 1.4M | $31M | 1% | Mar 2025 |
|
| Marshall Financial Group | 1.4M | $31M | 10% | Mar 2025 |
|
| Belpointe Asset Management | 1.4M | $31M | 10084% | Mar 2025 |
|
| Morris Financial Concepts | 1.4M | $30M | 1% | Mar 2025 |
|
| Congress Wealth Management LLC / DE / | 1.4M | $32M | 201% | Dec 2024 |
|
| Cornerstone Wealth Group | 1.4M | $30M | -2% | Mar 2025 |
|
| Fortis Capital Advisors | 1.3M | $30M | 100% | Mar 2025 |
|
| FIDELIS iM | 1.3M | $30M | 3% | Mar 2025 |
|
| Bernard Wealth Management Corp. | 1.3M | $30M | 4% | Mar 2025 |
|
| Valicenti Advisory Services | 1.3M | $29M | -1% | Mar 2025 |
|
| Foster Victor Wealth Advisors | 1.3M | $28M | -2% | Mar 2025 |
|
| Ballast Advisors | 1.3M | $29M | 0% | Mar 2025 |
|
| Athena Investment Management | 1.3M | $29M | -4% | Mar 2025 |
|
| MAI Wealth Advisors | 1.3M | $29M | 0% | Mar 2025 |
|
| Gleason Group | 1.3M | $29M | -7% | Mar 2025 |
|
| Quantinno Capital Management | 1.3M | $29M | 131% | Mar 2025 |
|
| Stifel Financial | 1.3M | $30M | 231% | Dec 2024 |
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| Red Door Wealth Management | 1.3M | $28M | 1% | Mar 2025 |
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| Moneywise | 1.3M | $28M | -4% | Mar 2025 |
|
| Bristlecone Advisors | 1.3M | $28M | -1% | Mar 2025 |
|
| Dynamic Advisors Solutions | 1.2M | $28M | 100% | Mar 2025 |
|
| Manchester Financial | 1.2M | $29M | 199% | Dec 2024 |
|
| Main Street Financial Solutions | 1.2M | $27M | 4% | Mar 2025 |
|
| Christensen, King & Associates Investment Services | 1.2M | $28M | -1% | Mar 2025 |
|
| Powers Advisory Group | 1.2M | $26M | 0% | Mar 2025 |
|
| Gordian Advisors | 1.2M | $26M | 0% | Mar 2025 |
|
| Hrc Wealth Management | 1.2M | $26M | 0% | Mar 2025 |
|
| Ascension Capital Advisors | 1.2M | $26M | -1% | Mar 2025 |
|
| Cantor Fitzgerald Investment Adviser | 1.2M | $25M | 23% | Mar 2025 |
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| Fortis Capital Management | 1.2M | $25M | -7% | Mar 2025 |
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| Advisor Group Holdings | 1.1M | $25M | 96% | Mar 2025 |
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| Riversedge Advisors | 1.1M | $25M | -37% | Mar 2025 |
|
| Almanack Investment Partners | 1.1M | $25M | -1% | Mar 2025 |
|
| Anchor Investment Management | 1.1M | $25M | 1% | Mar 2025 |
|
| Sawgrass Asset Management | 1.1M | $25M | -4% | Mar 2025 |
|
| D.B. Root & Company | 1.1M | $26M | 199% | Dec 2024 |
|
| FMR | 1.1M | $25M | 10% | Mar 2025 |
|
| GEN Financial Management | 1.1M | $25M | 0% | Mar 2025 |
|
| Searcy Financial Services | 1.1M | $24M | 100% | Mar 2025 |
|
| Provident Wealth Management | 1.1M | $24M | 2% | Mar 2025 |
|
| Milestone Investment Advisors | 1.1M | $24M | -3% | Mar 2025 |
|
| Perigon Wealth Management | 1.1M | $24M | 44% | Mar 2025 |
|
| St. Louis Trust | 1.1M | $23M | -1% | Mar 2025 |
|
| Goldman Sachs Group | 1.1M | $23M | -24% | Mar 2025 |
|
| Tradewinds Capital Management | 1.0M | $23M | -32% | Mar 2025 |
|
| Sprinkle Financial Consultants | 1.0M | $23M | -4% | Mar 2025 |
|
| Apollon Wealth Management | 336k | $7.4M | -85% | Mar 2025 |
|
Who sold out of Schwab Strategic Tr us lrg cap etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Empowered Funds | Dec 2024 | 2.9M | $67M |
| American Trust | Dec 2024 | 2.4M | $56M |