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 | ||
---|---|---|---|---|---|---|
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 |